Sasco Capital Inc. / Ct/
Annual return '25
+19.9%
SPY '25
+17.7%
Alpha
+2.2ptsvs SPY
Invested
$260.2M
Holdings
187
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
SPDR S&P 500 ETF TR
Held since at least Q1 2024
4.6%
02
$VOOG
VANGUARD ADMIRAL FDS INC
Held since at least Q1 2024
3.6%
03
$AAPL
APPLE INC
Q1 2026: New position (524.3k shares)
3.3%
04
$MTBA
SIMPLIFY EXCHANGE TRADED FUN
Held since at least Q1 2024
3.2%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (891.4k shares)
2.9%
06
$MSFT
MICROSOFT CORP
Q1 2026: New position (39.4k shares)
2.8%
07
$SFLR
INNOVATOR ETFS TRUST
Held since at least Q1 2024
2.3%
08
$SEIE
SEI EXCHANGE TRADED FUNDS
Held since at least Q1 2024
2.3%
09
$PLTR
PALANTIR TECHNOLOGIES INC
Held since at least Q1 2024
2.2%
10
$AMZN
AMAZON COM INC
Q1 2026: New position (253.9k shares)
2.2%
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 15:32 UTC.