Stilwell Value LLC
Annual return '25
+22.5%
SPY '25
+17.7%
Alpha
+4.8ptsvs SPY
Invested
$167.1M
Holdings
123
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 Inc.
Held since at least Q1 2024
5.6%
02
$IGM
Ishares North American Tech ETF
Held since at least Q1 2024
5.4%
03
$GOOGL
Alphabet Inc. Class A
Q1 2026: New position (154.7k shares)
4.5%
04
$NVDA
Nvidia Corp.
Q1 2026: New position (257.5k shares)
4.2%
05
$AAPL
Apple Inc.
Q1 2026: New position (184.6k shares)
3.9%
06
$CAT
Caterpillar Inc
Held since at least Q1 2024
3.5%
07
$VUG
Vanguard Growth ETF
Held since at least Q1 2024
3.4%
08
$VTI
Vanguard Total Stock Market ETF
Held since at least Q1 2024
3.4%
09
$AMZN
Amazon Com Inc
Q1 2026: New position (227.2k shares)
3.1%
10
$GE
GE Aerospace Trading
Held since at least Q1 2024
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 09:28 UTC.