We are live on ! Find out more
HP

HT Partners Portfolio holdings

AUM $361M
1-Year Est. Return 22.6%
This Fund
S&P 500
This Quarter Est. Return
+1.43%
1 Year Est. Return
+22.6%
3 Year Est. Return
+63.11%
5 Year Est. Return
+51.89%
10 Year Est. Return
+146.71%
AUM
$117M
AUM Growth
Cap. Flow
+$118M
Cap. Flow %
100.86%
Top 10 Hldgs %
62.06%
Holding
39
New
39
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 13.89%
2 Energy 5.9%
3 Technology 3.47%
4 Industrials 2.98%
5 Consumer Staples 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
JNJ icon
1
Johnson & Johnson
JNJ
$609B
$15.8M 13.46%
+183,778
New +$15.6M
SCHB icon
2
Schwab US Broad Market ETF
SCHB
$43B
$9.92M 8.46%
+1,529,904
New +$9.93M
XLY icon
3
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.3B
$6.27M 5.35%
+222,460
New +$6.16M
XLF icon
4
State Street Financial Select Sector SPDR ETF
XLF
$54.8B
$6.2M 5.29%
+363,320
New +$6.09M
XLV icon
5
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$6.18M 5.27%
+129,874
New +$6.22M
IYJ icon
6
iShares US Industrials ETF
IYJ
$1.96B
$5.99M 5.11%
+144,540
New +$5.98M
XLP icon
7
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$5.81M 4.96%
+146,446
New +$5.96M
IDU icon
8
iShares US Utilities ETF
IDU
$1.38B
$5.57M 4.75%
+117,782
New +$5.75M
IYE icon
9
iShares US Energy ETF
IYE
$1.7B
$5.56M 4.75%
+124,936
New +$5.64M
IYW icon
10
iShares US Technology ETF
IYW
$24B
$5.46M 4.66%
+296,600
New +$5.51M
XLB icon
11
State Street Materials Select Sector SPDR ETF
XLB
$8.34B
$5.37M 4.58%
+280,074
New +$5.54M
GE icon
12
GE Aerospace
GE
$364B
$3.49M 2.98%
+31,397
New +$3.48M
CVX icon
13
Chevron
CVX
$373B
$3.37M 2.87%
+28,476
New +$3.44M
XOM icon
14
ExxonMobil
XOM
$611B
$3.34M 2.85%
+36,977
New +$3.33M
VNQ icon
15
Vanguard Real Estate ETF
VNQ
$39.6B
$3.24M 2.76%
+47,138
New +$3.42M
IBM icon
16
IBM
IBM
$200B
$3.11M 2.65%
+17,013
New +$3.31M
VIG icon
17
Vanguard Dividend Appreciation ETF
VIG
$111B
$2.89M 2.46%
+43,641
New +$2.93M
WFC icon
18
Wells Fargo
WFC
$265B
$2.86M 2.44%
+69,243
New +$2.7M
KO icon
19
Coca-Cola
KO
$351B
$2.5M 2.14%
+62,449
New +$2.59M
T icon
20
AT&T
T
$152B
$2.19M 1.87%
+82,043
New +$2.28M
SHV icon
21
iShares 0-1 Year Treasury Bond ETF
SHV
$20.9B
$1.78M 1.52%
+16,127
New +$1.78M
GOOG icon
22
Alphabet (Google) Class C
GOOG
$4.22T
$1.02M 0.87%
+46,735
New +$989K
FLOT icon
23
iShares Floating Rate Bond ETF
FLOT
$10B
$970K 0.83%
+19,172
New +$971K
MSFT icon
24
Microsoft
MSFT
$2.93T
$962K 0.82%
+27,845
New +$912K
HYG icon
25
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$917K 0.78%
+10,088
New +$947K

Similar funds

HT Partners's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for HT Partners, which disclosed 39 positions worth $117M. Its ten largest holdings account for 62% of the portfolio.

Its largest position is Johnson & Johnson: 183,778 shares worth $15.8M.

By sector, the portfolio is most concentrated in Healthcare at 14% of assets, followed by Energy and Technology.

  • HT Partners's largest Q2 2013 buy was Johnson & Johnson: 183,778 shares worth $15.8M.
  • HT Partners's ten largest holdings make up 62% of its $117M portfolio in Q2 2013.
  • HT Partners disclosed 39 positions in Q2 2013, its first 13F filing on record.

Based on HT Partners's 13F filing for Q2 2013, filed 26 Jul 2013.