Institutional manager
JONES FINANCIAL COMPANIES LLLP
Holds positions in 488 of the S&P 500, worth $49.6bn as reported for the quarter ended 31-mar-2026.
Positions held488of 488 index companies covered
Reported value$49.6bnS&P 500 positions only
Top ten weight46%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 488 held. The rest are smaller than every one of these.
State Street CorporationSTT124.6m$9.88bnFinancialsAlphabet Inc. (Class A)GOOGL7.8m$2.14bnCommunication ServicesApple Inc.AAPL8.4m$2.10bnInformation TechnologyNvidiaNVDA12.0m$2.02bnInformation TechnologyMicrosoftMSFT5.1m$1.81bnInformation TechnologyAmazonAMZN8.5m$1.70bnConsumer DiscretionaryBroadcomAVGO3.8m$1.13bnInformation TechnologyMeta PlatformsMETA1.4m$736mCommunication ServicesLilly (Eli)LLY650,867$573mHealth CareVisa Inc.V1.9m$563mFinancialsJPMorgan ChaseJPM2.0m$558mFinancialsExxonMobilXOM2.9m$499mEnergyLinde plcLIN946,497$465mMaterialsChevron CorporationCVX2.0m$428mEnergyJohnson & JohnsonJNJ1.6m$374mHealth CareAmphenolAPH2.8m$345mInformation TechnologyBerkshire HathawayBRK.B706,014$335mFinancialsRTX CorporationRTX1.8m$334mIndustrialsInvescoIVZ754,932$327mFinancialsMerck & Co.MRK2.7m$318mHealth CareProcter & GamblePG2.2m$317mConsumer StaplesBank of AmericaBAC6.5m$308mFinancialsAnalog DevicesADI925,742$285mInformation TechnologyMedtronicMDT3.2m$282mHealth CareRoss StoresROST1.3m$277mConsumer DiscretionaryTesla, Inc.TSLA741,379$268mConsumer DiscretionaryAdvanced Micro DevicesAMD1.3m$264mInformation TechnologyMcDonald'sMCD852,691$261mConsumer DiscretionaryDeere & CompanyDE453,252$257mIndustrialsIntercontinental ExchangeICE1.6m$251mFinancialsWells FargoWFC3.2m$249mFinancialsCoca-Cola Company (The)KO3.3m$248mConsumer StaplesThermo Fisher ScientificTMO506,040$240mHealth CareCostcoCOST241,960$238mConsumer StaplesConocoPhillipsCOP1.8m$236mEnergyHome Depot (The)HD731,337$235mConsumer DiscretionaryLowe'sLOW944,206$218mConsumer DiscretionaryGE AerospaceGE761,718$215mIndustrialsEaton CorporationETN594,884$213mIndustrialsDuke EnergyDUK1.6m$209mUtilitiesChubb LimitedCB637,285$203mFinancialsArch Capital GroupACGL2.1m$197mFinancialsBlackRockBLK209,745$196mFinancialsMastercardMA401,050$194mFinancialsPepsiCoPEP1.3m$192mConsumer StaplesServiceNowNOW1.9m$185mInformation TechnologyWalmartWMT1.5m$182mConsumer StaplesGE VernovaGEV207,057$177mIndustrialsKLA CorporationKLAC121,580$175mInformation TechnologyPalantir TechnologiesPLTR1.2m$172mInformation TechnologyAmetekAME795,422$167mIndustrialsArista NetworksANET1.4m$165mInformation TechnologySalesforceCRM915,072$165mInformation TechnologyCiscoCSCO2.0m$164mInformation TechnologyAbbVieABBV777,405$163mHealth CareNetflixNFLX1.7m$163mCommunication ServicesCaterpillar Inc.CAT229,707$160mIndustrialsCharles Schwab CorporationSCHW1.7m$157mFinancialsApplied MaterialsAMAT465,418$157mInformation TechnologyMarathon PetroleumMPC621,765$156mEnergy
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.