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CIK: 0000107136
Total reported value
$24.4B
$24.4B
1992 檔
7.8%
At the close of Q2 2025, &partners disclosed equity holdings valued at approximately $24.4B, spread across 1992 reported holdings.
During Q2 2025, &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 MSFT, AAPL, IVV) accounted for 7.8% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 1992 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.84% | -0.26% | +28.41% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.17% | +0.03% | +23.45% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.85% | +0.13% | +11.75% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.65% | +0.04% | +32.00% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.00% | -0.19% | +32.76% | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 1.92% | -0.09% | +27.50% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.76% | -0.12% | +15.52% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.71% | +0.19% | +29.63% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.53% | -0.05% | +21.97% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.47% | +0.13% | +25.12% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | +0.03% | +22.81% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.94% | -0.09% | +47.66% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.90% | -0.08% | +42.68% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.79% | -0.04% | +475.82% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 0.78% | -0.17% | +22.77% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 0.76% | +0.07% | +8.79% | |
| 17 | BLK | Blackrock Inc | Stock-Financials | 0.74% | -0.04% | +25.49% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.73% | -0.02% | +13.26% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | +0.11% | +28.92% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | -0.08% | +28.86% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | +0.01% | +49.95% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | -0.07% | +28.73% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | +0.12% | +44.90% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | +0.09% | +9.22% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.06% | +29.84% | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 0.59% | -0.07% | +35.37% | |
| 27 | ADP | Automatic Data Processing | Stock-Tech | 0.58% | — | +35.50% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.03% | +21.88% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.56% | -0.12% | +24.11% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.13% | +24.76% | |
| 31 | ACN | Accenture plc | Stock-Tech | 0.54% | -0.09% | +34.56% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.53% | +0.02% | +27.37% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | +0.05% | +9.03% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.52% | -0.07% | +18.22% | |
| 35 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.50% | -0.10% | +533.09% | |
| 36 | AFL | Aflac Inc | Stock-Financials | 0.50% | — | +23.83% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.49% | -0.17% | +22.72% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.48% | -0.03% | +38.16% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.46% | +0.15% | +21.85% | |
| 40 | CGDV | Cap Group Dividend Value | ETF-Other | 0.44% | +0.02% | +18.52% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.44% | -0.09% | +22.71% | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.44% | -0.06% | +20.46% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.44% | -0.06% | +26.02% | |
| 44 | CB | Chubb Limited | Stock-Financials | 0.42% | -0.02% | +24.58% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.42% | +0.02% | +2.32% | |
| 46 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.41% | — | +185.26% | |
| 47 | CGGR | Cap Group Growth Equity | ETF-Other | 0.41% | -0.01% | +27.74% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | +0.01% | +21.73% | |
| 49 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.39% | -0.09% | +87.82% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | +0.08% | +27.63% |
According to official SEC Form 13F filings, &partners reported a total U.S. public equity portfolio value of $24.4B across 1992 disclosed positions in Q2 2025.
During Q2 2025, &partners's top holdings by market value included MSFT (3.8%)、AAPL (3.2%)、IVV (2.9%). The largest single position, MSFT, represented 3.8% of total portfolio value.
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In Q2 2025, &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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