Institutional Fund
&Partners
Nashville, TNCIK 1071365 filings on record
Portfolio Value
$20.23B
Q1 2026
Holdings
2,394
Reported positions
New Buys
223
Opened this quarter
QoQ Change
+5.8%
from $19.11B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc3.5%
- Ishares Tr2.8%
- Ishares Tr2.6%
- Microsoft Corp2.6%
- Nvidia Corporation2.3%
- Ishares Tr1.9%
- Other84.4%
Portfolio Holdings
2,394 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 2.78M | $706.00M | 3.5% | +129.3K | Added |
| 2 | Ishares Tr | 851.1K | $556.88M | 2.8% | +76.3K | Added |
| 3 | Ishares Tr | 7.78M | $526.00M | 2.6% | +784.1K | Added |
| 4 | Microsoft Corp | 1.41M | $522.97M | 2.6% | +86.0K | Added |
| 5 | Nvidia Corporation | 2.64M | $460.23M | 2.3% | +166.2K | Added |
| 6 | Ishares Tr | 3.92M | $389.10M | 1.9% | +472.7K | Added |
| 7 | Dimensional ETF Trust | 9.11M | $355.04M | 1.8% | +741.6K | Added |
| 8 | Ishares Tr | 3.30M | $299.42M | 1.5% | +168.9K | Added |
| 9 | Broadcom Inc | 883.6K | $273.52M | 1.4% | +22.4K | Added |
| 10 | Jpmorgan Chase & Co. | 936.6K | $265.32M | 1.3% | +22.6K | Added |
2,384 more holdings on Premium
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