Eldridge Investment Advisors, Inc.
Annual return '25
+15.0%
SPY '25
+17.7%
Alpha
-2.7ptsvs SPY
Invested
$456.2M
Holdings
157
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ITOT
Ishares Core S&p Total U S Stock Market Etf
Held since at least Q1 2024
10.2%
02
$SPYM
State Street Spdr Port S&p 500 Etf
Q1 2026: Increased +2.3% (240.4k → 245.9k shares)
7.5%
03
$IVV
Ishares Core S&p 500 Etf
Q1 2026: Sold 5.6% (12.0k → 11.3k shares)
5.6%
04
$DYNF
Ishares U S Equity Factor Rotation Active Etf
Held since at least Q1 2024
4.2%
05
$JBND
Jpmorgan Active Bond Etf
Held since at least Q1 2024
3.5%
06
$RLY
State Street Multi Asset Real Return Etf
Held since at least Q1 2024
3.0%
07
$SPTI
State Street Spdr Portfolio Intermediate Term Treasury Etf
Held since at least Q1 2024
2.8%
08
$BBJP
Jpmorgan Betabuilders Japan Etf
Held since at least Q1 2024
2.8%
09
$JHMM
John Hancock Multifactor Mid Cap Etf
Held since at least Q1 2024
2.7%
10
$JHPI
John Hancock Preferred Income Etf
Held since at least Q1 2024
2.7%
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 10:58 UTC.