First Interstate Bank
Annual return '25
+18.2%
SPY '25
+17.7%
Alpha
+0.5ptsvs SPY
Invested
$1.8B
Holdings
186
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
$VCIT
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 3.59M shares)
9.0%
02
$FIBK
FIRST INTST BANCSYSTEM INC
Q1 2026: Exited (was 7.55M shares)
8.7%
03
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: Sold 91.5% (1.51M → 128.4k shares)
8.2%
04
$IVV
ISHARES TR
Q1 2026: Exited (was 396.6k shares)
7.6%
05
$VGIT
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 3.40M shares)
6.0%
06
$IJH
ISHARES TR
Q1 2026: Exited (was 2.95M shares)
5.9%
07
$PFF
ISHARES TR
Q1 2026: Exited (was 5.75M shares)
4.9%
08
$IJR
ISHARES TR
Q1 2026: Exited (was 1.32M shares)
4.7%
09
$VTIP
VANGUARD MALVERN FDS
Q1 2026: Exited (was 2.74M shares)
4.3%
10
$GUNR
FLEXSHARES TR
Q1 2026: Exited (was 2.89M shares)
4.1%
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 09:43 UTC.