Institutional investor · Portfolio as of Q1 2024
Quarterly Portfolio Change
&PARTNERS manages $725.8M across 491 positions as of Q1 2024. Top holdings: VV (5.7%), AAPL (4.1%), IJH (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 218 new positions, 21 exits, 198 increased. Top move: VV (INCREASED, conviction 91). Portfolio: $726M across 491 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