Advanced Portfolio Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Advanced Portfolio Management, LLC held in its portfolio 37 assets valued at $32,753,814 (i.e. $32.75M).
The most valuable assets in the portfolio included: MICROSOFT CORP ($2.21M), BROADCOM INC ($2.10M), and META PLATFORMS INC ($1.68M).
The chart below shows the top 10 valuable assets, and the table below shows the top 37 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Advanced Portfolio Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 4565 | 2207725 | COM |
| BROADCOM INC | 6052 | 2094597 | COM |
| META PLATFORMS INC | 2545 | 1679929 | CL A |
| AMAZON COM INC | 7008 | 1617587 | COM |
| ORACLE CORP | 7550 | 1471571 | COM |
| SOFI TECHNOLOGIES INC | 55000 | 1439900 | COM |
| NVIDIA CORPORATION | 7132 | 1330118 | COM |
| SALESFORCE INC | 4995 | 1323225 | COM |
| VISTRA CORP | 8058 | 1299997 | COM |
| VENTURE GLOBAL INC | 180000 | 1227600 | COM CL A |
| ABBVIE INC | 5284 | 1207341 | COM |
| EQUINIX INC | 1486 | 1138514 | COM |
| COMCAST CORP NEW | 35869 | 1072124 | CL A |
| CARDINAL HEALTH INC | 5173 | 1063052 | COM |
| INVESCO EXCHANGE TRADED FD T | 5000 | 957800 | S&P500 EQL WGT |
| APPLE INC | 3404 | 925411 | COM |
| HEWLETT PACKARD ENTERPRISE C | 36577 | 878580 | COM |
| CISCO SYS INC | 10241 | 788864 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1551 | 779610 | CL B NEW |
| EXXON MOBIL CORP | 5041 | 606634 | COM |
| TRANE TECHNOLOGIES PLC | 1478 | 575238 | SHS |
| VERIZON COMMUNICATIONS INC | 12649 | 515194 | COM |
| SCHWAB CHARLES CORP | 4805 | 480068 | COM |
| WELLS FARGO CO NEW | 5130 | 478116 | COM |
| VISA INC | 1302 | 456624 | COM CL A |
| ONEOK INC NEW | 6155 | 452393 | COM |
| INTUIT | 672 | 445146 | COM |
| CVS HEALTH CORP | 5555 | 440845 | COM |
| TJX COS INC NEW | 2867 | 440400 | COM |
| UNITED RENTALS INC | 536 | 433796 | COM |
| COLGATE PALMOLIVE CO | 5475 | 432635 | COM |
| STARBUCKS CORP | 5085 | 428208 | COM |
| ABBOTT LABS | 3410 | 427239 | COM |
| ARCHER DANIELS MIDLAND CO | 7314 | 420482 | COM |
| KROGER CO | 6593 | 411931 | COM |
| EQT CORP | 7683 | 411809 | COM |
| NETFLIX INC | 4197 | 393511 | COM |
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