How many stocks does &PARTNERS own?

As of Q4 2020, &PARTNERS holds 143 positions in their 13F portfolio.

What is &PARTNERS's largest holding?

IJH at 7.2% of portfolio, worth $8.6M.

What is &PARTNERS's total portfolio value?

$119M as of Q4 2020, tracked across 143 holdings.

Is &PARTNERS a hedge fund?

&PARTNERS is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does &PARTNERS report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has &PARTNERS's portfolio changed in Q4 2020?

View &PARTNERS's latest portfolio changes, new positions, and exits for Q4 2020 on HoldingsIntel.

What is &PARTNERS's investment strategy?

&PARTNERS is classified as a Steady Compounder fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

&PARTNERS

Institutional investor · Portfolio as of Q4 2020

SEC EDGAR SourceSEC Filings

Top Holdings143 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IJH ETF ISHARES TR	37,426	$8.6M	7.2%	—	$32.75	+30.45%	8 qtrssince 2019-Q1	Increased 61
IJR ETF ISHARES TR	93,244	$8.5M	7.2%	—	$63.38	+33.69%	8 qtrssince 2019-Q1	Increased 61
AAPL APPLE INC	61,092	$8.1M	6.8%	—	$93.96	+38.40%	8 qtrssince 2019-Q1	Increased 53
VWO ETF VANGUARD INTL EQUITY INDEX F	86,526	$4.3M	3.6%	—	$31.83	+34.36%	6 qtrssince 2019-Q3	Increased 52
VEU ETF VANGUARD INTL EQUITY INDEX F	72,987	$4.2M	3.6%	—	$38.48	+29.99%	6 qtrssince 2019-Q3	Increased 52
IVV ETF iShares Trust CORE S&P500 ETF	10,434	$3.9M	3.3%	—	$254.05	+36.82%	6 qtrssince 2019-Q3	Increased 50
AMZN AMAZON COM INC	696	$2.3M	1.9%	—	$101.52	+61.83%	8 qtrssince 2019-Q1	Increased 44
CBRL CRACKER BARREL OLD CTRY STOR	14,663	$1.9M	1.6%	—	$122.85	-11.33%	8 qtrssince 2019-Q1	Decreased 0
CSTM CONSTELLIUM SE	129,125	$1.8M	1.5%	—	$11.78	+17.33%	5 qtrssince 2019-Q4	Decreased 0
RITM REIT RITHM CAPITAL CORP	173,693	$1.7M	1.5%	—	$5.05	+19.37%	8 qtrssince 2019-Q1	Decreased 0
COOPDelisted MR COOPER GROUP INC	55,175	$1.7M	1.4%	—	—	—	7 qtrssince 2019-Q2	Decreased 0
BX BLACKSTONE INC	26,136	$1.7M	1.4%	—	$40.03	+34.45%	6 qtrssince 2019-Q3	Decreased 0
CHMI REIT CHERRY HILL MTG INVT CORP	179,384	$1.6M	1.4%	—	$3.57	+15.21%	4 qtrssince 2020-Q1	Decreased 0
GPMT REIT GRANITE PT MTG TR INC	163,955	$1.6M	1.4%	—	$4.30	+37.07%	3 qtrssince 2020-Q2	Increased 46
FTSL ETF FIRST TR EXCHANGE-TRADED FD	32,834	$1.6M	1.3%	—	$33.44	+4.98%	3 qtrssince 2020-Q2	Increased 40
FXL ETF FIRST TR EXCHANGE-TRADED FD	13,896	$1.6M	1.3%	—	$85.58	+29.27%	3 qtrssince 2020-Q2	Decreased 0
AMGN AMGEN INC	6,589	$1.5M	1.3%	—	$193.82	-0.56%	3 qtrssince 2020-Q2	Increased 41
FMB ETF FIRST TR EXCH TRADED FD III	26,179	$1.5M	1.2%	—	$47.62	+3.12%	3 qtrssince 2020-Q2	Increased 41
FIXD ETF FIRST TR EXCHNG TRADED FD VI	26,300	$1.4M	1.2%	—	$45.17	+1.36%	3 qtrssince 2020-Q2	Increased 40
IFV ETF FIRST TR EXCHANGE TRADED FD	64,186	$1.4M	1.2%	—	$15.80	+25.96%	3 qtrssince 2020-Q2	Decreased 0
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