&partners

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 1,753Value: $9.4BLatest: 2025Q1

&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.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "VSGX",
  null,
  null,
  null,
  "NCNO",
  "PINS",
  "SE",
  "SPSC",
  "INSM",
  "TREX",
  "JOBY",
  "ARES",
  "FSV",
  "HLNE",
  "HOOD",
  "APPF",
  "FLEX",
  "MPWR",
  "MC",
  "MGY",
  "MTCH",
  "NVR",
  "ARGX",
  null,
  "STEP",
  null,
  "TRU",
  "JAZZ",
  "NOVT",
  "QRVO",
  "KTOS",
  "GDX",
  "RRX",
  "POOL",
  "KAI",
  "CCCS",
  null,
  "OSK",
  null,
  "MORN",
  "NTR",
  "TROW",
  null,
  "XP",
  "ITUB",
  "RJF",
  "AES",
  null,
  "AFG",
  "ENTG",
  "AKAM",
  null,
  "OLLI",
  "RBC",
  "HUM",
  "H",
  null,
  null,
  "MSGS",
  "BEPC",
  null,
  "PCG",
  "AVAV",
  null,
  "SABR",
  "RF",
  "RBA.TO",
  "ALSN",
  "QSR",
  "PBA",
  "SMCI",
  "SOBO.TO",
  "ONON",
  "ATR",
  "ARM",
  "GATX",
  "FWONK",
  "SNOW",
  "MU",
  null,
  "NVG",
  "SVC",
  null,
  "FNDF",
  null,
  "MPLX",
  "ACN",
  "ITT",
  null,
  null,
  null,
  "PBH",
  "KBH",
  "OTTR",
  "MMM",
  "ABNB",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "OBDC",
  "A",
  "APD",
  "BABA",
  "PAA",
  "RVT",
  "JEF",
  null,
  null,
  "JLL",
  null,
  null,
  "VONG",
  null,
  null,
  "ALL",
  "MOG-A",
  "GOOGL",
  "AIN",
  "NHI",
  "ALNY",
  "VDE",
  "PEB",
  null,
  "RIG",
  "AXP",
  null,
  "QQQX",
  "PKE",
  null,
  "NMZ",
  "SENS",
  "ABG",
  null,
  null,
  "JOE",
  "AMG",
  "APAM",
  "AIG",
  null,
  null,
  null,
  "TEAM",
  "ASML",
  "BGY",
  "T",
  "GOLF",
  "BLK",
  "ASX",
  null,
  null,
  null,
  null,
  "AROC",
  "AM",
  "CAT",
  "BUD",
  "AVDE",
  "AVGO",
  "APP",
  "MFIC",
  "LOW",
  null,
  null,
  "AVEM",
  "BRO",
  "AIT",
  "KMX",
  "CP.TO",
  "BDJ",
  "FCPT",
  "ARCC",
  "BIT",
  "CII",
  null,
  "FELE",
  "SAN",
  "BBDC",
  "BTZ",
  "FUL",
  null,
  null,
  null,
  "FORM",
  "WRB",
  "BOH",
  "BST",
  null,
  null,
  null,
  "ITGR",
  "BSX",
  null,
  "HRB",
  null,
  "CSQ",
  null,
  null,
  null,
  null,
  "RQI",
  null,
  null,
  "UTF",
  null,
  "STEW",
  null,
  "CRS",
  null,
  null,
  null,
  null,
  null,
  "LXP",
  "LFVN",
  null,
  null,
  "LCII",
  null,
  "CCI",
  "COF",
  "KMT",
  "CMI",
  "PHG",
  "JACK",
  null,
  "USA",
  null,
  null,
  "KRP",
  "DUK",
  null,
  "COOP",
  "EOI",
  null,
  "EVT",
  null,
  "D",
  null,
  "DT",
  "ETY",
  "NWBI",
  null,
  null,
  "ROKU",
  null,
  "PAGP",
  "EHC",
  "EBAY",
  null,
  null,
  null,
  null,
  null,
  "RYAAY",
  null,
  "QS",
  null,
  "PII",
