Systematic Alpha Investments, LLC
Annual return '25
+1.9%
SPY '25
+17.7%
Alpha
-15.8ptsvs SPY
Invested
$2.8B
Holdings
233
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-HR01
$VOO
Vanguard S&P 500 ETF
Q1 2026: Sold 17.9% (3.3k → 2.7k shares)
23.8%
02
$VTV
Vanguard Value ETF
Q4 2025: New position (3.2k shares)
6.2%
03
$NVDA
NVIDIA Corporation
Q1 2026: Increased +2.5% (97.1k → 99.6k shares)
5.5%
04
$AAPL
Apple Inc.
Q1 2026: Sold 22.9% (39.4k → 30.4k shares)
5.1%
05
$AMAT
Applied Materials, Inc.
Held since at least Q1 2024
3.8%
06
$MSFT
Microsoft Corporation
Q1 2026: Sold 15.3% (24.7k → 20.9k shares)
3.3%
07
$GOOGL
Alphabet Inc. Class A
Q1 2026: Increased +27.9% (26.5k → 33.9k shares)
3.1%
08
$VIG
Vanguard Dividend Appreciation ETF
Held since at least Q1 2024
2.7%
09
$TRV
Travelers Companies, Inc.
Held since at least Q1 2024
2.2%
10
$VGT
Vanguard Information Technology ETF
Held since at least Q1 2024
2.0%
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 08:59 UTC.