Allred Capital Management, LLC
Annual return '25
+17.9%
SPY '25
+17.7%
Alpha
+0.2ptsvs SPY
Invested
$549.2M
Holdings
154
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SHV
ISHARES TR
Q1 2026: Exited (was 241.7k shares)
9.3%
02
$MSFT
MICROSOFT CORP
Q1 2026: Increased +8.6% (41.6k → 45.2k shares)
5.6%
03
$VIG
VANGUARD SPECIALIZED FUNDS
Q1 2026: Exited (was 60.9k shares)
4.8%
04
$XLV
SELECT SECTOR SPDR TR
Q1 2026: Exited (was 53.1k shares)
3.0%
05
$AAPL
APPLE INC
Q1 2026: Exited (was 30.7k shares)
2.9%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 39.7k shares)
2.7%
07
$NOBL
PROSHARES TR
Q1 2026: Exited (was 65.1k shares)
2.6%
08
$JNJ
JOHNSON & JOHNSON
Q1 2026: Exited (was 29.1k shares)
2.6%
09
$USMV
ISHARES TR
Q1 2026: Exited (was 68.2k shares)
2.3%
10
$GOOGL
ALPHABET INC
Q1 2026: Exited (was 21.9k shares)
2.1%
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 09:26 UTC.