Wesleyan Assurance Society
Annual return '25
+13.7%
SPY '25
+17.7%
Alpha
-4.0ptsvs SPY
Invested
$1.7M
Holdings
104
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
$GOOGL
ALPHABET INC
Q1 2026: New position (21.2k shares)
9.2%
02
$FERG
FERGUSON ENTERPRISES ORD
Held since at least Q1 2024
6.7%
03
$MSFT
MICROSOFT CORP
Q1 2026: New position (36.5k shares)
5.8%
04
$AAPL
APPLE INC
Q1 2026: New position (38.4k shares)
5.2%
05
$NVDA
NVIDIA CORP
Q1 2026: New position (39.2k shares)
5.1%
06
$CAT
CATERPILLAR INC DEL
Q1 2026: New position (474 shares)
4.2%
07
$META
FACEBOOK INC
Q1 2026: New position (884 shares)
3.4%
08
$AMZN
AMAZON COM ORD
Q1 2026: New position (28.4k shares)
3.3%
09
$SSNHZ
SAMSUNG ELECTRONICS CO LTD
Held since at least Q1 2024
2.7%
10
$JPM
JPMORGAN CHASE & CO
Q1 2026: New position (17.9k shares)
2.5%
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 13:13 UTC.