&PARTNERS
Top Portfolio Positions
1,488 positions ·
$11,470,174,069 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
2,780,794 | $705,737,709 | 6.15% | |
| MSFT |
Microsoft Corp
Technology
|
1,410,984 | $522,303,947 | 4.55% | |
| NVDA |
Nvidia Corp
Technology
|
2,643,834 | $461,084,649 | 4.02% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
936,618 | $275,515,550 | 2.40% | |
| AVGO |
Broadcom Inc.
Technology
|
883,594 | $273,481,178 | 2.38% | |
| 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 NUV
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $581,167 | 64,646 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $539,051 | 59,498 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $152,660 | 17,000 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $97,298 | 11,327 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $122,031 | 13,529 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $107,029 | 12,402 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $114,327 | 13,126 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $112,737 | 13,109 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $107,991 | 13,074 | Shares | Sole | 2023-10-06 | |
| 2023-06-30 | $113,526 | 13,049 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $89,826 | 10,196 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $87,548 | 10,180 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $100,995 | 11,938 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $154,569 | 17,309 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $165,149 | 17,239 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $223,595 | 21,541 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $243,063 | 21,472 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $247,007 | 21,423 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $566,246 | 50,830 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $450,249 | 40,563 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $446,142 | 41,852 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $425,503 | 41,716 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $362,584 | 37,150 | Shares | Sole | 2020-04-03 | |
| No 13F history on record for this holder in this stock. | ||||||