Bank of America Corp.
Annual return '25
+17.5%
SPY '25
+17.7%
Alpha
-0.2ptsvs SPY
Invested
$2736B
Holdings
5,678
Trades YTD
199
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR
Carry-forward filing.
Latest filing (2026-03-31) contained only unmappable securities. Holdings shown are carried forward from Q4 2025.
01
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
2.5%
02
$AAPL
APPLE INC
Held since at least Q1 2024
2.3%
03
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
1.9%
04
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
1.9%
05
$VUG
VANGUARD INDEX FDS
Held since at least Q1 2024
1.8%
06
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
1.6%
07
$GOOGL
ALPHABET INC
Held since at least Q1 2024
1.5%
08
$JPM
JPMORGAN CHASE & CO
Held since at least Q1 2024
1.4%
09
$IEFA
ISHARES TR
Held since at least Q1 2024
1.4%
10
$AVGO
BROADCOM INC
Held since at least Q1 2024
1.3%
Recent trades · Last 90 days
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 08:22 UTC.