Schreiber Kathleen
Annual return '25
+17.0%
SPY '25
+17.7%
Alpha
-0.7ptsvs SPY
Invested
$874.2M
Holdings
390
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JQUA
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
8.8%
02
$DFUS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
6.4%
03
$AAPL
APPLE INC
Q1 2026: Sold 7.7% (29.4k → 27.1k shares)
3.1%
04
$CGCP
CAPITAL GRP FIXED INCM ETF T
Held since at least Q1 2024
2.3%
05
$EVTR
MORGAN STANLEY ETF TRUST
Held since at least Q1 2024
2.3%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 37.3% (29.6k → 18.6k shares)
1.9%
07
$MSFT
MICROSOFT CORP
Q1 2026: Sold 9.7% (17.1k → 15.5k shares)
1.9%
08
$AMZN
AMAZON COM INC
Q1 2026: Sold 27.0% (6.7k → 4.9k shares)
1.7%
09
$SPY
SPDR S&P 500 ETF TR
Held since at least Q1 2024
1.5%
10
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 37.5% (9.4k → 5.9k shares)
1.4%
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 11:53 UTC.