Sfmg, LLC
Annual return '25
-36.5%
SPY '25
+17.7%
Alpha
-54.2ptsvs SPY
Invested
$3B
Holdings
314
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ATO
ATMOS ENERGY CORP
Held since at least Q1 2024
13.3%
02
$PTLC
PACER FDS TR
Held since at least Q1 2024
8.9%
03
$SPHQ
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
8.6%
04
$GSLC
GOLDMAN SACHS ETF TR
Held since at least Q1 2024
7.2%
05
$QUS
SPDR SERIES TRUST
Held since at least Q1 2024
6.3%
06
$MOAT
VANECK ETF TRUST
Held since at least Q1 2024
4.4%
07
$AAPL
APPLE INC
Held since at least Q1 2024
4.0%
08
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Held since at least Q1 2024
3.6%
09
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
2.5%
10
$COWZ
PACER FDS TR
Held since at least Q1 2024
2.4%
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 09:27 UTC.