Otter Creek Advisors, LLC
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-1.9ptsvs SPY
Invested
$1.6B
Holdings
713
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
$SCHG
SCHWAB STRATEGIC TR
Q1 2026: Increased +87.9% (5.4k → 10.1k shares)
4.4%
02
$VTV
VANGUARD INDEX FDS
Q1 2026: Increased +99.4% (9.4k → 18.7k shares)
4.3%
03
$AAPL
APPLE INC
Q1 2026: Increased +107.1% (485.8k → 1.01M shares)
2.9%
04
$RDVY
FIRST TR EXCHANGE TRADED FD
Q1 2026: Increased +100.0% (4.6k → 9.1k shares)
2.5%
05
$WCMI
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
1.7%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +110.1% (657.2k → 1.38M shares)
1.7%
07
$MSFT
MICROSOFT CORP
Q1 2026: Increased +110.8% (210.5k → 443.7k shares)
1.6%
08
$FBND
FIDELITY MERRIMACK STR TR
Q1 2026: Increased +97.0% (38.0k → 74.9k shares)
1.5%
09
$DIVI
FRANKLIN TEMPLETON ETF TR
Held since at least Q1 2024
1.5%
10
$VB
VANGUARD INDEX FDS
Q1 2026: Increased +133.1% (5.3k → 12.3k shares)
1.5%
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 14:33 UTC.