Eight 31 Financial, LLC
Annual return '25
+1.7%
SPY '25
+17.7%
Alpha
-16.0ptsvs SPY
Invested
$331.2M
Holdings
72
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q1 2025: New position (20.6k shares)
7.9%
02
$IBTK
ISHARES TR
Q1 2025: New position (109.1k shares)
6.0%
03
$IBTI
ISHARES TR
Q1 2025: New position (367.3k shares)
5.6%
04
$IBTJ
ISHARES TR
Q1 2025: New position (377.1k shares)
5.6%
05
$XOM
EXXON MOBIL CORP
Q1 2025: New position (62.0k shares)
5.6%
06
$IBDS
ISHARES TR
Q1 2025: New position (247.8k shares)
4.8%
07
$IBTH
ISHARES TR
Q1 2025: New position (268.0k shares)
4.8%
08
$IBDT
ISHARES TR
Q1 2025: New position (237.9k shares)
4.8%
09
$IBDV
ISHARES TR
Held since at least Q1 2024
4.8%
10
$AOR
ISHARES TR
Q1 2025: New position (98.8k shares)
4.3%
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 12:27 UTC.