New Century Financial Group, LLC
Annual return '25
+16.8%
SPY '25
+17.7%
Alpha
-0.9ptsvs SPY
Invested
$13.4B
Holdings
678
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
$VOO
VANGUARD INDEX FDS
Q1 2026: New position (7.6k shares)
6.2%
02
$IVV
ISHARES TR
Q1 2026: New position (34.0k shares)
1.5%
03
$WY
WEYERHAEUSER CO MTN BE
Held since at least Q1 2024
1.2%
04
$CTAS
CINTAS CORP
Held since at least Q1 2024
1.1%
05
$MTZ
MASTEC INC
Held since at least Q1 2024
1.1%
06
$MSFT
MICROSOFT CORP
Q1 2026: New position (3.5k shares)
0.9%
07
$EOG
EOG RES INC
Q1 2025: Exited (was 1.7k shares)
0.9%
08
$KBH
KB HOME
Held since at least Q1 2024
0.8%
09
$FHN
FIRST HORIZON CORPORATION
Held since at least Q1 2024
0.8%
10
$NFLX
NETFLIX INC
Q1 2026: New position (8.4k shares)
0.8%
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 09:26 UTC.