Lord, Abbett & Co. LLC
Annual return '25
+17.5%
SPY '25
+17.7%
Alpha
-0.2ptsvs SPY
Invested
$30.6M
Holdings
555
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +3.8% (430.3k → 446.4k shares)
4.4%
02
$GOOGL
ALPHABET INC CAP STK
Q1 2026: Sold 3.1% (1.14M → 1.10M shares)
2.9%
03
$AVGO
BROADCOM INC
Q1 2026: Increased +108.9% (168.9k → 352.8k shares)
1.7%
04
$AAPL
APPLE INC
Q1 2026: Sold 1.4% (1.86M → 1.83M shares)
1.6%
05
$MSFT
MICROSOFT CORP
Q1 2026: Increased +2.9% (828.2k → 852.5k shares)
1.5%
06
$JPM
JPMORGAN CHASE & CO
Q1 2026: Increased +2.8% (227.7k → 234.0k shares)
1.5%
07
$TSM
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED
Q1 2026: Sold 5.9% (381.5k → 359.0k shares)
1.4%
08
$XOM
EXXON MOBIL CORP
Q1 2026: Sold 4.4% (214.9k → 205.4k shares)
1.4%
09
$LLY
ELI LILLY & CO
Q1 2026: Sold 1.3% (35.5k → 35.0k shares)
1.3%
10
$JNJ
JOHNSON & JOHNSON
Q1 2026: Sold 6.0% (185.1k → 173.9k 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 08:24 UTC.