Payden & Rygel
Annual return '25
+23.4%
SPY '25
+17.7%
Alpha
+5.6ptsvs SPY
Invested
$1.3M
Holdings
113
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
$EMB
ISHARES JP MORGAN EM BOND FD ETF
Held since at least Q1 2024
6.6%
02
$EMLC
VANECK JPM EM LOCAL CURR BND
Q2 2025: Exited (was 1.10M shares)
4.4%
03
$GQ9
SPDR GOLD TRUST
Held since at least Q1 2024
4.3%
04
$GOOGL
ALPHABET INC-CL A
Q1 2026: New position (3.8k shares)
3.3%
05
$LQD
ISHARES IBOXX INVESTMENT ETF
Q2 2025: Exited (was 185.1k shares)
2.9%
06
$JPM
JPMORGAN CHASE
Q1 2026: New position (1.4k shares)
2.7%
07
$BAC
BANK OF AMERICA
Q2 2025: Increased +28.9% (782.2k → 1.01M shares)
2.3%
08
$AMZN
AMAZON.COM
Q1 2026: New position (11.1k shares)
2.2%
09
$DWD
MORGAN STANLEY
Q2 2025: Increased +0.9% (189.0k → 190.7k shares)
2.0%
10
$DUK
DUKE ENERGY
Q2 2025: Increased +1.8% (248.2k → 252.6k shares)
1.9%
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 12:42 UTC.