Icon Advisers INC
Annual return '25
+13.3%
SPY '25
+17.7%
Alpha
-4.4ptsvs SPY
Invested
$433M
Holdings
144
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JFR
NUVEEN FLOATING RATE INCOME
Held since at least Q1 2024
3.0%
02
$STX
SEAGATE TECHNOLOGY HLDNGS PL
Held since at least Q1 2024
2.6%
03
$CENX
CENTURY ALUM CO
Held since at least Q1 2024
2.3%
04
$PSX
PHILLIPS 66
Q4 2025: New position (16.9k shares)
2.2%
05
$DINO
HF SINCLAIR CORP
Held since at least Q1 2024
2.1%
06
$PLOW
DOUGLAS DYNAMICS INC
Held since at least Q1 2024
2.0%
07
$LPLA
LPL FINL HLDGS INC
Held since at least Q1 2024
2.0%
08
$BAC 7.25 PERP L
BANK AMERICA CORP
Held since at least Q1 2024
2.0%
09
$JPM
JPMORGAN CHASE & CO.
Q1 2026: Sold 2.1% (47.6k → 46.6k shares)
1.6%
10
$CC
CHEMOURS CO
Held since at least Q1 2024
1.6%
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 12:13 UTC.