Credential Securities Inc.
Annual return '25
+15.2%
SPY '25
+17.7%
Alpha
-2.5ptsvs SPY
Invested
$169.5M
Holdings
75
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SGVT
SCHWAB STRATEGIC TR
Held since at least Q1 2024
13.3%
02
$SSD
SIMPSON MFG INC
Held since at least Q1 2024
7.6%
03
$NUSC
NUSHARES ETF TR
Held since at least Q1 2024
7.5%
04
$ACWI
ISHARES TR
Held since at least Q1 2024
6.8%
05
$IVW
ISHARES TR
Held since at least Q1 2024
6.4%
06
$IEMG
ISHARES INC
Held since at least Q1 2024
5.8%
07
$IJR
ISHARES TR
Held since at least Q1 2024
4.5%
08
$AAPL
APPLE INC
Held since at least Q1 2024
4.4%
09
$IJH
ISHARES TR
Held since at least Q1 2024
3.8%
10
$VGSR
MANAGER DIRECTED PORTFOLIOS
Held since at least Q1 2024
2.9%
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 11:08 UTC.