Millburn Ridgefield LLC
Annual return '25
+5.9%
SPY '25
+17.7%
Alpha
-11.8ptsvs SPY
Invested
$4.6B
Holdings
39
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IWB
ISHARES TR
Q3 2025: Sold 7.6% (1.59M → 1.47M shares)
12.6%
02
$IJH
ISHARES TR
Q4 2025: Sold 0.6% (7.84M → 7.79M shares)
12.0%
03
$IWM
ISHARES TR
Q4 2025: Sold 5.0% (1.51M → 1.43M shares)
8.6%
04
$USMV
ISHARES TR
Q3 2025: Increased +5.3% (3.56M → 3.75M shares)
8.5%
05
$VWO
VANGUARD INTL EQUITY INDEX F
Q3 2025: Sold 8.2% (6.77M → 6.21M shares)
8.2%
06
$SPY
STATE STR SPDR S&P 500 ETF T
Q3 2025: Sold 7.2% (504.2k → 468.0k shares)
7.3%
07
$IJR
ISHARES TR
Q4 2025: Increased +0.6% (2.21M → 2.22M shares)
6.6%
08
$VOO
VANGUARD INDEX FDS
Q4 2025: Sold 0.7% (229.6k → 228.0k shares)
3.3%
09
$INDA
ISHARES TR
Q4 2025: Increased +5.1% (2.28M → 2.39M shares)
3.1%
10
$VV
VANGUARD INDEX FDS
Q4 2025: Sold 5.1% (398.9k → 378.4k shares)
2.9%
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 06:49 UTC.