Exeter Financial, LLC
Annual return '25
+11.6%
SPY '25
+17.7%
Alpha
-6.1ptsvs SPY
Invested
$244.9M
Holdings
97
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ICSH
ISHARES TR
Held since at least Q1 2024
5.2%
02
$FFA
FIRST TR ENHANCED EQUITY
Held since at least Q1 2024
4.8%
03
$BSV
VANGUARD BD INDEX FDS
Held since at least Q1 2024
4.4%
04
$AAPL
APPLE INC
Q1 2026: Sold 2.5% (15.6k → 15.2k shares)
4.1%
05
$BAC
BANK AMERICA CORP
Q1 2026: Increased +25.8% (10.7k → 13.5k shares)
3.1%
06
$MSFT
MICROSOFT CORP
Q1 2026: Increased +6.6% (5.2k → 5.5k shares)
2.9%
07
$CSCO
CISCO SYS INC
Q4 2025: New position (6.8k shares)
2.6%
08
$JNJ
JOHNSON & JOHNSON
Q4 2025: New position (1.8k shares)
2.6%
09
$GD
GENERAL DYNAMICS CORP
Held since at least Q1 2024
2.6%
10
$AFL
AFLAC INC
Held since at least Q1 2024
2.6%
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 13:16 UTC.