Institutional manager
&PARTNERS
Holds positions in 478 of the S&P 500, worth $10.5bn as reported for the quarter ended 31-mar-2026.
Positions held478of 488 index companies covered
Reported value$10.5bnS&P 500 positions only
Top ten weight36%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 478 held. The rest are smaller than every one of these.
Apple Inc.AAPL2.8m$706mInformation TechnologyState Street CorporationSTT5.3m$556mFinancialsMicrosoftMSFT1.4m$523mInformation TechnologyNvidiaNVDA2.6m$460mInformation TechnologyAlphabet Inc. (Class A)GOOGL1.3m$370mCommunication ServicesBroadcomAVGO883,594$274mInformation TechnologyJPMorgan ChaseJPM936,618$265mFinancialsAmazonAMZN1.3m$262mConsumer DiscretionaryJohnson & JohnsonJNJ760,730$186mHealth CareWalmartWMT1.4m$169mConsumer StaplesMeta PlatformsMETA280,856$161mCommunication ServicesLilly (Eli)LLY171,696$158mHealth CareGoldman SachsGS805,878$151mFinancialsExxonMobilXOM714,951$121mEnergyVisa Inc.V401,125$121mFinancialsBerkshire HathawayBRK.B216,370$118mFinancialsCostcoCOST117,478$117mConsumer StaplesChevron CorporationCVX523,104$108mEnergyProcter & GamblePG686,805$99mConsumer StaplesAmgenAMGN280,032$99mHealth CareMcDonald'sMCD310,503$96mConsumer DiscretionaryTesla, Inc.TSLA245,303$91mConsumer DiscretionaryHome Depot (The)HD263,240$87mConsumer DiscretionaryAbbVieABBV396,924$86mHealth CareCiscoCSCO1.1m$85mInformation TechnologyBlackRockBLK83,909$81mFinancialsNextEra EnergyNEE853,235$79mUtilitiesVerizonVZ1.7m$79mCommunication ServicesCaterpillar Inc.CAT108,243$77mIndustrialsInvescoIVZ131,171$76mFinancialsPNC Financial ServicesPNC354,209$74mFinancialsMicron TechnologyMU193,267$73mInformation TechnologyPepsiCoPEP450,697$70mConsumer StaplesPalantir TechnologiesPLTR464,690$68mInformation TechnologyLowe'sLOW279,186$66mConsumer DiscretionaryAflacAFL590,580$65mFinancialsAnalog DevicesADI200,642$64mInformation TechnologyGeneral DynamicsGD184,735$63mIndustrialsConstellation EnergyCEG225,556$63mUtilitiesTJX CompaniesTJX390,337$62mConsumer DiscretionaryEOG ResourcesEOG426,760$62mEnergyMerck & Co.MRK506,594$61mHealth CareChubb LimitedCB185,242$60mFinancialsIBMIBM246,666$60mInformation TechnologyAutomatic Data ProcessingADP292,596$59mIndustrialsAbbott LaboratoriesABT576,145$59mHealth CareEaton CorporationETN164,760$59mIndustrialsApplied MaterialsAMAT169,257$58mInformation TechnologyGilead SciencesGILD384,268$54mHealth CareWilliams CompaniesWMB691,763$50mEnergyRTX CorporationRTX257,633$50mIndustrialsL3HarrisLHX141,348$49mIndustrialsConocoPhillipsCOP363,658$48mEnergyLockheed MartinLMT79,528$48mIndustrialsPhillips 66PSX263,210$48mEnergyOracle CorporationORCL323,589$48mInformation TechnologyLinde plcLIN95,404$47mMaterialsPalo Alto NetworksPANW274,839$44mInformation TechnologyGE AerospaceGE149,710$42mIndustrialsMastercardMA84,269$42mFinancials
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.