JONES FINANCIAL COMPANIES LLLP
Top Portfolio Positions
3,447 positions ·
$50,806,379,874 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 | 4.21% | |
| NVDA |
Nvidia Corp
Technology
|
12,018,453 | $2,096,018,202 | 4.13% | |
| 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 SITE
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,971,524 | 127,500 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $167,407 | 1,344 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $173,750 | 1,349 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $165,083 | 1,365 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $154,227 | 1,270 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $197,390 | 1,498 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $202,520 | 1,342 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $127,115 | 1,047 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $16,756 | 96 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,737 | 23 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $5,279 | 45 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $8,892 | 55 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $39,491 | 163 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $30,917 | 155 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $26,235 | 155 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $14,683 | 86 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $5,076 | 32 | Shares | Sole | 2021-02-08 | |
| No 13F history on record for this holder in this stock. | ||||||