David Van Overeem Portfolio
Invests via RMR Capital Management, LLC | Managed by David Van Overeem
Invests via RMR Capital Management, LLC
Managed by David Van Overeem
Automatically Tracked
David Van Overeem Profile
Seasoned investor and operating executive focused on technology and growth-stage companies, specializing in scaling product and GTM teams and advising CEOs on fundraising and strategic partnerships. David Van Overeem has led investments and operational turnarounds, emphasizing growth equity, capital formation, M&A readiness and commercial scaling.
Seasoned investor and operating executive focused on technology and growth-stage companies, specializing in scaling product and GTM teams and advising CEOs on fundraising and strategic partnerships. David Van Overeem has led investments and operational turnarounds, emphasizing growth equity, capital formation, M&A readiness and commercial scaling.
Investment Philosophy & Strategy
Focuses on growth-stage technology businesses with a hands-on, operationally driven investing style that prioritizes scaling product and go-to-market capabilities. Capital allocation favors growth equity and follow-on rounds to fund commercial expansion, product-market fit acceleration, and M&A-ready transformations. Employs a CEO-advisor lens: underwriting concentrates on revenue efficiency, scalable GTM motion, and repeatable unit economics. Time horizon is multi-year with active board or operating involvement to de-risk execution, optimize fundraising cadence, and position companies for strategic exits or private-market liquidity events.
Focuses on growth-stage technology businesses with a hands-on, operationally driven investing style that prioritizes scaling product and go-to-market capabilities. Capital allocation favors growth equity and follow-on rounds to fund commercial expansion, product-market fit acceleration, and M&A-ready transformations. Employs a CEO-advisor lens: underwriting concentrates on revenue efficiency, scalable GTM motion, and repeatable unit economics. Time horizon is multi-year with active board or operating involvement to de-risk execution, optimize fundraising cadence, and position companies for strategic exits or private-market liquidity events.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
4.36%
Gain
Monthly
0.14%
Yearly
1.7%
Drawdown
28.47%
$146.4M
Equity
Holdings
$146.4M
Investment
$112.83M
$37.44M
Profit +$341,000.35
Realized
$3.86M
Unrealized
$33.58M
Dividends
$6.29M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$341,000.35
Win %
74%
This Week
Compared To Last Week
Gain
-1.94%
Profit
-$2.89M
Win %
74%
This Month
Compared to last month
Gain
0.94%
Profit
$1.37M
Win %
74%
This Year
Compared to last year
Gain
5.69%
Profit
$7.88M
Win %
74%
ABT Abbott Laboratories
+10.4%
+$73,351.5 
MDLZ Mondelez International, Inc.
+4.02%
+$8,281.24 
SKYH Sky Harbour Group Corp.
+3.72%
+$44,335.82 
PAYX Paychex Inc.
+3.68%
+$14,199.3 
ABBV AbbVie Inc.
+3.58%
+$80,605 
BRO Brown & Brown Inc.
+3.28%
+$10,770.42 
MCD McDonald's Corporation
+2.65%
+$42,484.3 
KO The Coca-Cola Company
+2.58%
+$14,818.41 
CSX CSX Corporation
+2.58%
+$29,641.2 
COST Costco Wholesale Corporation
+2.54%
+$84,545.37 
NNI Nelnet, Inc.
+2.49%
+$14,343.4 
CASH Pathward Financial, Inc.
+2.41%
+$85,578.63 
SSD Simpson Manufacturing Co., Inc.
+2.05%
+$4,900.44 
V Visa Inc. Class A
+2%
+$31,013.78 
WMT Walmart Inc.
+1.96%
+$43,128.8 
TSLX Sixth Street Specialty Lending Inc.
+1.72%
+$75,842.4 
AAPL Apple Inc.
+1.68%
+$33,192.54 
MSFT Microsoft Corp.
+1.63%
+$26,449.08 
FTA First Trust Large Cap Value AlphaDEX Fund
+1.48%
+$16,237.8 
ISCV iShares Morningstar Small-Cap Value ETF
+1.4%
+$3,986.72 
MKL Markel Group Inc.
+1.36%
+$4,882.5 
JNJ Johnson & Johnson
+1.32%
+$27,533.97 
CB Chubb Limited
+1.28%
+$5,717.37 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.19%
+$29,222.17 
AIG American International Group Inc.
