&PARTNERS Portfolio
About &PARTNERS
&PARTNERS is a Investment Manager managing $15.61B in 13F-reportable assets. The portfolio below reflects the Q3 2025 SEC Form 13F filing.
The information on this page is for informational purposes only and does not constitute investment advice, financial advice, or any recommendation. Billiver does not recommend buying, selling, or holding any security. Past performance is not indicative of future results.
Data may be delayed and accuracy is not guaranteed. All investment decisions are solely your responsibility. Verify information independently and consult a qualified financial advisor before investing. About · Methodology
Source: SEC EDGAR Form 13F. Data may be 45+ days delayed from actual trading activity. 13F filings only cover long positions in US-listed equities and do not include short positions, derivatives, non-US securities, or fixed income holdings.
Sector Distribution
Portfolio Holdings
43 of 100 linked to profiles
Showing top 100 of 2,120 total holdings, sorted by value.
| # | Company | Value | % Port |
|---|---|---|---|
| 1 | MSFT | $565.2M | 3.62% |
| 2 | AAPL | $551.6M | 3.53% |
| 3 | NVDA | $353.5M | 2.26% |
| 4 | AVGO | $245.6M | 1.57% |
| 5 | JPM | $236.3M | 1.51% |
| 6 | AMZN | $191.5M | 1.23% |
| 7 | META | $163.1M | 1.04% |
| 8 | GOOGL | $159.2M | 1.02% |
| 9 | JNJ | $123.0M | 0.79% |
| 10 | WMT | $120.3M | 0.77% |
| 11 | V | $99.1M | 0.63% |
| 12 | BLK | $88.7M | 0.57% |
| 13 | MCD | $82.8M | 0.53% |
| 14 | GOOGL | $76.7M | 0.49% |
| 15 | HD | $76.5M | 0.49% |
| 16 | AMGN | $69.0M | 0.44% |
| 17 | PLTR | $67.9M | 0.43% |
| 18 | ABBV | $66.4M | 0.43% |
| 19 | ORCL | $65.6M | 0.42% |
| 20 | TSLA | $63.8M | 0.41% |
| 21 | AFL | $62.4M | 0.40% |
| 22 | XOM | $59.9M | 0.38% |
| 23 | GD | $57.5M | 0.37% |
| 24 | PEP | $57.2M | 0.37% |
| 25 | NEE | $56.6M | 0.36% |
| 26 | GS | $56.3M | 0.36% |
| 27 | CB | $47.6M | 0.30% |
| 28 | PAYX | $46.8M | 0.30% |
| 29 | ETN | $44.5M | 0.29% |
| 30 | CEG | $44.3M | 0.28% |
| 31 | LIN | $44.2M | 0.28% |
| 32 | ADI | $43.1M | 0.28% |
| 33 | QCOM | $41.3M | 0.26% |
| 34 | LHX | $40.2M | 0.26% |
| 35 | MRK | $39.5M | 0.25% |
| 36 | NFLX | $38.0M | 0.24% |
| 37 | MA | $37.9M | 0.24% |
| 38 | MDT | $37.8M | 0.24% |
| 39 | RTX | $37.4M | 0.24% |
| 40 | UNH | $37.3M | 0.24% |
| 41 | CAT | $36.8M | 0.24% |
| 42 | PSX | $36.1M | 0.23% |
| 43 | GE | $34.7M | 0.22% |
Other Assets (57)Click to expand
These holdings could not be matched to company profiles. They may include non-US stocks, bonds, options, or other asset types not in our database.
| Name | Value |
|---|---|
| ISHARES TR | $477.8M |
| ISHARES TR | $426.7M |
| ISHARES TR | $315.5M |
| DIMENSIONAL ETF TRUST | $292.4M |
| ISHARES TR | $259.5M |
| VANGUARD CHARLOTTE FDS | $142.2M |
| ISHARES TR | $123.5M |
| VANGUARD INDEX FDS | $113.6M |
| VANGUARD SPECIALIZED FUNDS | $113.2M |
| VANGUARD INDEX FDS | $104.4M |
| ELI LILLY & CO | $94.0M |
| COSTCO WHSL CORP NEW | $91.9M |
| BERKSHIRE HATHAWAY INC DEL | $90.7M |
| ISHARES TR | $90.1M |
| VANGUARD INDEX FDS | $79.4M |
| AUTOMATIC DATA PROCESSING IN | $77.5M |
| PROCTER AND GAMBLE CO | $75.0M |
| VANGUARD BD INDEX FDS | $75.0M |
| CHEVRON CORP NEW | $74.6M |
| CAPITAL GRP FIXED INCM ETF T | $74.5M |
| ABBOTT LABS | $71.1M |
| SPDR S&P 500 ETF TR | $71.0M |
| LOWES COS INC | $70.1M |
| CAPITAL GROUP DIVIDEND VALUE | $67.6M |
| CAPITAL GROUP GROWTH ETF | $66.9M |
| CISCO SYS INC | $65.6M |
| VANGUARD INDEX FDS | $65.4M |
| VERIZON COMMUNICATIONS INC | $61.6M |
| INVESCO QQQ TR | $59.7M |
| MORGAN STANLEY ETF TRUST | $59.5M |
| ISHARES TR | $58.0M |
| PNC FINL SVCS GROUP INC | $57.7M |
| AMERICAN CENTY ETF TR | $56.5M |
| ISHARES INC | $53.9M |
| SELECT SECTOR SPDR TR | $51.1M |
| VANGUARD TAX-MANAGED FDS | $50.2M |
| ACCENTURE PLC IRELAND | $49.2M |
| JANUS DETROIT STR TR | $48.7M |
| ISHARES TR | $48.4M |
| VANGUARD SCOTTSDALE FDS | $48.2M |
| CAPITAL GROUP GBL GROWTH EQT | $47.4M |
| INTERNATIONAL BUSINESS MACHS | $46.5M |
| TJX COS INC NEW | $45.0M |
| SPDR GOLD TR | $44.6M |
| ISHARES TR | $44.3M |
| FIRST TR EXCHANGE TRADED FD | $40.9M |
| VANGUARD INTL EQUITY INDEX F | $40.9M |
| SPDR SERIES TRUST | $40.0M |
| CAPITAL GROUP INTL FOCUS EQT | $39.4M |
| VANGUARD INDEX FDS | $39.1M |
| ILLINOIS TOOL WKS INC | $38.5M |
| INVESCO EXCHANGE TRADED FD T | $38.4M |
| VANGUARD BD INDEX FDS | $38.0M |
| J P MORGAN EXCHANGE TRADED F | $37.7M |
| EMERSON ELEC CO | $36.9M |
| WILLIAMS COS INC | $34.9M |
| AMERICAN CENTY ETF TR | $34.8M |