Apriem Advisors

13F filer · CIK 0001425165

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$1.16BU.S. long equity reported on 13F

Positions1298 new · 15 closed

Net flow last quarter-$1.44MBuys minus sells

Top 10 positions weight21.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026129 positions
AAPLApple Inc.	$69M	5.97%	0.00%	+1.8%	Q2 2013
GOOGLAlphabet Inc.	$40.7M	3.53%	0.00%	-0.6%	Q4 2015
AMZNAmazon Com Inc	$22.6M	1.96%	0.00%	+0.6%	Q2 2013
LRCXLam Research Corp	$21.5M	1.86%	0.00%	-11.5%	Q4 2015
XOMExxonMobil Holdings Corp	$19.9M	1.73%	0.00%	+1.7%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$18.7M	1.62%	Not reported	-0.3%	Q2 2013
JPMJPMorgan Chase & Co	$14.6M	1.26%	0.00%	-0.3%	Q2 2013
GSGoldman Sachs Group Inc	$12.7M	1.10%	0.00%	-7.4%	Q2 2013
GLDMWorld Gold Trust	$12.6M	1.09%	0.05%	+201.9%	Q1 2026
MSFTMicrosoft Corp	$10.5M	0.91%	0.00%	-4.6%	Q2 2013
NVDANvidia Corp	$9.66M	0.84%	0.00%	-9.5%	Q4 2013
QQQInvesco QQQ Trust, Series 1	$9.41M	0.81%	Not reported	+1.3%	Q2 2018
BTCGrayscale Bitcoin Mini Trust ETF	$8.57M	0.74%	0.28%	+15.4%	Q4 2024
AEMAgnico Eagle Mines Ltd	$8.55M	0.74%	0.01%	Not reported	Q1 2022
TSLATesla, Inc.	$8.21M	0.71%	0.00%	+8.9%	Q2 2013
AMDAdvanced Micro Devices Inc	$7.37M	0.64%	0.00%	-18.9%	Q2 2013
KLACKla Corp	$7.21M	0.62%	0.00%	+0.1%	Q2 2014
AVAVAeroVironment Inc	$6.77M	0.59%	0.08%	New	Q2 2026
BRK.BBerkshire Hathaway Inc	$6.63M	0.57%	Not reported	-3.4%	Q2 2013
CFCF Industries Holdings, Inc.	$5.93M	0.51%	0.04%	New	Q2 2026
LMTLockheed Martin Corp	$5.88M	0.51%	0.01%	-3.9%	Q3 2014
ADSKAutodesk, Inc.	$5.02M	0.43%	0.01%	-3.2%	Q4 2016
