New Harbor Financial Group, LLC
Annual return '25
+19.1%
SPY '25
+17.7%
Alpha
+1.4ptsvs SPY
Invested
$567.5M
Holdings
53
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$XES
SPDR SERIES TRUST
Held since at least Q1 2024
7.7%
02
$TLT
ISHARES TR
Q4 2025: Exited (was 414.3k shares)
7.6%
03
$HGER
HARBOR ETF TRUST
Q4 2025: Exited (was 1.13M shares)
6.9%
04
$GDX
VANECK ETF TRUST
Q4 2025: Exited (was 863.0k shares)
6.7%
05
$ILF
ISHARES TR
Q4 2025: Exited (was 1.00M shares)
6.5%
06
$EEM
ISHARES TR
Q4 2025: Exited (was 545.9k shares)
5.9%
07
$IEI
ISHARES TR
Q4 2025: Exited (was 228.3k shares)
5.9%
08
$PICK
ISHARES INC
Held since at least Q1 2024
5.8%
09
$XLI
SELECT SECTOR SPDR TR
Q4 2025: Exited (was 183.1k shares)
5.8%
10
$EFA
ISHARES TR
Q4 2025: Exited (was 299.8k shares)
5.7%
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 08:30 UTC.