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CIK: 0000107136
Total reported value
$24.4B
$24.4B
2120 檔
9.7%
During the Q3 2025 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 2120 reported positions.
In Q3 2025, &partners displayed an active expansion posture, initiating 5 new positions and adding to 191 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2120 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.62% | -0.26% | +8.59% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.53% | +0.03% | +8.42% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.06% | +0.13% | +20.35% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.73% | +0.04% | +17.68% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.26% | +0.19% | +35.74% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.02% | -0.19% | +19.37% | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 1.87% | -0.09% | +11.67% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.66% | -0.12% | +8.44% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.57% | +0.13% | +8.04% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.51% | -0.05% | +8.99% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.23% | +0.03% | +23.19% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.04% | -0.09% | +33.84% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | +0.12% | +35.83% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.91% | -0.08% | +21.16% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.79% | -0.04% | +13.79% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | -0.08% | +9.68% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.17% | +12.26% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 0.73% | +0.07% | +5.14% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.73% | -0.02% | +13.54% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.09% | +12.06% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | +0.01% | +12.97% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.11% | +3.28% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.07% | +10.02% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.06% | +7.52% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.58% | +0.02% | +20.60% | |
| 26 | BLK | Blackrock Inc | Stock-Financials | 0.57% | -0.04% | -17.58% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.53% | -0.12% | +8.81% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.51% | +0.05% | +10.91% | |
| 29 | ADP | Automatic Data Processing | Stock-Tech | 0.50% | — | +6.80% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.08% | +9.82% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.03% | -0.69% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | -0.13% | +8.15% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.48% | -0.03% | +18.44% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.17% | +7.88% | |
| 35 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.48% | -0.10% | +13.15% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.46% | -0.07% | -6.81% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | +0.04% | +41.51% | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.45% | -0.06% | +8.88% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.44% | -0.07% | +0.83% | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.43% | -0.12% | +25.13% | |
| 41 | CGDV | Cap Group Dividend Value | ETF-Other | 0.43% | +0.02% | +11.62% | |
| 42 | CGGR | Cap Group Growth Equity | ETF-Other | 0.43% | -0.01% | +16.78% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | +0.01% | +7.83% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | +0.15% | +10.51% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.42% | -0.02% | +34.79% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.42% | +0.02% | +14.20% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | -0.01% | +52.03% | |
| 48 | AFL | Aflac Inc | Stock-Financials | 0.40% | — | -9.65% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.39% | -0.10% | +14.90% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.19% | +15.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +35.74% | Add |
| 2 | QUAL | Ishares Msci USA Quality Fac | +0.6% | +13.79% | Add |
| 3 | AVGO | Broadcom Inc | +0.6% | +8.04% | Add |
| 4 | MSFT | Microsoft CORP | +0.5% | +8.59% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | +35.83% | Add |
| 6 | CGCP | Cap Group Core Plus Income | +0.4% | +13.15% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.4% | +33.84% | Add |
| 8 | AVLV | Avantis US Large Cap Value | +0.3% | +4.90% | Add |
| 9 | TSLA | Tesla Inc | +0.2% | +52.03% | Add |
| 10 | CGGO | Cap Group Global Growth | +0.2% | +7.88% | Add |
| 11 | ORCL | Oracle CORP | +0.2% | +34.79% | Add |
| 12 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.2% | -1.15% | Add |
| 13 | PLTR | Palantir Technologies Inc-a | +0.2% | +25.13% | Add |
| 14 | AVDE | Avantis International Equity | +0.2% | +55.98% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +41.51% | Add |
| 16 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +17.68% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +9.82% | Add |
| 18 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | +11.43% | Add |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | -9.13% | Add |
| 20 | MU | Micron Technology Inc | +0.1% | +130.67% | Add |
| 21 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +107.68% | Add |
| 22 | VONG | Vanguard Russell 1000 Growth | +0.1% | +100.56% | Add |
| 23 | FTSM | First Trust Enh Short Mat Fd | +0.1% | +9.63% | Add |
| 24 | BSCU | Invesco Bulletshares 2030 Cb | +0.1% | +628.50% | Add |
| 25 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +15.66% | Add |
| 26 | GILD | Gilead Sciences Inc | +0.1% | +10.89% | Add |
| 27 | OEF | Ishares S&p 100 ETF | +0.1% | +30.21% | Add |
| 28 | NUE | Nucor CORP | +0.1% | +320.40% | Add |
| 29 | MCK | Mckesson CORP | +0.1% | +10.00% | Add |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +12.16% | Add |
| 31 | GE | General Electric | +0.1% | +21.22% | Add |
| 32 | AEP | American Electric Power | +0.1% | +19.61% | Add |
| 33 | DGX | Quest Diagnostics Inc | +0.1% | +12.65% | Add |
| 34 | LRCX | Lam Research CORP | +0.1% | +19.45% | Add |
| 35 | SRE | Sempra | +0.1% | +17.05% | Add |
| 36 | CGGR | Cap Group Growth Equity | +0.1% | +16.78% | Add |
| 37 | EVIM | Eaton Vance Int Muni Income | +0.1% | +26.27% | Add |
| 38 | CEG | Constellation Energy | +0.1% | +5.21% | Add |
| 39 | T | At&t Inc | +0.1% | +10.30% | Add |
| 40 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +14.46% | Add |
| 41 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +220.03% | Add |
| 42 | ANET | Arista Networks Inc | +0.1% | +10.25% | Add |
| 43 | SDVY | First Trust Smid Cap Rising | +0.1% | +4.45% | Add |
| 44 | JPM | Jpmorgan Chase & Co | +0.1% | +8.99% | Add |
| 45 | AMZN | Amazon.com Inc | +0.1% | +23.19% | Add |
| 46 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +21.16% | Add |
| 47 | IEMG | Ishares Core Msci Emerging | +0.1% | +41.56% | Add |
| 48 | CAT | Caterpillar Inc | +0.1% | +14.52% | Add |
| 49 | AMAT | Applied Materials Inc | +0.1% | +13.48% | Add |
| 50 | MS | Morgan Stanley | +0.1% | +52.12% | Add |
According to official SEC Form 13F filings, &partners reported a total U.S. public equity portfolio value of $24.4B across 2120 disclosed positions in Q3 2025.
During Q3 2025, &partners's top holdings by market value included MSFT (3.6%)、AAPL (3.5%)、IVV (3.1%). The largest single position, MSFT, represented 3.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, IVV) accounted for 9.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
FEGE
市值: $13.7M
Top Position Liquidated / Trimmed
ADI
前期市值: $49.6M
In Q3 2025, &partners made 200 total portfolio adjustments, initiating 5 new buys, adding to 191 positions, trimming 4 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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