RMDResmed Inc	$4.53M	0.39%	0.02%	-19.6%	Q3 2023
CTASCintas Corp	$4.38M	0.38%	0.01%	-6.6%	Q2 2020
CRWDCrowdStrike Holdings, Inc.	$4.38M	0.38%	0.00%	-14.5%	Q2 2024
BABoeing Co	$4.29M	0.37%	0.00%	-11.6%	Q2 2013
MMM3m Co	$4.1M	0.35%	0.00%	Not reported	Q2 2013
AVGOBroadcom Inc.	$4M	0.35%	0.00%	-7.6%	Q1 2016
ETNEaton Corp plc	$3.67M	0.32%	0.00%	0.0%	Q2 2013
MELIMercadolibre Inc	$3.6M	0.31%	0.00%	-3.4%	Q4 2016
GOOGAlphabet Inc.	$3.55M	0.31%	Not reported	-22.3%	Q4 2015
ABBVAbbVie Inc.	$3.44M	0.30%	0.00%	+2.0%	Q2 2013
MUMicron Technology Inc	$3.13M	0.27%	0.00%	+19.7%	Q3 2014
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.09M	0.27%	Not reported	+39.8%	Q4 2022
JNJJohnson & Johnson	$3.08M	0.27%	0.00%	+0.8%	Q2 2013
MAMastercard Inc	$2.73M	0.24%	0.00%	+0.4%	Q4 2013
SMHMarket Vectors ETF Trust	$2.71M	0.23%	Not reported	-0.7%	Q4 2020
SNASnap-on Inc	$2.7M	0.23%	0.01%	-30.5%	Q2 2015
COSTCostco Wholesale Corp	$2.63M	0.23%	0.00%	-7.8%	Q2 2013
PANWPalo Alto Networks Inc	$2.55M	0.22%	0.00%	-0.3%	Q2 2014
BXBlackstone Inc.	$2.54M	0.22%	0.00%	Not reported	Q2 2013
LLYELI LILLY & Co	$2.54M	0.22%	0.00%	+15.5%	Q2 2013
QCOMQualcomm Inc	$2.5M	0.22%	0.00%	-0.1%	Q2 2013
SLBSLB Limited	$2.38M	0.21%	0.00%	-25.8%	Q2 2013
METAMeta Platforms, Inc.	$2.37M	0.20%	Not reported	+0.7%	Q2 2013
DIASPDR Dow Jones Industrial Average ETF Trust	$2.17M	0.19%	Not reported	Not reported	Q2 2013
CSCOCisco Systems, Inc.	$1.83M	0.16%	0.00%	+0.5%	Q2 2013
BACBank of America Corp	$1.77M	0.15%	0.00%	-0.7%	Q2 2013
ADPAutomatic Data Processing Inc	$1.74M	0.15%	0.00%	-8.0%	Q4 2016
CVXChevron Corp	$1.66M	0.14%	0.00%	-22.6%	Q2 2013

