Sunbelt Securities, Inc.
Annual return '25
+15.9%
SPY '25
+17.7%
Alpha
-1.8ptsvs SPY
Invested
$1.6B
Holdings
2,947
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
$XOM
EXXON MOBIL CORP COM
Q3 2025: Exited (was 804.9k shares)
14.5%
02
$NVDA
NVIDIA CORPORATION COM
Q4 2025: Exited (was 336.1k shares)
3.3%
03
$AAPL
APPLE INC COM
Q3 2025: Exited (was 118.3k shares)
2.0%
04
$MSFT
MICROSOFT CORP COM
Q4 2025: Exited (was 74.7k shares)
1.8%
05
$AVGO
BROADCOM INC COM
Q4 2025: Exited (was 81.9k shares)
1.6%
06
$IAU
ISHARES GOLD TRUST
Q4 2025: Exited (was 422.0k shares)
1.4%
07
$NDQ
INVESCO QQQ TRUST SERIES I
Q4 2025: Exited (was 37.0k shares)
1.4%
08
$SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
Q4 2025: Exited (was 704.3k shares)
1.4%
09
$IVW
ISHARES S&P 500 GROWTH ETF
Q3 2025: Exited (was 180.9k shares)
1.3%
10
$IVV
ISHARES CORE S&P 500 ETF
Q3 2025: Exited (was 36.5k shares)
1.3%
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 09:41 UTC.