Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
&PARTNERS (CIK 107136) reported $20.23B across 2,346 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($706.0M, 3.49%), IVV ($556.9M, 2.75%), IJH ($526.0M, 2.60%), MSFT ($523.0M, 2.58%), NVDA ($460.2M, 2.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $706.0M | 3.49% | 2.8M | Added |
| 2 | IVV | ISHARES TR | $556.9M | 2.75% | 851,150 | Added |
| 3 | IJH | ISHARES TR | $526.0M | 2.60% | 7.8M | Added |
| 4 | MSFT | MICROSOFT CORP | $523.0M | 2.58% | 1.4M | Added |
| 5 | NVDA | NVIDIA CORPORATION | $460.2M | 2.27% | 2.6M | Added |
| 6 | AGG | ISHARES TR | $389.1M | 1.92% | 3.9M | Added |
| 7 | DFAI | DIMENSIONAL ETF TRUST | $355.0M | 1.75% | 9.1M | Added |
| 8 | IEFA | ISHARES TR | $299.4M | 1.48% | 3.3M | Added |
| 9 | AVGO | BROADCOM INC | $273.5M | 1.35% | 883,594 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $265.3M | 1.31% | 936,618 | Added |
| 11 | AMZN | AMAZON COM INC | $261.8M | 1.29% | 1.3M | Added |
| 12 | GOOGL | ALPHABET INC | $260.7M | 1.29% | 908,515 | Added |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $200.5M | 0.99% | 308,316 | Added |
| 14 | BNDX | VANGUARD CHARLOTTE FDS | $190.6M | 0.94% | 4.0M | Added |
| 15 | JNJ | JOHNSON & JOHNSON | $186.0M | 0.92% | 760,730 | Trimmed |
| 16 | VOO | VANGUARD INDEX FDS | $181.3M | 0.90% | 303,739 | Trimmed |
| 17 | WMT | WALMART INC | $169.3M | 0.84% | 1.4M | Added |
| 18 | META | META PLATFORMS INC | $160.7M | 0.79% | 280,856 | Added |
| 19 | LLY | ELI LILLY & CO | $157.9M | 0.78% | 171,696 | Added |
| 20 | VUG | VANGUARD INDEX FDS | $140.5M | 0.69% | 321,083 | Added |
| 21 | IEMG | ISHARES INC | $138.5M | 0.68% | 2.0M | Added |
| 22 | QUAL | ISHARES TR | $127.9M | 0.63% | 665,712 | Added |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $122.7M | 0.61% | 570,781 | Trimmed |
| 24 | V | VISA INC | $121.1M | 0.60% | 401,125 | Added |
| 25 | XOM | EXXON MOBIL CORP | $121.3M | 0.60% | 714,951 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31