Annandale Capital, LLC
Annual return
—
SPY
—
Alpha
—
Invested
$1.4M
Holdings
118
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
SPDR S&P 500 ETF TR
Q1 2026: New position (160.2k shares)
14.4%
02
$BSV
VANGUARD BD INDEX FDS
Held since at least Q1 2024
6.1%
03
$DFCF
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
5.2%
04
$DFAI
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
5.1%
05
$DCOR
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.5%
06
$QUAL
ISHARES TR
Held since at least Q1 2024
4.0%
07
$VYM
VANGUARD WHITEHALL FDS
Held since at least Q1 2024
3.5%
08
$DFAE
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.5%
09
$EEM
ISHARES TR
Held since at least Q1 2024
2.9%
10
$GOVT
ISHARES TR
Held since at least Q1 2024
2.9%
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 · Last refreshed 08:22 UTC.