apricus wealth, LLC
Annual return '25
+21.1%
SPY '25
+17.7%
Alpha
+3.4ptsvs SPY
Invested
$205.2M
Holdings
120
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CHV
CHEVRON CORPORATION
Held since at least Q1 2024
3.5%
02
$BG
BUNGE GLOBAL SA
Held since at least Q1 2024
3.1%
03
$BAC
BANK AMERICA CORP
Held since at least Q1 2024
3.1%
04
$STT
STATE STR CORP
Held since at least Q1 2024
2.4%
05
$MRK
MERCK & CO INC
Q4 2025: New position (2.5k shares)
2.4%
06
$JNJ
JOHNSON & JOHNSON
Q4 2025: New position (4.4k shares)
2.3%
07
$ADM
ARCHER DANIELS MIDLAND CO
Held since at least Q1 2024
2.3%
08
$C
CITIGROUP INC
Held since at least Q1 2024
2.3%
09
$ABBV
ABBVIE INC
Held since at least Q1 2024
2.2%
10
$IVV
ISHARES TR
Q1 2026: Sold 22.3% (11.1k → 8.6k 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 06:47 UTC.