+1.04%
+$3,255.2 
GD General Dynamics Corporation
+0.83%
+$10,238.85 
VOE Vanguard Mid-Cap Value ETF
+0.82%
+$21,116.7 
RPV Invesco S&P 500 Pure Value ETF
+0.72%
+$12,097.86 
IWD iShares Russell 1000 Value ETF
+0.67%
+$2,113.18 
RSP Invesco S&P 500 Equal Weight ETF
+0.64%
+$33,495.13 
AMRZ Amrize Ltd.
+0.55%
+$1,442.83 
AXP American Express Company
+0.53%
+$11,862.7 
IJR iShares Core S&P Small-Cap ETF
+0.52%
+$2,074.04 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.52%
+$18,157.54 
BRK-B Berkshire Hathaway Inc.
+0.39%
+$96,022.43 
BRK-A Berkshire Hathaway Inc.
+0.38%
+$13,874 
DTD WisdomTree U.S. Total Dividend Fund
+0.34%
+$1,430 
VYM Vanguard High Dividend Yield ETF
+0.26%
+$1,110.03 
PLTR Palantir Technologies Inc.
+0.22%
+$541.43 
JOE The St. Joe Company
+0.2%
+$5,191.68 
BFOR Barron's 400 ETF
+0.16%
+$1,722.42 
QUAL iShares MSCI USA Quality Factor ETF
+0.12%
+$2,722.89 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$1,381.5 
CNQ Canadian Natural Resources Limited
0%
$0 
LQDA Liquidia Corporation
-4.87%
-$28,102.85 
GS The Goldman Sachs Group, Inc.
-4.85%
-$94,806.31 
GOOG Alphabet Inc
-4.45%
-$93,821.94 
GOOGL Alphabet Inc
-4.43%
-$274,597.49 
CPNG Coupang Inc.
-2.98%
-$14,070.68 
NVDA NVIDIA Corporation
-2.84%
-$21,123.09 
ITA iShares U.S. Aerospace & Defense ETF
-2.6%
-$11,429.7 
GLD SPDR Gold Shares
-1.99%
-$23,974.02 
HQI HireQuest Inc.
-1.91%
-$7,107.36 
UTG Reaves Utility Income Fund
-1.74%
-$3,809.99 
AMZN Amazon.com Inc
-1.32%
-$17,259.08 
RTX RTX Corporation
-1.27%
-$32,386.45 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.19%
-$2,485.03 
JPM JPMorgan Chase & Co.
-1.06%
-$20,976.46 
PFF iShares Preferred and Income Securities ETF
-0.82%
-$21,966.25 
NOC Northrop Grumman Corporation
-0.77%
-$1,619.93 
VOO Vanguard S&P 500 ETF
-0.75%
-$2,016.27 
IVV iShares Core S&P 500 ETF
-0.75%
-$8,508.65 
SPY SPDR S&P 500 ETF Trust
-0.75%
-$4,850.4 
SCHB Schwab U.S. Broad Market ETF
-0.72%
-$1,698.48 
VGK Vanguard FTSE Europe ETF
-0.48%
-$1,274.58 
SCHW Charles Schwab Corporation
-0.16%
-$2,695.2 
HYBB iShares BB Rated Corporate Bond ETF
-0.14%
-$1,178.44 
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$2,496.06 
VO Vanguard Mid-Cap ETF
-0.13%
-$2,790.48 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.11%
-$599.27 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.1%
-$1,073.1 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.06%
-$1,385 
SYFI AB Short Duration High Yield ETF
-0.06%
-$2,263.54 
BINC iShares Flexible Income Active ETF
-0.05%
-$1,403.17 
MGM MGM Resorts International
-0.03%
-$126.09 Events
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Dividends
Dividend Analysis
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| Trades 392 | Longs Won 293/392 74% | Profit Factor 18.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $437,981.43 |
| Average Win $135,115.43 | Best Trade (Jul 14) $7.03M | Sharpe Ratio -9.99 |
| Average Loss -$21,682.24 | Worst Trade (Jul 10) -$412,072.98 | Z-Score 5.97 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 4w 1d | Expectancy $95,516.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,757 | 6,081 | 5,405 | 4,730 | 4,054 | 3,378 | 2,703 | 2,027 | 1,351 | 676 |
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Returns
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