&partners

Investment Portfolio & 13F Holdings Analysis

About

&PARTNERS is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 1753 holdings worth $9.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 1,753
Total Value: 9412546381
Accession Number: 0001214659-25-007673
Form Type: 13F-HR
CIK: 0000107136
Manager Name: &partners

Data Enrichment

71% identified

1,244 identified509 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,753 positions • $9,412,546.381K total value

1,753 positions

Manager:

SEC FilingSEC DataHachi Filing

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Apple Inc.

AAPL|037833100

1629637(+12.1%)

Value:

$355.0B(+0.1%)

464287200

IVV|464287200

534943(+38.7%)

Value:

$299.1B(+29.6%)

MICROSOFT CORP

MSFT|594918104

783110(+13.0%)

Value:

$296.8B(+1.2%)

464287507

IJH|464287507

4205756(+24.0%)

Value:

$245.8B(+14.8%)

464287226

1974775(+23.4%)

Value:

$195.7B(+26.4%)

46432F842

IEFA|46432F842

2373553(+23.7%)

Value:

$181.7B(+34.6%)

25434V203

5652669(+37.0%)

Value:

$179.0B(+46.6%)

JPMORGAN CHASE & CO

JPM|46625H100

564061(+8.7%)

Value:

$137.0B(+8.6%)

NVIDIA CORP

NVDA|67066G104

1091055(+9.3%)

Value:

$119.5B(-17.1%)

AMAZON COM INC

AMZN|023135106

576324(+9.8%)

Value:

$110.9B(-5.6%)

Broadcom Inc.

AVGO|11135F101

557089(+15.7%)

Value:

$94.3B(-15.9%)

92203J407

BNDX|92203J407

1655635(+58.9%)

Value:

$81.3B(+57.6%)

921908844

VIG|921908844

407572(+35.7%)

Value:

$78.4B(+33.1%)

JOHNSON & JOHNSON

JNJ|478160104

469325(+10.4%)

Value:

$76.9B(+25.5%)

922908736

VUG|922908736

207176(+34.2%)

Value:

$76.7B(+19.3%)

ELI LILLY & Co

LLY|532457108

92538(+38.0%)

Value:

$76.2B(+44.6%)

Walmart Inc.

WMT|931142103

847348(+15.0%)

Value:

$72.2B(+7.9%)

922908363

VOO|922908363

137926(+44.9%)

Value:

$70.7B(+36.5%)

BlackRock, Inc.

BLK|09290D101

73566(+19.9%)

Value:

$69.8B(+11.3%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

129098(+22.1%)

Value:

$67.9B(+41.6%)

