&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 PML
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $171,634 | 22,673 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $170,954 | 22,673 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $116,522 | 14,731 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $116,924 | 12,452 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $105,899 | 12,415 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $132,404 | 15,577 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $127,645 | 15,379 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $117,941 | 15,337 | Shares | Sole | 2023-10-06 | |
| 2023-06-30 | $183,584 | 20,308 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $190,363 | 20,273 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $182,897 | 20,232 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $231,296 | 21,536 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $247,192 | 21,495 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $240,378 | 16,453 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $242,060 | 16,422 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $247,191 | 16,392 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $243,466 | 16,362 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $233,547 | 16,332 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $215,973 | 15,998 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $204,413 | 15,198 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $179,604 | 14,198 | Shares | Sole | 2020-04-03 | |
| No 13F history on record for this holder in this stock. | ||||||