  "DAVA",
  "RC",
  null,
  null,
  "FRT",
  "EQH",
  null,
  null,
  "SFBS",
  "EOG",
  "TTGT",
  "THQ",
  null,
  null,
  "EXPE",
  "EXPD",
  "FFIV",
  null,
  "UNF",
  null,
  null,
  null,
  null,
  "LXFR",
  null,
  null,
  "AG",
  "HELE",
  null,
  "PNR",
  "LOGI",
  "FFA",
  "NRK",
  "BV",
  "FFIN",
  "BATRA",
  "GFS",
  "FERG",
  "SBSI",
  null,
  "BMEZ",
  "FCX",
  "TMC",
  null,
  null,
  "FITB",
  "IBKR",
  "ECC",
  "DMLP",
  null,
  null,
  "SLRC",
  "OFS",
  null,
  null,
  "GD",
  null,
  "AOD",
  null,
  "GILD",
  null,
  "GIS",
  null,
  "APO-PA",
  "HLT",
  null,
  null,
  "BCAT",
  null,
  "BA-PA",
  "HON",
  "HD",
  null,
  "HPQ",
  "BAER",
  "IBN",
  "CHW",
  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  "INTU",
  "DKL",
  null,
  null,
  "RPM",
  null,
  null,
  null,
  null,
  "FTS",
  "FBIN",
  null,
  null,
  "EP",
  null,
  "FE",
  "SNN",
  "UNP",
  "GBCI",
  "MATV",
  null,
  "QCOM",
  "GLPI",
  null,
  "SCCO",
  null,
  null,
  null,
  "LAMR",
  null,
  null,
  "ISRG",
  null,
  "AGM",
  null,
  "GHI",
  "HEI-A",
  null,
  null,
  null,
  "BTO",
  "HUBB",
  "HSBC",
  "HUBS",
  "PDT",
  "EMXC",
  "GOF",
  null,
  "HCSG",
  "HLI",
  null,
  "HMC",
  null,
  null,
  "HWM",
  "LEN",
  "ITW",
  "IDA",
  "GSIE",
  "INGR",
  "AMAT",
  "RIVN",
  "ING",
  "INVX",
  "EMR",
  "BCSF",
  "BKNG",
  null,
  null,
  "IGT",
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VVR",
  "HEFA",
  "IQI",
  "OBE",
  null,
  "NPFD",
  null,
  null,
  null,
  null,
  null,
  "IVW",
  null,
  null,
  "PRK",
  "OS",
  null,
  null,
  null,
  "PFIS",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RMM",
  null,
  null,
  null,
  "SLDP",
  null,
  null,
  "SWK",
  null,
  "TK",
  null,
  null,
  "TTI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IQV",
  "LAC.TO",
  "IONS",
  "RMT",
  "RNP",
  null,
  "DIAX",
  "PDX",
  null,
  "CIK",
  "BTT",
  "OXLC",
  null,
  null,
  "BOE",
  "LEO",
  null,
  null,
  null,
  "RMMZ",
  null,
  null,
  "NMI",
  "NDMO",
  "KNSL",
  null,
  "KMI",
  null,
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "IWS",
  null,
  "LBTYK",
  null,
  "LIN",
  null,
  null,
  "L",
  null,
  null,
  "NTGR",
  null,
  null,
  null,
  null,
  null,
  "BMN",
  "EXG",
  null,
  "MLAB",
  "NMS",
  "MPC",
  null,
  "HNW",
  null,
  "WDFC",
  "MMC",
  "TLRY",
  "SLF",
  null,
  null,
  null,
  "PWR",
  "FINS",
  null,
  "MRVL",
  null,
  null,
  null,
  null,
  null,
  "MA",
  null,
  null,
  null,
  null,
  "EXEL",
  null,
  null,
  "PODD",
  null,
