Kentucky Retirement Systems
Annual return '25
+51.8%
SPY '25
+17.7%
Alpha
+34.0ptsvs SPY
Invested
$1.4M
Holdings
386
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
$AAPL
APPLE INC
Q1 2026: New position (219.0k shares)
3.6%
02
$XOM
EXXON MOBIL CORP
Q1 2026: New position (11.0k shares)
3.2%
03
$BAC
BANK OF AMERICA CORPORATION
Q1 2026: New position (39.5k shares)
2.2%
04
$MSFT
MICROSOFT CORP
Q1 2026: New position (139.8k shares)
2.0%
05
$JNJ
JOHNSON & JOHNSON
Q1 2026: New position (45.0k shares)
1.9%
06
$CHV
CHEVRON CORP NEW
Q1 2026: New position (18.1k shares)
1.7%
07
$PG
PROCTER & GAMBLE CO
Q1 2026: New position (12.5k shares)
1.6%
08
$JPM
JPMORGAN CHASE & CO
Q1 2026: New position (65.0k shares)
1.6%
09
$WFC
WELLS FARGO & CO NEW
Q1 2026: New position (30.6k shares)
1.6%
10
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: New position (12.2k shares)
1.5%
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 09:26 UTC.