Instrument	Shares		Other Manager	Value
Apple Inc.(AAPLcusip037833100)	1.6M	QoQ +12.05% (+175.4K) YoY +828.48% (+1.5M)	All Managers (Combined)	$355.0M	QoQ +0.13% (+$495.1K) YoY +1078.51% (+$324.8M)
(IVVcusip464287200)	534.9K	QoQ +38.73% (+149.4K) YoY +1306.56% (+496.9K)	All Managers (Combined)	$299.1M	QoQ +29.62% (+$68.4M) YoY +1314.73% (+$278.0M)
Microsoft Corp(MSFTcusip594918104)	783.1K	QoQ +13.04% (+90.3K) YoY +2082.94% (+747.2K)	All Managers (Combined)	$296.8M	QoQ +1.19% (+$3.5M) YoY +1859.62% (+$281.6M)
(IJHcusip464287507)	4.2M	QoQ +24.00% (+814.2K) YoY +837.46% (+3.8M)	All Managers (Combined)	$245.8M	QoQ +14.81% (+$31.7M) YoY +789.25% (+$218.1M)
(cusip464287226)✕	2.0M	QoQ +23.37% (+374.1K) YoY +2732.35% (+1.9M)	All Managers (Combined)	$195.7M	QoQ +26.39% (+$40.9M) YoY +2790.35% (+$188.9M)
(IEFAcusip46432F842)	2.4M	QoQ +23.73% (+455.3K) YoY +4158.41% (+2.3M)	All Managers (Combined)	$181.7M	QoQ +34.61% (+$46.7M) YoY +4120.11% (+$177.4M)
(cusip25434V203)✕	5.7M	QoQ +36.99% (+1.5M) YoY +8495.38% (+5.6M)	All Managers (Combined)	$179.0M	QoQ +46.61% (+$56.9M) YoY +7838.94% (+$176.7M)
Jpmorgan Chase & Co(JPMcusip46625H100)	564.1K	QoQ +8.73% (+45.3K) YoY +1764.04% (+533.8K)	All Managers (Combined)	$137.0M	QoQ +8.55% (+$10.8M) YoY +2156.46% (+$131.0M)
Nvidia Corp(NVDAcusip67066G104)	1.1M	QoQ +9.35% (-93.4K) YoY +7906.56% (+1.1M)	All Managers (Combined)	$119.5M	QoQ -17.08% (-$24.6M) YoY +870.67% (+$107.2M)
Amazon Com Inc(AMZNcusip023135106)	576.3K	QoQ +9.81% (-51.5K) YoY +914.77% (+519.5K)	All Managers (Combined)	$110.9M	QoQ -5.59% (-$6.6M) YoY +984.13% (+$100.6M)
Broadcom Inc.(AVGOcusip11135F101)	557.1K	QoQ +15.70% (-75.6K) YoY +36842.24% (+555.6K)	All Managers (Combined)	$94.3M	QoQ -15.92% (-$17.9M) YoY +4582.66% (+$92.3M)
(BNDXcusip92203J407)	1.7M	QoQ +58.88% (+613.6K) YoY +5463.10% (+1.6M)	All Managers (Combined)	$81.3M	QoQ +57.62% (+$29.7M) YoY +5437.65% (+$79.8M)
(VIGcusip921908844)	407.6K	QoQ +35.70% (+107.2K) YoY +1151.56% (+375.0K)	All Managers (Combined)	$78.4M	QoQ +33.12% (+$19.5M) YoY +1220.22% (+$72.5M)
Johnson & Johnson(JNJcusip478160104)	469.3K	QoQ +10.40% (+44.2K) YoY +1369.30% (+437.4K)	All Managers (Combined)	$76.9M	QoQ +25.50% (+$15.6M) YoY +1422.95% (+$71.9M)
(VUGcusip922908736)	207.2K	QoQ +34.21% (+52.8K) YoY +1627.90% (+195.2K)	All Managers (Combined)	$76.7M	QoQ +19.28% (+$12.4M) YoY +1854.07% (+$72.8M)
Eli Lilly & Co(LLYcusip532457108)	92.5K	QoQ +37.96% (+25.5K) YoY +3788.15% (+90.2K)	All Managers (Combined)	$76.2M	QoQ +44.58% (+$23.5M) YoY +3988.97% (+$74.3M)
Walmart Inc.(WMTcusip931142103)	847.3K	QoQ +14.97% (+110.4K) YoY +893.78% (+762.1K)	All Managers (Combined)	$72.2M	QoQ +7.93% (+$5.3M) YoY +1305.64% (+$67.1M)
(VOOcusip922908363)	137.9K	QoQ +44.91% (+42.7K) YoY +4600.95% (+135.0K)	All Managers (Combined)	$70.7M	QoQ +36.47% (+$18.9M) YoY +5079.32% (+$69.4M)
Blackrock, Inc.(BLKcusip09290D101)	73.6K	QoQ +19.94% (+12.2K) YoY NEW(+73.6K)	All Managers (Combined)	$69.8M	QoQ +11.30% (+$7.1M) YoY NEW(+$69.8M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	129.1K	QoQ +22.08% (+23.4K) YoY +1110.25% (+118.4K)	All Managers (Combined)	$67.9M	QoQ +41.62% (+$20.0M) YoY +1414.29% (+$63.4M)