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&PARTNERS - Portfolio Stock Holdings

&PARTNERS disclosed 2416 stock positions in a recent SEC 13F filing. $19,815,505,293 of stock holdings were filed, with the largest holdings including AAPL, IVV, and IJH. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $30,268,689,798 and has 703 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

2416

Est. Stock Holding Value:

$19,815,505,293

Top Stock Holdings By Sector

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Portfolio Stock Holdings - &PARTNERS

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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