Standard Investments LLC
Annual return '25
+18.9%
SPY '25
+17.7%
Alpha
+1.2ptsvs SPY
Invested
$1.8B
Holdings
11
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AMZN
AMAZON COM INC
Q1 2026: New position (364.5k shares)
22.6%
02
$MSFT
MICROSOFT CORP
Q1 2026: New position (180.6k shares)
17.1%
03
$PTC
PTC INC
Q3 2025: Exited (was 1.44M shares)
14.1%
04
$SHEL
SHELL PLC
Q3 2025: Exited (was 5.48M shares)
12.5%
05
$ADSK
AUTODESK INC
Q3 2025: Exited (was 845.0k shares)
11.1%
06
$ASH
ASHLAND INC
Q3 2025: New position (2.24M shares)
8.0%
07
$NOW
SERVICENOW INC
Q1 2026: New position (7.4k shares)
6.3%
08
$NGG
NATIONAL GRID PLC
Q3 2025: Exited (was 2.48M shares)
4.6%
09
$EVCM
EVERCOMMERCE INC
Q3 2025: Exited (was 6.12M shares)
3.8%
10
$ACHR/WS
ARCHER AVIATION INC
Q3 2025: Exited (was 416.7k shares)
0.0%
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 10:36 UTC.