Steel Grove Capital Advisors, LLC
Annual return '25
+20.7%
SPY '25
+17.7%
Alpha
+3.0ptsvs SPY
Invested
$949.2M
Holdings
218
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 84%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD S&P 500 ETF
Q4 2025: Exited (was 345.3k shares)
22.9%
02
$NDQ
INVESCO QQQ TRUST SERIES I
Q4 2025: Exited (was 262.2k shares)
15.7%
03
$NVDA
NVIDIA CORPORATION COM
Q4 2025: Exited (was 428.8k shares)
8.6%
04
$GOOGL
ALPHABET INC CAP STK CL A
Q4 2025: Exited (was 252.3k shares)
5.6%
05
$DIA
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Q4 2025: Exited (was 84.6k shares)
4.1%
06
$DSTL
DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF
Q4 2025: Exited (was 606.2k shares)
3.8%
07
$META
META PLATFORMS INC CL A
Q4 2025: Exited (was 21.0k shares)
2.6%
08
$IBIT
ISHARES BITCOIN TRUST ETF
Held since at least Q1 2024
1.8%
09
$IVV
ISHARES CORE S&P 500 ETF
Q4 2025: Exited (was 27.7k shares)
1.8%
10
$UYLD
ANGEL OAK ULTRASHORT INCOME ETF
Q4 2025: Exited (was 162.0k 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 15:08 UTC.