Altium Capital Management LLC
Annual return '25
+20.8%
SPY '25
+17.7%
Alpha
+3.1ptsvs SPY
Invested
$42M
Holdings
18
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$PDX
PIMCO DYNAMIC INCOME STRATEG
Q1 2026: Increased +4.4% (151.0k → 157.7k shares)
9.0%
02
$RVT
ROYCE SMALL CAP TRUST INC
Q4 2025: New position (192.5k shares)
8.2%
03
$PCQ
PIMCO CALIF MUN INCOME FD
Q1 2026: Increased +28.6% (259.1k → 333.1k shares)
7.4%
04
$GAM
GENERAL AMERN INVS CO INC
Q1 2026: Increased +133.9% (20.8k → 48.8k shares)
7.4%
05
$LEO
BNY MELLON STRATEGIC MUNS IN
Q1 2026: Increased +67.4% (262.1k → 438.7k shares)
7.1%
06
$RMT
ROYCE MICRO-CAP TR INC
Q1 2026: Increased +179.1% (87.1k → 243.1k shares)
7.1%
07
$MXF
MEXICO FD INC
Q1 2026: Increased +165.5% (48.3k → 128.2k shares)
6.9%
08
$NBXG
NEUBERGER NEXT GENERATION
Q1 2026: Increased +20.4% (169.9k → 204.6k shares)
6.8%
09
$SPXX
NUVEEN S&P 500 DYNAMIC OVERW
Q1 2026: New position (157.4k shares)
6.5%
10
$TY
TRI CONTL CORP
Q1 2026: Increased +95.1% (40.5k → 78.9k shares)
6.4%
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 12:17 UTC.