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Alyson Mencio Stevens

&partners

Assets Managed
$20.232B
Holdings
2395
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
5.85%(2Q avg: 14.14%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in &partners's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2395 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 20.232B in assets, with a quarterly growth rate of 5.85% and a 2-quarter average growth rate of 14.14%. The portfolio is managed by Alyson Mencio Stevens, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 4.88%
3.49%
$706.004M
2.781M shares@ $253.89 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 9.85%
2.76%
$556.881M
851,150 shares@ $654.27 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 11.22%
2.6%
$526.001M
7.778M shares@ $67.63 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 6.5%
2.59%
$522.965M
1.411M shares@ $370.64 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 6.71%
2.28%
$460.232M
2.644M shares@ $174.08 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 13.73%
1.93%
$389.098M
3.917M shares@ $99.35 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 8.87%
1.76%
$355.038M
9.105M shares@ $39.0 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 5.39%
1.48%
$299.42M
3.305M shares@ $90.61 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 2.6%
1.36%
$273.516M
883,594 shares@ $309.55 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 2.48%
1.32%
$265.324M
936,618 shares@ $283.28 avg price

1-10 of 2395