Unisphere Establishment
Annual return '25
+21.4%
SPY '25
+17.7%
Alpha
+3.7ptsvs SPY
Invested
$11.9B
Holdings
61
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JPM
JPMORGAN CHASE & CO
Q1 2026: New position (45.0k shares)
11.9%
02
$TMO
THERMO FISHER SCIENTIFIC INC
Q2 2025: Increased +5.6% (1.95M → 2.06M shares)
8.5%
03
$HON
HONEYWELL INTL INC
Q3 2025: Increased +5.4% (4.00M → 4.22M shares)
7.8%
04
$SPGI
S&P GLOBAL INC
Q2 2025: Increased +5.9% (1.70M → 1.80M shares)
7.6%
05
$BLK
BLACKROCK INC
Q2 2025: Sold 1.7% (839.5k → 825.0k shares)
7.4%
06
$GOOGL
ALPHABET INC
Q1 2026: New position (6.3k shares)
7.0%
07
$INTU
INTUIT
Q3 2025: Increased +13.3% (1.50M → 1.70M shares)
6.6%
08
$MSFT
MICROSOFT CORP
Q1 2026: New position (21.1k shares)
5.6%
09
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (16.7k shares)
3.5%
10
$PFE
PFIZER INC
Q1 2026: New position (13.7k shares)
3.5%
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 11:55 UTC.