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CIK: 0000107136
Total reported value
$24.4B
$24.4B
1753 檔
5.7%
The Q1 2025 SEC filing reveals that &partners held a total portfolio value of $24.4B, covering 1753 public equity positions.
In Q1 2025, &partners displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, MSFT) accounted for 5.7% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 1753 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.77% | +0.03% | +12.06% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.18% | +0.13% | +38.74% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.15% | -0.26% | +13.04% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.61% | +0.04% | +24.01% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.08% | -0.19% | +23.37% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.93% | -0.12% | +23.73% | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 1.90% | -0.09% | +37.00% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.46% | -0.05% | +8.73% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.27% | +0.19% | +9.36% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | +0.03% | +9.81% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.00% | +0.13% | +15.70% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.86% | -0.08% | +58.88% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.83% | -0.02% | +35.70% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.82% | -0.08% | +10.40% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 0.82% | +0.07% | +34.22% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | +0.11% | +37.97% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.17% | +14.98% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | +0.09% | +44.91% | |
| 19 | BLK | Blackrock Inc | Stock-Financials | 0.74% | -0.04% | +19.94% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.06% | +22.08% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | -0.07% | +15.91% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.09% | +14.75% | |
| 23 | AMGN | Amgen Inc | Stock-Healthcare | 0.67% | -0.07% | +13.75% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.66% | -0.12% | +9.54% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.13% | +10.65% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.17% | +2.86% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.64% | +0.05% | +23.87% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | +0.01% | +48.17% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | -0.03% | +26.25% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.58% | -0.07% | +11.74% | |
| 31 | AFL | Aflac Inc | Stock-Financials | 0.58% | — | +19.73% | |
| 32 | ADP | Automatic Data Processing | Stock-Tech | 0.58% | — | +4.26% | |
| 33 | ACN | Accenture plc | Stock-Tech | 0.57% | -0.09% | +21.04% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | -0.09% | +20.48% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.12% | +9.62% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.54% | +0.02% | +8.96% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.54% | +0.07% | -11.94% | |
| 38 | ADI | Analog Devices Inc | Stock-Tech | 0.53% | +0.04% | +20.51% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.52% | +0.02% | +11.01% | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.52% | -0.06% | -1.28% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | +0.01% | +11.86% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.19% | +12.46% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.49% | -0.06% | +18.42% | |
| 44 | CB | Chubb Limited | Stock-Financials | 0.48% | -0.02% | +17.44% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.48% | -0.03% | +33.20% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.48% | — | +19.13% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.46% | +0.15% | -7.37% | |
| 48 | CGDV | Cap Group Dividend Value | ETF-Other | 0.46% | +0.02% | +60.80% | |
| 49 | PAYX | Paychex Inc | Stock-Tech | 0.45% | -0.01% | +14.57% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.45% | — | -10.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 5 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 6 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 7 | DFAI | Dimensional International Co | — | NEW | New buy |
| 8 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 9 | NVDA | Nvidia CORP | — | NEW | New buy |
| 10 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 11 | AVGO | Broadcom Inc | — | NEW | New buy |
| 12 | BNDX | Vanguard Total Intl Bond ETF | — | NEW | New buy |
| 13 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 14 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 15 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 16 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 17 | WMT | Walmart Inc | — | NEW | New buy |
| 18 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 19 | BLK | Blackrock Inc | — | NEW | New buy |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 21 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 22 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 23 | AMGN | Amgen Inc | — | NEW | New buy |
| 24 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 25 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 26 | CVX | Chevron CORP | — | NEW | New buy |
| 27 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 28 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 29 | HD | Home Depot Inc | — | NEW | New buy |
| 30 | ABT | Abbott Laboratories | — | NEW | New buy |
| 31 | AFL | Aflac Inc | — | NEW | New buy |
| 32 | ADP | Automatic Data Processing | — | NEW | New buy |
| 33 | ACN | Accenture plc | — | NEW | New buy |
| 34 | PEP | Pepsico Inc | — | NEW | New buy |
| 35 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 36 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 37 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 38 | ADI | Analog Devices Inc | — | NEW | New buy |
| 39 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 40 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 41 | ABBV | Abbvie Inc | — | NEW | New buy |
| 42 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 43 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 44 | CB | Chubb Limited | — | NEW | New buy |
| 45 | BSV | Vanguard Short-term Bond ETF | — | NEW | New buy |
| 46 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 47 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 48 | CGDV | Cap Group Dividend Value | — | NEW | New buy |
| 49 | PAYX | Paychex Inc | — | NEW | New buy |
| 50 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
According to official SEC Form 13F filings, &partners reported a total U.S. public equity portfolio value of $24.4B across 1753 disclosed positions in Q1 2025.
During Q1 2025, &partners's top holdings by market value included AAPL (3.8%)、IVV (3.2%)、MSFT (3.1%). The largest single position, AAPL, represented 3.8% of total portfolio value.
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Top New Position Initiated
AAPL
市值: $355.0M
In Q1 2025, &partners made 200 total portfolio adjustments, initiating 200 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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