Hedeker Wealth, LLC
Annual return '25
+16.3%
SPY '25
+17.7%
Alpha
-1.4ptsvs SPY
Invested
$473.7M
Holdings
87
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$PLTR
PALANTIR TECHNOLOGIES INC
Q4 2025: Exited (was 233.2k shares)
6.6%
02
$AVGO
BROADCOM INC
Q1 2026: Increased +4.0% (39.3k → 40.9k shares)
6.3%
03
$MSFT
MICROSOFT CORP
Q1 2026: Sold 47.6% (3.1k → 1.6k shares)
4.0%
04
$NVDA
NVIDIA CORPORATION
Q4 2025: Sold 43.0% (97.9k → 55.8k shares)
3.5%
05
$AAPL
APPLE INC
Q1 2026: Increased +102.1% (56.6k → 114.4k shares)
3.3%
06
$AMZN
AMAZON COM INC
Q1 2026: Increased +17.7% (2.5k → 2.9k shares)
3.2%
07
$COHR
COHERENT CORP
Q4 2025: Exited (was 66.9k shares)
3.1%
08
$GOOGL
ALPHABET INC
Q1 2026: Increased +19.3% (1.6k → 1.9k shares)
3.0%
09
$DTCR
GLOBAL X FDS
Q4 2025: Exited (was 562.5k shares)
3.0%
10
$GOOG
ALPHABET INC
Q4 2025: Sold 97.4% (49.7k → 1.3k shares)
2.9%
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 12:33 UTC.