Slagle Financial, LLC
Annual return '25
+11.0%
SPY '25
+17.7%
Alpha
-6.8ptsvs SPY
Invested
$302.7M
Holdings
120
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 90%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 89.4k shares)
5.4%
02
$AAPL
APPLE INC
Q1 2026: Exited (was 54.8k shares)
4.7%
03
$SPYM
SPDR SERIES TRUST
Q1 2026: Exited (was 163.9k shares)
4.2%
04
$XOM
EXXON MOBIL CORP
Q1 2026: Exited (was 46.8k shares)
2.6%
05
$KO
COCA COLA CO
Q1 2026: Exited (was 93.8k shares)
2.4%
06
$MSFT
MICROSOFT CORP
Q1 2026: Exited (was 18.0k shares)
2.3%
07
$JPM
JPMORGAN CHASE & CO
Q1 2026: Exited (was 23.2k shares)
2.3%
08
$CHV
CHEVRON CORPORATION
Q1 2026: Exited (was 31.8k shares)
2.2%
09
$AVGO
BROADCOM INC
Q1 2026: Exited (was 19.6k shares)
2.1%
10
$PEP
PEPSICO INC
Q1 2026: Exited (was 39.3k shares)
2.1%
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 15:40 UTC.