Institutional investor · Portfolio as of Q3 2022
Quarterly Portfolio Change
&PARTNERS manages $172.9M across 185 positions as of Q3 2022. Top holdings: IJH (7.0%), IJR (6.9%), AAPL (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 10 new positions, 15 exits, 68 increased. Top move: CGDV (INCREASED, conviction 67). Portfolio: $173M across 185 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.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector