Ht Partners LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $327 Million distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $144M, Ishares Tr Msci Eafe ETF with a value of $43.9M, Vanguard Mun Bd Fds Tax Exempt with a value of $21.7M, Vanguard Total Stock Market Et with a value of $21.4M, and Vanguard Ftse Developed Market with a value of $17M.

Examining the 13F form we can see an increase of $36.3M in the current position value, from $291M to 327M.

Below you can find more details about Ht Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $327 Million
ETFs: $302 Million
Technology: $10.3 Million
Healthcare: $5.61 Million
Communication Services: $5.2 Million
Consumer Cyclical: $1.34 Million
Financial Services: $1.32 Million
Industrials: $461,000
Consumer Defensive: $310,000
Other: $495,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $327 Million
  • Prior Value $291 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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