  null,
  "ACCO",
  "MDT",
  "ABCB",
  "APA",
  "AMKR",
  "MSFT",
  "MAA",
  "MFG",
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
  "DOCS",
  "NEOG",
  "NDAQ",
  null,
  "ELF",
  "EQIX",
  "EQT",
  "EXC",
  "EVER",
  "EVRG",
  "EXPO",
  "FCNCA",
  "FICO",
  "FHN",
  null,
  "FIS",
  "FND",
  null,
  "FLS",
  "FTV",
  "GE",
  "THG",
  "GPC",
  "HLX",
  null,
  "HXL",
  "HQY",
  "GWRE",
  null,
  "GRFS",
  "NTRS",
  "HUN",
  "NI",
  "HEI",
  "HIG",
  "HES",
  "HAS",
  "HOLX",
  "NVS",
  "TEVA",
  "FMC",
  "OXY",
  null,
  "OMC",
  "ODFL",
  null,
  "OMF",
  "ORLY",
  "ICLR",
  "IX",
  null,
  "EMN",
  null,
  "ADM",
  null,
  "PCAR",
  null,
  "DLN",
  "AER",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "FPF",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  null,
  null,
  "DASH",
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  "DOC",
  null,
  "NNN",
  null,
  null,
  null,
  null,
  "REG",
  null,
  null,
  "EEM",
  null,
  null,
  "IWF",
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  null,
  null,
  "VGSH",
  "PGR",
  "IEMG",
  "IJK",
  "HTGC",
  null,
  null,
  "GBDC",
  "IVV",
  null,
  null,
  null,
  null,
  "PBR",
  null,
  "IYR",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "ECL",
  null,
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "LDOS",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  "KB",
  "PSTG",
  "KEYS",
  null,
  "MGA",
  "LPLA",
  "MKC",
  "MDB",
  "JPC",
  "AMGN",
  "KVUE",
  "MAS",
  null,
  "PKG",
  "MSTR",
  "NYT",
  "PARA",
  null,
  "DGX",
  "PPG",
  null,
  "REGN",
  "IOT",
  "FNDX",
  "ROK",
  null,
  null,
  "TMDX",
  "IEFA",
  "SPGI",
  "RY",
  "RELX",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "RS",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "SNA",
  "RIO",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "STX",
  "SAP",
  null,
  null,
  "RITM",
  null,
  "SPYG",
  null,
  "BP",
  null,
  "AMT",
  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  null,
  null,
  null,
  "IBM",
  "SSNC",
  null,
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "ERIC",
  "TEL",
  "CI",
  "TPR",
  "TKO",
  "TXN",
  "TXRH",
  "TD",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TWLO",
  "TRV",
  "TSN",
  "TYL",
  "UBS",
  "UBER",
  "UAL",
  "UL",
  "UTHR",
  "UNM",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "AA",
  "NEM",
  "PNFP",
  "MET",
  "UHAL-B",
  "MITT",
  "DTM",
  "WMS",
  "VXF",
  "AGNC",
  "SOUN",
  "VV",
  "ARLO",
  "RCL",
  "FCFS",
  "PCTY",
  "OEC",
  "EOSE",
  "SNEX",
