Mainsail Financial Group, LLC
Annual return '25
+14.4%
SPY '25
+17.7%
Alpha
-3.3ptsvs SPY
Invested
$240M
Holdings
62
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 93.1% (29.6k → 2.0k shares)
8.6%
02
$JVAL
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 381.7k shares)
8.0%
03
$FTSM
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Exited (was 301.1k shares)
7.8%
04
$RDVY
FIRST TR EXCHANGE TRADED FD
Q1 2026: Exited (was 172.0k shares)
5.0%
05
$SCHG
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 352.4k shares)
4.6%
06
$COWZ
PACER FDS TR
Q1 2026: Exited (was 160.9k shares)
4.2%
07
$QTEC
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Exited (was 35.1k shares)
3.3%
08
$LMBS
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Exited (was 145.1k shares)
3.2%
09
$SMIN
ISHARES TR
Q1 2026: Exited (was 95.3k shares)
3.1%
10
$FPE
FIRST TR EXCH TRADED FD III
Q1 2026: Exited (was 137.5k shares)
3.0%
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 11:54 UTC.