Howe & Rusling Inc.
Annual return '25
-21.5%
SPY '25
+17.7%
Alpha
-39.2ptsvs SPY
Invested
$1.5B
Holdings
476
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q4 2025: Exited (was 361.0k shares)
4.0%
02
$JPM
JPMORGAN CHASE & CO
Q1 2026: Exited (was 12.1k shares)
3.6%
03
$IUSG
ISHARES TR
Q4 2025: Exited (was 314.4k shares)
3.4%
04
$IVV
ISHARES TR
Q4 2025: Exited (was 78.5k shares)
3.4%
05
$VCIT
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 1.00M shares)
3.4%
06
$AVGO
BROADCOM INC
Q1 2026: Exited (was 26.4k shares)
3.3%
07
$AAPL
APPLE INC
Q1 2026: Sold 47.6% (24.0k → 12.6k shares)
2.8%
08
$GVI
ISHARES TR
Q4 2025: Exited (was 720.0k shares)
2.7%
09
$XOM
EXXON MOBIL CORP
Q4 2025: Exited (was 459.5k shares)
2.6%
10
$IUSV
ISHARES TR
Q4 2025: Exited (was 341.9k shares)
2.4%
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 08:22 UTC.