Luminist Capital LLC
Annual return '25
+15.1%
SPY '25
+17.7%
Alpha
-2.6ptsvs SPY
Invested
$75.3M
Holdings
130
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
Held since at least Q1 2024
29.9%
02
$SHV
ISHARES 01 YEAR TREASURYBOND ETF
Held since at least Q1 2024
9.6%
03
$SGOL
ABRDN PHYSICAL GOLD SHARES ETF
Held since at least Q1 2024
7.6%
04
$UTWO
F/M US TREASURY 2 YEAR NOTE ETF
Held since at least Q1 2024
6.8%
05
$COST
COSTCO WHOLESALE CORPORATION
Held since at least Q1 2024
5.8%
06
$AMZN
AMAZON COM INC
Held since at least Q1 2024
5.3%
07
$TSLA
TESLA INC
Held since at least Q1 2024
5.1%
08
$GEV
GE VERNOVA INC
Held since at least Q1 2024
4.6%
09
$VOO
VANGUARD S&P 500 ETF
Held since at least Q1 2024
4.2%
10
$SPSM
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
Held since at least Q1 2024
4.2%
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 14:00 UTC.