Robbins Farley
Annual return '25
+13.7%
SPY '25
+17.7%
Alpha
-4.0ptsvs SPY
Invested
$225.9M
Holdings
143
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 84%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (30.0k shares)
4.2%
02
$SCHD
SCHWAB STRATEGIC TR
Held since at least Q1 2024
4.0%
03
$TJX
TJX COS INC NEW
Q1 2026: New position (12.9k shares)
3.4%
04
$CAT
CATERPILLAR INC
Q1 2026: New position (7.6k shares)
3.0%
05
$NEE
NEXTERA ENERGY INC
Q1 2026: New position (14.1k shares)
2.9%
06
$WMT
WALMART INC
Q1 2026: New position (27.3k shares)
2.8%
07
$AVGO
BROADCOM INC
Q1 2026: New position (16.1k shares)
2.7%
08
$AMZN
AMAZON COM INC
Q1 2026: New position (17.6k shares)
2.7%
09
$MLM
MARTIN MARIETTA MATLS INC
Held since at least Q1 2024
2.7%
10
$CASY
CASEYS GEN STORES INC
Held since at least Q1 2024
2.7%
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 10:59 UTC.