Fourpath Capital Management, LLC
Annual return '25
+13.0%
SPY '25
+17.7%
Alpha
-4.7ptsvs SPY
Invested
$697M
Holdings
217
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$WMT
WALMART INC
Q4 2024: New position (518.6k shares)
9.2%
02
$USFR
WISDOMTREE TR
Q2 2025: Increased +58.1% (411.9k → 651.0k shares)
8.4%
03
$IAU
ISHARES GOLD TR
Q2 2025: Increased +1.2% (538.1k → 544.7k shares)
4.9%
04
$XOM
EXXON MOBIL CORP
Q2 2025: Increased +1.3% (174.3k → 176.6k shares)
4.2%
05
$PSQ
PROSHARES TR
Held since at least Q1 2024
2.5%
06
$SH
PROSHARES TR
Held since at least Q1 2024
2.5%
07
$ET
ENERGY TRANSFER L P
Q2 2025: Increased +6.4% (816.0k → 867.9k shares)
2.5%
08
$GQ9
SPDR GOLD TR
Q1 2026: New position (11.9k shares)
2.4%
09
$HEFT
ETF OPPORTUNITIES TRUST
Held since at least Q1 2024
2.1%
10
$AAPL
APPLE INC
Q1 2026: New position (20.7k shares)
2.0%
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 09:28 UTC.