Notis-McConarty Edward
Annual return '25
+10.9%
SPY '25
+17.7%
Alpha
-6.8ptsvs SPY
Invested
$201.3M
Holdings
70
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GOOGL
ALPHABET INC CL A
Q4 2025: Exited (was 1.4k shares)
6.7%
02
$NVDA
NVIDIA CORP
Q1 2026: Increased +45.1% (128.3k → 186.2k shares)
6.1%
03
$AAPL
APPLE
Q4 2025: Exited (was 1.0k shares)
5.5%
04
$RTX
RTX CORPORATION
Q4 2025: Exited (was 1.2k shares)
4.2%
05
$ADI
ANALOG DEVICES
Q4 2025: Exited (was 740 shares)
4.1%
06
$MA
MASTERCARD
Q1 2026: Exited (was 23.1k shares)
4.0%
07
$MSFT
MICROSOFT
Q1 2026: Exited (was 21.7k shares)
4.0%
08
$JNJ
JOHNSON AND JOHNSON
Q4 2025: Exited (was 875 shares)
3.7%
09
$AMZN
AMAZON.COM
Q1 2026: Increased +1.7% (114.1k → 116.1k shares)
3.2%
10
$TJX
TJX COS
Q4 2025: Exited (was 1.4k shares)
3.2%
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 12:12 UTC.