Algert Global LLC
Annual return '25
+17.4%
SPY '25
+17.7%
Alpha
-0.3ptsvs SPY
Invested
$6.6M
Holdings
1,148
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SNDK
SANDISK CORP
Held since at least Q1 2024
1.1%
02
$CASY
CASEYS GEN STORES INC
Held since at least Q1 2024
0.9%
03
$AAPL
APPLE INC
Q1 2026: New position (6.0k shares)
0.7%
04
$NXT
NEXTPOWER INC
Held since at least Q1 2024
0.6%
05
$ENS
ENERSYS
Held since at least Q1 2024
0.6%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (1.2k shares)
0.6%
07
$MTZ
MASTEC INC
Held since at least Q1 2024
0.6%
08
$PRIM
PRIMORIS SVCS CORP
Held since at least Q1 2024
0.6%
09
$MATX
MATSON INC
Held since at least Q1 2024
0.5%
10
$WWD
WOODWARD INC
Held since at least Q1 2024
0.5%
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 12:14 UTC.