Andina Capital Management, LLC
Annual return '25
+16.3%
SPY '25
+17.7%
Alpha
-1.4ptsvs SPY
Invested
$226.1M
Holdings
119
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
$AGG
ISHARES TR
Q1 2026: Sold 87.7% (102.9k → 12.6k shares)
7.0%
02
$FSK
FS KKR CAP CORP
Q1 2026: Exited (was 339.1k shares)
5.1%
03
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Sold 52.4% (115.3k → 54.8k shares)
4.8%
04
$XDSQ
INNOVATOR ETFS TRUST
Q1 2026: Exited (was 176.0k shares)
4.6%
05
$BUFR
FIRST TR EXCHNG TRADED FD VI
Q1 2026: Exited (was 179.5k shares)
4.4%
06
$VWO
VANGUARD INTL EQUITY INDEX F
Q1 2026: Exited (was 108.8k shares)
3.9%
07
$USFR
WISDOMTREE TR
Q1 2026: Exited (was 158.8k shares)
3.6%
08
$VONG
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 44.0k shares)
3.1%
09
$SCHI
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 134.8k shares)
2.2%
10
$FDIV
EA SERIES TRUST
Q1 2026: Exited (was 117.4k shares)
2.2%
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 12:31 UTC.