J.Safra Asset Management Corp
Annual return '25
+14.4%
SPY '25
+17.7%
Alpha
-3.3ptsvs SPY
Invested
$1.9B
Holdings
614
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NDQ
INVESCO QQQ TRUST
Q1 2026: New position (6.7k shares)
11.6%
02
$XLK
SELECT SECTOR SPDR TR TECHNOLOGY
Q1 2026: New position (4.5k shares)
10.1%
03
$IWF
ISHARES RUSSELL 1000 GROWTH ETF
Q1 2026: New position (2.0k shares)
7.4%
04
$XLF
SELECT SECTOR SPDR TRUST THE FINANCIAL SELEC
Held since at least Q1 2024
7.0%
05
$XLE
SELECT SECTOR SPDR TR ENERGY
Held since at least Q1 2024
5.3%
06
$XLC
SELECT SECTOR SPDR TR COMMUNICATION
Held since at least Q1 2024
5.3%
07
$MAGS
LISTED FD TR ROUNDHILL MAGN
Held since at least Q1 2024
4.9%
08
$AAXJ
ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX
Held since at least Q1 2024
4.5%
09
$VEU
VANGUARD INTL EQUITY IND FD FTSE ALL WORLD E
Held since at least Q1 2024
4.4%
10
$XLV
SELECT SECTOR SPDR TRUST THE HEALTH CARE SEL
Q1 2026: New position (5.7k shares)
3.5%
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 10:26 UTC.