Bank Julius Baer & Co. Ltd, Zurich
Annual return '25
+15.4%
SPY '25
+17.7%
Alpha
-2.4ptsvs SPY
Invested
$33.2B
Holdings
676
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GOOGL
ALPHABET INC
Q4 2025: New position (35.4k shares)
6.1%
02
$NVDA
NVIDIA CORPORATION
Q4 2025: New position (48.2k shares)
5.1%
03
$MSFT
MICROSOFT CORP
Q4 2025: New position (11.0k shares)
4.7%
04
$AAPL
APPLE INC
Q4 2025: New position (654 shares)
4.2%
05
$META
META PLATFORMS INC
Q4 2025: New position (8.0k shares)
2.8%
06
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
2.7%
07
$AMZN
AMAZON COM INC
Q4 2025: New position (20.4k shares)
2.4%
08
$LLY
ELI LILLY & CO
Held since at least Q1 2024
2.4%
09
$V
VISA INC
Q4 2025: New position (7.5k shares)
2.1%
10
$JNJ
JOHNSON & JOHNSON
Q4 2025: New position (15.0k shares)
2.0%
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 09:45 UTC.