Mariner, LLC
Annual return '25
+17.4%
SPY '25
+17.7%
Alpha
-0.3ptsvs SPY
Invested
$85.7B
Holdings
3,541
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 93.9% (2.25M → 137.9k shares)
5.3%
02
$AAPL
APPLE INC
Q1 2026: Sold 99.8% (1.98M → 3.6k shares)
5.2%
03
$IVV
ISHARES TR
Q1 2026: Sold 98.5% (482.8k → 7.4k shares)
4.2%
04
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Sold 99.9% (5.06M → 6.5k shares)
2.7%
05
$MSFT
MICROSOFT CORP
Q1 2026: Sold 99.7% (891.2k → 3.1k shares)
2.5%
06
$AMZN
AMAZON COM INC
Q1 2026: Increased +237.7% (55.1k → 186.2k shares)
1.6%
07
$AGG
ISHARES TR
Q1 2026: Exited (was 4.90M shares)
1.6%
08
$GOOGL
ALPHABET INC
Q1 2026: Sold 60.7% (933.8k → 367.0k shares)
1.6%
09
$AVGO
BROADCOM INC
Q1 2026: Sold 98.7% (21.5k → 280 shares)
1.3%
10
$IJH
ISHARES TR
Q1 2026: Sold 100.0% (57.06M → 18.7k shares)
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 04:23 UTC.