PFG Investments, LLC
Annual return '25
+25.6%
SPY '25
+17.7%
Alpha
+7.9ptsvs SPY
Invested
$2.1B
Holdings
1,189
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 96.4% (531.6k → 19.1k shares)
6.2%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 93.0% (415.7k → 29.0k shares)
3.4%
03
$TSLA
TESLA INC
Q1 2026: Sold 97.4% (137.0k → 3.6k shares)
2.4%
04
$MSFT
MICROSOFT CORP
Q1 2026: Sold 96.0% (128.2k → 5.1k shares)
2.3%
05
$JPST
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 940.4k shares)
2.2%
06
$AMZN
AMAZON COM INC
Q1 2026: Sold 95.2% (172.4k → 8.3k shares)
1.7%
07
$CLM
CORNERSTONE STRATEGIC INVEST
Q1 2026: Exited (was 3.00M shares)
1.4%
08
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 98.1% (44.9k → 841 shares)
1.4%
09
$XLK
SELECT SECTOR SPDR TR
Q1 2026: Exited (was 170.6k shares)
1.3%
10
$PDI
PIMCO DYNAMIC INCOME FD
Q1 2026: Exited (was 1.45M shares)
1.2%
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 09:49 UTC.