13F filer
Xcelsior Advisor Partners
13F Value
$759.3M
Positions
453
Top Position
FFIN4.4%
Top 5
15.2%
Latest filing changes
vs Mar 31, 2026Holdings453
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | FFIN | 4.4% | $33.6M | +314.6% | 971.8K | 2.6% | Common Stock | |
| 2 | AAPL | 3.0% | $22.9M | +167.3% | 79.0K | 2.9% | Common Stock | |
| 3 | NVDA | 2.8% | $21.4M | +135.8% | 107.2K | 3.0% | Common Stock | |
| 4 | MSFT | 2.5% | $19.1M | +269.5% | 51.1K | 1.9% | Common Stock | |
| 5 | FVD | 2.4% | $18.1M | NEW | 375.0K | — | ETF | |
| 6 | AMZN | 2.0% | $14.9M | +169.8% | 62.5K | 1.8% | Common Stock | |
| 7 | VEA | 1.8% | $13.5M | -0.7% | 190.2K | 4.7% | ETF | |
| 8 | IAUFiling details
|
1.4% | $10.4M | +91.6% | 137.2K | 2.4% | ETF | |
| 9 | TRGP | 1.4% | $10.3M | NEW | 38.3K | — | Common Stock | |
| 10 | ABBV | 1.3% | $10.0M | +754.2% | 39.9K | 0.4% | Common Stock | |
| 11 | WFC | 1.3% | $9.8M | >999% | 118.2K | 0.1% | Common Stock | |
| 12 | XOMFiling details
|
1.3% | $9.6M | +120.7% | 70.0K | 2.0% | Common Stock | |
| 13 | SPY | 1.2% | $9.0M | +32.6% | 12.1K | 2.3% | ETF | |
| 14 | GOOGLFiling details
|
1.2% | $8.8M | +195.1% | 24.7K | 0.9% | Common Stock | |
| 15 | VIG | 1.1% | $8.6M | +49.1% | 36.5K | 2.0% | ETF | |
| 16 | VTV | 1.1% | $8.5M | +15.5% | 39.1K | 2.5% | ETF | |
| 17 | JNJ | 1.1% | $8.5M | +432.6% | 33.5K | 0.6% | Common Stock | |
| 18 | LLY | 1.1% | $8.0M | +187.1% | 6.7K | 0.8% | Common Stock | |
| 19 | SCHD | 1.0% | $8.0M | +17.0% | 250.8K | 2.5% | ETF | |
| 20 | ET | 1.0% | $7.9M | +783.1% | 412.5K | 0.3% | Partnership Unit |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing2
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.