Osaic Holdings, Inc.
Annual return '25
+15.9%
SPY '25
+17.7%
Alpha
-1.8ptsvs SPY
Invested
$136.6B
Holdings
7,477
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 98.7% (30.2k → 400 shares)
3.0%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +35.2% (7.6k → 10.3k shares)
2.2%
03
$IVV
ISHARES TR
Q1 2026: Sold 21.4% (94.0k → 73.9k shares)
1.6%
04
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 1.8% (14.9k → 14.6k shares)
1.6%
05
$MSFT
MICROSOFT CORP
Q4 2025: New position (6.3k shares)
1.5%
06
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 4.7% (6.1k → 5.8k shares)
1.2%
07
$VTI
VANGUARD INDEX FDS
Q4 2025: New position (2.3k shares)
1.2%
08
$AMZN
AMAZON COM INC
Q1 2026: Increased +4.8% (21.2k → 22.2k shares)
1.1%
09
$VOO
VANGUARD INDEX FDS
Q1 2026: Sold 40.9% (21.8k → 12.9k shares)
1.1%
10
$GOOGL
ALPHABET INC
Q1 2026: Increased +4.1% (6.8k → 7.1k shares)
0.8%
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 04:22 UTC.