53 House LLP
Annual return '25
+18.4%
SPY '25
+17.7%
Alpha
+0.7ptsvs SPY
Invested
$369.6M
Holdings
94
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GOOGL
ALPHABET INC CL A
Q1 2026: Sold 1.4% (57.7k → 56.9k shares)
2.1%
02
$MU
MICRON TECHNOLOGY INC COM
Q4 2025: New position (3.4k shares)
2.0%
03
$RTX
RTX CORPORATION COM
Q1 2026: Sold 0.8% (81.6k → 80.9k shares)
2.0%
04
$BK
BANK NEW YORK MELLON CORP COM
Q4 2025: New position (4.3k shares)
2.0%
05
$NVDA
NVIDIA CORPORATION COM
Q1 2026: Increased +0.8% (85.2k → 85.9k shares)
2.0%
06
$KLAC
KLA CORP COM NEW
Held since at least Q1 2024
1.9%
07
$MSFT
MICROSOFT
Q4 2025: New position (89.9k shares)
1.9%
08
$JPM
JPMORGAN CHASE & CO. COM
Q1 2026: Sold 0.9% (88.4k → 87.7k shares)
1.9%
09
$AAPL
APPLE INC
Q4 2025: New position (221.3k shares)
1.9%
10
$BTI
BRITISH AMERN TOB PLC SPONSORED ADR
Held since at least Q1 2024
1.8%
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.