HT Partners LLC

CIK

1552999

Location

CENTERBROOK, CT

Portfolio Value

Micro $30,643,853

Diversification

Diversified

Filing Date

Global Rank

#7,453 / 8,517 ▼ 350

Top Industry

Drug Manufacturers - General 31.0%

3Y Alpha vs SPY

+15.0%

Period ended 46 days ago

Filed Jul 16, 2026 · 30d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+148.0%

SPY

+75.3%

Annualised alpha

+14.8%

Max drawdown

−15.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

22 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.2%

−21.7 pts

Top 5

61.4%

−3.9 pts

Top 10

85.5%

−0.6 pts

HHI

929

Diversified−754

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.2%	$10,465,185	5
Healthcare	28.9%	$8,855,602	4
Communication Services	16.4%	$5,019,174	2
Unclassified	6.9%	$2,120,347	3
Consumer Cyclical	4.8%	$1,480,007	2
Financial Services	4.5%	$1,366,565	1
Industrials	1.7%	$524,390	2
Consumer Defensive	1.7%	$522,327	2
Energy	0.9%	$290,256	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
META	Meta Platforms, Inc.	+43	2,011	$1,132,776
MSFT	Microsoft Corp	+8	8,968	$3,345,243
BRK-B	Berkshire Hathaway Inc	+4	2,731	$1,366,565
COST	Costco Wholesale Corp /New	+1	253	$236,673
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−7,690	10,875	$3,886,398
AAPL	Apple Inc.	−186	9,583	$2,772,936
NVDA	Nvidia Corp	−181	18,270	$3,655,644
AVGO	Broadcom Inc.	−71	597	$225,516
LLY	ELI LILLY & Co	−39	3,878	$4,651,389
AMZN	Amazon Com Inc	−34	4,692	$1,118,291
TSLA	Tesla, Inc.	−28	860	$361,716
SPY	Spdr S&P 500 ETF Trust	−19	1,222	$912,552
QQQ	Invesco Qqq Trust, Series 1	−14	1,363	$1,003,713
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	326,965	$20,951,917
BNDX	Vanguard Total International Bond ETF	79,061	$3,798,881
BIV	Vanguard Intermediate-Term Bond ETF	22,247	$1,717,023
VXUS	Vanguard Total International Stock ETF	5,430	$418,707
PSLV	Sprott Physical Silver Trust	9,400	$229,266
WMT	Walmart Inc.	1,642	$204,067
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

22 tracked positions · $30,643,853 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co Healthcare	Reduced	3,878	-39	$4,651,389	+29.1%	15.18%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,875	-7,690	$3,886,398	−27.1%	12.68%
NVDA	Nvidia Corp Technology	Reduced	18,270	-181	$3,655,644	+13.6%	11.93%
MSFT	Microsoft Corp Technology	Added	8,968	+8	$3,345,243	+0.9%	10.92%
JNJ	Johnson & Johnson Healthcare	Held	12,860	0	$3,266,054	+3.9%	10.66%
AAPL	Apple Inc. Technology	Reduced	9,583	-186	$2,772,936	+11.8%	9.05%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,731	+4	$1,366,565	+4.6%	4.46%
META	Meta Platforms, Inc. Communication Services	Added	2,011	+43	$1,132,776	+0.6%	3.70%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,692	-34	$1,118,291	+13.6%	3.65%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,363	-14	$1,003,713	+26.3%	3.28%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,222	-19	$912,552	+13.1%	2.98%
ABBV	AbbVie Inc. Healthcare	Held	2,741	0	$689,745	+15.7%	2.25%
CSCO	Cisco Systems, Inc. Technology	Held	3,966	0	$465,846	+51.4%	1.52%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	860	-28	$361,716	+9.6%	1.18%
XOM	ExxonMobil Holdings Corp Energy	Held	2,123	0	$290,256	−19.4%	0.95%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,948	0	$285,654	+1.5%	0.93%
EMR	Emerson Electric Co Industrials	Held	1,931	0	$276,422	+9.3%	0.90%
AMGN	Amgen Inc Healthcare	Held	686	0	$248,414	+2.9%	0.81%
GD	General Dynamics Corp Industrials	Held	700	0	$247,968	+3.2%	0.81%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	253	+1	$236,673	−5.7%	0.77%
AVGO	Broadcom Inc. Technology	Reduced	597	-71	$225,516	+9.1%	0.74%
GLD	Spdr Gold Trust	Held	554	0	$204,082	−14.4%	0.67%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.