Q2 2026 13F · SEC CIK 107136

&partners

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $24.4B
Reported positions: 2,509
Top holdings a year, 3 yrs: +18.8%
Average holding period: 4.9 yrs

&partners is a hedge fund that reported 2,509 positions worth $24.4B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Apple Inc (AAPL, 3.5%), Ishares Core S&p 500 ETF (IVV, 2.9%), Ishares Tr (IJH, 2.6%). A portfolio copying its top holdings returned 18.8% a year over the last 3 years, against 20.4% for the S&P 500.

&partners holdings largest 50 of 2,509 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

&partners 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	3.5%	3.5%	2,974,072	+7.0%	$858.4M
IVVIshares Core S&p 500 ETF	2.9%	2.8%	936,468	+10.0%	$702.0M
IJHIshares Tr	2.6%	2.6%	8,336,989	+7.2%	$643.0M
NVDANvidia Corporation Com	2.5%	2.3%	2,989,211	+13.1%	$598.4M
MSFTMicrosoft Corp	2.3%	2.6%	1,521,203	+7.8%	$566.3M
AGGIshares Tr	1.7%	1.9%	4,253,416	+8.6%	$420.9M
DFAIDimensional International Core Equity Ma	1.7%	1.8%	9,826,699	+7.9%	$405.6M
AVGOBroadcom Inc	1.5%	1.4%	956,184	+8.2%	$361.2M
GOOGLAlphabet Inc	1.4%	1.3%	959,152	+5.6%	$342.9M
IEFAIshares Core Msci Eafe ETF	1.4%	1.5%	3,429,402	+3.8%	$331.3M
AMZNAmazon Com Inc Com	1.3%	1.3%	1,356,188	+7.5%	$322.1M
JPMJpmorgan Chase & Co	1.3%	1.3%	935,957	-0.1%	$306.3M
SPYSpdr S&p 500 ETF Tr	1.0%	1.0%	336,534	+9.2%	$251.3M
MUMicron Technology Inc	1.0%	—	214,598	—	$248.6M
VOOVanguard S&p 500 ETF	1.0%	0.9%	353,195	+16.3%	$241.1M
LLYLilly Eli & Co	0.9%	0.8%	180,745	+5.3%	$217.0M
BNDXVanguard Charlotte Fds	0.9%	0.9%	4,325,800	+9.2%	$209.6M
JNJJohnson & Johnson	0.8%	0.9%	809,873	+6.5%	$205.7M
VUGVanguard Indx Fd	0.8%	0.7%	2,160,364	+572.8%	$186.1M
IEMGIshares	0.7%	0.7%	2,115,509	+6.7%	$175.3M
METAMeta Platforms Inc Class A	0.7%	0.8%	303,172	+7.9%	$170.6M
WMTWalmart Inc	0.7%	0.8%	1,439,555	+5.7%	$162.9M
GOOGAlphabet Inc	0.6%	0.5%	423,378	+10.6%	$150.7M
VVisa Inc Com Cl A	0.6%	0.6%	434,725	+8.4%	$149.2M
VIGVanguard Dividend Appreciation ETF	0.6%	0.6%	607,172	+6.4%	$143.6M
QUALIshares Msci USA Quality Factor ETF	0.6%	0.6%	653,307	-1.9%	$143.5M
CGDVCapital Group Dividend Value ETF	0.6%	0.6%	2,876,171	+8.6%	$141.9M
CSCOCisco Sys Inc	0.6%	0.4%	1,185,234	+7.6%	$139.2M
VEAVanguard Tax-Managed Fds	0.6%	0.4%	1,916,431	+45.1%	$136.5M
VTVVanguard Value ETF	0.5%	0.5%	603,952	+20.9%	$131.6M
AMATApplied Matls Inc	0.5%	—	181,284	—	$130.8M
IJRIshares Core S&p Small Cap ETF	0.5%	0.5%	854,086	+4.9%	$126.9M
COSTCostco Whsl Corp New	0.5%	0.6%	131,634	+12.0%	$123.2M
CATCaterpillar Inc Com	0.5%	0.4%	110,167	+1.8%	$117.6M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	234,928	+8.6%	$117.6M
BSVVanguard Bd Index Fds Vanguard Short Ter	0.5%	0.5%	1,466,522	+13.1%	$114.3M
QQQInvesco Qqq Tr	0.5%	—	152,043	—	$111.9M
VTIVanguard Index Fds	0.5%	0.4%	300,858	+16.4%	$111.3M
GSGoldman Sachs Group Inc	0.4%	0.5%	108,055	-0.4%	$109.3M
ABBVAbbvie Inc	0.4%	0.4%	425,683	+7.2%	$107.2M
TSLATesla Inc Com	0.4%	0.5%	254,220	+3.6%	$107.0M
CGGRCapital Group Growth ETF	0.4%	0.4%	2,262,117	+1.0%	$106.8M
CGCPCapital Grp Fixed Incm ETF T	0.4%	0.5%	4,779,471	-2.5%	$106.6M
AMGNAmgen Inc Com	0.4%	0.5%	280,838	+0.3%	$101.7M
XOMExxon Mobil Corp	0.4%	0.6%	732,418	+2.4%	$100.1M
HDHome Depot Inc Com	0.4%	0.4%	277,010	+5.2%	$97.7M
VOVanguard Index Fds	0.4%	0.4%	1,202,798	+344.9%	$96.9M
PNCPnc Finl Svcs Group Inc	0.4%	—	376,961	—	$92.9M
MCDMcdonalds Corp Com	0.4%	0.5%	328,339	+5.7%	$88.8M
BLKBlackrock Inc	0.4%	0.4%	91,869	+9.5%	$88.3M

