JONES FINANCIAL COMPANIES LLLP
Top Portfolio Positions
3,444 positions ·
$50,467,989,116 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 | 4.24% | |
| NVDA |
Nvidia Corp
Technology
|
12,018,453 | $2,096,018,202 | 4.15% | |
| MSFT |
Microsoft Corp
Technology
|
5,077,240 | $1,879,441,929 | 3.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,516,303 | $1,773,690,425 | 3.51% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,922,207 | $1,702,989,844 | 3.37% | |
| AVGO |
Broadcom Inc.
Technology
|
3,762,687 | $1,164,589,252 | 2.31% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,394,773 | $797,991,475 | 1.58% | |
| SPY |
Spdr S&P 500 ETF Trust
|
961,155 | $625,077,541 | 1.24% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
1,793,762 | $606,201,867 | 1.20% | |
| LLY |
ELI LILLY & Co
Healthcare
|
650,867 | $598,647,939 | 1.19% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $320,406,195 | 2,218,265 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $139,915,272 | 976,312 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $138,176,368 | 899,293 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $127,162,213 | 798,156 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $115,869,580 | 679,906 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $89,238,082 | 532,288 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $66,877,022 | 386,126 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $37,903,728 | 229,831 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $21,657,291 | 133,481 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,974,471 | 109,011 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $15,129,182 | 103,724 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,144,073 | 106,393 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $15,343,320 | 103,190 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $15,819,984 | 104,381 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $12,931,282 | 102,426 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $14,939,924 | 103,901 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $16,070,281 | 105,172 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $18,975,116 | 115,999 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $14,661,525 | 104,875 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $14,683,622 | 108,824 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $14,848,951 | 109,643 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $14,276,042 | 102,602 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $13,934,998 | 100,259 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $11,661,183 | 97,526 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $10,309,090 | 93,719 | Shares | Sole | 2020-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||