§ 13F · FUND PROFILE
Xcelsior Advisor Partners LLC.
AUM · $759M (13F)Positions · 499Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$194M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FFIN | FIRST FINL BANKSHARES INC | 972K | $34M | 4.4% | +315% |
| 2 | AAPL | APPLE INC | 72K | $21M | 2.8% | +167% |
| 3 | NVDA | NVIDIA CORPORATION | 104K | $21M | 2.7% | +136% |
| 4 | FVD | FIRST TR EXCHANGE-TRADED FD | 375K | $18M | 2.4% | NEW |
| 5 | MSFT | MICROSOFT CORP | 47K | $18M | 2.3% | +210% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 183K | $13M | 1.7% | −1% |
| 7 | AMZN | AMAZON COM INC | 53K | $13M | 1.7% | +170% |
| 8 | IAU | ISHARES GOLD TR | 137K | $10M | 1.4% | +92% |
| 9 | TRGP | TARGA RES CORP | 38K | $10M | 1.4% | NEW |
| 10 | ABBV | ABBVIE INC | 39K | $10M | 1.3% | +754% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE XCELSIOR SIGNAL
AC read
Xcelsior Advisor Partners LLC is a Other fund managing $759 million in assets. The fund runs a broad portfolio of 499 positions.
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