Quick Takeaways
- &PARTNERS reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $19,112,603,169.
13F Filings History of &PARTNERS
- Latest 13F report
- Q4 2025 - 17 Feb 2026
- Value $
- $19,112,603,169
- Signature - Title
- Alyson Mencio Stevens - Compliance Officer - Advisory Services
- Location
- Nashville, TN
- Summary
- This page shows a list of all the recent 13F filings made by &PARTNERS. Form 13F is required to be filed within 45 days of the end of a calendar quarter. &PARTNERS reported 2282 stock holdings with total value $19,112,603,169 as of Q4 2025. Top holdings included AAPL, MSFT, IVV, IJH, and NVDA.
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Follow &PARTNERS and return when a new 13F portfolio filing changes the record on this page.
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Holdings Value
What Changed
- Most recent filing was accepted on 17 Feb 2026, 08:00.
- Reported value moved from $15,554,022,616 to $19,112,603,169.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Source Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 2,282 | $19,112,603,169 | +$3,470,984,414 | -$193,171,807 | +$3,277,812,607 | AAPL, MSFT, IVV, IJH, NVDA | 13F-HR | 17 Feb 2026, 08:00 |
| Q3 2025 | 2,120 | $15,554,022,616 | +$2,043,683,955 | -$225,752,993 | +$1,817,930,962 | MSFT, AAPL, IVV, IJH, NVDA | 13F-HR | 14 Nov 2025, 08:00 |
| Q2 2025 | 1,992 | $13,033,250,534 | +$3,101,517,685 | -$168,636,142 | +$2,932,881,543 | MSFT, AAPL, IVV, IJH, AGG | 13F-HR | 14 Aug 2025, 08:00 |
| Q1 2025 | 1,753 | $9,412,208,494 | +$1,491,614,295 | -$177,976,817 | +$1,313,637,478 | AAPL, IVV, MSFT, IJH, AGG | 13F-HR | 15 May 2025, 08:00 |
| Q4 2024 | 1,641 | $8,337,053,038 | +$3,291,340,761 | -$79,349,156 | +$3,211,991,605 | AAPL, MSFT, IVV, IJH, AGG | 13F-HR | 14 Feb 2025, 08:00 |
| Q3 2024 | 1,389 | $5,171,704,488 | +$2,788,715,525 | -$39,841,258 | +$2,748,874,267 | AAPL, MSFT, IVV, IJH, AGG | 13F-HR | 14 Nov 2024, 08:00 |
| Q2 2024 | 914 | $2,284,218,115 | +$1,576,423,726 | -$12,980,738 | +$1,563,442,988 | AAPL, MSFT, IVV, IJH, NVDA | 13F-HR | 23 Jul 2024, 17:45 |
| Q1 2024 | 491 | $725,828,288 | +$336,832,033 | -$39,030,250 | +$297,801,783 | VV, AAPL, IJH, IJR, IVV | 13F-HR | 11 Apr 2024, 10:30 |
| Q4 2023 | 294 | $410,238,146 | +$199,144,975 | -$24,632,416 | +$174,512,559 | IVV, VV, IWB, AAPL, IJH | 13F-HR | 08 Jan 2024, 18:27 |
| Q3 2023 | 183 | $214,239,565 | +$8,987,466 | -$10,228,680 | -$1,241,214 | IJH, IJR, CGDV, CGGR, AAPL | 13F-HR | 06 Oct 2023, 10:18 |
