Institutions / Advanced Portfolio Management, LLC
Advanced Portfolio Management, LLC
CIK 1940461 · Institution · as of Dec 31, 2025
Portfolio value
$32.75M
Positions
37
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 37 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $2.21M | 6.7% |
| Broadcom Inc. | $2.09M | 6.4% |
| Meta Platforms Inc | $1.68M | 5.1% |
| Amazon.com Inc | $1.62M | 4.9% |
| Oracle Corp | $1.47M | 4.5% |
| SoFi Technologies, Inc. | $1.44M | 4.4% |
| NVIDIA Corp | $1.33M | 4.1% |
| Salesforce Inc | $1.32M | 4.0% |
| Vistra Corp. | $1.30M | 4.0% |
| Venture Global, Inc. | $1.23M | 3.7% |
| AbbVie Inc. | $1.21M | 3.7% |
| Equinix Inc | $1.14M | 3.5% |
| Comcast Corp. | $1.07M | 3.3% |
| Cardinal Health Inc | $1.06M | 3.2% |
| Invesco Exchange Traded Fd T | $957.8K | 2.9% |
| Apple Inc. | $925.4K | 2.8% |
| Hewlett Packard Enterprise Co | $878.6K | 2.7% |
| Cisco Systems, Inc. | $788.9K | 2.4% |
| Warren E. Buffett | $779.6K | 2.4% |
| Exxon Mobil Corp | $606.6K | 1.9% |
| Trane Technologies plc | $575.2K | 1.8% |
| Verizon Communications Inc | $515.2K | 1.6% |
| Schwab Charles Corp | $480.1K | 1.5% |
| Wells Fargo & COMPANY/MN | $478.1K | 1.5% |
| Visa Inc | $456.6K | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.