Institutional investor · Portfolio as of Q3 2023
Quarterly Portfolio Change
&PARTNERS manages $214.2M across 183 positions as of Q3 2023. Top holdings: IJH (6.4%), IJR (6.2%), CGDV (5.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 8 new positions, 20 exits, 77 increased. Top move: IJH (INCREASED, conviction 55). Portfolio: $214M across 183 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