Luken Investment Analytics, LLC
Annual return '25
+17.3%
SPY '25
+17.7%
Alpha
-0.4ptsvs SPY
Invested
$261.2M
Holdings
171
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IGV
ISHARES TR
Q1 2026: Sold 32.5% (5.1k → 3.4k shares)
8.4%
02
$TDVI
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
8.2%
03
$IGLD
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
7.3%
04
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
7.2%
05
$SPEM
SPDR INDEX SHS FDS
Held since at least Q1 2024
6.5%
06
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 89.1% (12.4k → 1.4k shares)
6.2%
07
$YDEC
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
5.5%
08
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: New position (908 shares)
4.9%
09
$HYTI
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
4.5%
10
$SPDW
SPDR INDEX SHS FDS
Held since at least Q1 2024
4.1%
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 12:15 UTC.