International Assets Investment Management, LLC
Annual return '25
+21.4%
SPY '25
+17.7%
Alpha
+3.6ptsvs SPY
Invested
$1.4B
Holdings
2,216
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Increased +5898.9% (11.4k → 683.9k shares)
5.7%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +3164.1% (27.4k → 894.4k shares)
5.4%
03
$AMZN
AMAZON COM INC
Q1 2026: Increased +4773.1% (7.4k → 360.6k shares)
2.7%
04
$NDQ
INVESCO QQQ TR
Q1 2026: Increased +906.4% (6.2k → 62.4k shares)
2.6%
05
$MSFT
MICROSOFT CORP
Q1 2026: Increased +3887.6% (4.2k → 167.5k shares)
2.2%
06
$PLTR
PALANTIR TECHNOLOGIES INC
Q1 2026: Increased +3163.9% (10.0k → 326.4k shares)
1.7%
07
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Increased +423.7% (6.6k → 34.6k shares)
1.6%
08
$AVGO
BROADCOM INC
Q1 2026: Increased +1407.5% (8.2k → 123.6k shares)
1.5%
09
$TSLA
TESLA INC
Q1 2026: Sold 61.7% (260.5k → 99.7k shares)
1.3%
10
$GOOGL
ALPHABET INC
Q1 2026: Increased +2157.5% (2.6k → 58.7k shares)
1.2%
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 09:28 UTC.