Kathleen S. Wright Associates Inc.
Annual return '25
+7.0%
SPY '25
+17.7%
Alpha
-10.8ptsvs SPY
Invested
$944.9M
Holdings
156
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 85%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CEPF
CANTOR EQUITY PARTNERS IV IN
Q1 2026: Increased +158.6% (1.21M → 3.13M shares)
3.9%
02
$GTEN
GORES HLDGS X INC
Q1 2026: Exited (was 542.0k shares)
3.4%
03
$CCII
COHEN CIRCLE ACQUISIT CORP I
Q1 2026: Increased +11.9% (1.68M → 1.88M shares)
3.2%
04
$RDAG
REPUBLIC DIGITAL ACQUISITION
Q1 2026: Exited (was 2.30M shares)
3.1%
05
$NKLR
Terra Innovatum Global NV
Q4 2025: New position (167.3k shares)
3.1%
06
$IVCBF
Investcorp Europe Acquisition Corp I
Held since at least Q1 2024
3.0%
07
$DRDB
ROMAN DBDR ACQUISITION CORP
Q1 2026: Exited (was 671.5k shares)
3.0%
08
$CRAQ
CAL REDWOOD ACQUISITION CORP
Held since at least Q1 2024
2.9%
09
$XRPN
ARMADA ACQUISITION CORP II
Held since at least Q1 2024
2.4%
10
$MRLN
BLEICHROEDER ACQUISITION COR
Q1 2026: Exited (was 955.6k shares)
2.3%
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 08:28 UTC.