OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)
Annual return '25
+17.6%
SPY '25
+17.7%
Alpha
-0.1ptsvs SPY
Invested
$638.1M
Holdings
213
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: New position (813.4k shares)
5.7%
02
$MSFT
MICROSOFT CORP
Q1 2026: New position (321.5k shares)
5.4%
03
$SPY
SPDR S&P 500 ETF TR
Q1 2026: New position (1.9k shares)
5.1%
04
$GOOGL
ALPHABET INC
Q1 2026: New position (312.1k shares)
4.7%
05
$JPM
JPMORGAN CHASE & CO.
Q1 2026: New position (233.8k shares)
3.2%
06
$WMT
WALMART INC
Q1 2026: New position (379.9k shares)
2.8%
07
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: New position (1.9k shares)
2.6%
08
$BAC
VERIZON COMMUNICATIONS INC
Q1 2026: New position (367.0k shares)
2.5%
09
$NDQ
INVESCO QQQ TR
Q1 2026: New position (1.4k shares)
2.5%
10
$VIG
VANGUARD SPECIALIZED FUNDS
Held since at least Q1 2024
2.3%
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.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 18:21 UTC.