Integrity Financial Corp
Annual return '25
+16.2%
SPY '25
+17.7%
Alpha
-1.5ptsvs SPY
Invested
$399.9M
Holdings
292
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 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
Q4 2025: Increased +1.8% (36.8k → 37.5k shares)
12.5%
02
$NDQ
INVESCO QQQ TR
Q4 2025: Increased +2431.5% (1.0k → 25.3k shares)
7.2%
03
$FLQM
FRANKLIN TEMPLETON ETF TR
Q4 2025: Increased +7.5% (142.9k → 153.7k shares)
4.4%
04
$AAPL
APPLE INC
Q4 2025: Sold 6.7% (33.1k → 30.9k shares)
4.1%
05
$MSFT
MICROSOFT CORP
Q4 2025: Increased +9.3% (12.7k → 13.9k shares)
2.7%
06
$HTRB
HARTFORD FDS EXCHANGE TRADED
Q4 2025: Increased +3.3% (148.6k → 153.5k shares)
2.6%
07
$JPM
JPMORGAN CHASE & CO
Q4 2025: Increased +5.6% (15.4k → 16.3k shares)
2.5%
08
$MFSI
MFS ACTIVE EXCHANGE TRADED F
Q4 2025: Increased +1.6% (153.5k → 155.9k shares)
2.4%
09
$CSRE
COHEN & STEERS ETF TRUST
Q4 2025: Increased +13.0% (141.0k → 159.4k shares)
2.2%
10
$FJAN
FIRST TR EXCHNG TRADED FD VI
Q4 2025: Sold 5.8% (44.0k → 41.5k shares)
1.7%
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 14:52 UTC.