Xcelsior Advisor Partners LLC
Net buyer this quarter
$759M
318
+$403M
22.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FFIN | $33.6M | 4.43% | 0.68% | +314.6% | Q1 2026 |
 AAPL | $22.9M | 3.01% | 0.00% | +167.3% | Q4 2025 |
 NVDA | $21.4M | 2.82% | 0.00% | +135.8% | Q4 2025 |
 MSFT | $19.1M | 2.51% | 0.00% | +269.5% | Q4 2025 |
 FVD | $18.1M | 2.38% | Not reported | New | Q2 2026 |
 AMZN | $14.9M | 1.96% | 0.00% | +169.8% | Q4 2025 |
 IAU | $10.4M | 1.36% | 0.02% | +91.7% | Q4 2025 |
 TRGP | $10.3M | 1.35% | 0.02% | New | Q2 2026 |
 ABBV | $10M | 1.32% | 0.00% | +754.2% | Q4 2025 |
 WFC | $9.77M | 1.29% | 0.00% | +2497.4% | Q4 2025 |
 XOM | $9.57M | 1.26% | 0.00% | +120.7% | Q4 2025 |
 SPY | $9.02M | 1.19% | Not reported | +32.6% | Q4 2025 |
 GOOGL | $8.83M | 1.16% | 0.00% | +195.1% | Q4 2025 |
 JNJ | $8.51M | 1.12% | 0.00% | +432.6% | Q4 2025 |
 LLY | $7.99M | 1.05% | 0.00% | +187.1% | Q4 2025 |
 ET | $7.89M | 1.04% | 0.01% | +783.1% | Q1 2026 |
 META | $7.77M | 1.02% | Not reported | +924.9% | Q4 2025 |
 IOVA | $7.42M | 0.98% | 0.39% | +12507.2% | Q4 2025 |
 JPM | $6.64M | 0.87% | 0.00% | +270.2% | Q4 2025 |
| GLD | $6.57M | 0.87% | 0.00% | New | Q2 2026 |
 BRK.B | $6.07M | 0.80% | Not reported | +533.4% | Q4 2025 |
 AVGO | $5.44M | 0.72% | 0.00% | +438.2% | Q4 2025 |
 CVX | $5.39M | 0.71% | 0.00% | +76.5% | Q4 2025 |
| GOOG | $5.2M | 0.69% | Not reported | +354.3% | Q4 2025 |
 COST | $5.14M | 0.68% | 0.00% | +274.8% | Q4 2025 |
 TSLA | $5.1M | 0.67% | 0.00% | +381.0% | Q4 2025 |
 EPD | $4.73M | 0.62% | 0.01% | New | Q2 2026 |
 WMT | $4.49M | 0.59% | 0.00% | +150.8% | Q4 2025 |
 AMD | $4.48M | 0.59% | 0.00% | +147.8% | Q4 2025 |
 INTC | $4.21M | 0.55% | 0.00% | +42.3% | Q4 2025 |
 BMY | $4.03M | 0.53% | 0.00% | +1785.5% | Q4 2025 |
 MU | $4M | 0.53% | 0.00% | +240.0% | Q1 2026 |
 RTX | $3.82M | 0.50% | 0.00% | +217.0% | Q4 2025 |
 VYM | $3.6M | 0.47% | Not reported | +2.8% | Q4 2025 |
 LMT | $3.47M | 0.46% | 0.00% | +79.9% | Q1 2026 |
 HD | $3.43M | 0.45% | 0.00% | +190.3% | Q4 2025 |
 PLTR | $3.27M | 0.43% | 0.00% | +1178.6% | Q1 2026 |
 APH | $3.25M | 0.43% | 0.00% | +1058.5% | Q4 2025 |
 CSCO | $3.21M | 0.42% | 0.00% | +85.2% | Q4 2025 |
 FAST | $3.05M | 0.40% | 0.01% | New | Q2 2026 |
 CAT | $3M | 0.40% | 0.00% | +104.1% | Q4 2025 |
 IBM | $2.98M | 0.39% | 0.00% | +110.7% | Q4 2025 |
 QCOM | $2.82M | 0.37% | 0.00% | +639.9% | Q4 2025 |
 TXN | $2.81M | 0.37% | 0.00% | +343.4% | Q1 2026 |
 TSM | $2.74M | 0.36% | 0.00% | +233.6% | Q1 2026 |
 VZ | $2.73M | 0.36% | 0.00% | New | Q2 2026 |
 SO | $2.61M | 0.34% | 0.00% | +35.4% | Q4 2025 |
