Bbr Partners, LLC
Annual return '25
+15.3%
SPY '25
+17.7%
Alpha
-2.4ptsvs SPY
Invested
$1.8B
Holdings
257
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
SPDR S&P 500 ETF TR
Held since at least Q1 2024
38.7%
02
$ILOW
AB ACTIVE ETFS INC
Held since at least Q1 2024
11.3%
03
$IVV
ISHARES TR
Held since at least Q1 2024
6.8%
04
$UPS
UNITED PARCEL SERVICE INC
Held since at least Q1 2024
4.1%
05
$AAPL
APPLE INC
Q1 2026: New position (38.9k shares)
2.8%
06
$LPRE
EXCHANGE LISTED FDS TR
Held since at least Q1 2024
1.8%
07
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
1.7%
08
$GOOGL
ALPHABET INC
Held since at least Q1 2024
1.3%
09
$RSP
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
1.3%
10
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
1.3%
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 08:13 UTC.