Edge Financial Advisors LLC
Annual return '25
-7.4%
SPY '25
+17.7%
Alpha
-25.2ptsvs SPY
Invested
$116.2M
Holdings
8
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
$LIND
LINDBLAD EXPEDITIONS HLDGS I
Held since at least Q1 2024
21.1%
02
$SXI
STANDEX INTL CORP
Held since at least Q1 2024
17.9%
03
$VITL
VITAL FARMS INC
Held since at least Q1 2024
12.7%
04
$HLMN
HILLMAN SOLUTIONS CORP
Held since at least Q1 2024
11.2%
05
$IRDM
IRIDIUM COMMUNICATIONS INC
Held since at least Q1 2024
11.1%
06
$MGRC
MCGRATH RENTCORP
Held since at least Q1 2024
11.0%
07
$PATK
PATRICK INDS INC
Held since at least Q1 2024
10.4%
08
$JBI
JANUS INTERNATIONAL GROUP IN
Held since at least Q1 2024
4.7%
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 15:33 UTC.