Pollock Investment Advisors, LLC
Annual return '25
+10.2%
SPY '25
+17.7%
Alpha
-7.5ptsvs SPY
Invested
$428.7M
Holdings
40
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SELV
SEI EXCHANGE TRADED FUNDS
Held since at least Q1 2024
37.9%
02
$FTCS
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
24.6%
03
$DFAC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
10.5%
04
$TJX
TJX COS INC NEW
Held since at least Q1 2024
1.6%
05
$ORLY
OREILLY AUTOMOTIVE INC
Held since at least Q1 2024
1.6%
06
$MA
MASTERCARD INCORPORATED
Held since at least Q1 2024
1.5%
07
$GOOG
ALPHABET INC
Held since at least Q1 2024
1.3%
08
$LMT
LOCKHEED MARTIN CORP
Held since at least Q1 2024
1.2%
09
$AAPL
APPLE INC
Held since at least Q1 2024
1.2%
10
$CME
CME GROUP INC
Held since at least Q1 2024
1.1%
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 12:27 UTC.