HT Partners LLC

Registered adviser

CIK

1552999

Location

CENTERBROOK, CT

Portfolio Value

Small $351,953,513

Diversification

Highly concentrated

Filing Date

Global Rank

#4,559 / 8,811 ▲ 10 · as of Jun 2026

Top Industry

Drug Manufacturers - General 26.2%

Period ended 21 days ago

Filed Oct 20, 2026 · 1d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 147400

Roster of Oct 1, 2026

Regulatory AUM

$556,325,471

Main clients

Individuals and high net worth (97% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$556,325,471	Individuals and high net worth (97%)
Apr 2025 to Mar 2026	$503,406,584	Individuals and high net worth (97%)
Mar 2024 to Mar 2025	$485,521,673	Individuals and high net worth (97%)
May 2023 to Feb 2024	$446,071,080	Individuals and high net worth (98%)
Apr 2023	$446,071,080	Individuals and high net worth (98%)
Apr 2022 to Mar 2023	$475,599,032	Individuals and high net worth (98%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 91.1% of the book (60%+)

Turnover

Low turnover

5.1% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 24.9 quarters (12+), a floor since 90.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 86.9%; sector active share 79.5% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

56 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

50.5%

+1.8 pts

Top 5

81.4%

+2.3 pts

Top 10

92.1%

+1.0 pts

HHI

2,878

Highly concentrated+180

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	90.4%	$318,279,246	33
Technology	3.6%	$12,585,286	5
Healthcare	2.6%	$9,039,885	5
Communication Services	2.2%	$7,683,718	3
Financial Services	0.4%	$1,517,273	3
Consumer Cyclical	0.4%	$1,471,158	2
Industrials	0.2%	$531,779	2
Consumer Defensive	0.1%	$513,321	2
Energy	0.1%	$331,847	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
BNDX	Vanguard Total International Bond ETF	+757	85,906	$4,026,414
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+365	49,468	$3,779,355
BLV	VANGUARD LONG-TERM BOND INDEX FUND	+300	25,564	$1,603,629
BIV	Vanguard Bond Index Funds	+228	24,521	$1,786,600
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	+121	22,144	$983,415
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+121	81,507	$5,717,716
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+89	12,925	$998,456
GOOGL	Alphabet Inc.	+10	10,885	$3,745,310
VXUS	Vanguard Total International Stock ETF	+2	5,164	$438,733
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
SCHB	Schwab U.S. Broad Market ETF	−13,983	6,053,912	$177,440,160
EFA	iShares MSCI EAFE ETF	−332	434,124	$45,101,142
VEA	Vanguard FTSE Developed Markets ETF	−143	320,237	$22,611,934
JNJ	Johnson & Johnson	−133	12,727	$3,369,345
BRK-B	Berkshire Hathaway Inc	−94	2,637	$1,313,094
XOM	ExxonMobil Holdings Corp	−84	2,039	$331,847
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−49	123,408	$7,319,328
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−38	62,212	$23,282,218
QQQM	Invesco Ltd.	−34	29,431	$0
LLY	ELI LILLY & Co	−32	3,846	$4,450,129
AAPL	Apple Inc.	−27	9,556	$3,182,339
NVDA	Nvidia Corp	−14	18,256	$4,169,305
AMZN	Amazon Com Inc	−12	4,680	$1,166,022
MSFT	Microsoft Corp	−5	8,963	$4,597,122
META	Meta Platforms, Inc.	−4	2,007	$1,455,436
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
BTC	Grayscale Bitcoin Mini Trust ETF	5,813	$214,790
DHR	Danaher Corp /De/	967	$214,238
PSLV	Sprott Physical Silver Trust	10,541	$204,179
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

56 tracked positions · $351,953,513 total · filing declares 56 positions · $364,437,938 · as of Sep 30, 2026

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

Showing 1–50 of 56 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SCHB	Schwab U.S. Broad Market ETF	Reduced	6,053,912	-13,983	$177,440,160	+1.0%	50.42%
EFA	iShares MSCI EAFE ETF	Reduced	434,124	-332	$45,101,142	−0.1%	12.81%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	62,212	-38	$23,282,218	+1.1%	6.62%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	320,237	-143	$22,611,934	−0.9%	6.42%
EEM	iShares MSCI Emerging Markets ETF	Held	184,637	0	$12,331,905	−2.4%	3.50%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	123,408	-49	$7,319,328	−0.7%	2.08%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	81,507	+121	$5,717,716	−4.3%	1.62%
MSFT	Microsoft Corp Technology	Reduced	8,963	-5	$4,597,122	+37.4%	1.31%
LLY	ELI LILLY & Co Healthcare	Reduced	3,846	-32	$4,450,129	−4.3%	1.26%
NVDA	Nvidia Corp Technology	Reduced	18,256	-14	$4,169,305	+14.1%	1.18%
BNDX	Vanguard Total International Bond ETF	Added	85,906	+757	$4,026,414	−2.4%	1.14%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	49,468	+365	$3,779,355	−1.2%	1.07%
GOOGL	Alphabet Inc. Communication Services	Added	10,885	+10	$3,745,310	−3.6%	1.06%
JNJ	Johnson & Johnson Healthcare	Reduced	12,727	-133	$3,369,345	+3.2%	0.96%
AAPL	Apple Inc. Technology	Reduced	9,556	-27	$3,182,339	+14.8%	0.90%
IWR	iShares Russell Mid-Cap ETF	Held	26,956	0	$2,876,474	−3.3%	0.82%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Held	17,105	0	$2,700,024	+0.6%	0.77%
GOOG	Alphabet Inc. Communication Services	Held	7,287	0	$2,482,972	−3.6%	0.71%
BIV	Vanguard Bond Index Funds	Added	24,521	+228	$1,786,600	−4.1%	0.51%
BLV	VANGUARD LONG-TERM BOND INDEX FUND	Added	25,564	+300	$1,603,629	−7.9%	0.46%
META	Meta Platforms, Inc. Communication Services	Reduced	2,007	-4	$1,455,436	+28.5%	0.41%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,637	-94	$1,313,094	−3.9%	0.37%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,680	-12	$1,166,022	+4.3%	0.33%
QQQ	Invesco Qqq Trust, Series 1	Held	1,363	0	$1,008,306	+0.5%	0.29%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	12,925	+89	$998,456	−1.6%	0.28%
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	Added	22,144	+121	$983,415	−4.6%	0.28%
SPY	Spdr S&P 500 ETF Trust	Held	1,222	0	$931,933	+2.1%	0.26%
ABBV	AbbVie Inc. Healthcare	Held	2,741	0	$717,018	+4.0%	0.20%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Held	12,904	0	$611,133	−6.4%	0.17%
IWD	iShares Russell 1000 Value ETF	Held	2,322	0	$575,693	+2.3%	0.16%
VXUS	Vanguard Total International Stock ETF	Added	5,164	+2	$438,733	−0.6%	0.12%
CSCO	Cisco Systems, Inc. Technology	Held	3,966	0	$426,860	−8.4%	0.12%
VTV	VANGUARD VALUE INDEX FUND	Held	1,968	0	$425,245	−0.8%	0.12%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Held	2,246	0	$373,464	+1.2%	0.11%
IVV	iShares Core S&P 500 ETF	Held	468	0	$358,417	+2.3%	0.10%
VO	VANGUARD MID-CAP INDEX FUND	Held	4,366	0	$342,381	−2.7%	0.10%
XOM	ExxonMobil Holdings Corp Energy	Reduced	2,039	-84	$331,847	+14.3%	0.09%
TSLA	Tesla, Inc. Consumer Cyclical	Held	860	0	$305,136	−15.6%	0.09%
EMR	Emerson Electric Co Industrials	Held	1,931	0	$299,498	+8.3%	0.09%
AMGN	Amgen Inc Healthcare	Held	686	0	$289,155	+16.4%	0.08%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,948	0	$283,005	−0.9%	0.08%
GD	General Dynamics Corp Industrials	Held	700	0	$232,281	−6.3%	0.07%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	253	0	$230,316	−2.7%	0.07%
SCHM	Schwab U.S. Mid-Cap ETF	Held	6,743	0	$229,396	−7.7%	0.07%
BTC	Grayscale Bitcoin Mini Trust ETF	NEW	5,813	NEW	$214,790	NEW	0.06%
DHR	Danaher Corp /De/ Healthcare	NEW	967	NEW	$214,238	NEW	0.06%
GLD	Spdr Gold Trust	Held	554	0	$210,985	+3.4%	0.06%
AVGO	Broadcom Inc. Technology	Held	597	0	$209,660	−7.0%	0.06%
PSLV	Sprott Physical Silver Trust Financial Services	NEW	10,541	NEW	$204,179	NEW	0.06%
RSP	Victory Portfolios II	Held	3,542	0	$0	−100.0%	0.00%

Showing the top 50 of 56 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.