Xcelsior Advisor Partners LLC
CIK 2110679
13F filing for Q2 2026・No. 3,055
- Holdings
- US$759.33M
- Quarter change
- +US$496.47M
- Entries
- 499
- Net bought (estimate)
- +US$467.12M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 230
- Sold out 3
- Cut 28
- Added 183
- Corporate actions 2
- Unchanged 11
Largest holdings
452 stocks worth US$757.87M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| FIRST FINL BANKSHARES INCCOM | Added | 971,806 | US$33.62M | 4.44% |
| AAPLAppleCOM | Added | 78,977 | US$22.85M | 3.02% |
| NVDANvidiaCOM | Added | 107,195 | US$21.45M | 2.83% |
| MSFTMicrosoftCOM | Added | 51,106 | US$19.06M | 2.52% |
| FIRST TR EXCHANGE-TRADED FDSHS | New | 374,997 | US$18.07M | 2.38% |
| AMZNAmazonCOM | Added | 62,543 | US$14.91M | 1.97% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Cut | 190,161 | US$13.55M | 1.79% |
| ISHARES GOLD TRISHARES NEW | Added | 137,167 | US$10.36M | 1.37% |
| TRGPTARGA RES CORPCOM | New | 38,340 | US$10.28M | 1.36% |
| ABBVABBVIE INCCOM | Added | 39,935 | US$10.05M | 1.33% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.