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 MDT
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $280,522,442 | 3,237,420 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $91,152,486 | 948,912 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $84,697,406 | 889,305 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $70,048,939 | 803,590 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $62,014,092 | 690,119 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $41,699,515 | 522,027 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $34,754,010 | 386,027 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $19,315,512 | 245,401 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,307,020 | 152,691 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,230,113 | 124,182 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,979,537 | 127,355 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,309,661 | 128,373 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,142,237 | 125,803 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $9,407,539 | 121,044 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $10,132,429 | 125,479 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $11,073,714 | 123,384 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $13,539,117 | 122,029 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $14,819,754 | 118,227 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,944,507 | 120,394 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $14,041,758 | 118,867 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $13,576,408 | 115,899 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $11,765,198 | 113,214 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $10,060,773 | 109,714 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $9,949,829 | 110,333 | Shares | Sole | 2020-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||