HT Partners LLC has disclosed its quarterly holdings in a recent filing, providing insights into its investment strategies and portfolio management. The filing, dated October 20, 2026, reveals a total value of approximately $364 million in assets under management as of September 30, 2026.
This update is significant for HT Partners LLC as it showcases their investment focus on major companies across various sectors, including technology and healthcare. The firm’s investments include notable names like Apple, Amazon, and Microsoft, indicating a strategic positioning in high-growth industries.
Background
HT Partners LLC is an investment management firm based in Centerbrook, Connecticut. The company, which operates under the Central Index Key (CIK) 0001552999, files its reports under the SEC Act of 1934. It primarily focuses on managing assets for various clients, reflecting a commitment to diversified investment strategies.
According to its recent filings, HT Partners has consistently reported its holdings, with the latest 13F-HR filing being part of a series of reports submitted throughout the year. This filing follows previous reports, including those dated July 31, 2026, and July 16, 2026.
What the Filing Says
The filing indicates that HT Partners LLC holds investments in 56 different securities, with a total reported value of $364,437,938. The firm has exercised sole investment discretion over these assets, suggesting a proactive approach to managing its portfolio.
Impact
This filing may impact various stakeholders, including investors, analysts, and competitors in the investment management industry. By revealing its holdings, HT Partners provides transparency that can influence market perceptions and investment strategies among peers.
What's Next
The filing does not specify what happens next for HT Partners LLC, but it is likely that the firm will continue to monitor its investments and adjust its portfolio as necessary in response to market conditions.