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&PARTNERS

&PARTNERS is an Investment Adviser institutional filer with the SEC under CIK 107136, reporting 2,508 portfolio positions, with 21 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: TN
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-14

Top 10 portfolio positions

The largest reported holdings in &PARTNERS's most recent 13F filing, ranked by reported market value.

  1. APPLE INC (AAPL)
  2. ISHARES TR (IVV)
  3. ISHARES TR (IJH)
  4. NVIDIA CORPORATION (NVDA)
  5. MICROSOFT CORP (MSFT)
  6. ISHARES TR (AGG)
  7. DIMENSIONAL ETF TRUST (DFAI)
  8. BROADCOM INC (AVGO)
  9. ALPHABET INC (GOOGL)
  10. ISHARES TR (IEFA)
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