JONES FINANCIAL COMPANIES LLLP
Top Portfolio Positions
3,430 positions ·
$50,467,305,917 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
8,423,796 | $2,137,875,186 | 4.24% |
| NVDA |
Nvidia Corp
Technology
|
12,018,453 | $2,096,018,202 | 4.15% |
| MSFT |
Microsoft Corp
Technology
|
5,077,240 | $1,879,441,929 | 3.72% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,516,303 | $1,773,690,425 | 3.51% |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,922,207 | $1,702,989,844 | 3.37% |
| AVGO |
Broadcom Inc.
Technology
|
3,762,687 | $1,164,589,252 | 2.31% |
| META |
Meta Platforms, Inc.
Communication Services
|
1,394,773 | $797,991,475 | 1.58% |
| SPY |
Spdr S&P 500 ETF Trust
|
961,155 | $625,077,541 | 1.24% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
1,793,762 | $606,201,867 | 1.20% |
| LLY |
ELI LILLY & Co
Healthcare
|
650,867 | $598,647,939 | 1.19% |
Portfolio Trend
Holdings in DKL
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,721 | 1,783 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,352 | 613 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $27,961 | 614 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $26,371 | 614 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $25,869 | 598 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $12,678 | 300 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $13,116 | 300 | Shares | Sole | 2024-11-12 | |
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