XCELSIOR ADVISOR PARTNERS LLC
XCELSIOR ADVISOR PARTNERS LLC reported 453 positions worth $759.3M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: FFIN (4.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FFIN | SH | $33.6M | 4.43% | 971,806 | — | — | |
| ▸ 2 | AAPL | SH | $22.9M | 3.01% | 78,977 | — | — | |
| ▸ 3 | NVDA | SH | $21.4M | 2.83% | 107,195 | — | — | |
| ▸ 4 | MSFT | SH | $19.1M | 2.51% | 51,106 | — | — | |
| ▸ 5 | FVD | SH | $18.1M | 2.38% | 374,997 | — | — | |
| ▸ 6 | AMZN | SH | $14.9M | 1.96% | 62,543 | — | — | |
| ▸ 7 | VEA | SH | $13.5M | 1.78% | 190,161 | — | — | |
| ▸ 8 | IAU | SH | $10.4M | 1.36% | 137,167 | — | — | |
| ▸ 9 | TRGP | SH | $10.3M | 1.35% | 38,340 | — | — | |
| ▸ 10 | ABBV | SH | $10.0M | 1.32% | 39,935 | — | — |
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Frequently Asked Questions
What stocks does XCELSIOR ADVISOR PARTNERS LLC hold as of Q2 2026?
XCELSIOR ADVISOR PARTNERS LLC reported 453 positions worth $759.3M in its Q2 2026 13F filing. Largest positions: FFIN (4.4%), AAPL (3.0%), NVDA (2.8%), MSFT (2.5%) and FVD (2.4%).
What did XCELSIOR ADVISOR PARTNERS LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did XCELSIOR ADVISOR PARTNERS LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.