OmniStar Financial Group, Inc.
Annual return '25
+17.7%
SPY '25
+17.7%
Alpha
-0.1ptsvs SPY
Invested
$302.3M
Holdings
99
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
$LILAK
LIBERTY LATIN AMERICA LTD
Held since at least Q1 2024
99.5%
02
$GQ9
SPDR GOLD TR
Q3 2025: Increased +18.3% (32.9k → 38.9k shares)
8.1%
03
$CTA
SIMPLIFY EXCHANGE TRADED FUN
Q3 2025: New position (304.3k shares)
6.0%
04
$SPY
SPDR S&P 500 ETF TR
Q3 2025: Increased +6.0% (10.7k → 11.4k shares)
5.4%
05
$FBND
FIDELITY MERRIMACK STR TR
Q3 2025: Sold 0.7% (158.8k → 157.6k shares)
4.4%
06
$AAPL
APPLE INC
Q3 2025: Sold 3.1% (25.9k → 25.1k shares)
4.3%
07
$BAC
BANK AMERICA CORP
Q3 2025: Increased +93.0% (54.1k → 104.3k shares)
3.3%
08
$JNJ
JOHNSON & JOHNSON
Q2 2025: Increased +100.7% (11.8k → 23.6k shares)
3.1%
09
$GILD
GILEAD SCIENCES INC
Q3 2025: Increased +107.8% (15.0k → 31.1k shares)
2.4%
10
$WM
WASTE MGMT INC DEL
Q3 2025: Increased +77.7% (8.0k → 14.2k shares)
2.0%
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 16:26 UTC.