Thayer Partners, LLC / MA
Thayer Partners, LLC / MA reported 100 positions worth $241.6M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: VOO (18.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $43.5M | 18.01% | 63,332 | — | — | |
| ▸ 2 | AGG | SH | $22.2M | 9.18% | 224,064 | — | — | |
| ▸ 3 | VEA | SH | $21.8M | 9.01% | 305,387 | — | — | |
| ▸ 4 | QQQ | SH | $17.2M | 7.13% | 23,386 | — | — | |
| ▸ 5 | IEF | SH | $7.8M | 3.24% | 82,669 | — | — | |
| ▸ 6 | AAPL | SH | $7.0M | 2.88% | 24,044 | — | — | |
| ▸ 7 | JEPI | SH | $6.2M | 2.55% | 108,911 | — | — | |
| ▸ 8 | SHY | SH | $5.9M | 2.42% | 71,247 | — | — | |
| ▸ 9 | VWO | SH | $5.6M | 2.31% | 93,407 | — | — | |
| ▸ 10 | JNJ | SH | $4.9M | 2.04% | 19,408 | — | — |
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Frequently Asked Questions
What stocks does Thayer Partners, LLC / MA hold as of Q2 2026?
Thayer Partners, LLC / MA reported 100 positions worth $241.6M in its Q2 2026 13F filing. Largest positions: VOO (18.0%), AGG (9.2%), VEA (9.0%), QQQ (7.1%) and IEF (3.2%).
What did Thayer Partners, LLC / MA buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Thayer Partners, LLC / MA sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.