Warwick Investment Management, Inc.
Annual return
—
SPY
—
Alpha
—
Invested
$9.2B
Holdings
137
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHK
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 3.50M shares)
16.3%
02
$DFAC
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 2.44M shares)
14.6%
03
$VTV
VANGUARD INDEX FDS
Q4 2025: Exited (was 263.5k shares)
10.0%
04
$VGSH
VANGUARD SCOTTSDALE FDS
Q1 2026: Sold 7.0% (905.3k → 842.4k shares)
5.5%
05
$VUG
VANGUARD INDEX FDS
Q4 2025: Increased +221.7% (31.0k → 99.8k shares)
4.6%
06
$VTC
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 90.7k shares)
3.8%
07
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 5.4% (2.4k → 2.3k shares)
3.6%
08
$VIOO
VANGUARD ADMIRAL FDS INC
Q4 2025: Exited (was 163.8k shares)
3.4%
09
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 155.3k shares)
2.8%
10
$XLRE
SELECT SECTOR SPDR TR
Q4 2025: Exited (was 451.5k shares)
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 · Last refreshed 08:31 UTC.