Philadelphia Trust Co.
Annual return '25
+2.9%
SPY '25
+17.7%
Alpha
-14.8ptsvs SPY
Invested
$1.4M
Holdings
264
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORP
Held since at least Q1 2024
11.9%
02
$AAPL
APPLE INC
Q4 2025: New position (4.1k shares)
4.6%
03
$GOOGL
ALPHABET INC CL A
Q4 2025: New position (700 shares)
4.0%
04
$COHR
COHERENT CORP
Held since at least Q1 2024
3.9%
05
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
3.1%
06
$BRK/B
BERKSHIRE HATHAWAY INC-CL B
Q1 2026: Increased +1.5% (249.2k → 253.0k shares)
3.0%
07
$RTX
RTX CORPORATION
Held since at least Q1 2024
2.9%
08
$GS
GOLDMAN SACHS GROUP INC
Held since at least Q1 2024
2.9%
09
$LHX
L3 HARRIS TECHNOLOGIES INC
Held since at least Q1 2024
2.9%
10
$ABBV
ABBVIE INC
Held since at least Q1 2024
2.8%
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 12:15 UTC.