1y return+20.9%S&P 500 +20.9%
3y return+56.2%S&P 500 +68.5%
5y return+45.2%S&P 500 +74.5%
10y return+129.8%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $230 against $357 in the S&P 500.2
HT Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHBSchwab Strategic Tr | $175.7M | 48.7% | −1.8% |
| EFAIshares Tr | $45.1M | 12.5% | −3.6% |
| VTIVanguard Index Fds | $23.0M | 6.4% | −12.7% |
| VEAVanguard Tax-managed Fds | $22.8M | 6.3% | −2.0% |
| EEMIshares Tr | $12.6M | 3.5% | −18.0% |
| QQQMInvesco Exch Traded Fd Tr II | $8.9M | 2.5% | −12.1% |
| VWOVanguard Intl Equity Index F | $7.4M | 2.0% | |
| BNDVanguard Bd Index Fds | $6.0M | 1.7% | |
| LLYEli Lilly & Co | $4.7M | 1.3% | |
| BNDXVanguard Charlotte Fds | $4.1M | 1.1% | +7.7% |
| GOOGLAlphabet Inc | $3.9M | 1.1% | −1.1% |
| BSVVanguard Bd Index Fds | $3.8M | 1.1% | +7.9% |
| NVDANvidia Corporation | $3.7M | 1.0% | |
| MSFTMicrosoft Corp | $3.3M | 0.9% | |
| JNJJohnson & Johnson | $3.3M | 0.9% | |
| IWRIshares Tr | $3.0M | 0.8% | |
| AAPLApple Inc | $2.8M | 0.8% | −1.9% |
| VTVanguard Intl Equity Index F | $2.7M | 0.7% | −4.4% |
| GOOGAlphabet Inc | $2.6M | 0.7% | −3.7% |
| BIVVanguard Bd Index Fds | $1.9M | 0.5% | +9.2% |
| BLVVanguard Bd Index Fds | $1.7M | 0.5% | +9.4% |
| BRK/BBerkshire Hathaway Inc Del | $1.4M | 0.4% | |
| METAMeta Platforms Inc | $1.1M | 0.3% | +2.2% |
| AMZNAmazon Com Inc | $1.1M | 0.3% | |
| VMBSVanguard Scottsdale Fds | $1.0M | 0.3% | +10.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $3.7M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $4.7M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $3.9M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $2.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $2.8M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $1.0M |
| UFOXEtf Ser Solutions | December 31, 2020 | +182.9% | $983K |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $1.4M |
| IYWIshares Tr | March 31, 2023 | +171.8% | $659K |
| METAMeta Platforms Inc | March 31, 2023 | +165.8% | $1.1M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.3% | +14.8% |
| March 31, 2026 | −2.8% | −4.6% |
| December 31, 2025 | +2.7% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +9.5% | +10.5% |
| March 31, 2025 | −1.4% | −4.6% |
| December 31, 2024 | −1.8% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +2.3% | +4.0% |
| March 31, 2024 | +8.0% | +10.0% |
| December 31, 2023 | +8.5% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +3.6% | +8.3% |
| March 31, 2023 | +5.6% | +7.0% |
| December 31, 2022 | +7.7% | +7.1% |
| September 30, 2022 | −6.4% | −5.3% |
| June 30, 2022 | −13.3% | −16.5% |
| March 31, 2022 | −5.6% | −4.9% |
| December 31, 2021 | +4.0% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: HT Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1552999&type=13F-HR&dateb=&owner=include&count=40CIK 1552999
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1552999/000139834426012199/Filed July 16, 2026 · accession 0001398344-26-012199