TKG Advisors, LLC
Annual return '25
+17.9%
SPY '25
+17.7%
Alpha
+0.2ptsvs SPY
Invested
$241.9M
Holdings
90
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
8.7%
02
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
6.4%
03
$BIL
SPDR SERIES TRUST
Held since at least Q1 2024
5.0%
04
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
4.1%
05
$MDY
STATE STR SPDR S&P MIDCAP 40
Held since at least Q1 2024
3.4%
06
$IJR
ISHARES TR
Held since at least Q1 2024
3.3%
07
$ETR
ENTERGY CORP NEW
Held since at least Q1 2024
2.8%
08
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
2.8%
09
$DOW
DOW HLDGS INC
Held since at least Q1 2024
2.7%
10
$C
CITIGROUP INC
Held since at least Q1 2024
2.7%
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 16:22 UTC.