&PARTNERS
Top Portfolio Positions
1,488 positions ·
$11,452,198,617 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
2,780,794 | $705,737,709 | 6.16% | |
| MSFT |
Microsoft Corp
Technology
|
1,410,984 | $522,303,947 | 4.56% | |
| NVDA |
Nvidia Corp
Technology
|
2,643,834 | $461,084,649 | 4.03% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
936,618 | $275,515,550 | 2.41% | |
| AVGO |
Broadcom Inc.
Technology
|
883,594 | $273,481,178 | 2.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,261,736 | $262,781,756 | 2.29% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
908,515 | $261,252,573 | 2.28% | |
| SPY |
Spdr S&P 500 ETF Trust
|
308,316 | $200,510,227 | 1.75% | |
| JNJ |
Johnson & Johnson
Healthcare
|
760,730 | $185,952,841 | 1.62% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
1,362,078 | $169,279,053 | 1.48% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NMI
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $133,498 | 12,775 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $137,173 | 13,814 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $117,263 | 11,668 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $114,636 | 11,650 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $109,570 | 11,644 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $115,640 | 11,518 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $123,046 | 12,543 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $127,159 | 13,456 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $123,638 | 13,439 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $115,291 | 13,406 | Shares | Sole | 2023-10-06 | |
| 2023-06-30 | $126,211 | 13,384 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $108,145 | 11,554 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $108,476 | 11,540 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $107,330 | 12,351 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $100,730 | 10,878 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $108,827 | 10,861 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $189,708 | 16,554 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $198,504 | 16,542 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $195,573 | 16,532 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $467,567 | 40,907 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $400,062 | 35,124 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $428,408 | 36,031 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $384,574 | 35,908 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $394,799 | 34,938 | Shares | Sole | 2020-04-03 | |
| No 13F history on record for this holder in this stock. | ||||||