Griffith & Werner, Inc.
Annual return '25
+17.8%
SPY '25
+17.7%
Alpha
+0.1ptsvs SPY
Invested
$196.4M
Holdings
69
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
$FDEC
FIRST TR EXCHNG TRADED FD VI
Q1 2026: Exited (was 643.4k shares)
16.8%
02
$BAC
BANK AMERICA CORP
Q1 2026: Exited (was 258.8k shares)
6.2%
03
$C
CITIGROUP INC
Q1 2026: Exited (was 66.3k shares)
3.9%
04
$AAPL
APPLE INC
Q1 2026: Exited (was 26.8k shares)
3.7%
05
$AMZN
AMAZON COM INC
Q1 2026: Exited (was 31.5k shares)
3.7%
06
$META
META PLATFORMS INC
Q1 2026: Exited (was 10.7k shares)
3.6%
07
$XOM
EXXON MOBIL CORP
Q1 2026: Exited (was 58.3k shares)
3.6%
08
$KO
COCA COLA CO
Q1 2026: Exited (was 97.6k shares)
3.5%
09
$JNJ
JOHNSON & JOHNSON
Q1 2026: Exited (was 32.3k shares)
3.4%
10
$GOOG
ALPHABET INC
Q1 2026: Exited (was 21.2k shares)
3.4%
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 15:06 UTC.