RK Asset Management, LLC
Annual return '25
+15.7%
SPY '25
+17.7%
Alpha
-2.0ptsvs SPY
Invested
$20.6B
Holdings
782
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
5.7%
02
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
4.9%
03
$AMZN
AMAZON COM INC
Held since at least Q1 2024
3.8%
04
$GOOGL
ALPHABET INC
Held since at least Q1 2024
3.0%
05
$CME
CME GROUP INC
Held since at least Q1 2024
2.9%
06
$KO
COCA COLA CO
Held since at least Q1 2024
2.6%
07
$AVGO
BROADCOM INC
Held since at least Q1 2024
2.4%
08
$BSX
BOSTON SCIENTIFIC CORP
Held since at least Q1 2024
2.4%
09
$AAPL
APPLE INC
Held since at least Q1 2024
2.3%
10
$MA
MASTERCARD INCORPORATED
Held since at least Q1 2024
2.3%
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 09:28 UTC.