UEUnisphere Establishment
Institutional investor · Portfolio as of Q1 2026
Top Holdings50 positions
JPMORGAN CHASE & CO | 4.8M | $1.4B | 11.9% | $160.80 | +81.18% | 10 qtrssince 2023-Q4 | Unchanged 0 |
THERMO FISHER SCIENTIFIC INC | 2.1M | $1B | 8.5% | $520.37 | -5.71% | 10 qtrssince 2023-Q4 | Increased 66 |
HONEYWELL INTL INC | 4.1M | $926.7M | 7.8% | $198.47 | +18.43% | 10 qtrssince 2023-Q4 | Decreased 0 |
S&P GLOBAL INC | 2.1M | $906M | 7.6% | $420.12 | -4.65% | 10 qtrssince 2023-Q4 | Increased 67 |
BLACKROCK INC | 911,700 | $876.8M | 7.4% | $975.30 | -1.95% | 6 qtrssince 2024-Q4 | Increased 69 |
ALPHABET INC | 2.9M | $837M | 7.0% | $209.26 | +37.25% | 9 qtrssince 2024-Q1 | Increased 91 |
INTUIT | 1.8M | $782.6M | 6.6% | $610.16 | -29.67% | 10 qtrssince 2023-Q4 | Increased 67 |
MICROSOFT CORP | 1.8M | $667.1M | 5.6% | $400.19 | -7.87% | 10 qtrssince 2023-Q4 | Decreased 0 |
NVIDIA CORPORATION | 2.4M | $411.9M | 3.5% | $157.59 | +10.41% | 9 qtrssince 2024-Q1 | Increased 69 |
PFIZER INC | 14.7M | $411.4M | 3.5% | $23.98 | +13.20% | 10 qtrssince 2023-Q4 | Unchanged 0 |
ZOETIS INC | 2.8M | $331M | 2.8% | $183.79 | -36.40% | 10 qtrssince 2023-Q4 | Decreased 0 |
VISA INC | 1M | $309.8M | 2.6% | $256.69 | +17.28% | 10 qtrssince 2023-Q4 | Increased 55 |
LINDE PLC | 562,500 | $278.9M | 2.3% | $418.21 | +19.96% | 10 qtrssince 2023-Q4 | Decreased 0 |
BANK OF AMER CORP | 4.8M | $232.7M | 2.0% | $43.63 | +10.58% | 7 qtrssince 2024-Q3 | Decreased 0 |
AMAZON COM INC | 1.1M | $228.2M | 1.9% | $184.30 | +13.26% | 10 qtrssince 2023-Q4 | Increased 50 |
TJX COS INC NEW | 1.4M | $220.9M | 1.9% | $102.25 | +55.18% | 10 qtrssince 2023-Q4 | Decreased 0 |
BROADCOM INC | 641,600 | $198.6M | 1.7% | $194.67 | +58.45% | 8 qtrssince 2024-Q2 | Decreased 0 |
BOSTON SCIENTIFIC CORP | 2.8M | $175.9M | 1.5% | $64.48 | -2.69% | 10 qtrssince 2023-Q4 | Increased 61 |
REPUBLIC SVCS INC | 695,600 | $152.4M | 1.3% | $210.92 | +2.91% | 6 qtrssince 2024-Q4 | Increased 57 |
SUNBELT RENTALS HOLDINGS INC | 2.3M | $151.7M | 1.3% | $64.16 | +19.25% | 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: Balanced Allocator. HoldingsIntel Score: 3/5.0.
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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR