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CIK: 0000107136
Total reported value
$24.4B
$24.4B
2282 檔
11.6%
The Q4 2025 SEC filing reveals that &partners held a total portfolio value of $24.4B, covering 2282 public equity positions.
In Q4 2025, &partners displayed an active expansion posture, initiating 10 new positions and adding to 182 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, IVV) accounted for 11.6% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 2282 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.77% | +0.03% | +21.56% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.35% | -0.26% | +21.34% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.78% | +0.13% | +7.70% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.42% | +0.04% | +7.04% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.42% | +0.19% | +29.06% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.81% | -0.19% | +10.05% | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 1.66% | -0.09% | +3.92% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.56% | +0.13% | +14.37% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.54% | -0.05% | +21.90% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.47% | -0.12% | +5.46% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.40% | +0.12% | +28.88% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | +0.03% | +30.86% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | +0.09% | +80.11% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.99% | +0.04% | +161.15% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.90% | +0.11% | +30.33% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | -0.09% | +16.71% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.86% | -0.08% | +19.15% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | -0.08% | +15.14% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.17% | +15.66% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.77% | +0.07% | +26.86% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | +0.01% | +28.10% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.67% | -0.02% | +9.78% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.63% | -0.04% | -4.08% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | +0.08% | +22.18% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.06% | +15.00% | |
| 26 | CGDV | Cap Group Dividend Value | ETF-Other | 0.54% | +0.02% | +48.05% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | -0.01% | +53.38% | |
| 28 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.51% | -0.10% | +31.02% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.07% | +13.78% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.51% | +0.02% | +6.58% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.49% | -0.01% | +50.28% | |
| 32 | CGGR | Cap Group Growth Equity | ETF-Other | 0.48% | -0.01% | +36.10% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.12% | +10.50% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.48% | -0.07% | +14.09% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.47% | -0.03% | +21.76% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.47% | +0.05% | +9.55% | |
| 37 | BLK | Blackrock Inc | Stock-Financials | 0.46% | -0.04% | +8.82% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | +0.01% | +24.80% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.19% | +35.26% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | -0.03% | +22.67% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | +0.15% | +11.93% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | +0.09% | +34.73% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | +0.05% | +104.39% | |
| 44 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.42% | -0.12% | +22.39% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.17% | +8.39% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.13% | +7.28% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.39% | +0.14% | +42.15% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.39% | +0.02% | +13.76% | |
| 49 | ADP | Automatic Data Processing | Stock-Tech | 0.38% | — | +7.74% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.38% | -0.07% | +9.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +161.15% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | +28.88% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.3% | +80.11% | Add |
| 4 | LLY | Eli Lilly & Co | +0.3% | +30.33% | Add |
| 5 | AAPL | Apple Inc | +0.2% | +21.56% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +104.39% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | +29.06% | Add |
| 8 | AMZN | Amazon.com Inc | +0.2% | +30.86% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | +22.18% | Add |
| 10 | GS | Goldman Sachs Group Inc | +0.1% | +50.28% | Add |
| 11 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +971.53% | Add |
| 12 | NXT | Nextpower Inc-cl A | +0.1% | +4406.42% | Add |
| 13 | CGDV | Cap Group Dividend Value | +0.1% | +48.05% | Add |
| 14 | TSLA | Tesla Inc | +0.1% | +53.38% | Add |
| 15 | CGUS | Cap Group Core Equity | +0.1% | +116.51% | Add |
| 16 | MU | Micron Technology Inc | +0.1% | +11.03% | Add |
| 17 | VGT | Vanguard Info Tech ETF | +0.1% | +209.40% | Add |
| 18 | ✓ | On Holding AG | +0.1% | +6416.19% | Add |
| 19 | CEG | Constellation Energy | +0.1% | +44.77% | Add |
| 20 | BA | Boeing Co/the | +0.1% | +181.14% | Add |
| 21 | XOM | Exxon Mobil CORP | +0.1% | +35.26% | Add |
| 22 | VEA | Vanguard Ftse Developed ETF | +0.1% | +42.15% | Add |
| 23 | CRM | Salesforce Inc | +0.1% | +73.63% | Add |
| 24 | SMH | Vaneck Semiconductor ETF | +0.1% | +526.15% | Add |
| 25 | SCHB | Schwab US Broad Market ETF | +0.1% | +540.92% | Add |
| 26 | CTA | Simplify Managed Futures St | +0.1% | +4691.01% | Add |
| 27 | IYF | Ishares US Financials ETF | +0.1% | +1895.86% | Add |
| 28 | CAT | Caterpillar Inc | +0.1% | +19.90% | Add |
| 29 | USFR | Wisdomtree Floating Rate Tre | +0.1% | +205.41% | Add |
| 30 | CGBL | Cap Group Core Balanced | +0.1% | +121.74% | Add |
| 31 | VT | Vanguard Tot World Stk ETF | +0.1% | +115.34% | Add |
| 32 | V | Visa Inc-class A Shares | +0.1% | +28.10% | Add |
| 33 | CGGR | Cap Group Growth Equity | +0.1% | +36.10% | Add |
| 34 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +34.73% | Add |
| 35 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +49.30% | Add |
| 36 | LMT | Lockheed Martin CORP | +0.1% | +37.87% | Add |
| 37 | EOG | Eog Resources Inc | +0.1% | +66.95% | Add |
| 38 | IWD | Ishares Russell 1000 Value E | +0.1% | +76.60% | Add |
| 39 | TCHP | T Rowe Price Blue Chip Growt | +0.1% | +1126.65% | Add |
| 40 | FDN | First Trust Dj Internet Ind | +0.1% | +397.76% | Add |
| 41 | CGGE | Cap Group Global Eq | +0.1% | +102.34% | Add |
| 42 | JNJ | Johnson & Johnson | 0% | +15.14% | Add |
| 43 | VUG | Vanguard Growth ETF | 0% | +26.86% | Add |
| 44 | AMGN | Amgen Inc | 0% | +14.09% | Add |
| 45 | IBM | Intl Business Machines CORP | 0% | +31.74% | Add |
| 46 | PANW | Palo Alto Networks Inc | 0% | +74.16% | Add |
| 47 | FTSM | First Trust Enh Short Mat Fd | 0% | +60.24% | Add |
| 48 | GEV | GE Vernova Inc | 0% | +76.66% | Add |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +268.85% | Add |
| 50 | CGCV | Cap Group Conservative Eq | 0% | +1396.97% | Add |
According to official SEC Form 13F filings, &partners reported a total U.S. public equity portfolio value of $24.4B across 2282 disclosed positions in Q4 2025.
During Q4 2025, &partners's top holdings by market value included AAPL (3.8%)、MSFT (3.4%)、IVV (2.8%). The largest single position, AAPL, represented 3.8% 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.
Top New Position Initiated
EMEQ
市值: $12.7M
Top Position Liquidated / Trimmed
UL
前期市值: $9.1M
In Q4 2025, &partners made 200 total portfolio adjustments, initiating 10 new buys, adding to 182 positions, trimming 6 holdings, and fully liquidating 2 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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