JTC Employer Solutions Trustee Ltd
Annual return '25
+40.3%
SPY '25
+17.7%
Alpha
+22.6ptsvs SPY
Invested
$1.2M
Holdings
307
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
$GSK
GSK PLC
Held since at least Q1 2024
41.7%
02
$GOOGL
ALPHABET INC
Held since at least Q1 2024
11.9%
03
$JPM
JPMORGAN CHASE & CO.
Held since at least Q1 2024
5.9%
04
$UNP
UNION PAC CORP
Held since at least Q1 2024
4.2%
05
$MA
MASTERCARD INCORPORATED
Held since at least Q1 2024
3.2%
06
$CNQ
CANADIAN NAT RES LTD
Held since at least Q1 2024
2.2%
07
$GOOG
ALPHABET INC
Held since at least Q1 2024
2.1%
08
$C
CITIGROUP INC
Held since at least Q1 2024
1.6%
09
$AAPL
APPLE INC
Held since at least Q1 2024
1.6%
10
$HLN
HALEON PLC
Held since at least Q1 2024
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 06:29 UTC.