| Q2 2023 | 195 | $223,327,289 | +$10,527,441 | -$3,858,562 | +$6,668,879 | IJH, IJR, CGDV, AAPL, CGGR | 13F-HR | 05 Jul 2023, 15:33 |
| Q1 2023 | 182 | $207,963,681 | +$5,703,684 | -$7,448,399 | -$1,744,715 | IJH, IJR, CGDV, AAPL, CGGR | 13F-HR | 05 Apr 2023, 17:37 |
| Q4 2022 | 187 | $201,363,915 | +$23,842,124 | -$9,159,629 | +$14,682,495 | IJR, IJH, CGDV, CGGR, AAPL | 13F-HR | 10 Jan 2023, 15:02 |
| Q3 2022 | 185 | $172,628,000 | +$17,666,459 | -$6,105,451 | +$11,561,008 | IJH, IJR, AAPL, VWO, CGDV | 13F-HR | 11 Oct 2022, 06:16 |
| Q2 2022 | 190 | $173,155,000 | +$32,369,473 | -$9,971,847 | +$22,397,626 | IJR, IJH, AAPL, VWO, VEU | 13F-HR | 05 Jul 2022, 18:57 |
| Q1 2022 | 194 | $176,885,000 | +$27,202,392 | -$7,996,879 | +$19,205,513 | IJH, IJR, AAPL, VWO, VEU | Restatement | 25 Apr 2022, 18:07 |
| Q4 2021 | 180 | $165,204,000 | +$11,301,121 | -$8,992,448 | +$2,308,673 | IJR, IJH, AAPL, VEU, VWO | 13F-HR | 12 Jan 2022, 14:51 |
| Q3 2021 | 180 | $157,296,000 | +$11,629,310 | -$6,289,519 | +$5,339,791 | IJR, IJH, AAPL, VEU, VWO | 13F-HR | 07 Oct 2021, 11:30 |
| Q2 2021 | 179 | $154,137,000 | +$14,276,484 | -$4,881,756 | +$9,394,728 | IJR, IJH, AAPL, VWO, VEU | 13F-HR | 12 Jul 2021, 13:56 |
| Q1 2021 | 156 | $137,434,000 | +$14,057,125 | -$5,002,993 | +$9,054,132 | IJR, IJH, AAPL, VWO, VEU | 13F-HR | 09 Apr 2021, 14:21 |
| Q4 2020 | 143 | $119,031,000 | +$10,652,022 | -$5,137,148 | +$5,514,874 | IJH, IJR, AAPL, VWO, VEU | 13F-HR | 11 Jan 2021, 11:38 |
| Q3 2020 | 132 | $98,365,000 | +$24,397,603 | -$9,951,126 | +$14,446,477 | AAPL, IJH, IJR, VWO, VEU | 13F-HR | 05 Oct 2020, 13:53 |
| Q2 2020 | 128 | $82,789,000 | +$17,186,825 | -$13,056,969 | +$4,129,856 | AAPL, IJH, IJR, IVV, VEU | 13F-HR | 07 Jul 2020, 13:52 |
| Q1 2020 | 144 | $64,264,000 | +$16,043,613 | -$13,951,340 | +$2,092,273 | AAPL, IVV, IJH, IJR, VEU | 13F-HR | 03 Apr 2020, 13:09 |
| Q4 2019 | 161 | $83,748,000 | +$9,664,800 | -$7,365,841 | +$2,298,959 | AAPL, V, CBRL, BX, ET | 13F-HR | 10 Jan 2020, 12:56 |
| Q3 2019 | 157 | $77,104,000 | +$11,779,747 | -$7,785,675 | +$3,994,072 | AAPL, CBRL, V, NEWT, ET | Restatement | 10 Oct 2019, 15:13 |
| Q2 2019 | 151 | $72,451,000 | +$9,112,320 | -$8,306,540 | +$805,780 | AAPL, CBRL, V, PCTY, NEWT | 13F-HR | 10 Jul 2019, 11:06 |
| Q1 2019 | 147 | $69,852,000 | +$7,011,245 | -$5,438,611 | +$1,572,634 | AAPL, CBRL, V, RITM, PCTY | 13F-HR | 08 Apr 2019, 16:20 |
| Q4 2018 | 138 | $56,717,000 | $0 | $0 | $0 | AAPL, CBRL, OXLC, RITM, V | 13F-HR | 06 Feb 2019, 11:50 |