JONES FINANCIAL COMPANIES LLLP
Top Portfolio Positions
3,444 positions ·
$50,468,089,276 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
Holdings in PTLO
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $324,144 | 61,275 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $364,130 | 80,205 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $59,359 | 9,203 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $80,347 | 6,885 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $51,519 | 4,333 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $35,973 | 3,827 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $42,780 | 3,176 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $18,954 | 1,950 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $796 | 50 | Shares | Sole | 2024-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||