Country Trust Bank
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-2.0ptsvs SPY
Invested
$5.3B
Holdings
571
Trades YTD
0
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
$VOO
VANGUARD INDEX FDS
Q1 2026: Increased +486390.2% (492 → 2.39M shares)
13.6%
02
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Increased +1916553.1% (772 → 14.80M shares)
9.0%
03
$FBND
FIDELITY MERRIMACK STR TR
Q1 2026: Increased +5.5% (6.39M → 6.74M shares)
5.8%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +290659.8% (930 → 2.70M shares)
4.5%
05
$MSFT
MICROSOFT CORP
Q1 2026: Increased +56900.3% (1.7k → 990.7k shares)
3.5%
06
$VB
VANGUARD INDEX FDS
Q1 2026: Increased +26.4% (515.3k → 651.4k shares)
3.2%
07
$AAPL
APPLE INC
Q1 2026: Increased +9974.0% (13.1k → 1.32M shares)
3.2%
08
$AMZN
AMAZON COM INC
Q1 2026: Increased +58437.2% (2.4k → 1.43M shares)
2.8%
09
$VCLT
VANGUARD SCOTTSDALE FDS
Q4 2025: Sold 3.3% (1.93M → 1.87M shares)
2.7%
10
$GOOG
ALPHABET INC
Q1 2026: Sold 2.9% (404.8k → 393.0k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
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 08:28 UTC.