Owen LaRue, LLC
Annual return '25
+14.2%
SPY '25
+17.7%
Alpha
-3.5ptsvs SPY
Invested
$260.5M
Holdings
128
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SGOV
ISHARES TR
Q1 2026: Exited (was 247.7k shares)
8.0%
02
$CSHI
NEOS ETF TRUST
Q1 2026: Exited (was 66.3k shares)
5.4%
03
$NDQ
INVESCO QQQ TR
Q1 2026: Exited (was 22.4k shares)
5.2%
04
$AAPL
APPLE INC
Q1 2026: Exited (was 47.7k shares)
4.6%
05
$COWZ
PACER FDS TR
Q1 2026: Exited (was 184.5k shares)
4.4%
06
$PLTR
PALANTIR TECHNOLOGIES INC
Q1 2026: Exited (was 79.1k shares)
4.2%
07
$JPM
JPMORGAN CHASE & CO
Q1 2026: Exited (was 30.5k shares)
3.2%
08
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 45.1k shares)
2.9%
09
$SDVY
FIRST TR EXCHANGE TRADED FD
Q1 2026: Exited (was 149.9k shares)
2.5%
10
$FIIG
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Exited (was 323.4k 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 10:42 UTC.