StockDriftsStockDriftsTop 37 Advanced Portfolio Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 6.74% | 4.6K | $2.2M | -5.72%(-277) | $378.10(+8.76%) | 2025-12-31 | |
| AVGO | BROADCOM INC | 6.39% | 6.1K | $2.1M | -66.73%(-12.14K) | $290.41(+36.61%) | 2025-12-31 | |
| META | META PLATFORMS INC | 5.13% | 2.5K | $1.7M | +6969.44%(+2.51K) | $691.76(-2.92%) | 2025-12-31 | |
| AMZN | AMAZON COM INC | 4.94% | 7.0K | $1.6M | +121.21%(+3.84K) | $203.07(+22.37%) | 2025-12-31 | |
| ORCL | ORACLE CORP | 4.49% | 7.5K | $1.5M | -25.04%(-2.52K) | $249.93(-32.06%) | 2025-12-31 | |
| SOFI | SOFI TECHNOLOGIES INC | 4.4% | 55.0K | $1.4M | +266.67%(+40.00K) | $25.21(-25.48%) | 2025-12-31 | |
| NVDA | NVIDIA CORPORATION | 4.06% | 7.1K | $1.3M | -45.38%(-5.92K) | $96.78(+105.49%) | 2025-12-31 | |
| CRM | SALESFORCE INC | 4.04% | 5.0K | $1.3M | new | $250.96(-29.23%) | 2025-12-31 | |
| VST | VISTRA CORP | 3.97% | 8.1K | $1.3M | -42.50%(-5.96K) | $194.86(-16.38%) | 2025-12-31 | |
| VG | VENTURE GLOBAL INC | 3.75% | 180.0K | $1.2M | new | $10.50(+15.94%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +65.45% |
| Top 20 Holdings Unweighted | — | — | — | — | +62.85% |
Advanced Portfolio Management, Llc reports $32.75M in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (6.7%), AVGO (6.4%) and META (5.1%). The top 20 holdings account for 76.67% of reported assets. Its disclosed equity book has returned +65.45% cumulatively over 11 quarters. Figures reflect the Q4 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Advanced Portfolio Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1940461). View Advanced Portfolio Management, Llc’s 13F filings on SEC