Institutional manager

JONES FINANCIAL COMPANIES LLLP

Holds positions in 512 of the S&P 500, worth $40.7bn as reported for the quarter ended 31-mar-2026.

Positions held512of 488 index companies covered

Reported value$40.7bnS&P 500 positions only

Top ten weight33%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 512 held. The rest are smaller than every one of these.

Alphabet Inc. (Class A)GOOGL7.8m$2.14bnCommunication Services Apple Inc.AAPL8.4m$2.10bnInformation Technology NvidiaNVDA12.0m$2.02bnInformation Technology MicrosoftMSFT5.1m$1.81bnInformation Technology AmazonAMZN8.5m$1.70bnConsumer Discretionary BroadcomAVGO3.8m$1.13bnInformation Technology Meta PlatformsMETA1.4m$736mCommunication Services Taiwan Semiconductor ManufacturingTSM1.8m$586m Lilly (Eli)LLY650,867$573mHealth Care Visa Inc.V1.9m$563mFinancials JPMorgan ChaseJPM2.0m$558mFinancials ExxonMobilXOM2.9m$499mEnergy Linde plcLIN946,497$465mMaterials Chevron CorporationCVX2.0m$428mEnergy Johnson & JohnsonJNJ1.6m$374mHealth Care AmphenolAPH2.8m$345mInformation Technology Berkshire HathawayBRK.B706,014$335mFinancials RTX CorporationRTX1.8m$334mIndustrials Merck & Co.MRK2.7m$318mHealth Care Procter & GamblePG2.2m$317mConsumer Staples Bank of AmericaBAC6.5m$308mFinancials Analog DevicesADI925,742$285mInformation Technology MedtronicMDT3.2m$282mHealth Care Ross StoresROST1.3m$277mConsumer Discretionary Tesla, Inc.TSLA741,379$268mConsumer Discretionary Advanced Micro DevicesAMD1.3m$264mInformation Technology McDonald'sMCD852,691$261mConsumer Discretionary Deere & CompanyDE453,252$257mIndustrials Intercontinental ExchangeICE1.6m$251mFinancials Coca-Cola Company (The)KO3.3m$248mConsumer Staples Wells FargoWFC3.2m$248mFinancials Thermo Fisher ScientificTMO506,040$240mHealth Care ASML HoldingASML183,763$239m CostcoCOST241,960$238mConsumer Staples ConocoPhillipsCOP1.8m$236mEnergy Home Depot (The)HD731,337$235mConsumer Discretionary Lowe'sLOW944,206$218mConsumer Discretionary GE AerospaceGE761,718$215mIndustrials Eaton CorporationETN594,884$213mIndustrials Duke EnergyDUK1.6m$209mUtilities Chubb LimitedCB637,285$203mFinancials Arch Capital GroupACGL2.1m$197mFinancials BlackRockBLK209,745$196mFinancials MastercardMA401,050$194mFinancials PepsiCoPEP1.3m$192mConsumer Staples ServiceNowNOW1.9m$185mInformation Technology WalmartWMT1.5m$182mConsumer Staples GE VernovaGEV207,057$177mIndustrials KLA CorporationKLAC121,580$175mInformation Technology Palantir TechnologiesPLTR1.2m$172mInformation Technology AmetekAME795,422$167mIndustrials Arista NetworksANET1.4m$165mInformation Technology SalesforceCRM915,072$165mInformation Technology CiscoCSCO2.0m$164mInformation Technology AbbVieABBV777,405$163mHealth Care NetflixNFLX1.7m$163mCommunication Services Caterpillar Inc.CAT229,707$160mIndustrials Charles Schwab CorporationSCHW1.7m$157mFinancials Applied MaterialsAMAT465,418$157mInformation Technology Marathon PetroleumMPC621,765$156mEnergy

What this page is not

Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.