UEUnisphere Establishment
Institutional investor · Portfolio as of Q1 2026
Top Holdings50 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | 4.8M | $1.4B | 11.9% | $162.36 | +122.33% | 10 qtrssince 2023-Q4 | Unchanged 0 |
THERMO FISHER SCIENTIFIC INC | 2.1M | $1B | 8.5% | $522.77 | +12.53% | 10 qtrssince 2023-Q4 | Increased 66 |
HONEYWELL INTL INC | 4.1M | $926.7M | 7.8% | $191.57 | +19.77% | 10 qtrssince 2023-Q4 | Decreased 0 |
S&P GLOBAL INC | 2.1M | $906M | 7.6% | $448.24 | -6.57% | 10 qtrssince 2023-Q4 | Increased 67 |
BLACKROCK INC | 911,700 | $876.8M | 7.4% | $996.02 | +15.17% | 6 qtrssince 2024-Q4 | Increased 69 |
ALPHABET INC-CL A | 2.9M | $837M | 7.0% | $216.11 | +59.18% | 9 qtrssince 2024-Q1 | Increased 91 |
INTUIT INC | 1.8M | $782.6M | 6.6% | $616.60 | -45.57% | 10 qtrssince 2023-Q4 | Increased 67 |
MICROSOFT CORP | 1.8M | $667.1M | 5.6% | $403.60 | +19.02% | 10 qtrssince 2023-Q4 | Decreased 0 |
NVIDIA CORP | 2.4M | $411.9M | 3.5% | $158.99 | +41.53% | 9 qtrssince 2024-Q1 | Increased 69 |
PFIZER INC | 14.7M | $411.4M | 3.5% | $23.98 | +11.70% | 10 qtrssince 2023-Q4 | Unchanged 0 |
ZOETIS INC | 2.8M | $331M | 2.8% | $183.79 | -59.85% | 10 qtrssince 2023-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 1M | $309.8M | 2.6% | $256.69 | +41.86% | 10 qtrssince 2023-Q4 | Increased 55 |
LINDE PLC | 562,500 | $278.9M | 2.3% | $418.21 | +15.43% | 10 qtrssince 2023-Q4 | Decreased 0 |
BANK OF AMERICA CORP | 4.8M | $232.7M | 2.0% | $44.12 | +44.82% | 7 qtrssince 2024-Q3 | Decreased 0 |
AMAZON.COM INC | 1.1M | $228.2M | 1.9% | $184.30 | +41.79% | 10 qtrssince 2023-Q4 | Increased 50 |
TJX COMPANIES INC | 1.4M | $220.9M | 1.9% | $102.25 | +48.76% | 10 qtrssince 2023-Q4 | Decreased 0 |
BROADCOM INC | 641,600 | $198.6M | 1.7% | $197.36 | +98.84% | 8 qtrssince 2024-Q2 | Decreased 0 |
BOSTON SCIENTIFIC CORP | 2.8M | $175.9M | 1.5% | $66.97 | -23.21% | 10 qtrssince 2023-Q4 | Increased 61 |
REPUBLIC SERVICES INC | 695,600 | $152.4M | 1.3% | $216.88 | -1.00% | 6 qtrssince 2024-Q4 | Increased 57 |
| 2.3M | $151.7M | 1.3% | $65.09 | +30.28% | 1 qtr | New 70 |
Unisphere Establishment manages $11.9B across 50 positions as of Q1 2026. Top holdings: JPM (11.9%), TMO (8.5%), HON (7.8%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 8 new positions, 17 exits, 22 increased. Top move: GOOGL (INCREASED, conviction 91). Portfolio: $11.9B across 50 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer