Institutional Fund
Aviance Capital Partners, LLC
Naples, FLCIK 15423835 filings on record
Portfolio Value
$853.97M
Q1 2026
Holdings
368
Reported positions
New Buys
21
Opened this quarter
QoQ Change
-1.6%
from $867.61M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc7.7%
- Alphabet Inc5.0%
- Abbvie Inc3.7%
- Broadcom Inc3.7%
- Amazon Com Inc3.3%
- Jpmorgan Chase & Co.2.8%
- Other73.6%
Portfolio Holdings
368 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 260.6K | $66.13M | 7.7% | +2.4K | Added |
| 2 | Alphabet Inc | 149.4K | $42.96M | 5.0% | −3.4K | Reduced |
| 3 | Abbvie Inc | 147.0K | $31.96M | 3.7% | +1.8K | Added |
| 4 | Broadcom Inc | 102.8K | $31.82M | 3.7% | −2.9K | Reduced |
| 5 | Amazon Com Inc | 137.0K | $28.54M | 3.3% | +3.1K | Added |
| 6 | Jpmorgan Chase & Co. | 81.1K | $23.86M | 2.8% | −1.2K | Reduced |
| 7 | Lam Research Corp | 80.7K | $17.23M | 2.0% | −1.3K | Reduced |
| 8 | Microsoft Corp | 43.7K | $16.18M | 1.9% | +2.7K | Added |
| 9 | Meta Platforms Inc | 26.9K | $15.41M | 1.8% | −604 | Reduced |
| 10 | Amgen Inc | 36.5K | $12.85M | 1.5% | −466 | Reduced |
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