  "SNV",
  "VOE",
  "OGE",
  "SITE",
  null,
  "SCHW",
  "MNST",
  "EWBC",
  "MDU",
  "IVOO",
  "KE",
  "SBGI",
  "ACU",
  "ALC",
  "EPC",
  "AEIS",
  "AB",
  "SPH",
  "SEM",
  null,
  "SUN",
  "TCPC",
  null,
  "SCS",
  "ACWV",
  "PNW",
  "STAG",
  null,
  "VWO",
  "LKQ",
  null,
  "ETV",
  "GDV",
  "VRN.TO",
  "JBL",
  "VSS",
  null,
  "BXMX",
  null,
  "SIVR",
  "AWI",
  null,
  null,
  null,
  "IWV",
  null,
  null,
  null,
  "SBAC",
  null,
  "NJR",
  null,
  "TFIN",
  null,
  null,
  null,
  null,
  "PRF",
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  "EFR",
  "TOWN",
  "NGG",
  "EXP",
  "EPRT",
  null,
  null,
  null,
  "EME",
  "VIG",
  null,
  null,
  null,
  null,
  null,
  "LAD",
  "MHH",
  "LSCC",
  "LYG",
  "TTE",
  "TRGP",
  "AGO",
  "BBSI",
  "ATRO",
  null,
  "TOST",
  "TXT",
  null,
  "TSCO",
  null,
  "TBLD",
  null,
  "NPCT",
  null,
  "NTNX",
  "NYMT",
  "NMCO",
  "OXM",
  null,
  "ULTA",
  "IWO",
  "XLB",
  "SU",
  "WY",
  null,
  "GSHD",
  "DFH",
  "IWN",
  "RVLV",
  null,
  "GDDY",
  "GMRE",
  null,
  "SNY",
  "IEF",
  "GL",
  "GGG",
  "VIAV",
  null,
  "TSM",
  "IT",
  "SMG",
  "GSK",
  null,
  "OHI",
  "GPN",
  null,
  "RMD",
  null,
  "PR",
  null,
  null,
  "ETR",
  "BN.TO",
  "VTR",
  null,
  "VYM",
  "GPMT",
  null,
  "DD",
  "VRTX",
  null,
  null,
  "EA",
  "K",
  "EW",
  "TT",
  "VRSK",
  "GTN",
  "ANF",
  "AGCO",
  "GPK",
  "GRBK",
  "VRT",
  "RLI",
  "MEDP",
  "R",
  null,
  "SAIA",
  "QLYS",
  "RYAN",
  "LFUS",
  "LECO",
  "ST",
  "MKSI",
  "NFG",
  "PRI",
  "LITE",
  "MUSA",
  "MAT",
  "MSA",
  null,
  "UGI",
  "VOYA",
  "ATO",
  "ARE",
  "ALGN",
  "MTN",
  "ADSK",
  "AON",
  "THC",
  "AMCR",
  "SFM",
  "AEE",
  "GM",
  "HAL",
  "WTS",
  "SF",
  "APTV",
  "ACGL",
  "STWD",
  "TEX",
  null,
  null,
  "TOL",
  "AVY",
  "USFD",
  "ALB",
  "SNX",
  "AFL",
  "TKR",
  "AXON",
  "THO",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "VFC",
  "AVB",
  "EL",
  "SDY",
  "FI",
  "CPAY",
  "DRI",
  "NTRA",
  "DOV",
  "WAB",
  "TAP",
  "WSO",
  "IP",
  "DLTR",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "EQR",
  "DEO",
  "AJG",
  "WM",
  "FSLR",
  "FTNT",
  "IWP",
  "IWR",
  null,
  "WCN",
  "EFX",
  "IR",
  "VLY",
  "MIDD",
  "NCLH",
  "FOUR",
  "TTC",
  null,
  "RFMZ",
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "EPAC",
  "SGOL",
  "FBK",
  "ES",
  "FOXF",
  "HIMX",
  "INDB",
  "GTY",
  "PAC",
  "HCKT",
  null,
  "IDCC",
  null,
  "IPG",
  null,
  null,
  "IFF",
  "HMN",
  null,
  "NSP",
  "LB",
  "LANC",
  "KT",
  "KFRC",
  null,
  "KREF",