 MRK | $2.58M | 0.34% | 0.00% | +429.5% | Q4 2025 |
 WEC | $2.56M | 0.34% | 0.01% | +760.3% | Q1 2026 |
 LRCX | $2.46M | 0.32% | 0.00% | +45.2% | Q4 2025 |
| Q1 2026 | |||||
| NVDA | $7.93M | 3.02% | 0.00% | +6.9% | Q4 2025 |
| AAPL | $7.5M | 2.85% | 0.00% | +29.6% | Q4 2025 |
| FFIN | $6.9M | 2.63% | 0.16% | New | Q1 2026 |
| IAU | $6.31M | 2.40% | 0.01% | -11.5% | Q4 2025 |
| SPY | $5.92M | 2.25% | Not reported | +0.6% | Q4 2025 |
| XOM | $5.38M | 2.05% | 0.00% | +16.5% | Q4 2025 |
| MSFT | $5.12M | 1.95% | 0.00% | +37.2% | Q4 2025 |
| AMZN | $4.83M | 1.84% | 0.00% | +71.8% | Q4 2025 |
| CVX | $3.81M | 1.45% | 0.00% | +9.7% | Q4 2025 |
| VYM | $3.28M | 1.25% | Not reported | +10.0% | Q4 2025 |
| GOOGL | $2.41M | 0.92% | 0.00% | +90.1% | Q4 2025 |
| LMT | $2.29M | 0.87% | 0.00% | New | Q1 2026 |
| LLY | $2.13M | 0.81% | 0.00% | +112.5% | Q4 2025 |
| WMT | $1.97M | 0.75% | 0.00% | +21.9% | Q4 2025 |
| SO | $1.95M | 0.74% | 0.00% | +31.4% | Q4 2025 |
| JPM | $1.61M | 0.61% | 0.00% | +2.5% | Q4 2025 |
| JNJ | $1.54M | 0.58% | 0.00% | +9.6% | Q4 2025 |
 NEE | $1.49M | 0.57% | 0.00% | +288.8% | Q4 2025 |
| COST | $1.46M | 0.56% | 0.00% | -1.7% | Q4 2025 |
 BAC | $1.43M | 0.55% | 0.00% | -1.2% | Q4 2025 |
| RTX | $1.22M | 0.47% | 0.00% | +3.8% | Q4 2025 |
| IBM | $1.22M | 0.46% | 0.00% | -2.4% | Q4 2025 |
| CSCO | $1.15M | 0.44% | 0.00% | -0.2% | Q4 2025 |
 AEP | $1.12M | 0.43% | 0.00% | +96.0% | Q4 2025 |
| HD | $1.1M | 0.42% | 0.00% | -1.0% | Q4 2025 |
| ABBV | $1.02M | 0.39% | 0.00% | +37.9% | Q4 2025 |
 LNG | $1M | 0.38% | 0.00% | +0.1% | Q4 2025 |
 QQQ | $984K | 0.37% | Not reported | -6.4% | Q4 2025 |
| CAT | $978K | 0.37% | 0.00% | Not reported | Q4 2025 |
| TSLA | $938K | 0.36% | 0.00% | +406.4% | Q4 2025 |
| INTC | $935K | 0.36% | 0.00% | -0.7% | Q4 2025 |
| GOOG | $930K | 0.35% | Not reported | +5.5% | Q4 2025 |
| BRK.B | $918K | 0.35% | Not reported | -1.0% | Q4 2025 |
| ET | $901K | 0.34% | 0.00% | New | Q1 2026 |
| LRCX | $837K | 0.32% | 0.00% | +3.0% | Q4 2025 |
| AVGO | $828K | 0.32% | 0.00% | +152.2% | Q4 2025 |
 DE | $781K | 0.30% | 0.00% | +83.3% | Q4 2025 |
| META | $770K | 0.29% | Not reported | +49.9% | Q4 2025 |
 CEG | $708K | 0.27% | 0.00% | New | Q1 2026 |
 ACN | $659K | 0.25% | 0.00% | +2.0% | Q4 2025 |
 SRE | $658K | 0.25% | 0.00% | New | Q1 2026 |
 ETR | $646K | 0.25% | 0.00% | New | Q1 2026 |
| AMD | $633K | 0.24% | 0.00% | +3.4% | Q4 2025 |
 UTHR | $581K | 0.22% | 0.00% | New | Q1 2026 |
| TSM | $580K | 0.22% | 0.00% | New | Q1 2026 |
 ATO | $557K | 0.21% | 0.00% | New | Q1 2026 |
 V | $555K | 0.21% | 0.00% | +70.3% | Q4 2025 |
