Snowden Capital Advisors LLC
Annual return '25
+18.0%
SPY '25
+17.7%
Alpha
+0.3ptsvs SPY
Invested
$3.8B
Holdings
1,279
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: New position (12.7k shares)
4.3%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (31.0k shares)
3.7%
03
$MSFT
MICROSOFT CORP
Q1 2026: New position (6.0k shares)
2.3%
04
$AMZN
AMAZON COM INC
Q1 2026: New position (13.3k shares)
2.0%
05
$IVV
ISHARES TR
Q2 2025: Sold 22.8% (103.0k → 79.5k shares)
1.7%
06
$GOOG
ALPHABET INC
Q3 2025: Increased +3.7% (207.1k → 214.8k shares)
1.5%
07
$SPYM
SPDR SERIES TRUST
Q3 2025: Sold 0.9% (758.8k → 751.7k shares)
1.5%
08
$AVGO
BROADCOM INC
Q1 2026: New position (4.2k shares)
1.4%
09
$JPM
JPMORGAN CHASE & CO
Q1 2026: New position (5.8k shares)
1.4%
10
$TSLA
TESLA INC
Q3 2025: Sold 2.5% (129.7k → 126.5k shares)
1.3%
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 08:39 UTC.