Investor
Advanced Portfolio Management, LLC
CIK 0001940461 · filed 2026-02-17 · SEC filing
13F book
$32.8M
Positions
37
Largest name
6.7%
Microsoft Corp · MSFT
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Microsoft Corp | MSFT | 4.57K | $2.21M | 6.7% | — | Held |
| Broadcom Inc. | AVGO | 6.05K | $2.09M | 6.4% | — | Held |
| Meta Platforms, Inc. | META | 2.54K | $1.68M | 5.1% | — | Held |
| Amazon Com Inc | AMZN | 7.01K | $1.62M | 4.9% | — | Held |
| Oracle Corp | — | 7.55K | $1.47M | 4.5% | — | Held |
| SoFi Technologies, Inc. | SOFI | 55K | $1.44M | 4.4% | — | Held |
| Nvidia Corp | NVDA | 7.13K | $1.33M | 4.1% | — | Held |
| Salesforce, Inc. | CRM | 5K | $1.32M | 4.0% | — | Held |
| Vistra Corp. | VST | 8.06K | $1.3M | 4.0% | — | Held |
| Venture Global, Inc. | VG | 180K | $1.23M | 3.7% | — | Held |
| AbbVie Inc. | ABBV | 5.28K | $1.21M | 3.7% | — | Held |
| Equinix Inc | EQIX | 1.49K | $1.14M | 3.5% | — | Held |
| Comcast Corp New | — | 35.9K | $1.07M | 3.3% | — | Held |
| Cardinal Health Inc | CAH | 5.17K | $1.06M | 3.2% | — | Held |
| Invesco Exchange Traded Fd T | — | 5K | $957.8K | 2.9% | — | Held |
| Apple Inc. | AAPL | 3.4K | $925.4K | 2.8% | — | Held |
| Hewlett Packard Enterprise C | — | 36.6K | $878.6K | 2.7% | — | Held |
| Cisco Sys Inc | — | 10.2K | $788.9K | 2.4% | — | Held |
| Berkshire Hathaway Inc Del | — | 1.55K | $779.6K | 2.4% | — | Held |
| Exxon Mobil Corp | — | 5.04K | $606.6K | 1.9% | — | Held |
| Trane Technologies Plc | TT | 1.48K | $575.2K | 1.8% | — | Held |
| Verizon Communications Inc | VZ | 12.6K | $515.2K | 1.6% | — | Held |
| Schwab Charles Corp | — | 4.8K | $480.1K | 1.5% | — | Held |
| Wells Fargo Co New | — | 5.13K | $478.1K | 1.5% | — | Held |
| Visa Inc. | V | 1.3K | $456.6K | 1.4% | — | Held |
| Oneok Inc /New/ | OKE | 6.16K | $452.4K | 1.4% | — | Held |
| Intuit Inc. | INTU | 672 | $445.1K | 1.4% | — | Held |
| Cvs Health Corp | CVS | 5.55K | $440.8K | 1.3% | — | Held |
| Tjx Cos Inc New | — | 2.87K | $440.4K | 1.3% | — | Held |
| United Rentals, Inc. | URI | 536 | $433.8K | 1.3% | — | Held |
| Colgate Palmolive Co | CL | 5.47K | $432.6K | 1.3% | — | Held |
| Starbucks Corp | SBUX | 5.08K | $428.2K | 1.3% | — | Held |
| Abbott Labs | ABT | 3.41K | $427.2K | 1.3% | — | Held |
| Archer-Daniels-Midland Co | ADM | 7.31K | $420.5K | 1.3% | — | Held |
| Kroger Co | KR | 6.59K | $411.9K | 1.3% | — | Held |
| Eqt Corp | EQT | 7.68K | $411.8K | 1.3% | — | Held |
| Netflix Inc | NFLX | 4.2K | $393.5K | 1.2% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.