test

Alyson Mencio Stevens

@&partners

Latest period2024 - Q3ReportedManaged Assets$5.183BTotal holdings1390
Assets growth rate126.88%Assets growth rate (2-Q avg)170.82%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in &partners's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1390 positions.

Assets under management

The assets under management (AUM) of &partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 5.183B in assets, with a quarterly growth rate of 126.88% and a 2-quarter average growth rate of 170.82%. The portfolio is managed by Alyson Mencio Stevens, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BNDVanguard Bd Index Fds
Recent Activity
Increased 62.28%
0.49%
$25.078M
333,086 shares@ $75.3 avg price
PSXPhillips 66
Recent Activity
Increased 174.5%
0.48%
$24.65M
187,958 shares@ $131.15 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 174%
0.48%
$24.507M
541,716 shares@ $45.24 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 61.83%
0.47%
$24.351M
49,865 shares@ $488.35 avg price
ITOTIshares Tr
Recent Activity
Increased 137.08%
0.47%
$24.341M
194,258 shares@ $125.31 avg price
GDGeneral Dynamics Corp
Recent Activity
Increased 108.65%
0.47%
$24.33M
80,268 shares@ $303.11 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 113.44%
0.47%
$23.957M
450,748 shares@ $53.15 avg price
CGDVCapital Group Dividend Value
Recent Activity
Increased 13.45%
0.46%
$23.723M
649,985 shares@ $36.5 avg price
CBChubb Limited
Recent Activity
Increased 107.63%
0.46%
$23.538M
81,586 shares@ $288.5 avg price
ABBVAbbvie Inc
Recent Activity
Increased 206.49%
0.46%
$23.527M
119,401 shares@ $197.05 avg price