 PANW | $531K | 0.20% | 0.00% | +1.2% | Q4 2025 |
 VST | $527K | 0.20% | 0.00% | New | Q1 2026 |
 ORCL | $523K | 0.20% | 0.00% | -0.6% | Q4 2025 |
| Q4 2025 | |||||
| NVDA | $7.93M | 3.86% | 0.00% | New | Q4 2025 |
| IAU | $6.56M | 3.19% | 0.01% | New | Q4 2025 |
| AAPL | $6.2M | 3.01% | 0.00% | New | Q4 2025 |
| SPY | $6.18M | 3.00% | Not reported | New | Q4 2025 |
| MSFT | $4.88M | 2.37% | 0.00% | New | Q4 2025 |
| XOM | $3.28M | 1.59% | 0.00% | New | Q4 2025 |
| AMZN | $3.12M | 1.51% | 0.00% | New | Q4 2025 |
| VYM | $2.89M | 1.41% | Not reported | New | Q4 2025 |
| CVX | $2.56M | 1.24% | 0.00% | New | Q4 2025 |
| JPM | $1.72M | 0.84% | 0.00% | New | Q4 2025 |
| BAC | $1.64M | 0.80% | 0.00% | New | Q4 2025 |
| IBM | $1.52M | 0.74% | 0.00% | New | Q4 2025 |
| WMT | $1.45M | 0.70% | 0.00% | New | Q4 2025 |
| GOOGL | $1.38M | 0.67% | 0.00% | New | Q4 2025 |
| SO | $1.34M | 0.65% | 0.00% | New | Q4 2025 |
| COST | $1.28M | 0.62% | 0.00% | New | Q4 2025 |
| JNJ | $1.19M | 0.58% | 0.00% | New | Q4 2025 |
| LLY | $1.17M | 0.57% | 0.00% | New | Q4 2025 |
| HD | $1.17M | 0.57% | 0.00% | New | Q4 2025 |
| CSCO | $1.14M | 0.55% | 0.00% | New | Q4 2025 |
| RTX | $1.12M | 0.55% | 0.00% | New | Q4 2025 |
| QQQ | $1.12M | 0.54% | Not reported | New | Q4 2025 |
| BRK.B | $973K | 0.47% | Not reported | New | Q4 2025 |
| GOOG | $964K | 0.47% | Not reported | New | Q4 2025 |
| ACN | $874K | 0.42% | 0.00% | New | Q4 2025 |
| CAT | $791K | 0.38% | 0.00% | New | Q4 2025 |
| INTC | $788K | 0.38% | 0.00% | New | Q4 2025 |
| ABBV | $775K | 0.38% | 0.00% | New | Q4 2025 |
| ORCL | $697K | 0.34% | 0.00% | New | Q4 2025 |
| LNG | $685K | 0.33% | 0.00% | New | Q4 2025 |
 AXON | $682K | 0.33% | 0.00% | New | Q4 2025 |
| LRCX | $651K | 0.32% | 0.00% | New | Q4 2025 |
| AMD | $645K | 0.31% | 0.00% | New | Q4 2025 |
| PANW | $603K | 0.29% | 0.00% | New | Q4 2025 |
| META | $593K | 0.29% | Not reported | New | Q4 2025 |
| AEP | $502K | 0.24% | 0.00% | New | Q4 2025 |
 TMO | $462K | 0.22% | 0.00% | New | Q4 2025 |
 ROAD | $456K | 0.22% | 0.02% | New | Q4 2025 |
 SHOP | $445K | 0.22% | 0.00% | New | Q4 2025 |
 CAH | $430K | 0.21% | 0.00% | New | Q4 2025 |
 PG | $426K | 0.21% | 0.00% | New | Q4 2025 |
 MA | $424K | 0.21% | 0.00% | New | Q4 2025 |
| WFC | $402K | 0.20% | 0.00% | New | Q4 2025 |
 BA | $388K | 0.19% | 0.00% | New | Q4 2025 |
 MO | $384K | 0.19% | 0.00% | New | Q4 2025 |
| V | $378K | 0.18% | 0.00% | New | Q4 2025 |
| AVGO | $367K | 0.18% | 0.00% | New | Q4 2025 |
 SHW | $366K | 0.18% | 0.00% | New | Q4 2025 |
| MRK | $361K | 0.18% | 0.00% | New | Q4 2025 |
| DE | $352K | 0.17% | 0.00% | New | Q4 2025 |