Kellogg W K Foundation Trust
Annual return '25
+18.8%
SPY '25
+17.7%
Alpha
+1.1ptsvs SPY
Invested
$29.3B
Holdings
2,498
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 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
9.9%
02
$AAPL
Apple Inc
Q1 2026: New position (3.1k shares)
7.8%
03
$MSFT
Microsoft Corp
Q1 2026: New position (41.4k shares)
6.8%
04
$AVGO
Broadcom Inc
Held since at least Q1 2024
3.9%
05
$META
Meta Platforms Inc
Held since at least Q1 2024
3.5%
06
$AMZN
Amazon.com Inc
Held since at least Q1 2024
2.7%
07
$GOOG
Alphabet Inc
Q1 2026: New position (2.0k shares)
2.4%
08
$GOOGL
Alphabet Inc
Q1 2026: New position (15.9k shares)
2.3%
09
$NFLX
Netflix Inc
Held since at least Q1 2024
2.0%
10
$ABBV
AbbVie Inc
Held since at least Q1 2024
1.8%
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 09:46 UTC.