What &partners bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Indx Fd+572.8% shares
VO Vanguard Index Fds+344.9% shares
VEA Vanguard Tax-Managed Fds+45.1% shares
VTV Vanguard Value ETF+20.9% shares
VTI Vanguard Index Fds+16.4% shares
VOO Vanguard S&p 500 ETF+16.3% shares
BSV Vanguard Bd Index Fds Vanguard Short Ter+13.1% shares
NVDA Nvidia Corporation Com+13.1% shares

Reduced

No position shrank by more than 5%.

Left the top 50

CVX Chevron Corp Newwas 0.5%
PG Procter & Gamble Co Comwas 0.5%
VZ Verizon Communications Inc Comwas 0.4%
NEE Nextera Energy Inc Comwas 0.4%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.3% /yr; S&P 500 +20.1%
3 years: +18.8% /yr; S&P 500 +20.4%
5 years: +10.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$24.4B	2,509
Q1 2026	$20.2B	2,395
Q4 2025	$19.1B	2,282
Q3 2025	$15.6B	2,120
Q2 2025	$13.0B	1,992
Q1 2025	$9.4B	1,753
Q4 2024	$8.3B	1,641
Q3 2024	$5.2B	1,390
Q2 2024	$2.3B	914
Q1 2024	$725.8M	491
Q4 2023	$410.6M	294
Q3 2023	$214.2M	183

Questions about &partners's portfolio

What stocks does &partners own?

&partners's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 2,509 positions worth $24.4B. The largest are Apple Inc (AAPL) at 3.5%, Ishares Core S&p 500 ETF (IVV) at 2.9%, Ishares Tr (IJH) at 2.6%, Nvidia Corporation Com (NVDA) at 2.5% and Microsoft Corp (MSFT) at 2.3%.

What did &partners buy last quarter?

In Q2 2026, &partners added Vanguard Indx Fd (VUG) (+572.8% shares), Vanguard Index Fds (VO) (+344.9% shares) and Vanguard Tax-Managed Fds (VEA) (+45.1% shares), compared with its Q1 2026 filing.

What did &partners sell last quarter?

In Q2 2026, &partners cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Procter & Gamble Co Com (PG), cut from its top 50 Verizon Communications Inc Com (VZ) and cut from its top 50 Nextera Energy Inc Com (NEE), compared with its Q1 2026 filing.

How has &partners's portfolio performed?

A portfolio copying &partners's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.3% against +20.1%. Over 5 years: +10.1% a year against +11.6%.

When is &partners's next 13F filing due?

13F filings are due 45 days after each quarter ends. &partners's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.