Dorsey & Whitney Trust CO LLC
Annual return
—
SPY
—
Alpha
—
Invested
$1.8B
Holdings
709
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA Corp
Q1 2026: Increased +315.2% (60.3k → 250.3k shares)
4.4%
02
$MSFT
Microsoft Corp
Q1 2026: Sold 63.0% (122.8k → 45.5k shares)
3.6%
03
$AAPL
Apple Inc
Q1 2026: Increased +36.8% (98.1k → 134.2k shares)
3.0%
04
$GOOG
Alphabet Inc
Q1 2026: Sold 36.4% (31.2k → 19.9k shares)
2.4%
05
$AMZN
Amazon.com Inc
Q1 2026: Sold 36.4% (81.8k → 52.0k shares)
2.3%
06
$OEF
iShares S&P 100 ETF
Q1 2026: Exited (was 35.8k shares)
2.2%
07
$IVV
iShares Core S&P 500 ETF
Q1 2026: Sold 96.9% (234.4k → 7.3k shares)
2.2%
08
$SPY
State Street SPDR S&P 500 ETF Trust
Q1 2026: Sold 90.1% (85.6k → 8.5k shares)
1.9%
09
$LLY
Eli Lilly & Co
Q1 2026: Increased +304.6% (966 → 3.9k shares)
1.6%
10
$JPM
JPMorgan Chase & Co
Q1 2026: Sold 37.1% (76.2k → 47.9k shares)
1.6%
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 · Last refreshed 12:28 UTC.