& Partners
Annual return '25
+17.3%
SPY '25
+17.7%
Alpha
-0.4ptsvs SPY
Invested
$20.2B
Holdings
2,406
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
$AAPL
APPLE INC
Q1 2026: Increased +2270.2% (117.3k → 2.78M shares)
3.6%
02
$IVV
ISHARES TR
Q1 2026: Increased +19607.1% (4.3k → 851.2k shares)
2.8%
03
$IJH
ISHARES TR
Q1 2026: Increased +20512.7% (37.7k → 7.78M shares)
2.7%
04
$MSFT
MICROSOFT CORP
Q1 2026: Increased +1721.6% (77.5k → 1.41M shares)
2.6%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +4053.4% (63.7k → 2.64M shares)
2.3%
06
$AGG
ISHARES TR
Q1 2026: New position (3.92M shares)
2.0%
07
$DFAI
DIMENSIONAL ETF TRUST
Q1 2026: New position (9.11M shares)
1.8%
08
$IEFA
ISHARES TR
Q1 2026: Increased +20103.5% (16.4k → 3.30M shares)
1.5%
09
$AVGO
BROADCOM INC
Q1 2026: Increased +9288.0% (9.4k → 883.6k shares)
1.4%
10
$JPM
JPMORGAN CHASE & CO
Q1 2026: Increased +1012.1% (84.2k → 936.6k shares)
1.3%
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 09:26 UTC.