Federated Hermes, Inc.
Annual return '25
+19.1%
SPY '25
+17.7%
Alpha
+1.4ptsvs SPY
Invested
$61.5B
Holdings
2,048
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 100.0% (11.07M → 1.2k shares)
2.6%
02
$GOOGL
ALPHABET INC
Q1 2026: Sold 100.0% (7.14M → 240 shares)
2.3%
03
$AAPL
APPLE INC
Q1 2026: Sold 99.5% (3.74M → 19.5k shares)
1.9%
04
$MSFT
MICROSOFT CORP
Q1 2026: Sold 100.0% (3.96M → 546 shares)
1.8%
05
$ABBV
ABBVIE INC
Q1 2026: Sold 99.9% (505.8k → 364 shares)
1.4%
06
$BAC
BANK AMERICA CORP
Q1 2026: Sold 99.7% (25.52M → 74.9k shares)
1.4%
07
$AVGO
BROADCOM INC
Q1 2026: Sold 100.0% (2.78M → 220 shares)
1.2%
08
$AMZN
AMAZON COM INC
Q1 2026: Sold 100.0% (5.73M → 1.5k shares)
1.2%
09
$CHV
CHEVRON CORPORATION
Q1 2026: Sold 99.3% (59.4k → 400 shares)
1.2%
10
$GEV
GE VERNOVA INC
Q1 2026: Sold 97.9% (104.2k → 2.1k shares)
1.1%
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 08:07 UTC.