Barclays PLC
Annual return '25
+17.5%
SPY '25
+17.7%
Alpha
-0.2ptsvs SPY
Invested
$832B
Holdings
4,299
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$EEM
ISHARES TR
Q1 2026: Exited (was 43.6k shares)
10.3%
02
$MSFT
MICROSOFT CORP
Q1 2026: Sold 90.2% (3.75M → 366.7k shares)
8.2%
03
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Exited (was 1.05M shares)
8.0%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +28.9% (844.8k → 1.09M shares)
4.2%
05
$NDQ
INVESCO QQQ TR
Q1 2026: Exited (was 389.5k shares)
4.1%
06
$IWM
ISHARES TR
Q1 2026: Exited (was 26.9k shares)
2.9%
07
$AAPL
APPLE INC
Q1 2026: Sold 91.6% (7.05M → 590.7k shares)
2.6%
08
$AMZN
AMAZON COM INC
Q1 2026: Sold 95.4% (6.21M → 288.3k shares)
2.1%
09
$GOOGL
ALPHABET INC
Q1 2026: Sold 97.3% (7.13M → 194.4k shares)
1.9%
10
$META
META PLATFORMS INC
Q1 2026: Sold 94.1% (1.30M → 77.1k shares)
1.7%
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 08:06 UTC.