Q1 2026Reported May 15, 2026135 positions
AAPLApple Inc.	$59.5M	5.68%	0.00%	-0.9%	Q2 2013
GOOGLAlphabet Inc.	$33M	3.15%	0.00%	-1.4%	Q4 2015
XOMExxonMobil Holdings Corp	$24.3M	2.32%	0.00%	+6.3%	Q2 2013
AMZNAmazon Com Inc	$19.7M	1.88%	0.00%	-13.9%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$16.4M	1.56%	Not reported	-0.7%	Q2 2013
JPMJPMorgan Chase & Co	$13.1M	1.25%	0.00%	-0.4%	Q2 2013
LRCXLam Research Corp	$12M	1.14%	0.00%	-39.1%	Q4 2015
GSGoldman Sachs Group Inc	$11.5M	1.10%	0.00%	-4.1%	Q2 2013
AEMAgnico Eagle Mines Ltd	$11.2M	1.07%	0.01%	-0.2%	Q1 2022
MSFTMicrosoft Corp	$10.9M	1.04%	0.00%	-21.4%	Q2 2013
NVDANvidia Corp	$9.3M	0.89%	0.00%	+3.4%	Q4 2013
BTCGrayscale Bitcoin Mini Trust ETF	$8.58M	0.82%	0.25%	+96.5%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$7.28M	0.69%	Not reported	-0.9%	Q2 2018
LMTLockheed Martin Corp	$7.26M	0.69%	0.01%	-22.6%	Q3 2014
TSLATesla, Inc.	$6.67M	0.64%	0.00%	+0.7%	Q2 2013
BRK.BBerkshire Hathaway Inc	$6.57M	0.63%	Not reported	-4.0%	Q2 2013
RMDResmed Inc	$6.49M	0.62%	0.02%	-5.6%	Q3 2023
ADSKAutodesk, Inc.	$6.39M	0.61%	0.01%	-3.5%	Q4 2016
REGNRegeneron Pharmaceuticals, Inc.	$6.3M	0.60%	0.01%	-5.0%	Q1 2015
GLDMWorld Gold Trust	$4.89M	0.47%	0.02%	New	Q1 2026
CTASCintas Corp	$4.66M	0.44%	0.01%	-3.1%	Q2 2020
BABoeing Co	$4.46M	0.43%	0.00%	-0.7%	Q2 2013
INTUIntuit Inc.	$4.21M	0.40%	0.00%	-5.7%	Q4 2016
MELIMercadolibre Inc	$3.8M	0.36%	0.00%	Not reported	Q4 2016
GOOGAlphabet Inc.	$3.71M	0.35%	Not reported	-3.8%	Q4 2015
MMM3m Co	$3.68M	0.35%	0.00%	Not reported	Q2 2013
SLBSLB Limited	$3.55M	0.34%	0.00%	-5.4%	Q2 2013
AVGOBroadcom Inc.	$3.55M	0.34%	0.00%	-21.7%	Q1 2016
KLACKla Corp	$3.52M	0.34%	0.00%	-3.5%	Q2 2014
SNASnap-on Inc	$3.5M	0.33%	0.02%	-6.7%	Q2 2015
AMDAdvanced Micro Devices Inc	$3.18M	0.30%	0.00%	-1.5%	Q2 2013
ETNEaton Corp plc	$3.08M	0.29%	0.00%	-0.2%	Q2 2013
COSTCostco Wholesale Corp	$3.04M	0.29%	0.00%	+6.1%	Q2 2013
JNJJohnson & Johnson	$2.94M	0.28%	0.00%	+1.4%	Q2 2013
ABBVAbbVie Inc.	$2.92M	0.28%	0.00%	+0.1%	Q2 2013
CVXChevron Corp	$2.67M	0.25%	0.00%	-2.1%	Q2 2013
MAMastercard Inc	$2.65M	0.25%	0.00%	+4.1%	Q4 2013
CRWDCrowdStrike Holdings, Inc.	$2.62M	0.25%	0.00%	+274.5%	Q2 2024
METAMeta Platforms, Inc.	$2.39M	0.23%	Not reported	+2.9%	Q2 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.07M	0.20%	Not reported	+590.4%	Q4 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$1.92M	0.18%	Not reported	Not reported	Q2 2013
DISWalt Disney Co	$1.85M	0.18%	0.00%	-76.9%	Q2 2013
GEVGE Vernova Inc.	$1.76M	0.17%	0.00%	-4.9%	Q3 2024
QCOMQualcomm Inc	$1.74M	0.17%	0.00%	-0.1%	Q2 2013
ADPAutomatic Data Processing Inc	$1.71M	0.16%	0.00%	-6.1%	Q4 2016
LLYELI LILLY & Co	$1.69M	0.16%	0.00%	+0.3%	Q2 2013
SYKStryker Corp	$1.67M	0.16%	0.00%	-0.1%	Q1 2016
PFEPfizer Inc	$1.63M	0.16%	0.00%	-3.0%	Q2 2013
SMHMarket Vectors ETF Trust	$1.6M	0.15%	Not reported	Not reported	Q4 2020
SRESempra	$1.59M	0.15%	0.00%	Not reported	Q2 2013

