&PARTNERS - Portfolio Stock Holdings
&PARTNERS disclosed 2528 stock positions in a recent SEC 13F filing. $24,206,314,122 of stock holdings were filed, with the largest holdings including AAPL, IVV, and IJH. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 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:
June 30, 2026No. of Stocks:
2528Est. Stock Holding Value:
$24,206,314,122Top Stock Holdings By Sector
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Portfolio Stock Holdings - &PARTNERS
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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