Marino, Stram & Associates LLC
Annual return '25
+7.0%
SPY '25
+17.7%
Alpha
-10.8ptsvs SPY
Invested
$1.1B
Holdings
184
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VYM
VANGUARD WHITEHALL FDS
Q1 2026: Sold 96.5% (40.7k → 1.4k shares)
14.9%
02
$IVV
ISHARES TR
Q4 2025: New position (25.1k shares)
10.6%
03
$VUG
VANGUARD INDEX FDS
Q4 2025: New position (331 shares)
7.7%
04
$SDY
SPDR SERIES TRUST
Q1 2026: Increased +81.8% (1.7k → 3.2k shares)
7.3%
05
$VTV
VANGUARD INDEX FDS
Q1 2026: Increased +14.9% (2.4k → 2.7k shares)
6.2%
06
$IJH
ISHARES TR
Q1 2026: Sold 3.3% (733.3k → 708.9k shares)
3.4%
07
$IJR
ISHARES TR
Q1 2026: Sold 0.5% (277.2k → 275.7k shares)
2.5%
08
$AAPL
APPLE INC
Q1 2026: Sold 2.2% (685.9k → 671.0k shares)
2.1%
09
$HFXI
NEW YORK LIFE INVESTMENTS ET
Held since at least Q1 2024
1.5%
10
$JPM
JPMORGAN CHASE & CO
Q1 2026: Sold 3.1% (266.2k → 257.9k shares)
1.5%
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 16:22 UTC.