Bank of New York Mellon Corp
Annual return '25
+23.7%
SPY '25
+17.7%
Alpha
+6.0ptsvs SPY
Invested
$543.9B
Holdings
4,177
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORP
Q4 2025: New position (368.2k shares)
4.9%
02
$AAPL
APPLE INC
Q1 2026: Sold 2.8% (340.1k → 330.6k shares)
4.3%
03
$MSFT
MICROSOFT CORP
Q1 2026: Increased +4.1% (78.8k → 82.0k shares)
3.5%
04
$AMZN
AMAZON.COM INC
Q4 2025: New position (144.4k shares)
2.6%
05
$GOOGL
ALPHABET INC-CL A
Q1 2026: Sold 1.6% (107.3k → 105.7k shares)
2.1%
06
$AVGO
BROADCOM INC
Q1 2026: Increased +11.8% (24.2k → 27.1k shares)
1.6%
07
$IVV
ISHARES CORE S&P 500 ETF
Q1 2026: Sold 1.8% (14.5k → 14.2k shares)
1.6%
08
$GOOG
ALPHABET INC-CL C
Q1 2026: Sold 4.3% (42.9k → 41.0k shares)
1.5%
09
$META
META PLATFORMS INC-CLASS A
Q1 2026: Increased +1.7% (33.1k → 33.7k shares)
1.5%
10
$XOM
EXXON MOBIL CORP
Q1 2026: Increased +5.7% (17.7k → 18.7k shares)
1.4%
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 10:38 UTC.