Mathes Company, Inc.
Annual return '25
+5.1%
SPY '25
+17.7%
Alpha
-12.6ptsvs SPY
Invested
$274K
Holdings
123
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GEV
GE Vernova Inc.
Q3 2025: Sold 1.8% (17.6k → 17.3k shares)
5.6%
02
$IGM
Ishares North American Tech ETF
Q4 2025: Sold 12.2% (140.4k → 123.3k shares)
5.4%
03
$GOOGL
Alphabet Inc. Class A
Q1 2026: Sold 3.8% (44.6k → 42.8k shares)
4.5%
04
$NVDA
Nvidia Corp.
Q4 2025: Sold 0.8% (65.6k → 65.0k shares)
4.2%
05
$AAPL
Apple Inc.
Q4 2025: Sold 11.0% (46.6k → 41.5k shares)
3.9%
06
$CAT
Caterpillar Inc
Q2 2025: Sold 2.9% (13.9k → 13.5k shares)
3.5%
07
$VUG
Vanguard Growth ETF
Q1 2025: Sold 1.9% (21.6k → 21.2k shares)
3.4%
08
$VTI
Vanguard Total Stock Market ETF
Q4 2025: Increased +9.6% (26.1k → 28.6k shares)
3.4%
09
$AMZN
Amazon Com Inc
Q1 2026: Increased +0.7% (40.5k → 40.8k shares)
3.1%
10
$GE
GE Aerospace Trading
Q1 2026: Sold 0.6% (28.4k → 28.3k shares)
2.9%
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 09:26 UTC.