Gray Foundation
Annual return '25
+18.7%
SPY '25
+17.7%
Alpha
+0.9ptsvs SPY
Invested
$396.8M
Holdings
11
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
$HLT
HILTON WORLDWIDE HLDGS INC
Held since at least Q1 2024
56.1%
02
$IGM
ISHARES TR
Held since at least Q1 2024
16.7%
03
$GOOG
ALPHABET INC
Q4 2025: New position (1.4k shares)
8.1%
04
$INDA
ISHARES TR
Held since at least Q1 2024
5.0%
05
$ROBO
EXCHANGE TRADED CONCEPTS TR
Held since at least Q1 2024
3.5%
06
$SOXX
ISHARES TR
Held since at least Q1 2024
2.8%
07
$INVH
INVITATION HOMES INC
Held since at least Q1 2024
2.1%
08
$HGV
HILTON GRAND VACATIONS INC
Held since at least Q1 2024
2.1%
09
$BA
BOEING CO
Held since at least Q1 2024
1.3%
10
$NBIX
NEUROCRINE BIOSCIENCES INC
Held since at least Q1 2024
1.3%
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 15:18 UTC.