Saybrook Capital
Annual return '25
+27.8%
SPY '25
+17.7%
Alpha
+10.1ptsvs SPY
Invested
$371.4M
Holdings
41
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BRK/B
Berkshire Hathaway Inc Cl B
Q1 2026: Increased +79.4% (1.39M → 2.49M shares)
13.4%
02
$GOOG
Google Inc Cl C
Q1 2026: Increased +0.8% (3.62M → 3.65M shares)
13.1%
03
$GOOGL
Google Inc. Cl A
Q1 2026: Increased +100.6% (5.68M → 11.39M shares)
12.1%
04
$AAPL
Apple Inc.
Q1 2026: Increased +101.3% (11.97M → 24.10M shares)
10.2%
05
$V
Visa Inc
Q4 2025: New position (1.60M shares)
5.2%
06
$SHW
Sherwin-Williams Company
Q1 2026: Sold 4.3% (160.0k → 153.1k shares)
4.9%
07
$RTX
Raytheon Technologies Com
Q1 2026: Increased +3.3% (417.1k → 430.8k shares)
4.3%
08
$BRK/A
Berkshire Hathaway Inc Cl A
Held since at least Q1 2024
4.3%
09
$ADP
Automatic Data Processing
Q1 2026: Increased +44.5% (3.8k → 5.5k shares)
3.8%
10
$HON
Honeywell International Inc
Q1 2026: Increased +3.0% (256.6k → 264.4k shares)
3.1%
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.