Howard Bailey Securities, LLC
Annual return '25
+15.0%
SPY '25
+17.7%
Alpha
-2.7ptsvs SPY
Invested
$243.2M
Holdings
135
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
$SCEC
CAPITOL SER TR
Held since at least Q1 2024
12.1%
02
$IWY
ISHARES TR
Held since at least Q1 2024
11.4%
03
$IWX
ISHARES TR
Held since at least Q1 2024
7.3%
04
$AVNM
AMERICAN CENTY ETF TR
Held since at least Q1 2024
4.7%
05
$EFV
ISHARES TR
Held since at least Q1 2024
4.2%
06
$IWS
ISHARES TR
Held since at least Q1 2024
3.9%
07
$EFG
ISHARES TR
Held since at least Q1 2024
3.7%
08
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
3.4%
09
$IEMG
ISHARES INC
Held since at least Q1 2024
2.8%
10
$SIXO
AIM ETF PRODUCTS TRUST
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 12:11 UTC.