University of Illinois Foundation
Annual return '25
+17.8%
SPY '25
+17.7%
Alpha
+0.1ptsvs SPY
Invested
$487.4M
Holdings
31
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
$XLU
SELECT SECTOR SPDR TR
Q1 2026: New position (142 shares)
11.2%
02
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: New position (185 shares)
10.1%
03
$IEI
ISHARES TR
Held since at least Q1 2024
10.0%
04
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q1 2026: Sold 50.3% (66.8k → 33.2k shares)
8.1%
05
$XLE
SELECT SECTOR SPDR TR
Q1 2026: New position (6.3k shares)
7.6%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 60.0% (112.5k → 45.1k shares)
7.1%
07
$SMH
VANECK ETF TRUST
Q1 2026: Sold 93.2% (39.5k → 2.7k shares)
6.2%
08
$VTIP
VANGUARD MALVERN FDS
Held since at least Q1 2024
5.1%
09
$GQ9
SPDR GOLD TR
Q1 2026: New position (838 shares)
4.7%
10
$XLB
SELECT SECTOR SPDR TR
Held since at least Q1 2024
3.1%
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 15:05 UTC.