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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
VZVerizon Communications Inc
Recent Activity
Increased 135.35%
0.44%
$22.671M
502,553 shares@ $45.12 avg price
ITWIllinois Tool Wks Inc
Recent Activity
Increased 95.96%
0.44%
$22.57M
85,913 shares@ $262.71 avg price
VVVanguard Index Fds
Recent Activity
Decreased -35.6%
0.43%
$22.101M
84,009 shares@ $263.08 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 292.36%
0.42%
$21.659M
273,137 shares@ $79.3 avg price
VTVVanguard Index Fds
Recent Activity
Increased 92.43%
0.42%
$21.322M
121,655 shares@ $175.27 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 109.85%
0.41%
$21.153M
45,977 shares@ $460.08 avg price
CMCSAComcast Corp New
Recent Activity
Increased 110.38%
0.41%
$20.952M
500,135 shares@ $41.9 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 102.92%
0.39%
$20.057M
82,479 shares@ $243.18 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 435.38%
0.38%
$19.562M
233,542 shares@ $83.77 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 50.49%
0.38%
$19.508M
369,350 shares@ $52.82 avg price