&PARTNERS

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$19.1B

Total Positions

2,282

New This Quarter

260

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

AAPL3.77%

MSFT3.35%

IVV2.78%

IJH2.42%

NVDA2.42%

AGG1.81%

DFAI1.66%

AVGO1.56%

JPM1.54%

IEFA1.47%

Other12.97%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

EOSE11Q held

EOS ENERGY ENTERPRISES INC

Avg $2.00 · $4M est. P&L

Est. P&L

+467.32%

LITE5Q held

Lumentum Holdings Inc

Avg $74.53 · $2.1M est. P&L

Est. P&L

+398.00%

BE5Q held

BLOOM ENERGY CORP C

Avg $22.28 · $1.2M est. P&L

Est. P&L

+291.57%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 2282 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL Apple Inc	2.7M	$720.9M	3.8%	—	$229.91	+18.66%	28 qtrs	Increased 70
MSFT Microsoft Corp	1.3M	$640.9M	3.4%	—	$449.33	+8.49%	28 qtrs	Increased 69
IVV ISHARES TR	774,856	$531M	2.8%	—	$583.02	+18.34%	26 qtrs	Increased 58
IJH ISHARES TR	7M	$463M	2.4%	—	$61.14	+9.10%	28 qtrs	Increased 58
NVDA NVIDIA Corp	2.5M	$462.1M	2.4%	—	$154.91	+21.07%	11 qtrs	Increased 67
AGG ISHARES TR	3.4M	$346.4M	1.8%	—	$95.75	+4.23%	19 qtrs	Increased 54
DFAI DIMENSIONAL ETF TRUST	8.4M	$316.7M	1.7%	—	$31.65	+21.01%	8 qtrs	Increased 51
AVGO Broadcom Inc	861,231	$298.2M	1.6%	—	$233.70	+49.70%	9 qtrs	Increased 56
JPM JPMORGAN CHASE & CO.	913,996	$294.5M	1.5%	—	$248.69	+29.47%	28 qtrs	Increased 59
IEFA ISHARES TR	3.1M	$280.3M	1.5%	—	$74.60	+20.47%	9 qtrs	Increased 51
GOOGL Alphabet Inc	856,960	$268.2M	1.4%	—	$219.98	+42.67%	23 qtrs	Increased 61
AMZN Amazon.com Inc	1.1M	$263.4M	1.4%	—	$211.66	+9.86%	28 qtrs	Increased 61
VOO VANGUARD INDEX FDS	304,035	$191.1M	1.0%	—	$570.96	+10.64%	19 qtrs	Increased 74
SPY SPDR S&P 500 ETF TR	278,473	$189.3M	1.0%	—	$649.16	+5.83%	28 qtrs	Increased 69
LLY Eli Lilly & Co	160,586	$172.6M	0.9%	—	$869.03	+24.04%	15 qtrs	Increased 54
META Meta Platforms Inc	258,906	$170.9M	0.9%	—	$644.86	+3.27%	28 qtrs	Increased 50
BNDX VANGUARD CHARLOTTE FDS	3.4M	$165.1M	0.9%	—	$47.40	+1.84%	9 qtrs	Increased 51
JNJ Johnson & Johnson	763,694	$158.1M	0.8%	—	$157.65	+31.25%	28 qtrs	Increased 49
WMT Walmart Inc	1.4M	$150.4M	0.8%	—	$88.82	+26.01%	16 qtrs	Increased 49
VUG VANGUARD INDEX FDS	300,632	$146.7M	0.8%	—	$414.10	+18.74%	9 qtrs	Increased 53
V Visa Inc	371,589	$130.3M	0.7%	—	$325.44	+8.43%	28 qtrs	Increased 53
VIG VANGUARD SPECIALIZED FUNDS	575,385	$127.5M	0.7%	—	$194.63	+13.79%	9 qtrs	Increased 47
QUAL ISHARES TR	609,636	$121.1M	0.6%	—	$181.08	+10.50%	8 qtrs	Decreased 0
GOOG Alphabet Inc	384,995	$120.8M	0.6%	—	$205.94	+52.74%	21 qtrs	Increased 51
BRK/B Berkshire Hathaway Inc	207,243	$104.2M	0.5%	—	—	—	28 qtrs	Increased 48
Showing 25 of 2,282 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

XLKSELECT SECTOR SPDR TR

Q1 2024 → Q4 2025+405,001 shares+$58.2M

AMZNAmazon.com Inc

Q1 2024 → Q4 2025+1.1M shares+$257.5M

BXBlackstone Inc

Q1 2024 → Q4 2025+84,596 shares+$13.6M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer