Adventist Health System Sunbelt Healthcare Corp.
Annual return '25
+19.9%
SPY '25
+17.7%
Alpha
+2.2ptsvs SPY
Invested
$2.9B
Holdings
21
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$EMB
ISHARES TR
Q4 2025: Exited (was 3.22M shares)
20.8%
02
$VUSB
VANGUARD BD INDEX FDS
Held since at least Q1 2024
15.3%
03
$XEMD
BONDBLOXX ETF TRUST
Q4 2025: Exited (was 3.92M shares)
14.7%
04
$IVV
ISHARES TR
Q4 2025: Exited (was 787.2k shares)
11.7%
05
$IXUS
ISHARES TR
Q4 2025: Exited (was 3.04M shares)
9.6%
06
$STIP
ISHARES TR
Held since at least Q1 2024
5.6%
07
$SCHP
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 4.63M shares)
5.4%
08
$JPST
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 1.89M shares)
5.0%
09
$EMLC
VANECK ETF TRUST
Q4 2025: Exited (was 5.94M shares)
3.2%
10
$IEMG
ISHARES INC
Q4 2025: Exited (was 460.0k shares)
2.8%
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 08:09 UTC.