Searle & Co.
Annual return '25
+53.8%
SPY '25
+17.7%
Alpha
+36.1ptsvs SPY
Invested
$387.6M
Holdings
186
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 41%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Increased +397.0% (92.5k → 459.6k shares)
6.5%
02
$MSFT
MICROSOFT CORP
Q1 2026: Increased +203.2% (40.3k → 122.0k shares)
5.0%
03
$AXP
AMERICAN EXPRESS CO
Q1 2026: Sold 77.0% (41.7k → 9.6k shares)
4.0%
04
$CAT
CATERPILLAR INC
Q1 2026: Increased +83.9% (20.4k → 37.5k shares)
3.0%
05
$BAC
BANK AMERICA CORP
Q1 2026: Increased +50.8% (211.1k → 318.3k shares)
2.9%
06
$ABBV
ABBVIE INC
Q1 2026: Increased +377.3% (47.8k → 228.0k shares)
2.8%
07
$PANW
PALO ALTO NETWORKS INC
Q1 2026: Sold 85.1% (57.1k → 8.5k shares)
2.7%
08
$XOM
EXXON MOBIL CORP
Q1 2026: Increased +63.0% (80.5k → 131.3k shares)
2.5%
09
$PM
PHILIP MORRIS INTL INC
Q1 2026: Sold 50.6% (56.0k → 27.7k shares)
2.3%
10
$IBM
INTERNATIONAL BUSINESS MACHS
Q1 2026: Sold 36.6% (29.8k → 18.9k shares)
2.3%
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 08:26 UTC.