Position in MC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,426,317
+$1,152,066 QoQ
Shares Held
67,660
+17.8% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#91
of 391 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026&PARTNERS holds $188,434,978 across 18 Capital Markets names. MC ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
108,055 | $109,283,585 | |
| 2 | MS |
Morgan Stanley
|
173,994 | $36,371,705 | |
| 3 | SCHW |
Schwab Charles Corp
|
181,701 | $16,765,551 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
72,598 | $6,318,929 | |
| 5 | MC |
Moelis & Co
This page
|
67,660 | $4,426,317 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
12,702 | $3,577,899 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
33,260 | $3,335,312 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
20,120 | $2,698,695 |
All Filings in MC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,426,317 | 67,660 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,274,251 | 57,443 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,642,601 | 52,991 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,665,420 | 51,394 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,125,846 | 50,158 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,674,930 | 45,835 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,090,843 | 41,836 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $876,516 | 12,794 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $517,937 | 9,109 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||