UEUnisphere Establishment
Institutional investor · Portfolio as of Q4 2025
Top Holdings59 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | 4.8M | $1.5B | 11.6% | $162.36 | +98.31% | 9 qtrssince 2023-Q4 | Unchanged 0 |
THERMO FISHER SCIENTIFIC INC | 2M | $1.1B | 8.5% | $523.52 | +11.45% | 9 qtrssince 2023-Q4 | Decreased 0 |
INTUIT INC | 1.7M | $1.1B | 8.4% | $628.46 | +6.40% | 9 qtrssince 2023-Q4 | Unchanged 0 |
S&P GLOBAL INC | 2M | $1B | 7.8% | $448.52 | +17.65% | 9 qtrssince 2023-Q4 | Increased 69 |
MICROSOFT CORP | 1.9M | $912.8M | 6.8% | $403.60 | +20.78% | 9 qtrssince 2023-Q4 | Increased 65 |
BLACKROCK INC | 825,000 | $883M | 6.6% | $977.29 | +8.30% | 5 qtrssince 2024-Q4 | Unchanged 0 |
HONEYWELL INTL INC | 4.1M | $804.7M | 6.0% | $191.57 | +2.50% | 9 qtrssince 2023-Q4 | Decreased 0 |
ZOETIS INC | 4.8M | $603.9M | 4.5% | $183.79 | -32.60% | 9 qtrssince 2023-Q4 | Unchanged 0 |
ALPHABET INC-CL A | 1.8M | $559.8M | 4.2% | $161.24 | +94.64% | 8 qtrssince 2024-Q1 | Decreased 0 |
PFIZER INC | 14.7M | $364.8M | 2.7% | $23.98 | -1.27% | 9 qtrssince 2023-Q4 | Increased 54 |
NVIDIA CORP | 2M | $364M | 2.7% | $154.56 | +21.34% | 8 qtrssince 2024-Q1 | Increased 66 |
VISA INC-CLASS A SHARES | 1M | $353.7M | 2.6% | $255.97 | +36.20% | 9 qtrssince 2023-Q4 | Unchanged 0 |
BANK OF AMERICA CORP | 5.6M | $310.1M | 2.3% | $43.86 | +24.06% | 6 qtrssince 2024-Q3 | Increased 64 |
BROADCOM INC | 883,200 | $305.7M | 2.3% | $195.75 | +76.16% | 7 qtrssince 2024-Q2 | Increased 62 |
AMAZON.COM INC | 1.1M | $250.1M | 1.9% | $184.02 | +26.36% | 9 qtrssince 2023-Q4 | Decreased 0 |
LINDE PLC | 571,600 | $243.7M | 1.8% | $418.21 | +2.43% | 9 qtrssince 2023-Q4 | Increased 58 |
TJX COMPANIES INC | 1.4M | $214.2M | 1.6% | $102.25 | +48.85% | 9 qtrssince 2023-Q4 | Unchanged 0 |
BOSTON SCIENTIFIC CORP | 2.2M | $207.5M | 1.6% | $64.98 | +46.73% | 9 qtrssince 2023-Q4 | Increased 50 |
KKR & CO INC | 1.6M | $198.7M | 1.5% | — | — | — | — |
WALMART INC | 1.6M | $174.6M | 1.3% | $86.44 | +29.48% | 9 qtrssince 2023-Q4 | Decreased 0 |
Unisphere Establishment manages $13.4B across 59 positions as of Q4 2025. Top holdings: JPM (11.6%), TMO (8.5%), INTU (8.4%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 7 new positions, 9 exits, 24 increased. Top move: SPGI (INCREASED, conviction 69). Portfolio: $13.4B across 59 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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