Winmill & Co. Inc.
Annual return '25
+29.6%
SPY '25
+17.7%
Alpha
+11.8ptsvs SPY
Invested
$693.3M
Holdings
54
Trades YTD
36
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GOOGL
Alphabet, Inc.
Held since at least Q1 2024
9.2%
02
$STLD
STEEL DYNAMICS INC
Held since at least Q1 2024
9.0%
03
$LRCX
Lam Research Corporation
Held since at least Q1 2024
6.9%
04
$IAG
IAMGOLD Corporation
Held since at least Q1 2024
6.6%
05
$IBKR
Interactive Brokers Group, Inc.
Held since at least Q1 2024
6.5%
06
$WSM
WILLIAMS SONOMA INC
Held since at least Q1 2024
6.0%
07
$MLI
Mueller Industries, Inc.
Held since at least Q1 2024
5.5%
08
$NMIH
NMI Holdings, Inc.
Held since at least Q1 2024
4.4%
09
$YOU
Clear Secure, Inc.
Held since at least Q1 2024
4.1%
10
$LPLA
LPL Financial Holdings, Inc.
Held since at least Q1 2024
4.1%
Recent trades · Last 90 days
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:30 UTC.