First Pacific Advisors
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2016-11-14 → 2026-10-02, 40 filings) | +17.03% | Cumulative +372.9% vs SPY +316.1% |
| Trailing 10Y | — | |
| Trailing 5Y | +15.98% | |
| Trailing 3Y | +25.94% | |
| Trailing 1Y | +21.44% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| ADI | Analog Devices Inc | 7.85% | $635M |
| GOOGL | Alphabet Inc | 6.22% | $503M |
| GOOG | Alphabet Inc | 5.82% | $471M |
| IFF | International Flavors&Fragra | 5.34% | $432M |
| C | Citigroup Inc | 5.22% | $422M |
| META | Meta Platforms Inc | 4.73% | $383M |
| AMZN | Amazon Com Inc | 4.01% | $324M |
| BDX | Becton Dickinson & Co | 3.95% | $319M |
| TEL | Te Connectivity Plc | 3.87% | $313M |
| AJG | Gallagher Arthur J & Co | 3.79% | $307M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-14). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 86.1% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: https://storage.googleapis.com/advisorfinder/brochures/141823/20251210_071422.pdf — Together with predecessor organizations, in the investment advisory business since 1954. Current FPA LP was formed in July 2004 as a Delaware LLC and converted to a Delaware limited partnership in 2018. Principal office is now in El Segundo, CA (previously Los Angeles). Steven Romick is managing partner and has managed FPA Crescent Fund since its 1993 inception.