New Capital Management LP
Annual return '25
+16.6%
SPY '25
+17.7%
Alpha
-1.1ptsvs SPY
Invested
$405.7M
Holdings
59
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 85%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
24.5%
02
$DFAX
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
20.0%
03
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q4 2025: New position (170 shares)
12.7%
04
$AAPL
APPLE INC
Q1 2026: Increased +14.6% (1.2k → 1.3k shares)
4.8%
05
$EBI
RBB FUND TRUST
Held since at least Q1 2024
3.0%
06
$BINC
BLACKROCK ETF TRUST II
Held since at least Q1 2024
2.8%
07
$DFSU
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.5%
08
$IUSB
ISHARES TR
Held since at least Q1 2024
2.2%
09
$PEP
PEPSICO INC
Q4 2025: New position (214 shares)
2.0%
10
$DFSI
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
1.9%
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 10:56 UTC.