Prelude Capital Management, LLC
Annual return '25
+8.2%
SPY '25
+17.7%
Alpha
-9.6ptsvs SPY
Invested
$1.3B
Holdings
1,173
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NEE
NextEra Energy Inc
Held since at least Q1 2024
3.9%
02
$WAB
Westinghouse Air Brake Technologies Corp
Q3 2025: Exited (was 1.6k shares)
2.8%
03
$UNH
UnitedHealth Group Inc
Q3 2025: Exited (was 2.9k shares)
2.4%
04
$AXP
American Express Co
Q4 2025: Exited (was 1.7k shares)
2.3%
05
$BX
Blackstone Inc
Q4 2025: Exited (was 3.4k shares)
2.0%
06
$APO
Apollo Global Management Inc
Q4 2025: Exited (was 9.6k shares)
1.9%
07
$FLS
Flowserve Corp
Q4 2025: Exited (was 6.8k shares)
1.8%
08
$GQ9
SPDR GOLD TR
Q4 2025: Exited (was 69.5k shares)
1.5%
09
$BHF
BRIGHTHOUSE FINL INC
Q4 2025: Exited (was 273.8k shares)
1.4%
10
$NVDA
NVIDIA CORPORATION
Q4 2025: Exited (was 162.9k 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 13:23 UTC.