Spectrum Financial Alliance Ltd LLC
Annual return '25
+23.6%
SPY '25
+17.7%
Alpha
+5.8ptsvs SPY
Invested
$520.3M
Holdings
30
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$C
CITIGROUP INC
Q4 2025: Exited (was 601.3k shares)
14.4%
02
$BA
BOEING CO
Q4 2025: Exited (was 283.4k shares)
13.0%
03
$LMT
LOCKHEED MARTIN CORP
Q4 2025: Exited (was 87.8k shares)
12.1%
04
$BAC
BANK AMERICA CORP
Q4 2025: Exited (was 1.05M shares)
11.3%
05
$DE
DEERE & CO
Q4 2025: Exited (was 54.8k shares)
9.6%
06
$MU
MICRON TECHNOLOGY INC
Q4 2025: Exited (was 237.6k shares)
8.1%
07
$QCOM
QUALCOMM INC
Q4 2025: Sold 99.1% (283.1k → 2.5k shares)
8.0%
08
$GE
GE AEROSPACE
Q4 2025: Exited (was 113.8k shares)
7.2%
09
$META
META PLATFORMS INC
Q1 2026: Increased +58.2% (2.0k → 3.2k shares)
2.8%
10
$UPRO
PROSHARES TR
Q4 2025: Exited (was 91.1k shares)
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 14:51 UTC.