Paralel Advisors LLC
Annual return '25
+40.0%
SPY '25
+17.7%
Alpha
+22.3ptsvs SPY
Invested
$2.4B
Holdings
107
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
$BRK/A
BERKSHIRE HATHAWAY INC DEL
Held since at least Q1 2024
30.7%
02
$JPM
JPMORGAN CHASE & CO.
Held since at least Q1 2024
12.6%
03
$EPD
ENTERPRISE PRODS PARTNERS L
Held since at least Q1 2024
5.7%
04
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Held since at least Q1 2024
5.0%
05
$CSCO
CISCO SYS INC
Held since at least Q1 2024
4.0%
06
$EVR
EVERCORE INC
Held since at least Q1 2024
3.7%
07
$UTF
COHEN & STEERS INFRASTRUCTUR
Held since at least Q1 2024
3.0%
08
$CAT
CATERPILLAR INC
Held since at least Q1 2024
2.9%
09
$SCHW
SCHWAB CHARLES CORP
Held since at least Q1 2024
2.9%
10
$YUM
YUM BRANDS 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 10:39 UTC.