Vestor Capital, LLC
Annual return '25
+16.2%
SPY '25
+17.7%
Alpha
-1.6ptsvs SPY
Invested
$1.4M
Holdings
252
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 8.8% (124.2k → 113.2k shares)
7.0%
02
$AAPL
Apple Inc Com
Q1 2026: Sold 1.7% (79.4k → 78.1k shares)
7.0%
03
$XLE
Energy Select Sector SPDR ETF
Held since at least Q1 2024
5.2%
04
$GOOG
Alphabet Inc Class C Common Sh
Held since at least Q1 2024
4.5%
05
$JPM
JP Morgan Chase & Co
Held since at least Q1 2024
4.4%
06
$IVV
Ishares Tr S&P 500 Index Fd
Held since at least Q1 2024
3.8%
07
$AMZN
Amazon Com Inc
Q1 2026: Sold 34.0% (51.4k → 33.9k shares)
3.7%
08
$META
Meta Platforms Inc
Q1 2026: Sold 1.7% (9.2k → 9.0k shares)
3.3%
09
$AVGO
Broadcom Inc
Q1 2026: Sold 1.6% (31.8k → 31.3k shares)
3.2%
10
$MSFT
Microsoft Corp
Q1 2026: Sold 30.6% (43.2k → 30.0k shares)
3.2%
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 15:13 UTC.