R.m.sincerbeaux Capital Management LLC
Annual return '25
+31.9%
SPY '25
+17.7%
Alpha
+14.2ptsvs SPY
Invested
$171.5M
Holdings
38
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$WMB
WILLIAMS COS INC
Q2 2025: Increased +1.2% (283.6k → 286.9k shares)
10.9%
02
$V
VISA INC
Q1 2026: New position (30.1k shares)
9.7%
03
$MSFT
MICROSOFT CORP
Q1 2026: New position (71.7k shares)
8.8%
04
$KMI
KINDER MORGAN INC DEL
Q3 2025: Increased +0.8% (380.9k → 384.1k shares)
7.5%
05
$ABBV
ABBVIE INC
Q1 2026: New position (14.5k shares)
7.0%
06
$GS
GOLDMAN SACHS GROUP INC
Q1 2026: New position (3.8k shares)
5.4%
07
$JPM
JPMORGAN CHASE & CO
Q1 2026: New position (39.4k shares)
5.1%
08
$BAC
BANK AMERICA CORP
Q1 2026: New position (36.5k shares)
4.7%
09
$ADP
AUTOMATIC DATA PROCESSING IN
Q1 2026: New position (17.3k shares)
4.5%
10
$QCOM
QUALCOMM INC
Q3 2025: Increased +0.9% (54.2k → 54.7k shares)
4.0%
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 08:05 UTC.