Q4 2025Reported Feb 13, 2026140 positions
AAPLApple Inc.	$64.3M	5.90%	0.00%	+0.9%	Q2 2013
GOOGLAlphabet Inc.	$36.4M	3.34%	0.00%	-0.6%	Q4 2015
AMZNAmazon Com Inc	$25.3M	2.32%	0.00%	-2.0%	Q2 2013
MSFTMicrosoft Corp	$18.1M	1.66%	0.00%	-1.1%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$17.3M	1.59%	Not reported	-1.1%	Q2 2013
XOMExxonMobil Holdings Corp	$16.2M	1.49%	0.00%	-1.9%	Q2 2013
LRCXLam Research Corp	$15.7M	1.44%	0.01%	-5.5%	Q4 2015
JPMJPMorgan Chase & Co	$14.4M	1.33%	0.00%	-1.2%	Q2 2013
GSGoldman Sachs Group Inc	$12.5M	1.14%	0.00%	-1.8%	Q2 2013
NVDANvidia Corp	$9.62M	0.88%	0.00%	-2.9%	Q4 2013
DISWalt Disney Co	$9.46M	0.87%	0.00%	-1.3%	Q2 2013
AEMAgnico Eagle Mines Ltd	$9.36M	0.86%	0.01%	Not reported	Q1 2022
ADSKAutodesk, Inc.	$8.18M	0.75%	0.01%	-1.5%	Q4 2016
TSLATesla, Inc.	$8M	0.73%	0.00%	-14.4%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$7.82M	0.72%	Not reported	+0.1%	Q2 2018
LMTLockheed Martin Corp	$7.5M	0.69%	0.01%	-1.7%	Q3 2014
RMDResmed Inc	$7.37M	0.68%	0.02%	-1.8%	Q3 2023
BRK.BBerkshire Hathaway Inc	$7.18M	0.66%	Not reported	-2.2%	Q2 2013
INTUIntuit Inc.	$6.83M	0.63%	0.00%	-1.6%	Q4 2016
REGNRegeneron Pharmaceuticals, Inc.	$6.63M	0.61%	0.01%	-0.7%	Q1 2015
ADBEAdobe Inc.	$6.36M	0.58%	0.00%	-5.9%	Q4 2016
PYPLPayPal Holdings, Inc.	$6.34M	0.58%	0.01%	-1.5%	Q3 2015
BTCGrayscale Bitcoin Mini Trust ETF	$5.64M	0.52%	0.13%	+180.4%	Q4 2024
CPRTCopart Inc	$5.57M	0.51%	0.01%	-4.9%	Q2 2025
CTASCintas Corp	$5.35M	0.49%	0.01%	-2.2%	Q2 2020
AVGOBroadcom Inc.	$5.07M	0.47%	0.00%	+4.0%	Q1 2016
BABoeing Co	$4.9M	0.45%	0.00%	-3.9%	Q2 2013
GOOGAlphabet Inc.	$4.22M	0.39%	Not reported	-0.5%	Q4 2015
MMM3m Co	$4.05M	0.37%	0.00%	+0.1%	Q2 2013
SNASnap-on Inc	$3.56M	0.33%	0.02%	-1.3%	Q2 2015
AMDAdvanced Micro Devices Inc	$3.4M	0.31%	0.00%	-4.5%	Q2 2013
ABBVAbbVie Inc.	$3.06M	0.28%	0.00%	-0.6%	Q2 2013
KLACKla Corp	$3.01M	0.28%	0.00%	-1.6%	Q2 2014
MAMastercard Inc	$2.91M	0.27%	0.00%	+0.5%	Q4 2013
SLBSLB Limited	$2.8M	0.26%	0.00%	-38.5%	Q2 2013
ETNEaton Corp plc	$2.75M	0.25%	0.00%	+0.3%	Q2 2013
METAMeta Platforms, Inc.	$2.68M	0.25%	Not reported	+0.6%	Q2 2013
COSTCostco Wholesale Corp	$2.48M	0.23%	0.00%	+5.7%	Q2 2013
JNJJohnson & Johnson	$2.46M	0.23%	0.00%	-0.2%	Q2 2013
QCOMQualcomm Inc	$2.32M	0.21%	0.00%	+0.1%	Q2 2013
ADPAutomatic Data Processing Inc	$2.31M	0.21%	0.00%	-0.8%	Q4 2016
CVXChevron Corp	$2.01M	0.18%	0.00%	-3.3%	Q2 2013
DIASPDR Dow Jones Industrial Average ETF Trust	$1.99M	0.18%	Not reported	Not reported	Q2 2013
LLYELI LILLY & Co	$1.97M	0.18%	0.00%	-5.7%	Q2 2013
SYKStryker Corp	$1.79M	0.16%	0.00%	-6.5%	Q1 2016
BACBank of America Corp	$1.73M	0.16%	0.00%	-0.6%	Q2 2013
LOWLowes Companies Inc	$1.67M	0.15%	0.00%	-2.2%	Q3 2013
SMHMarket Vectors ETF Trust	$1.5M	0.14%	Not reported	+0.1%	Q4 2020
PFEPfizer Inc	$1.49M	0.14%	0.00%	+6.2%	Q2 2013
SRESempra	$1.44M	0.13%	0.00%	-0.2%	Q2 2013

