&PARTNERS - Portfolio overview

&PARTNERS has 2479 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 3.48%
2. IVV - ISHARES TR, 2.74%
3. IJH - ISHARES TR, 2.59%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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