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CIK: 0000107136
Total reported value
$24.4B
$24.4B
2395 檔
11.4%
In Q1 2026, &partners's U.S. equity holdings reached a combined market value of $24.4B, distributed across 2395 disclosed stock positions.
In Q1 2026, &partners displayed an active expansion posture, initiating 6 new positions and adding to 151 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, IJH) accounted for 11.4% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 2395 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.49% | +0.03% | +4.88% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.75% | +0.13% | +9.85% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.60% | +0.04% | +11.21% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.58% | -0.26% | +6.49% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.27% | +0.19% | +6.71% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.92% | -0.19% | +13.73% | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 1.75% | -0.09% | +8.87% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.48% | -0.12% | +5.39% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.35% | +0.13% | +2.60% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.31% | -0.05% | +2.48% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.29% | +0.03% | +10.58% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.29% | +0.12% | +6.02% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.99% | +0.04% | +10.72% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.94% | -0.08% | +16.10% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | -0.08% | -0.39% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | +0.09% | -0.10% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 0.84% | -0.17% | +0.84% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | -0.09% | +8.48% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.11% | +6.92% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.69% | +0.07% | +6.80% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.68% | +0.04% | +116.99% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.63% | -0.04% | +9.20% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.61% | -0.02% | -0.80% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.19% | -0.55% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | +0.01% | +7.95% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.07% | +3.96% | |
| 27 | CGDV | Cap Group Dividend Value | ETF-Other | 0.56% | +0.02% | +11.27% | |
| 28 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.54% | -0.10% | +14.05% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.08% | -0.61% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.06% | +4.40% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.53% | -0.17% | +0.50% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.50% | -0.03% | +12.64% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.50% | +0.02% | +0.76% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.13% | +31.06% | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 0.49% | -0.07% | +0.17% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.49% | +0.05% | +7.14% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.12% | +3.12% | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.46% | -0.01% | +2.06% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | -0.01% | +11.57% | |
| 40 | CGGR | Cap Group Growth Equity | ETF-Other | 0.45% | -0.01% | +8.10% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.03% | +8.38% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | +0.01% | +3.78% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | +0.15% | +2.53% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.42% | +0.14% | +11.81% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | +0.05% | +6.09% | |
| 46 | BLK | Blackrock Inc | Stock-Financials | 0.40% | -0.04% | +1.34% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.39% | -0.10% | +11.74% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.39% | -0.06% | +1.91% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.38% | +0.02% | +6.55% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.38% | +0.10% | +8.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +0.4% | +116.99% | Add |
| 2 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +11.21% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.2% | -0.55% | Trim |
| 4 | CVX | Chevron CORP | +0.1% | +0.50% | Add |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.1% | +13.73% | Add |
| 6 | PG | Procter & Gamble Co/the | +0.1% | +31.06% | Add |
| 7 | DFAI | Dimensional International Co | +0.1% | +8.87% | Add |
| 8 | JNJ | Johnson & Johnson | +0.1% | -0.39% | Trim |
| 9 | EOG | Eog Resources Inc | +0.1% | +13.98% | Add |
| 10 | AVDE | Avantis International Equity | +0.1% | +42.04% | Add |
| 11 | MU | Micron Technology Inc | +0.1% | +7.56% | Add |
| 12 | BSCV | Invesco Bulletshares 2031 Cb | +0.1% | +342.38% | Add |
| 13 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +16.10% | Add |
| 14 | CAT | Caterpillar Inc | +0.1% | +8.91% | Add |
| 15 | AMAT | Applied Materials Inc | +0.1% | +8.47% | Add |
| 16 | COP | Conocophillips | +0.1% | +10.11% | Add |
| 17 | COST | Costco Wholesale CORP | +0.1% | +3.96% | Add |
| 18 | NOW | Servicenow Inc | +0.1% | +204.57% | Add |
| 19 | FBT | First Trust Nyse Arca Biotec | +0.1% | +1119.49% | Add |
| 20 | FXN | First Trust Energy Alphadex | +0.1% | +3541.92% | Add |
| 21 | VZ | Verizon Communications Inc | +0.1% | +11.74% | Add |
| 22 | WMB | Williams Cos Inc | +0.1% | +11.97% | Add |
| 23 | GRNJ | Fundstr Gran Sh US Sm & Mid | +0.1% | +164.01% | Add |
| 24 | WMT | Walmart Inc | +0.1% | +0.84% | Add |
| 25 | PSX | Phillips 66 | +0.1% | -6.52% | Trim |
| 26 | BSCU | Invesco Bulletshares 2030 Cb | +0.1% | +48.98% | Add |
| 27 | IDV | Ishares International Select | +0.1% | +78.95% | Add |
| 28 | NEE | Nextera Energy Inc | 0% | +1.91% | Add |
| 29 | ETN | Eaton Corporation plc | 0% | +12.07% | Add |
| 30 | GRMN | Garmin Ltd. | 0% | +12.40% | Add |
| 31 | MFSV | Mfs Active Value | 0% | +1087.20% | Add |
| 32 | GOVT | Ishares US Treasury Bond ETF | 0% | +216.58% | Add |
| 33 | SGOV | Ishares 0-3 Month Treasury B | 0% | +83.78% | Add |
| 34 | TROW | T Rowe Price Group Inc | 0% | +3.93% | Add |
| 35 | CGCP | Cap Group Core Plus Income | 0% | +14.05% | Add |
| 36 | BSV | Vanguard Short-term Bond ETF | 0% | +12.64% | Add |
| 37 | VEA | Vanguard Ftse Developed ETF | 0% | +11.81% | Add |
| 38 | GILD | Gilead Sciences Inc | 0% | +8.92% | Add |
| 39 | CGGO | Cap Group Global Growth | 0% | +22.32% | Add |
| 40 | EVIM | Eaton Vance Int Muni Income | 0% | +14.17% | Add |
| 41 | LMT | Lockheed Martin CORP | 0% | -1.87% | Trim |
| 42 | TJX | Tjx Companies Inc | 0% | +11.80% | Add |
| 43 | AVLV | Avantis US Large Cap Value | 0% | +5.83% | Add |
| 44 | T | At&t Inc | 0% | +8.97% | Add |
| 45 | APD | Air Products & Chemicals Inc | 0% | +14.38% | Add |
| 46 | GLD | Spdr Gold Shares | 0% | +5.45% | Add |
| 47 | LRCX | Lam Research CORP | 0% | +10.54% | Add |
| 48 | GEV | GE Vernova Inc | 0% | +16.31% | Add |
| 49 | GLW | Corning Inc | 0% | +12.82% | Add |
| 50 | JPST | Jpmorgan Ultra-short Income | 0% | +42.59% | Add |
According to official SEC Form 13F filings, &partners reported a total U.S. public equity portfolio value of $24.4B across 2395 disclosed positions in Q1 2026.
During Q1 2026, &partners's top holdings by market value included AAPL (3.5%)、IVV (2.8%)、IJH (2.6%). The largest single position, AAPL, represented 3.5% 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
FTXR
市值: $14.0M
Top Position Liquidated / Trimmed
AZNN
前期市值: $12.4M
In Q1 2026, &partners made 200 total portfolio adjustments, initiating 6 new buys, adding to 151 positions, trimming 42 holdings, and fully liquidating 1 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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