Xcelsior Advisor Partners LLC: 13F holdings
CIK 21106792026Q2
| Positions | 452 |
|---|---|
| Reported value | $759.3m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| FFIN FIRST FINL BANKSHARES INC | 971,806 | $33.6m | 4.4% |
| AAPL APPLE INC | 78,977 | $22.9m | 3.0% |
| NVDA NVIDIA CORPORATION | 107,195 | $21.4m | 2.8% |
| MSFT MICROSOFT CORP | 51,106 | $19.1m | 2.5% |
| FVD FIRST TR EXCHANGE-TRADED FD | 374,997 | $18.1m | 2.4% |
| AMZN AMAZON COM INC | 62,543 | $14.9m | 2.0% |
| VEA VANGUARD TAX-MANAGED FDS | 190,161 | $13.5m | 1.8% |
| IAU ISHARES GOLD TR | 137,167 | $10.4m | 1.4% |
| TRGP TARGA RES CORP | 38,340 | $10.3m | 1.4% |
| ABBV ABBVIE INC | 39,935 | $10.0m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110679")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.