JONES FINANCIAL COMPANIES LLLP
Top Portfolio Positions
3,430 positions ·
$50,467,305,917 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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 SO
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $76,446,156 | 792,024 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,363,254 | 187,652 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,978,398 | 158,050 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $641,616 | 6,987 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $512,437 | 5,573 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $7,587,845 | 92,175 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,684,670 | 51,948 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,315,774 | 29,854 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $648,601 | 9,041 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $312,103 | 4,451 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $281,726 | 4,353 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $278,260 | 3,961 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $336,210 | 4,832 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $318,345 | 4,458 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $282,336 | 4,152 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $485,193 | 6,804 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $665,931 | 9,184 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $499,811 | 7,288 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $479,214 | 7,733 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $309,569 | 5,116 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $379,921 | 6,112 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $627,876 | 10,221 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $460,543 | 8,494 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $620,021 | 11,958 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $419,855 | 7,755 | Shares | Sole | 2020-05-01 | |
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