St. James Investment Company, LLC
Annual return '25
+64.0%
SPY '25
+17.7%
Alpha
+46.2ptsvs SPY
Invested
$638.4M
Holdings
22
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
$GBIL
GOLDMAN SACHS ETF TR
Held since at least Q1 2024
26.0%
02
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Held since at least Q1 2024
10.6%
03
$FNV
FRANCO NEV CORP
Held since at least Q1 2024
8.3%
04
$L
LOEWS CORP
Held since at least Q1 2024
7.6%
05
$UL
UNILEVER PLC
Held since at least Q1 2024
5.1%
06
$OKE
ONEOK INC NEW
Held since at least Q1 2024
5.0%
07
$BAC
VERIZON COMMUNICATIONS INC
Held since at least Q1 2024
4.6%
08
$AEM
AGNICO EAGLE MINES LTD
Held since at least Q1 2024
4.5%
09
$EOG
EOG RES INC
Held since at least Q1 2024
4.2%
10
$MDT
MEDTRONIC PLC
Held since at least Q1 2024
4.1%
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 12:27 UTC.