CPR Investments Inc.
Annual return '25
+12.2%
SPY '25
+17.7%
Alpha
-5.5ptsvs SPY
Invested
$534.4M
Holdings
54
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR
Carry-forward filing.
Latest filing (2026-03-31) contained only unmappable securities. Holdings shown are carried forward from Q4 2025.
01
$ORRF
ORRSTOWN FINL SVCS INC
Held since at least Q1 2024
6.0%
02
$CBAN
COLONY BANKCORP INC
Held since at least Q1 2024
5.7%
03
$CWBC
COMMUNITY WEST BANCSHARES NE
Held since at least Q1 2024
5.5%
04
$AVBH
AVIDBANK HLDGS INC
Held since at least Q1 2024
5.4%
05
$CARE
CARTER BANKSHARES INC
Held since at least Q1 2024
4.5%
06
$FXNC
FIRST NATL CORP
Held since at least Q1 2024
4.2%
07
$COSO
COASTALSOUTH BANCSHARES INC
Held since at least Q1 2024
4.2%
08
$MRBK
MERIDIAN CORPORATION
Held since at least Q1 2024
3.7%
09
$ISTR
INVESTAR HLDG CORP
Held since at least Q1 2024
3.5%
10
$EFSI
EAGLE FINL SVCS INC
Held since at least Q1 2024
3.4%
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 11:55 UTC.