StockDriftsStockDriftsTop 50 Xcelsior Advisor Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FFIN | FIRST FINL BANKSHARES INC | 4.44% | 971.8K | $33.6M | +314.61%(+737.41K) | $31.33(+12.12%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.02% | 79.0K | $22.9M | +167.31%(+49.43K) | $266.18(+14.68%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.83% | 107.2K | $21.4M | +135.78%(+61.73K) | $184.12(+22.36%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.52% | 51.1K | $19.1M | +269.48%(+37.27K) | $397.05(+25.14%) | 2026-06-30 | |
| FVD | FIRST TR EXCHANGE-TRADED FD | 2.38% | 375.0K | $18.1M | new | $47.40(+7.25%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.97% | 62.5K | $14.9M | +169.83%(+39.36K) | $220.83(+20.06%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.79% | 190.2K | $13.5M | -0.69%(-1.32K) | $61.50(+19.57%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 1.37% | 137.2K | $10.4M | +91.65%(+65.59K) | $78.52(+4.15%) | 2026-06-30 | |
| TRGP | TARGA RES CORP | 1.36% | 38.3K | $10.3M | new | $258.12(+4.06%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 1.33% | 39.9K | $10.0M | +754.22%(+35.26K) | $231.88(+8.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.57% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.69% |
Xcelsior Advisor Partners LLC reports $759.33M in US-listed equity holdings across 452 positions in its most recent 13F filing. Its largest disclosed positions are FFIN (4.4%), AAPL (3.0%) and NVDA (2.8%). The top 20 holdings account for 34.43% of reported assets. Its disclosed equity book has returned +7.57% cumulatively over 2 quarters. Figures reflect the Q2 2026 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 Xcelsior Advisor Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2110679). View Xcelsior Advisor Partners LLC’s 13F filings on SEC