Pettinga Financial Advisors LLC
Annual return '25
+9.9%
SPY '25
+17.7%
Alpha
-7.9ptsvs SPY
Invested
$3.1B
Holdings
274
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 90%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 4.4% (1.19M → 1.14M shares)
9.8%
02
$MSFT
MICROSOFT CORP
Q1 2026: Sold 3.0% (402.0k → 390.0k shares)
7.1%
03
$AVGO
BROADCOM INC
Q1 2026: Sold 2.5% (280.2k → 273.2k shares)
4.9%
04
$AAPL
APPLE INC
Q1 2026: Sold 3.8% (732.8k → 705.3k shares)
4.6%
05
$MCK
MCKESSON CORP
Q1 2026: Increased +4.0% (17.6k → 18.3k shares)
1.5%
06
$NFLX
NETFLIX INC
Q1 2026: Sold 12.7% (214.1k → 187.0k shares)
1.5%
07
$GOOG
ALPHABET INC
Q1 2026: Sold 10.0% (298.0k → 268.2k shares)
1.5%
08
$MELI
MERCADOLIBRE INC
Q1 2026: Sold 50.3% (3.9k → 2.0k shares)
1.4%
09
$NOW
SERVICENOW INC
Q1 2026: Sold 36.3% (96.7k → 61.6k shares)
1.4%
10
$OS
ONESTREAM INC
Held since at least Q1 2024
1.4%
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 13:22 UTC.