§ 13F · FUND PROFILE
&PARTNERS.
AUM · $15.6B (13F)Positions · 2120Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$193M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 2.97M | $858M | 3.5% | +7% |
| 2 | IVV | ISHARES TR | 936K | $702M | 2.9% | +10% |
| 3 | IJH | ISHARES TR | 8.34M | $643M | 2.6% | +7% |
| 4 | NVDA | NVIDIA CORPORATION | 2.99M | $598M | 2.5% | +13% |
| 5 | MSFT | MICROSOFT CORP | 1.52M | $566M | 2.3% | +8% |
| 6 | AGG | ISHARES TR | 4.25M | $421M | 1.7% | +9% |
| 7 | DFAI | DIMENSIONAL ETF TRUST | 9.83M | $406M | 1.7% | +8% |
| 8 | AVGO | BROADCOM INC | 956K | $361M | 1.5% | +8% |
| 9 | GOOGL | ALPHABET INC | 959K | $343M | 1.4% | +6% |
| 10 | IEFA | ISHARES TR | 3.43M | $331M | 1.4% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE &PARTNERS SIGNAL
AC read
&PARTNERS is a Other fund managing $15.6 billion in assets. The fund runs a massive portfolio of 2,120 positions.
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