Institutional investor · Portfolio as of Q4 2019
Quarterly Portfolio Change
&PARTNERS manages $84.1M across 161 positions as of Q4 2019. Top holdings: AAPL (5.5%), V (2.8%), CBRL (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 20 new positions, 16 exits, 38 increased. Top move: CSTM (NEW, conviction 58). Portfolio: $84M across 161 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile