JONES FINANCIAL COMPANIES LLLP
Top Portfolio Positions
3,430 positions ·
$5,238,547,332 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| LIN |
Linde PLC
Basic Materials
|
946,497 | $469,235,351 | 8.96% |
| MDT |
Medtronic plc
Healthcare
|
3,237,420 | $280,522,442 | 5.35% |
| ASML |
Asml Holding NV
Technology
|
183,763 | $242,719,682 | 4.63% |
| ETN |
Eaton Corp plc
Industrials
|
594,884 | $212,772,159 | 4.06% |
| CB |
Chubb Ltd
Financial Services
|
637,285 | $207,710,299 | 3.97% |
| ACGL |
Arch Capital Group Ltd.
Financial Services
|
2,114,031 | $202,925,835 | 3.87% |
| SPY |
Spdr S&P 500 Etf Trust
|
309,329 | $201,169,021 | 3.84% |
| AZN |
Astrazeneca PLC
Healthcare
|
1,004,416 | $198,090,923 | 3.78% |
| GLD |
Spdr Gold Trust
|
301,930 | $129,917,459 | 2.48% |
| AAPL |
Apple Inc.
Technology
|
366,161 | $92,928,000 | 1.77% |
Portfolio Trend
Holdings in AXTA
Shares Held
Position Value (USD)
11 of 11 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,937,049 | 250,435 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $51,178 | 1,584 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $47,995 | 1,677 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,650 | 224 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,250 | 98 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $45,101 | 1,318 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $29,675 | 820 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $3,645 | 106 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,600 | 106 | Shares | Sole | 2024-02-13 | |
| 2022-06-30 | $1,260 | 57 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $7,948 | 240 | Shares | Sole | 2022-02-11 | |
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