Rockefeller Capital Management L.P.
Annual return '25
+14.4%
SPY '25
+17.7%
Alpha
-3.4ptsvs SPY
Invested
$56.4B
Holdings
4,680
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
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: New position (3.4k shares)
3.4%
02
$AAPL
APPLE INC
Q1 2026: Increased +21.1% (9.6k → 11.7k shares)
3.0%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +29.1% (8.0k → 10.3k shares)
2.8%
04
$MSFT
MICROSOFT CORP
Q1 2026: Increased +18.4% (3.4k → 4.1k shares)
2.6%
05
$GOOGL
ALPHABET INC
Q1 2026: Increased +34.6% (2.3k → 3.1k shares)
2.2%
06
$AMZN
AMAZON COM INC
Q1 2026: Increased +49.7% (2.4k → 3.5k shares)
2.2%
07
$AVGO
BROADCOM INC
Q1 2026: Increased +29.5% (2.3k → 2.9k shares)
1.6%
08
$VOO
VANGUARD INDEX FDS
Q1 2026: Increased +65.6% (1.6k → 2.7k shares)
1.5%
09
$IVV
ISHARES TR
Q1 2026: Increased +7.9% (11.3k → 12.2k shares)
1.3%
10
$JPM
JPMORGAN CHASE & CO
Q1 2026: Increased +7.1% (2.3k → 2.5k shares)
1.3%
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 06:31 UTC.