1607 Capital Partners, LLC
Annual return '25
+19.6%
SPY '25
+17.7%
Alpha
+1.9ptsvs SPY
Invested
$1.4B
Holdings
139
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
$FEZ
SPDR INDEX SHS FDS
Q4 2025: Exited (was 852.4k shares)
10.5%
02
$EUFN
ISHARES TR
Q4 2025: Exited (was 2.88M shares)
7.7%
03
$BBJP
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 713.6k shares)
7.5%
04
$GOVT
ISHARES TR
Q4 2025: Exited (was 3.69M shares)
5.6%
05
$EWL
ISHARES INC
Q4 2025: Exited (was 633.8k shares)
5.5%
06
$USHY
ISHARES TR
Q4 2025: Exited (was 1.98M shares)
3.8%
07
$BKLN
INVESCO EXCH TRADED FD TR II
Q4 2025: Exited (was 4.36M shares)
3.0%
08
$JOF
JAPAN SMALLER CAPITALIZATION
Q4 2025: Exited (was 4.15M shares)
2.8%
09
$SDHY
PGIM SHORT DUR HIG YLD OPP F
Q4 2025: Exited (was 1.96M shares)
2.0%
10
$AGG
ISHARES TR
Q4 2025: Exited (was 457.9k shares)
1.9%
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 09:30 UTC.