Terril Brothers, Inc.
Annual return
—
SPY
—
Alpha
—
Invested
$365.8M
Holdings
73
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$C
CITIGROUP INC
Q4 2025: Exited (was 406.1k shares)
12.7%
02
$AAPL
APPLE INC
Q4 2025: Exited (was 152.1k shares)
10.6%
03
$BAC
BANK OF AMERICA CORP
Q4 2025: Exited (was 696.9k shares)
9.8%
04
$GMED
GLOBUS MED INC
Q4 2025: Exited (was 322.0k shares)
7.7%
05
$CZR
CAESARS ENTERTAINMENT
Held since at least Q1 2024
7.3%
06
$DIS
DISNEY WALT CO
Q4 2025: Exited (was 211.7k shares)
6.5%
07
$SOLV
SOLVENTUM
Q4 2025: Exited (was 265.0k shares)
6.2%
08
$KYN
KAYNE ANDERSN MLP MIDS INVT
Q4 2025: Exited (was 1.46M shares)
5.8%
09
$WBD
WARNER BROS DISCOVERY
Q4 2025: Exited (was 1.41M shares)
5.7%
10
$MOS
MOSAIC CO (THE)
Q4 2025: Exited (was 170.4k shares)
5.5%
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 · Last refreshed 15:34 UTC.