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CIK: 0000107136
Total reported value
$24.4B
$24.4B
914 檔
1.5%
During the Q2 2024 filing period, &partners (CIK: 0000107136) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $24.4B across 914 reported positions.
During Q2 2024, &partners's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 914 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.33% | +0.03% | +167.80% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.79% | -0.26% | +440.60% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.23% | +0.13% | +251.82% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.60% | +0.04% | +124.92% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.29% | +0.19% | +3014.55% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.56% | +0.03% | +225.51% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-Other | 1.43% | -0.05% | -24.24% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.39% | -0.19% | +363.48% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.33% | -0.05% | +395.73% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.17% | -0.12% | +557.16% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.12% | +0.01% | +148.64% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | +0.09% | +1593.63% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.05% | +0.02% | +14.09% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.84% | +0.02% | +574.34% | |
| 15 | CGDV | Cap Group Dividend Value | ETF-Other | 0.83% | +0.02% | +7.17% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.80% | -0.02% | +210.82% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.08% | +259.98% | |
| 18 | DFAI | Dimensional International Co | ETF-Other | 0.72% | -0.09% | +726.30% | |
| 19 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.71% | — | +538.51% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | +0.12% | +231.30% | |
| 21 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.69% | -0.06% | +784.60% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.11% | +601.05% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.13% | +202.84% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.65% | -0.05% | +15.83% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.65% | +0.09% | +760.75% | |
| 26 | CGGR | Cap Group Growth Equity | ETF-Other | 0.64% | -0.01% | +3.15% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.07% | +344.83% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.61% | -0.17% | +295.89% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.59% | +0.07% | +454.04% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.09% | +250.06% | |
| 31 | ADI | Analog Devices Inc | Stock-Tech | 0.57% | +0.04% | +933.45% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.17% | +122.55% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.56% | -0.07% | +351.45% | |
| 34 | BLKCHF | Blackrock Inc | Stock-Other | 0.56% | — | +518.61% | |
| 35 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.55% | — | +0.01% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.54% | -0.09% | +505.75% | |
| 37 | AFL | Aflac Inc | Stock-Financials | 0.54% | — | +608.07% | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.53% | +0.07% | +171.17% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.53% | +0.14% | +523.70% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.19% | +138.07% | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.50% | -0.09% | +996.67% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.50% | -0.12% | +327.92% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.50% | -0.01% | +210.56% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | — | +222.59% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.49% | -0.07% | +371.94% | |
| 46 | GD | General Dynamics CORP | Stock-Industrials | 0.49% | -0.02% | +666.05% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.48% | -0.01% | +5.91% | |
| 48 | ADP | Automatic Data Processing | Stock-Tech | 0.48% | — | +643.24% | |
| 49 | OUSA | Alps Oshares US Quality Divi | ETF-Other | 0.48% | — | — | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.46% | -0.06% | +398.56% |
According to official SEC Form 13F filings, &partners reported a total U.S. public equity portfolio value of $24.4B across 914 disclosed positions in Q2 2024.
During Q2 2024, &partners's top holdings by market value included AAPL (4.3%)、MSFT (3.8%)、IVV (3.2%). The largest single position, AAPL, represented 4.3% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, IVV) accounted for 1.5% of total reported equity market value during Q2 2024.
In Q2 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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