Lockheed Martin Investment Management Co.
Annual return '25
+15.3%
SPY '25
+17.7%
Alpha
-2.4ptsvs SPY
Invested
$2.7B
Holdings
110
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q4 2025: Sold 89.1% (871.6k → 94.9k shares)
7.8%
02
$AAPL
APPLE INC
Q4 2025: Sold 91.8% (493.2k → 40.2k shares)
6.7%
03
$VT
VANGUARD INTL EQUITY INDEX F
Q4 2025: Exited (was 1.60M shares)
5.6%
04
$VOO
VANGUARD INDEX FDS
Q4 2025: Exited (was 310.0k shares)
4.9%
05
$AGG
ISHARES TR
Q4 2025: Exited (was 2.14M shares)
4.8%
06
$MSFT
MICROSOFT CORP
Q1 2026: Increased +36.1% (681 → 927 shares)
4.5%
07
$GOOGL
ALPHABET INC
Q1 2026: Sold 3.8% (3.3k → 3.1k shares)
4.3%
08
$AMZN
AMAZON COM INC
Q1 2026: Increased +2.1% (17.4k → 17.8k shares)
3.0%
09
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 1.25M shares)
2.9%
10
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q4 2025: Exited (was 177.9k shares)
2.9%
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 12:20 UTC.