Dorsey Wright & Associates
Annual return '25
+13.9%
SPY '25
+17.7%
Alpha
-3.8ptsvs SPY
Invested
$807M
Holdings
158
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GEV
GE VERNOVA LLC COM
Held since at least Q1 2024
3.7%
02
$NEM
NEWMONT CORP COM
Held since at least Q1 2024
3.2%
03
$NVDA
NVIDIA CORPORATION COM
Held since at least Q1 2024
3.2%
04
$APH
AMPHENOL CORP CL A
Held since at least Q1 2024
3.1%
05
$CAH
CARDINAL HEALTH INC COM
Held since at least Q1 2024
3.0%
06
$CRS
CARPENTER TECHNOLOGY CORP COM
Held since at least Q1 2024
2.9%
07
$FIX
COMFORT SYS USA INC COM
Held since at least Q1 2024
2.7%
08
$FTI
TECHNIPFMC PLC COM
Held since at least Q1 2024
2.4%
09
$PLTR
PALANTIR TECHNOLOGIES INC CL A
Held since at least Q1 2024
2.3%
10
$CW
CURTISS WRIGHT CORP COM
Held since at least Q1 2024
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 13:15 UTC.