  null,
  "IDXX",
  "BIPC",
  null,
  null,
  "LSTR",
  "AOS",
  "RACE",
  "PEG",
  "FDS",
  "NVO",
  "DHI",
  "VIGI",
  "AMZN",
  "MSI",
  "NEA",
  "SCHB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TTWO",
  "CMS",
  "CLF",
  null,
  "IVE",
  "HCA",
  null,
  "PFG",
  "SIRI",
  "LUV",
  null,
  null,
  "PLUG",
  null,
  "ESGD",
  null,
  "COLD",
  "DKS",
  "HII",
  "AL",
  "REXR",
  "TPL",
  "SGU",
  null,
  null,
  "UCB",
  "FAF",
  "AAON",
  "DOX",
  null,
  "EGP",
  "CEF",
  "HDB",
  "NTES",
  "OGS",
  "ABEV",
  null,
  null,
  null,
  "HBAN",
  "RGA",
  null,
  "DKNG",
  "ACM",
  "VEU",
  null,
  "VGT",
  null,
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  null,
  "BLV",
  null,
  null,
  "VYMI",
  "VALE",
  "VMI",
  null,
  "MGK",
  null,
  "VONE",
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  "VIOG",
  "VTWO",
  "VBK",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VLTO",
  "VTV",
  "VEEV",
  "VRSN",
  "VTRS",
  "V",
  null,
  "VIRT",
  null,
  null,
  "VST",
  "VIST",
  "VICI",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WSBC",
  null,
  "WDC",
  "WU",
  "WFC",
  "WST",
  "WELL",
  null,
  "WTM",
  "WSM",
  "WTFC",
  "WPM",
  "WTW",
  "WMB",
  "WSC",
  "WT",
  "WWD",
  null,
  null,
  null,
  null,
  null,
  "WIX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WSFS",
  "WPC",
  "WYNN",
  "XRX",
  "XEL",
  "WDAY",
  "YUMC",
  "YUM",
  "XYL",
  "ZBRA",
  null,
  "IUSG",
  "FHB",
  null,
  "ENS",
  "SOLV",
  "ADC",
  null,
  null,
  "LNT",
  null,
  null,
  "EVTC",
  "ELAN",
  "DTE",
  null,
  "ADT",
  "OC",
  "GRMN",
  "GNTX",
  "NXST",
  null,
  "FNF",
  "POST",
  "NOG",
  "FOXA",
  "FCN",
  "MTB",
  "HLLY",
  "CNQ",
  "FINV",
  "ORN",
  "AEM",
  "KGS",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "BIIB",
  null,
  "DVY",
  "CHKP",
  "SCHG",
  null,
  "IMKTA",
  "SCHF",
  null,
  "IHG",
  "EXLS",
  "SCHA",
  "JBHT",
  "LW",
  "LEA",
  "MSCI",
  "MTZ",
  "JKHY",
  null,
  "LVS",
  "EIX",
  "NSC",
  "MHK",
  "KEY",
  "NOK",
  "LUMN",
  "NDSN",
  "HLMN",
  "INFY",
  null,
  "LBRDK",
  "JCI",
  "LBTYA",
  "NXPI",
  null,
  "LH",
  "MFC",
  "NZF",
  "KDP",
  "MKL",
  "MGM",
  "NOV",
  "MNDY",
  null,
  "TER",
  "SO",
  "TAK",
  "USPH",
  null,
  "TTD",
  "ON",
  "UFPI",
  "TNDM",
  "SON",
  "STBA",
  "SJM",
  "SPXC",
  "PPL",
  "TRP",
  "PFGC",
  null,
  "TGNA",
  "BPOP",
  "OKTA",
  "OTIS",
  null,
  "SW",
  "PSX",
  "SSD",
  "ROL",
  "CRM",
  "RNR",
  "SWKS",
  "SNAP",
  "PENN",
  "RVTY",
  "RBLX",
  "SCI",
  null,
  null,
  "TDY",
