Aristotle Capital Boston, LLC
Annual return '25
-2.6%
SPY '25
+17.7%
Alpha
-20.3ptsvs SPY
Invested
$1.6B
Holdings
122
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
$AEIS
ADVANCED ENERGY INDS
Q4 2025: Exited (was 233.3k shares)
3.0%
02
$MTSI
MACOM TECH SOLUTIONS HLDGS I
Q4 2025: Exited (was 326.1k shares)
2.8%
03
$HASI
HA SUSTAINABLE INFRA CAP INC
Q4 2025: Exited (was 1.30M shares)
2.3%
04
$AER
AERCAP HOLDINGS NV
Q4 2025: Exited (was 328.0k shares)
2.1%
05
$AGI
ALAMOS GOLD INC
Q4 2025: Exited (was 1.05M shares)
2.1%
06
$HQY
HEALTHEQUITY INC
Q4 2025: Exited (was 436.0k shares)
2.1%
07
$HURN
HURON CONSULTING GROUP INC
Q4 2025: Exited (was 367.8k shares)
2.0%
08
$LFUS
LITTELFUSE INC
Q4 2025: Exited (was 86.7k shares)
1.8%
09
$ACIW
ACI WORLDWIDE INC
Q4 2025: Exited (was 845.7k shares)
1.7%
10
$ITRI
ITRON INC
Q4 2025: Exited (was 303.6k shares)
1.6%
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 10:55 UTC.