Wambolt & Associates, LLC
Annual return '25
+55.7%
SPY '25
+17.7%
Alpha
+38.0ptsvs SPY
Invested
$765.9M
Holdings
26
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
$MLYS
MINERALYS THERAPEUTICS INC
Held since at least Q1 2024
31.1%
02
$SRRK
SCHOLAR ROCK HLDG CORP
Held since at least Q1 2024
27.4%
03
$KLRS
KALARIS THERAPEUTICS INC
Held since at least Q1 2024
8.7%
04
$SEPN
SEPTERNA INC
Held since at least Q1 2024
7.8%
05
$NGNE
NEUROGENE INC
Held since at least Q1 2024
3.9%
06
$ALMS
ALUMIS INC
Held since at least Q1 2024
2.5%
07
$UPB
UPSTREAM BIO INC
Held since at least Q1 2024
2.4%
08
$GOSS
GOSSAMER BIO INC
Held since at least Q1 2024
2.1%
09
$LENZ
LENZ THERAPEUTICS INC
Held since at least Q1 2024
2.1%
10
$AQST
AQUESTIVE THERAPEUTICS INC
Held since at least Q1 2024
1.8%
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 08:10 UTC.