EdgeMarket › What Aviance Capital Partners, Llc reported owning
What Aviance Capital Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
854.0MPositions
368Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 66.1M | 7.7% | 260.6K | 309.35 | +36.9% |
| GOOGL Alphabet Inc. | 43.0M | 5.0% | 149.4K | 344.82 | +73.0% |
| ABBV AbbVie Inc. | 32.0M | 3.7% | 147.0K | 264.96 | +26.7% |
| AVGO Broadcom Inc. | 31.8M | 3.7% | 102.8K | 368.45 | +26.5% |
| AMZN AMAZON COM INC | 28.5M | 3.3% | 137.0K | 258.63 | +15.6% |
| JPM JPMORGAN CHASE & CO | 23.9M | 2.8% | 81.1K | 351.58 | +20.3% |
| LRCX LAM RESEARCH CORP | 17.2M | 2.0% | 80.7K | 314.00 | +216.7% |
| MSFT MICROSOFT CORP | 16.2M | 1.9% | 43.7K | 483.24 | -4.4% |
| META Meta Platforms, Inc. | 15.4M | 1.8% | 26.9K | 549.90 | -26.5% |
| AMGN AMGEN INC | 12.8M | 1.5% | 36.5K | 439.33 | +48.2% |
| XOM ExxonMobil Holdings Corp | 11.5M | 1.3% | 67.5K | 165.11 | +52.1% |
| NVDA NVIDIA CORP | 10.8M | 1.3% | 61.9K | 214.72 | +22.4% |
| TRV TRAVELERS COMPANIES, INC. | 10.3M | 1.2% | 35.4K | 363.58 | +32.5% |
| unmapped CUSIP 084670108 | 10.1M | 1.2% | 14 | — | — |
| LMT LOCKHEED MARTIN CORP | 9.9M | 1.2% | 16.5K | 563.57 | +26.4% |
| LIN LINDE PLC | 9.1M | 1.1% | 18.4K | 487.57 | +1.1% |
| unmapped CUSIP 084670702 | 8.9M | 1.0% | 18.5K | — | — |
| SCHW SCHWAB CHARLES CORP | 8.6M | 1.0% | 91.7K | 112.30 | +17.6% |
| MINT PIMCO Enhanced Short Maturity Active Exchange- | 8.5M | 1.0% | 84.8K | 100.73 | +0.2% |
| JNJ JOHNSON & JOHNSON | 8.2M | 1.0% | 33.6K | 270.24 | +51.1% |
| BLK BlackRock, Inc. | 7.8M | 0.9% | 8.2K | 1,156.55 | +2.5% |
| ANET Arista Networks, Inc. | 7.7M | 0.9% | 63.0K | 188.65 | +43.5% |
| LOW LOWES COMPANIES INC | 7.4M | 0.9% | 31.4K | 216.09 | -16.0% |
| TMO THERMO FISHER SCIENTIFIC INC. | 7.1M | 0.8% | 14.5K | 629.27 | +27.2% |
| CVCO CAVCO INDUSTRIES, INC. | 6.9M | 0.8% | 14.2K | 582.55 | +20.1% |
| V VISA INC. | 6.4M | 0.8% | 21.3K | 371.04 | +7.9% |
| ASO Academy Sports & Outdoors, Inc. | 6.2M | 0.7% | 109.2K | 45.83 | -10.5% |
| HCA HCA Healthcare, Inc. | 6.1M | 0.7% | 12.9K | 429.19 | +4.6% |
| NFLX NETFLIX INC | 5.9M | 0.7% | 61.3K | 79.59 | -34.4% |
| AGG iShares Core U.S. Aggregate Bond ETF | 5.8M | 0.7% | 58.0K | 97.35 | -1.7% |
| DFSV Dimensional US Small Cap Value ETF | 5.6M | 0.7% | 158.8K | 40.29 | +30.3% |
| BOND PIMCO Active Bond Exchange-Traded Fund Exchang | 5.4M | 0.6% | 58.3K | 90.50 | -1.7% |
| CI Cigna Group | 5.3M | 0.6% | 19.8K | 277.51 | -8.9% |
| GOOG Alphabet Inc. | 5.3M | 0.6% | 18.4K | 341.75 | +70.7% |
| PG PROCTER & GAMBLE Co | 5.2M | 0.6% | 36.2K | 144.68 | -9.3% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 5.2M | 0.6% | 56.9K | 91.60 | -0.1% |
| IBDR iShares iBonds Dec 2026 Term Corporate ETF | 5.1M | 0.6% | 209.1K | 24.23 | +0.0% |
| BA BOEING CO | 5.1M | 0.6% | 25.5K | 214.20 | -5.1% |
| MRK Merck & Co., Inc. | 5.0M | 0.6% | 41.8K | 152.55 | +80.2% |
| GS GOLDMAN SACHS GROUP INC | 5.0M | 0.6% | 5.9K | 1,039.28 | +44.2% |
| DFAT Dimensional U.S. Targeted Value ETF | 4.8M | 0.6% | 77.2K | 71.67 | +26.9% |
| PGR PROGRESSIVE CORP/OH/ | 4.8M | 0.6% | 24.2K | 219.28 | -13.2% |
| SCHP Schwab U.S. TIPS ETF | 4.7M | 0.6% | 176.9K | 25.96 | -2.7% |
| PFE PFIZER INC | 4.6M | 0.5% | 165.6K | 28.07 | +10.6% |
| UNH UNITEDHEALTH GROUP INC | 4.6M | 0.5% | 16.9K | 390.11 | +30.1% |
| MA Mastercard Inc | 4.4M | 0.5% | 8.9K | 580.63 | -2.0% |
| AXP AMERICAN EXPRESS CO | 4.4M | 0.5% | 14.5K | 336.00 | +8.9% |
| CPAY CORPAY, INC. | 4.2M | 0.5% | 14.4K | 417.13 | +31.8% |
| DFIV Dimensional International Value ETF | 4.1M | 0.5% | 78.1K | 58.31 | +27.8% |
| UBER Uber Technologies, Inc | 4.0M | 0.5% | 55.5K | 78.80 | -15.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →