How many stocks does &PARTNERS own?

As of Q4 2025, &PARTNERS holds 2,281 positions in their 13F portfolio.

What is &PARTNERS's largest holding?

AAPL at 3.8% of portfolio, worth $720.9M.

What is &PARTNERS's total portfolio value?

$19.1B as of Q4 2025, tracked across 2,281 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 2025?

View &PARTNERS's latest portfolio changes, new positions, and exits for Q4 2025 on HoldingsIntel.

What is &PARTNERS's investment strategy?

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

&PARTNERS Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

&PARTNERS

Institutional investor · Portfolio as of Q4 2025

Solid(2.5 / 5.0)

$19.1B

AUM

2,281

Positions

260

New

Q4 2025

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

&PARTNERS manages $19.1B across 2281 positions as of Q4 2025. Top holdings: AAPL (3.8%), MSFT (3.4%), IVV (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.

Q4 2025 Summary

Active quarter - 260 new positions, 97 exits, 1418 increased. Top move: AAPL (INCREASED, conviction 70). Portfolio: $19.1B across 2281 positions.

Portfolio Allocation

Top holdings by portfolio weight

AAPL3.77%

MSFT3.35%

IVV2.78%

IJH2.42%

NVDA2.42%

AGG1.81%

DFAI1.66%

AVGO1.56%

JPM1.54%

IEFA1.47%

Other1.40%

Similar Funds

Funds with similar investing DNA

Soroban Capital Partners LP

$13.7B

First Eagle Investment Management, LLC

$56.8B

+3 more

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

LITE5Q held

LUMENTUM HLDGS INC

Avg $74.53 · $4.5M est. P&L

Est. P&L

+831.69%

BE5Q held

BLOOM ENERGY CORP

Avg $22.28 · $2.4M est. P&L

Est. P&L

+586.67%

AG7Q held

FIRST MAJESTIC SILVER CORP

Avg $6.01 · $2.6M est. P&L

Est. P&L

+371.76%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings10 of 2282

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL APPLE INC	2.7M	$720.9M	3.8%	—	$229.91	+14.72%	28 qtrssince 2019-Q1	Increased 70
MSFT MICROSOFT CORP	1.3M	$640.9M	3.4%	—	$449.33	-10.10%	28 qtrssince 2019-Q1	Increased 69
IVVETF ISHARES TR	774,856	$531M	2.8%	—	$583.02	+17.21%	26 qtrssince 2019-Q3	Increased 58
IJHETF ISHARES TR	7M	$463M	2.4%	—	$61.14	+15.90%	28 qtrssince 2019-Q1	Increased 58
NVDA NVIDIA CORP	2.5M	$462.1M	2.4%	—	$154.91	+16.23%	11 qtrssince 2023-Q2	Increased 67
AGGETF ISHARES TR	3.4M	$346.4M	1.8%	—	$95.75	+5.04%	19 qtrssince 2021-Q2	Increased 54
DFAIETF DIMENSIONAL ETF TRUST	8.4M	$316.7M	1.7%	—	$31.65	+27.46%	8 qtrssince 2024-Q1	Increased 51
AVGO BROADCOM INC	861,231	$298.2M	1.6%	—	$233.70	+34.29%	9 qtrssince 2023-Q4	Increased 56
JPM JPMORGAN CHASE & CO	913,996	$294.5M	1.5%	—	$248.69	+20.74%	28 qtrssince 2019-Q1	Increased 59
IEFAETF ISHARES TR	3.1M	$280.3M	1.5%	—	$74.60	+25.31%	9 qtrssince 2023-Q4	Increased 51
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