Alps Advisors Inc.
Annual return '25
+18.7%
SPY '25
+17.7%
Alpha
+1.0ptsvs SPY
Invested
$21.3B
Holdings
1,037
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
$ET
ENERGY TRANSFER L P
Q1 2026: Exited (was 83.84M shares)
7.8%
02
$EPD
ENTERPRISE PRODS PARTNERS L
Q1 2026: Exited (was 42.64M shares)
7.7%
03
$PAA
PLAINS ALL AMERN PIPELINE L
Q1 2026: Exited (was 76.05M shares)
7.7%
04
$SUN
SUNOCO LP/SUNOCO FIN CORP
Q1 2026: Exited (was 24.86M shares)
7.5%
05
$WES
WESTERN MIDSTREAM PARTNERS L
Q1 2026: Exited (was 35.07M shares)
7.5%
06
$MPLX
MPLX LP
Q1 2026: Exited (was 429.6k shares)
7.3%
07
$HESM
HESS MIDSTREAM LP
Q1 2026: Exited (was 30.30M shares)
5.6%
08
$CQP
CHENIERE ENERGY PARTNERS L P
Q1 2026: Exited (was 9.34M shares)
2.9%
09
$USAC
USA COMPRESSION PARTNERS LP
Q1 2026: Exited (was 17.75M shares)
2.4%
10
$CCJ
CAMECO CORP
Q1 2026: Exited (was 23.9k shares)
2.2%
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 08:28 UTC.