JONES FINANCIAL COMPANIES LLLP
Top Portfolio Positions
3,453 positions ·
$50,811,594,479 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
8,423,796 | $2,137,875,186 | 4.21% | |
| NVDA |
Nvidia Corp
Technology
|
12,018,453 | $2,096,018,202 | 4.13% | |
| MSFT |
Microsoft Corp
Technology
|
5,077,240 | $1,879,441,929 | 3.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,516,303 | $1,773,690,425 | 3.49% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,922,207 | $1,702,989,844 | 3.35% | |
| AVGO |
Broadcom Inc.
Technology
|
3,762,687 | $1,164,589,252 | 2.29% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,394,773 | $797,991,475 | 1.57% | |
| SPY |
Spdr S&P 500 ETF Trust
|
961,155 | $625,077,541 | 1.23% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
1,793,762 | $606,201,867 | 1.19% | |
| LLY |
ELI LILLY & Co
Healthcare
|
650,867 | $598,647,939 | 1.18% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,214,557 | 3,276,983 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $58,015,302 | 829,857 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $49,308,388 | 743,492 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $45,712,565 | 646,114 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $38,643,501 | 539,563 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $25,211,314 | 404,936 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $19,526,589 | 271,731 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,547,876 | 134,295 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,862,306 | 46,785 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,832,781 | 31,101 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,511,124 | 26,994 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,309,062 | 21,738 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,342,328 | 21,640 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,330,975 | 20,924 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,207,903 | 21,562 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,176,228 | 18,697 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,169,134 | 18,857 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,189,232 | 20,085 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,056,588 | 20,137 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,029,550 | 19,027 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $999,487 | 18,962 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $869,214 | 15,850 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $816,184 | 16,532 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $601,750 | 13,468 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $590,118 | 13,336 | Shares | Sole | 2020-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||