Jackson Hole Capital Partners, LLC
Annual return '25
+15.6%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$605.1M
Holdings
311
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
$ARLP
ALLIANCE RESOURCE PARTNERS L
Q1 2026: Exited (was 2.10M shares)
9.7%
02
$GOOG
ALPHABET INC
Q1 2026: Sold 82.8% (92.1k → 15.8k shares)
4.4%
03
$AAPL
APPLE INC
Q1 2026: Sold 65.9% (81.3k → 27.7k shares)
3.5%
04
$MSFT
MICROSOFT CORP
Q1 2026: Sold 57.8% (40.7k → 17.2k shares)
2.6%
05
$IVV
ISHARES TR
Q1 2026: Sold 81.0% (22.9k → 4.4k shares)
2.5%
06
$WMB
WILLIAMS COS INC
Q1 2026: Exited (was 185.7k shares)
2.3%
07
$OKE
ONEOK INC NEW
Q1 2026: Sold 99.7% (126.3k → 400 shares)
1.9%
08
$AMZN
AMAZON COM INC
Q1 2026: Sold 17.4% (46.0k → 38.0k shares)
1.6%
09
$IEFA
ISHARES TR
Q1 2026: Sold 95.9% (105.3k → 4.3k shares)
1.6%
10
$EPD
ENTERPRISE PRODS PARTNERS L
Q1 2026: Sold 95.2% (246.1k → 11.7k shares)
1.6%
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 09:51 UTC.