Institutional Manager · CIK 0001542383
Aviance Capital Partners, LLC
NAPLES, FL · File #028-14896
Latest AUM
$867.6M
Positions
361
Top-10 Concentration
54.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025361 pos · $867.6M
- 13F HOLDINGS REPORTQ/E Sep 2025363 pos · $842.1M
- 13F HOLDINGS REPORTQ/E Jun 2025350 pos · $765.2M
- 13F HOLDINGS REPORTQ/E Mar 2025336 pos · $710.8M
- 13F HOLDINGS REPORTQ/E Dec 2024322 pos · $723.6M
- 13F HOLDINGS REPORTQ/E Sep 2024333 pos · $758.0M
- 13F HOLDINGS REPORTQ/E Jun 2024318 pos · $702.8M
- 13F HOLDINGS REPORTQ/E Mar 2024318 pos · $672.6M
- 13F HOLDINGS REPORTQ/E Dec 2023250 pos · $444.6M
- 13F HOLDINGS REPORTQ/E Sep 2023263 pos · $472.4M
- 13F HOLDINGS REPORTQ/E Jun 2023262 pos · $449.7M
- 13F HOLDINGS REPORTQ/E Mar 2023278 pos · $428.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 258,188 | $70.2M | 12.45% |
| 2 | ALPHABET INC | GOOG | 152,791 | $47.8M | 8.48% |
| 3 | BROADCOM INC | AVGO | 105,747 | $36.6M | 6.49% |
| 4 | ABBVIE INC | ABBV | 145,158 | $33.2M | 5.88% |
| 5 | AMAZON COM INC | AMZN | 133,946 | $30.9M | 5.48% |
| 6 | JPMORGAN CHASE & CO. | VYLD | 82,311 | $26.5M | 4.70% |
| 7 | MICROSOFT CORP | MSFT | 40,990 | $19.8M | 3.52% |
| 8 | META PLATFORMS INC | META | 27,546 | $18.2M | 3.22% |
| 9 | LAM RESEARCH CORP | LRCX | 81,915 | $14.0M | 2.49% |
| 10 | AMGEN INC | AMGN | 36,980 | $12.1M | 2.15% |
| 11 | NVIDIA CORPORATION | NVDA | 62,270 | $11.6M | 2.06% |
| 12 | TRAVELERS COMPANIES INC | TRV | 36,673 | $10.6M | 1.89% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 14 | $10.6M | 1.87% |
| 14 | SCHWAB CHARLES CORP | SCHW-PJ | 93,021 | $9.3M | 1.65% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 18,364 | $9.2M | 1.64% |
| 16 | BLACKROCK INC | BLK | 8,277 | $8.9M | 1.57% |
| 17 | CAVCO INDS INC DEL | 149568107 | 14,415 | $8.5M | 1.51% |
| 18 | THERMO FISHER SCIENTIFIC INC | TMO | 14,604 | $8.5M | 1.50% |
| 19 | ARISTA NETWORKS INC | ANET | 64,144 | $8.4M | 1.49% |
| 20 | EXXON MOBIL CORP | XOM | 66,882 | $8.0M | 1.43% |