&Partners

&Partners reported 2,509 holdings worth US$24.4B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

&Partners reported 2,509 holdings worth US$24.4B as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Microsoft Corp. Filed Aug 14, 2026 (Form 13F).

Holdings
2,509
Value as reported
US$24.4B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc2.97MUS$858M3.5%
Nvidia Corporation2.99MUS$598M2.5%
Microsoft Corp.1.52MUS$566M2.3%
Alphabet Inc (google) Class C1.38MUS$494M2.0%
Broadcom Inc.956KUS$361M1.5%
Amazon.com, Inc.1.36MUS$322M1.3%
Jp Morgan Chase & Co.936KUS$306M1.3%
Micron Technology, Inc.215KUS$249M1.0%
Eli Lilly And Company181KUS$217M0.89%
Johnson & Johnson810KUS$206M0.84%
Meta Platforms, Inc.303KUS$171M0.70%
Walmart Inc.1.44MUS$163M0.67%
Visa Inc.435KUS$149M0.61%
Cisco Systems, Inc.1.19MUS$139M0.57%
Applied Materials, Inc.181KUS$131M0.54%
Berkshire Hathaway Inc.253KUS$127M0.52%
Costco Wholesale Corporation132KUS$123M0.51%
Caterpillar, Inc.110KUS$118M0.48%
Goldman Sachs Group, Inc. (the)108KUS$109M0.45%
Abbvie Inc.426KUS$107M0.44%
Tesla, Inc.254KUS$107M0.44%
Amgen Inc.281KUS$102M0.42%
Exxon Mobil Corporation732KUS$100M0.41%
Home Depot, Inc. (the)277KUS$97.7M0.40%
Pnc Financial Services Group, Inc. (the)377KUS$92.9M0.38%
Mcdonald's Corporation328KUS$88.8M0.36%
Blackrock, Inc.91,869US$88.3M0.36%
Chevron Corporation531KUS$88M0.36%
Analog Devices, Inc.219KUS$86.8M0.36%
Procter & Gamble Company (the)592KUS$86.7M0.36%
Nextera Energy, Inc.914KUS$80.2M0.33%
International Business Machines Corporation270KUS$78.1M0.32%
Aflac Incorporated658KUS$77.1M0.32%
Taiwan Semiconductor Manufacturing Co., Ltd.152KUS$72.7M0.30%
Palo Alto Networks, Inc.213KUS$72.6M0.30%
Merck & Company, Inc.562KUS$72.3M0.30%
Automatic Data Processing, Inc.319KUS$71.4M0.29%
Verizon Communications Inc.1.67MUS$70.5M0.29%
Advanced Micro Devices Inc121KUS$70.5M0.29%
General Dynamics Corporation198KUS$70.2M0.29%
Tjx Companies, Inc. (the)425KUS$64.4M0.26%
Pepsico, Inc.471KUS$63.7M0.26%
Lowe's Companies, Inc.286KUS$63M0.26%
Constellation Energy Corporation248KUS$61.6M0.25%
Lam Research Corporation138KUS$59.9M0.25%
Ge Aerospace160KUS$59.8M0.25%
Abbott Laboratories603KUS$54.8M0.22%
Williams Companies, Inc. (the)730KUS$54.3M0.22%
Eog Resources, Inc.416KUS$54M0.22%
Qualcomm Incorporated286KUS$53.2M0.22%
Palantir Technologies Inc.450KUS$53M0.22%
Oracle Corporation357KUS$52.3M0.21%
Unitedhealth Group Incorporated123KUS$51.1M0.21%
Rtx Corporation268KUS$50.9M0.21%
Gilead Sciences, Inc.403KUS$50.8M0.21%
Kla Corporation164KUS$49.4M0.20%
Mastercard Incorporated94,251US$48.6M0.20%
Crowdstrike Holdings, Inc.63,153US$48.3M0.20%
Phillips 66284KUS$48M0.20%
L3harris Technologies, Inc.164KUS$47.5M0.19%
Emerson Electric Company326KUS$46.6M0.19%
Lockheed Martin Corporation89,015US$45.3M0.19%
Asml Holding Nv22,290US$44.2M0.18%
Bank Of America Corporation774KUS$44.1M0.18%
Arista Networks, Inc.258KUS$43.8M0.18%
Salesforce, Inc.277KUS$43.4M0.18%
Coca-cola Company (the)525KUS$42.7M0.18%
Servicenow, Inc.425KUS$42.2M0.17%
Ge Vernova Inc.35,193US$41.3M0.17%
American Electric Power Company, Inc.301KUS$41.3M0.17%
W.w. Grainger, Inc.29,573US$40.2M0.16%
Illinois Tool Works Inc.148KUS$39.9M0.16%
Conocophillips380KUS$39.5M0.16%
Paychex, Inc.398KUS$39.2M0.16%
Union Pacific Corporation141KUS$38.5M0.16%
Marvell Technology, Inc.123KUS$36.7M0.15%
Morgan Stanley174KUS$36.3M0.15%
Philip Morris International Inc193KUS$34.9M0.14%
3m Company208KUS$33.7M0.14%
Air Products And Chemicals, Inc.113KUS$33M0.14%
Parker-hannifin Corporation33,751US$33M0.14%
Corning Incorporated123KUS$31.3M0.13%
Boeing Company (the)141KUS$30.5M0.13%
At&t Inc.1.4MUS$29.1M0.12%
Netflix, Inc.406KUS$29M0.12%
American Express Company84,996US$28.8M0.12%
Duke Energy Corporation (holding Company)222KUS$28.1M0.12%
Citigroup, Inc.200KUS$28M0.12%
Amphenol Corporation154KUS$27.6M0.11%
Starbucks Corporation264KUS$26.9M0.11%
American Tower Corporation (reit)164KUS$26.9M0.11%
Quest Diagnostics Incorporated124KUS$26.4M0.11%
Texas Instruments Incorporated88,758US$26.4M0.11%
Digital Realty Trust, Inc.146KUS$26.2M0.11%
Intel Corporation187KUS$26.2M0.11%
Mckesson Corporation34,652US$26M0.11%
Nucor Corporation117KUS$26M0.11%
Altria Group, Inc.343KUS$24.7M0.10%
Waste Management, Inc.109KUS$24.2M0.10%
The Bank Of New York Mellon Corporation165KUS$23.9M0.10%

Every holding of &Partners

Source

View original at SEC

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