  "RUN",
  "SUI",
  "RBRK",
  "UFCS",
  "RDDT",
  "SANM",
  "SYY",
  "DIA",
  "ORI",
  null,
  "SHAK",
  "SEE",
  null,
  null,
  "SPOT",
  null,
  null,
  null,
  "DINO",
  "LII",
  "MANH",
  "LYV",
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "LYB",
  "HBI",
  "HALO",
  "LNTH",
  null,
  null,
  "PBI",
  "IUSV",
  null,
  null,
  "GEV",
  "CHWY",
  "ZWS",
  "MELI",
  null,
  "TRI.TO",
  "OLED",
  "ZBH",
  "DGRO",
  "MCK",
  "PEGA",
  "HESM",
  null,
  null,
  "MTH",
  null,
  "NVT",
  null,
  "SPYV",
  null,
  null,
  "EXR",
  "GWW",
  null,
  "WNS",
  null,
  "ESGU",
  null,
  null,
  "PSA",
  "PZZA",
  null,
  "SYF",
  "NUE",
  "NRG",
  null,
  null,
  "PAYC",
  "FDX",
  null,
  "AME",
  null,
  "STE",
  "KMB",
  "LULU",
  "AN",
  "ADP",
  "AZO",
  "AVTR",
  "AXTA",
  "BALL",
  "BAC",
  null,
  "OZK",
  "BBVA",
  "BANF",
  "BMO",
  "BCS",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BSY",
  "BRBR",
  null,
  "BHP",
  "BJ",
  "BIO",
  "BBY",
  null,
  null,
  "BOKF",
  "BE",
  "BA",
  "BAH",
  null,
  "OWL",
  null,
  "BRDG",
  "BHF",
  "BMY",
  "BFAM",
  "BDN",
  "BTI",
  "BC",
  "BF-B",
  "BIP",
  "BLDR",
  "BAM.TO",
  "BR",
  "BG",
  "CACI",
  "CBT",
  "BWXT",
  "BXP",
  "AI",
  "BURL",
  "CCJ",
  "CM",
  "CPB",
  "CNI",
  "CDNS",
  "CPT",
  "CWST",
  "CG",
  "CVNA",
  "CARR",
  "CCL",
  "CSL",
  "CBOE",
  "CBRE",
  "CDW",
  "CAVA",
  "CASY",
  "CX",
  "CNC",
  "CNP",
  "CF",
  "CAKE",
  "CRL",
  "CHE",
  "CVX",
  null,
  "GTLS",
  "LNG",
  "CHTR",
  "CIEN",
  "CB",
  "CHRD",
  "CRUS",
  "CHDN",
  "CMG",
  "CHH",
  "CHD",
  "CTAS",
  "CSCO",
  "CWAN",
  "CFG",
  "CLH",
  "CCO",
  "NET",
  "C",
  "CLX",
  "CNX",
  "KOF",
  "CME",
  "COKE",
  "KO",
  "CCEP",
  "CGNX",
  "CMA",
  "CBSH",
  "COHR",
  "COIN",
  "FIX",
  "CMCSA",
  "CTSH",
  "CL",
  "CBU",
  "CAG",
  "COP",
  "CNMD",
  "CNOB",
  "CON",
  "ROAD",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "CSTM",
  "CORT",
  "ED",
  "CRVL",
  "CXW",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CPNG",
  "CBRL",
  "CROX",
  "CUZ",
  "CRH",
  "CR",
  "CRWD",
  "CRD-A",
  "CVS",
  "CSX",
  "CCK",
  "CSWI",
  "CFR",
  "CW",
  "CYBR",
  "CPIX",
  "DHR",
  "DDOG",
  "DK",
  "DELL",
  "DAR",
  "DE",
  "DGII",
  "DENN",
  "DB",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  null,
  null,
  null,
  "DFAC",
  "DFS",
  "DLR",
  "DOCU",
  "DCI",
  "DPZ",
  "RSP",
  "EWJ",
  "IJT",
  null,
  "IJJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "TRNO",
  "TTEK",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

