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CIK: 0000107136
Total reported value
$24.4B
$24.4B
491 檔
0.6%
As reported in its official Q1 2024 Form 13F filing, &partners's tracked investment portfolio stood at $24.4B with 491 total positions.
During Q1 2024, &partners's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VV, AAPL, IJH) accounted for 0.6% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 491 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 5.68% | -0.05% | +122.62% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.15% | +0.03% | +112.50% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.81% | +0.04% | +862.57% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.00% | +0.02% | +81.71% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.91% | +0.13% | -2.43% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-Other | 2.39% | +0.02% | +28.33% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.09% | -0.26% | +69.35% | |
| 8 | CGGR | Cap Group Growth Equity | ETF-Other | 1.90% | -0.01% | +8.08% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 1.77% | -0.05% | +174.53% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.70% | +0.19% | +215.95% | |
| 11 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.57% | — | -3.65% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.43% | -0.01% | +73.28% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.41% | +0.03% | +45.91% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.35% | +0.01% | +92.34% | |
| 15 | CGUS | Cap Group Core Equity | ETF-Other | 1.05% | -0.02% | +15.45% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.04% | -0.02% | +82.96% | |
| 17 | CGXU | Cap Group Intl Focus | ETF-Other | 0.97% | — | +11.28% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.93% | -0.19% | +129.30% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.87% | +0.04% | +179.87% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | -0.05% | +56.74% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.82% | -0.02% | +39.04% | |
| 22 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.72% | -0.01% | +92.69% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | -0.17% | +308.57% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.70% | -0.08% | +51.48% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -0.19% | +11.36% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | -0.13% | +49.92% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.64% | +0.05% | +41.87% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.63% | — | +20.37% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.06% | +49.94% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.61% | -0.09% | +163.63% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.59% | -0.12% | +271.49% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | +0.01% | +42.80% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | +0.12% | +13.65% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.54% | +0.07% | +35.46% | |
| 35 | URI | United Rentals Inc | Stock-Industrials | 0.53% | +0.02% | +6.93% | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.52% | -0.01% | +53.85% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.52% | — | +50.20% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.09% | +7.46% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.49% | -0.17% | +66.90% | |
| 40 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.49% | -0.01% | +34.80% | |
| 41 | IQLT | Ishares Msci International Q | ETF-Other | 0.48% | -0.01% | +61.43% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | +0.15% | +54.52% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | -0.03% | +26.71% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.44% | +0.02% | +16.15% | |
| 45 | BX | Blackstone Inc | Stock-Financials | 0.44% | — | +2.33% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.43% | -0.01% | -82.03% | |
| 47 | FBCV | Fidelity Blue Chip Value ETF | ETF-Other | 0.42% | — | +1.79% | |
| 48 | FTCS | First Trust Capital Strength | ETF-Other | 0.42% | — | — | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | -0.12% | +175.41% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.39% | +0.02% | +14.23% |
According to official SEC Form 13F filings, &partners reported a total U.S. public equity portfolio value of $24.4B across 491 disclosed positions in Q1 2024.
During Q1 2024, &partners's top holdings by market value included VV (5.7%)、AAPL (4.2%)、IJH (3.8%). The largest single position, VV, represented 5.7% of total portfolio value.
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In Q1 2024, &partners made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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