DOSSIER · 13F-HR · Q2 2026

PARTHENON LLC

$962M in tracked AUM across 133 positions as of Q2 2026.

PL
CIK 0001088859 · last filed Jun 30, 2026
Total AUM
$962M
as of Q2 2026
Holdings
133
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026
Portfolio Overview

Based on the SEC 13F filing for the period ending December 31, 2025, PARTHENON LLC manages a portfolio valued at approximately $926.70 million. This represents a dramatic capital increase of +252.1% compared to the previous quarter's value of $263.22 million. Such a significant expansion in Assets Under Management (AUM) suggests a substantial capital inflow, a major consolidation, or a strategic pivot by the firm.

The portfolio is diversified across **131 holdings...

Key Holdings

The portfolio is anchored by mega-cap technology and financial services leaders, reflecting a "blue chip" focus.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$85M227K8.8%
02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$68M137K7.1%
03
GLW
CORNING INC
$58M229K6.1%
04
GOOGL
ALPHABET INC
$54M151K5.6%
05
GOOG
ALPHABET INC
$39M109K4.0%
06
META
META PLATFORMS INC
$38M68K4.0%
07
AAPL
APPLE INC
$37M127K3.8%
08
JNJ
JOHNSON & JOHNSON
$30M120K3.2%
09
WMT
WALMART INC
$26M225K2.7%
10
FAST
FASTENAL CO
$25M527K2.6%

Filing history

2026Q2Jun 30
$962M 10.0%
133 positionsView →
2026Q1Mar 31
$875M 5.6%
127 positionsView →
2025Q4Dec 31
$927M 2.7%
131 positionsView →
2025Q3Sep 30
$903M 3.2%
129 positionsView →
2025Q2Jun 30
$874M 7.5%
126 positionsLocked
2025Q1Mar 31
$813M 1.6%
122 positionsLocked
2024Q4Dec 31
$827M 1.3%
123 positionsLocked
2024Q3Sep 30
$837M 6.4%
125 positionsLocked
2024Q2Jun 30
$787M 0.2%
121 positionsLocked
2024Q1Mar 31
$789M 9.0%
121 positionsLocked
2023Q4Dec 31
$723M 8.5%
117 positionsLocked
2023Q3Sep 30
$666M 3.7%
114 positionsLocked
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