Aristotle Capital Management, LLC
Annual return '25
+9.6%
SPY '25
+17.7%
Alpha
-8.1ptsvs SPY
Invested
$47.8B
Holdings
178
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 73%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$WSM
WILLIAMS SONOMA INC
Q4 2025: Sold 99.8% (9.14M → 22.9k shares)
4.3%
02
$PH
PARKER-HANNIFIN CORP
Q4 2025: Sold 98.8% (2.87M → 33.5k shares)
4.0%
03
$CTVA
CORTEVA INC
Q4 2025: Sold 99.6% (21.04M → 77.6k shares)
3.3%
04
$GOOG
ALPHABET INC
Q4 2025: Sold 45.2% (5.70M → 3.12M shares)
3.1%
05
$MSFT
MICROSOFT CORP
Q4 2025: Sold 99.7% (3.67M → 11.9k shares)
2.6%
06
$COF
CAPITAL ONE FINL CORP
Q4 2025: Sold 98.2% (7.36M → 129.8k shares)
2.6%
07
$MLM
MARTIN MARIETTA MATLS INC
Q4 2025: Sold 100.0% (2.15M → 950 shares)
2.4%
08
$AMGN
AMGEN INC
Q4 2025: Sold 95.3% (3.47M → 164.2k shares)
2.3%
09
$TTE
TOTALENERGIES SE
Q4 2025: Sold 92.9% (1.19M → 84.7k shares)
2.2%
10
$ECL
ECOLAB INC
Q4 2025: Sold 78.9% (4.07M → 857.9k shares)
2.1%
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 08:15 UTC.