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: partners
Manager Name: Partners

Data Enrichment

71% identified

1,244 identified509 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,753 positions • $9.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 88

Sort by:

Apple Inc.

AAPL|037833100

Shares:1.6M

Value:$355.0M

% of Portfolio:3.8% ($355.0M/$9.4B)

464287200

IVV|464287200

Shares:534.9K

Value:$299.1M

% of Portfolio:3.2% ($299.1M/$9.4B)

MICROSOFT CORP

MSFT|594918104

Shares:783.1K

Value:$296.8M

% of Portfolio:3.2% ($296.8M/$9.4B)

464287507

IJH|464287507

Shares:4.2M

Value:$245.8M

% of Portfolio:2.6% ($245.8M/$9.4B)

464287226

Shares:2.0M

Value:$195.7M

% of Portfolio:2.1% ($195.7M/$9.4B)

46432F842

IEFA|46432F842

Shares:2.4M

Value:$181.7M

% of Portfolio:1.9% ($181.7M/$9.4B)

25434V203

Shares:5.7M

Value:$179.0M

% of Portfolio:1.9% ($179.0M/$9.4B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:564.1K

Value:$137.0M

% of Portfolio:1.5% ($137.0M/$9.4B)

NVIDIA CORP

NVDA|67066G104

Shares:1.1M

Value:$119.5M

% of Portfolio:1.3% ($119.5M/$9.4B)

AMAZON COM INC

AMZN|023135106

Shares:576.3K

Value:$110.9M

% of Portfolio:1.2% ($110.9M/$9.4B)

Broadcom Inc.

AVGO|11135F101

Shares:557.1K

Value:$94.3M

% of Portfolio:1.0% ($94.3M/$9.4B)

92203J407

BNDX|92203J407

Shares:1.7M

Value:$81.3M

% of Portfolio:0.9% ($81.3M/$9.4B)

921908844

VIG|921908844

Shares:407.6K

Value:$78.4M

% of Portfolio:0.8% ($78.4M/$9.4B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:469.3K

Value:$76.9M

% of Portfolio:0.8% ($76.9M/$9.4B)

922908736

VUG|922908736

Shares:207.2K

Value:$76.7M

% of Portfolio:0.8% ($76.7M/$9.4B)

ELI LILLY & Co

LLY|532457108

Shares:92.5K

Value:$76.2M

% of Portfolio:0.8% ($76.2M/$9.4B)

Walmart Inc.

WMT|931142103

Shares:847.3K

Value:$72.2M

% of Portfolio:0.8% ($72.2M/$9.4B)

922908363

VOO|922908363

Shares:137.9K

Value:$70.7M

% of Portfolio:0.8% ($70.7M/$9.4B)

BlackRock, Inc.

BLK|09290D101

Shares:73.6K

Value:$69.8M

% of Portfolio:0.7% ($69.8M/$9.4B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:129.1K

Value:$67.9M

% of Portfolio:0.7% ($67.9M/$9.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	1.6M	QoQ +12.05% (+175.4K) YoY +828.48% (+1.5M)	All Managers (Combined)	$355.0M	3.8% ($355.0M/$9.4B)	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	3.2% ($299.1M/$9.4B)	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	3.2% ($296.8M/$9.4B)	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	2.6% ($245.8M/$9.4B)	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	2.1% ($195.7M/$9.4B)	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	1.9% ($181.7M/$9.4B)	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	1.9% ($179.0M/$9.4B)	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	1.5% ($137.0M/$9.4B)	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	1.3% ($119.5M/$9.4B)	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	1.2% ($110.9M/$9.4B)	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	1.0% ($94.3M/$9.4B)	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	0.9% ($81.3M/$9.4B)	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	0.8% ($78.4M/$9.4B)	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	0.8% ($76.9M/$9.4B)	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	0.8% ($76.7M/$9.4B)	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	0.8% ($76.2M/$9.4B)	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	0.8% ($72.2M/$9.4B)	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	0.8% ($70.7M/$9.4B)	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	0.7% ($69.8M/$9.4B)	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	0.7% ($67.9M/$9.4B)	QoQ +41.62% (+$20.0M) YoY +1414.29% (+$63.4M)