Invesco Ltd.
Annual return '25
+16.5%
SPY '25
+17.7%
Alpha
-1.2ptsvs SPY
Invested
$653.3B
Holdings
3,729
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (24.8k shares)
3.8%
02
$AAPL
APPLE INC
Q1 2026: Increased +521.0% (45.4k → 281.8k shares)
2.8%
03
$MSFT
MICROSOFT CORP
Q1 2026: New position (190.4k shares)
2.4%
04
$GOOGL
ALPHABET INC
Q1 2026: Sold 28.5% (29.0k → 20.7k shares)
2.0%
05
$AMZN
AMAZON COM INC
Q1 2026: Increased +47.5% (28.7k → 42.3k shares)
1.8%
06
$AVGO
BROADCOM INC
Q1 2026: New position (20.8k shares)
1.6%
07
$META
META PLATFORMS INC
Q1 2026: New position (5.0k shares)
1.4%
08
$GOOG
ALPHABET INC
Q1 2026: Increased +596.3% (2.9k → 20.2k shares)
1.0%
09
$TSLA
TESLA INC
Q1 2026: New position (864 shares)
1.0%
10
$WMT
WALMART INC
Q1 2026: New position (384.2k shares)
0.8%
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 07:56 UTC.