Elefante Mark B
Annual return '25
+28.6%
SPY '25
+17.7%
Alpha
+10.8ptsvs SPY
Invested
$181.8M
Holdings
57
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
$GOOGL
ALPHABET INC CL A
Q2 2025: Increased +25.0% (13.2k → 16.5k shares)
6.6%
02
$AAPL
APPLE
Q4 2024: New position (15.0k shares)
5.5%
03
$NVDA
NVIDIA CORP
Q3 2025: Sold 11.5% (32.5k → 28.8k shares)
5.4%
04
$ADI
ANALOG DEVICES
Q4 2024: New position (8.5k shares)
4.7%
05
$TJX
TJX COS
Q4 2024: New position (11.0k shares)
4.1%
06
$MA
MASTERCARD
Q4 2024: New position (4.8k shares)
4.0%
07
$MSFT
MICROSOFT
Q2 2025: Increased +40.0% (1.3k → 1.8k shares)
3.9%
08
$AMZN
AMAZON.COM
Q1 2026: New position (48.4k shares)
3.8%
09
$JNJ
JOHNSON AND JOHNSON
Q4 2024: New position (10.0k shares)
3.5%
10
$RTX
RTX CORPORATION
Q4 2024: New position (10.0k shares)
3.3%
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 06:30 UTC.