Wolf Group Capital Advisors
Annual return '25
+19.3%
SPY '25
+17.7%
Alpha
+1.6ptsvs SPY
Invested
$7.4B
Holdings
120
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
$NVDA
NVIDIA CORP
Q1 2025: Increased +1706.9% (2.0k → 36.5k shares)
9.2%
02
$MSFT
MICROSOFT CORP
Q1 2025: Increased +41.9% (5.6k → 8.0k shares)
6.9%
03
$SPGI
S&P GLOBAL INC
Held since at least Q1 2024
6.1%
04
$GOOGL
ALPHABET INC
Q1 2025: Sold 0.8% (20.6k → 20.4k shares)
5.7%
05
$AMZN
AMAZON.COM INC
Q1 2025: Increased +21.8% (12.8k → 15.6k shares)
4.9%
06
$COR
CENCORA INC
Q1 2025: Sold 15.9% (9.5k → 8.0k shares)
4.0%
07
$MCK
MCKESSON CORP
Q1 2025: New position (2.5k shares)
4.0%
08
$MELI
MERCADOLIBRE INC
Held since at least Q1 2024
3.9%
09
$CRM
SALESFORCE INC
Q1 2025: Sold 7.3% (7.5k → 7.0k shares)
3.6%
10
$NOW
SERVICENOW INC
Held since at least Q1 2024
3.6%
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 10:40 UTC.