JONES FINANCIAL COMPANIES LLLP
Top Portfolio Positions
3,451 positions ·
$50,850,066,072 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 | 4.20% | |
| NVDA |
Nvidia Corp
Technology
|
12,018,453 | $2,096,018,202 | 4.12% | |
| 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 PGR
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $144,353,411 | 728,175 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,457,064 | 37,138 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,809,446 | 35,673 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,236,557 | 34,612 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,799,755 | 27,560 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $5,389,787 | 22,494 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,923,636 | 15,462 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,856,511 | 8,938 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $244,668 | 1,183 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $181,260 | 1,138 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $174,403 | 1,252 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $160,167 | 1,210 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $192,272 | 1,344 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $179,778 | 1,386 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $156,186 | 1,344 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $167,312 | 1,439 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $164,715 | 1,445 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $223,469 | 2,177 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $249,205 | 2,757 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $277,639 | 2,827 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $276,982 | 2,897 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $293,871 | 2,972 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $260,815 | 2,755 | Shares | Sole | 2020-10-29 | |
| No 13F history on record for this holder in this stock. | ||||||