Q3 2025Reported Nov 10, 2025143 positions
AAPLApple Inc.	$59.6M	5.64%	0.00%	+1.0%	Q2 2013
GOOGLAlphabet Inc.	$28.5M	2.69%	0.00%	-0.5%	Q4 2015
AMZNAmazon Com Inc	$24.6M	2.33%	0.00%	-0.9%	Q2 2013
MSFTMicrosoft Corp	$19.6M	1.86%	0.00%	-2.2%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$17.1M	1.61%	Not reported	+10.3%	Q2 2013
XOMExxonMobil Holdings Corp	$15.5M	1.47%	0.00%	-2.0%	Q2 2013
JPMJPMorgan Chase & Co	$14.3M	1.35%	0.00%	+1.4%	Q2 2013
LRCXLam Research Corp	$13M	1.23%	0.01%	-3.4%	Q4 2015
GSGoldman Sachs Group Inc	$11.5M	1.09%	0.00%	-5.3%	Q2 2013
NVDANvidia Corp	$9.91M	0.94%	0.00%	-2.5%	Q4 2013
DISWalt Disney Co	$9.65M	0.91%	0.00%	-3.3%	Q2 2013
AEMAgnico Eagle Mines Ltd	$9.31M	0.88%	0.01%	Not reported	Q1 2022
TSLATesla, Inc.	$9.25M	0.87%	0.00%	-3.1%	Q2 2013
ADSKAutodesk, Inc.	$8.91M	0.84%	0.01%	-4.8%	Q4 2016
RMDResmed Inc	$8.53M	0.81%	0.02%	-8.5%	Q3 2023
LMTLockheed Martin Corp	$7.88M	0.75%	0.01%	-11.3%	Q3 2014
QQQInvesco QQQ Trust, Series 1	$7.63M	0.72%	Not reported	0.0%	Q2 2018
PYPLPayPal Holdings, Inc.	$7.39M	0.70%	0.01%	-2.8%	Q3 2015
BRK.BBerkshire Hathaway Inc	$7.35M	0.70%	Not reported	+0.9%	Q2 2013
INTUIntuit Inc.	$7.16M	0.68%	0.00%	-3.8%	Q4 2016
ADBEAdobe Inc.	$6.81M	0.64%	0.00%	-6.2%	Q4 2016
CPRTCopart Inc	$6.73M	0.64%	0.02%	+2528.2%	Q2 2025
CTASCintas Corp	$5.97M	0.56%	0.01%	-3.9%	Q2 2020
BABoeing Co	$5.07M	0.48%	0.00%	-0.4%	Q2 2013
REGNRegeneron Pharmaceuticals, Inc.	$4.86M	0.46%	0.01%	-5.1%	Q1 2015
AVGOBroadcom Inc.	$4.64M	0.44%	0.00%	+58.9%	Q1 2016
SLBSLB Limited	$4.08M	0.39%	0.01%	-2.6%	Q2 2013
MMM3m Co	$3.93M	0.37%	0.00%	0.0%	Q2 2013
SNASnap-on Inc	$3.63M	0.34%	0.02%	-32.3%	Q2 2015
GOOGAlphabet Inc.	$3.29M	0.31%	Not reported	-7.7%	Q4 2015
ETNEaton Corp plc	$3.22M	0.30%	0.00%	-3.7%	Q2 2013
ABBVAbbVie Inc.	$3.12M	0.30%	0.00%	+1.6%	Q2 2013
METAMeta Platforms, Inc.	$2.96M	0.28%	Not reported	-1.2%	Q2 2013
MAMastercard Inc	$2.88M	0.27%	0.00%	+0.8%	Q4 2013
KLACKla Corp	$2.71M	0.26%	0.00%	-2.6%	Q2 2014
AMDAdvanced Micro Devices Inc	$2.69M	0.25%	0.00%	-27.6%	Q2 2013
ADPAutomatic Data Processing Inc	$2.66M	0.25%	0.00%	-20.0%	Q4 2016
BTCGrayscale Bitcoin Mini Trust ETF	$2.63M	0.25%	0.05%	+4.6%	Q4 2024
COSTCostco Wholesale Corp	$2.52M	0.24%	0.00%	+2.0%	Q2 2013
QCOMQualcomm Inc	$2.25M	0.21%	0.00%	-1.3%	Q2 2013
JNJJohnson & Johnson	$2.21M	0.21%	0.00%	+0.2%	Q2 2013
CVXChevron Corp	$2.12M	0.20%	0.00%	+1.1%	Q2 2013
SYKStryker Corp	$2.01M	0.19%	0.00%	-8.1%	Q1 2016
DIASPDR Dow Jones Industrial Average ETF Trust	$1.92M	0.18%	Not reported	Not reported	Q2 2013
NFLXNetflix Inc	$1.88M	0.18%	0.00%	+0.6%	Q2 2013
LOWLowes Companies Inc	$1.78M	0.17%	0.00%	+0.5%	Q3 2013
BACBank of America Corp	$1.64M	0.15%	0.00%	-5.9%	Q2 2013
LLYELI LILLY & Co	$1.48M	0.14%	0.00%	+12.9%	Q2 2013
SRESempra	$1.47M	0.14%	0.00%	Not reported	Q2 2013
PFEPfizer Inc	$1.44M	0.14%	0.00%	-0.2%	Q2 2013

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