StockDriftsStockDriftsTop 50 &partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.52% | 2.97M | $858.4M | +6.95%(+193.28K) | $226.65(+34.74%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.88% | 936.5K | $702.0M | +10.02%(+85.32K) | $598.02(+30.25%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.64% | 8.34M | $643.0M | +7.19%(+559.19K) | $61.95(+26.81%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.46% | 2.99M | $598.4M | +13.06%(+345.38K) | $150.47(+50.24%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.32% | 1.52M | $566.3M | +7.81%(+110.22K) | $438.68(+10.80%) | 2026-06-30 | |
| AGG | ISHARES TR | 1.73% | 4.25M | $420.9M | +8.59%(+336.58K) | $99.08(-1.69%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 1.66% | 9.83M | $405.6M | +7.92%(+721.53K) | $32.82(+32.07%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.48% | 956.2K | $361.2M | +8.22%(+72.59K) | $228.26(+72.50%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.41% | 959.2K | $342.9M | +5.57%(+50.64K) | $212.83(+61.97%) | 2026-06-30 | |
| IEFA | ISHARES TR | 1.36% | 3.43M | $331.3M | +3.77%(+124.71K) | $77.67(+30.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.03% | +60.30% | +9.01% | +53.95% |
| Top 20 Holdings Unweighted | +18.57% | +66.70% | +8.98% | +53.75% |
&partners reports $24.37B in US-listed equity holdings across 2,509 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.5%), IVV (2.9%) and IJH (2.6%). The top 20 holdings account for 31.15% of reported assets. Its disclosed equity book has returned +60.30% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from &partners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 107136). View &partners’s 13F filings on SEC