Golden Road Advisors LLC
Annual return '25
+7.8%
SPY '25
+17.7%
Alpha
-9.9ptsvs SPY
Invested
$539.1M
Holdings
51
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$HYG
ISHARES TR
Held since at least Q1 2024
17.3%
02
$IWM
ISHARES TR
Held since at least Q1 2024
6.6%
03
$SEI
SOLARIS ENERGY INFRAS INC
Held since at least Q1 2024
4.9%
04
$SPY
STATE STR SPDR S&P 500 ETF TR
Q1 2026: New position (505 shares)
3.7%
05
$CF
CF INDUSTRIES HOLD
Held since at least Q1 2024
3.5%
06
$OIH
VANECK ETF TRUST
Held since at least Q1 2024
3.3%
07
$CLS
CELESTICA INC
Held since at least Q1 2024
2.6%
08
$BGSI
BOYD GROUP SERVICES INC
Held since at least Q1 2024
2.5%
09
$OFIX
ORTHOFIX MED INC
Held since at least Q1 2024
2.5%
10
$CLMT
CALUMET INC
Held since at least Q1 2024
2.4%
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 13:20 UTC.