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CIK: 0001542383
Total reported value
$979.1M
$979.1M
388 檔
24.3%
The Q2 2026 SEC filing reveals that Aviance Capital Partners, LLC held a total portfolio value of $979.1M, covering 388 public equity positions.
In Q2 2026, Aviance Capital Partners, LLC displayed an active expansion posture, initiating 34 new positions and adding to 86 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 388 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.86% | +0.92% | +0.40% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.50% | -0.55% | -0.80% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 4.00% | -0.38% | -0.86% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 3.85% | +0.09% | +0.25% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.45% | +0.09% | +1.74% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.85% | -0.03% | +3.34% | |
| 7 | LRCX | Lam Research CORP | Stock-Tech | 2.62% | -0.69% | -27.90% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.78% | +0.66% | +5.39% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.54% | +0.43% | -2.16% | |
| 10 | AMGN | Amgen Inc | Stock-Healthcare | 1.39% | +0.21% | +1.33% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.27% | +0.15% | -1.27% | |
| 12 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.22% | +0.09% | +0.46% | |
| 13 | ANET | Arista Networks Inc | Stock-Tech | 1.12% | +0.21% | +0.92% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.11% | -0.07% | +24.67% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.09% | -0.02% | — | |
| 16 | LIN | Linde plc | Stock-Materials | 0.99% | -0.09% | +0.23% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 0.99% | -0.99% | EXIT | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.97% | +0.03% | +9.49% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.95% | -0.02% | -0.80% | |
| 20 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 0.94% | -0.09% | +3.99% | |
| 21 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.89% | +0.04% | +0.82% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.88% | -0.01% | +0.73% | |
| 23 | BLK | Blackrock Inc | Stock-Financials | 0.82% | +0.08% | +0.56% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.76% | +0.27% | +0.59% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.72% | -0.07% | -1.65% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | +0.03% | -7.96% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.68% | -0.13% | -5.77% | |
| 28 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.67% | -0.08% | +7.66% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.67% | -0.67% | EXIT | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | -0.04% | -2.49% | |
| 31 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.61% | — | +10.07% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.61% | -0.05% | +35.01% | |
| 33 | PGR | Progressive CORP | Stock-Financials | 0.60% | -0.06% | +9.47% | |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.59% | +0.18% | +9.58% | |
| 35 | ASO | Academy Sports & Outdoors In | Stock-Consumer Disc | 0.59% | +0.25% | +10.77% | |
| 36 | BA | Boeing Co/the | Stock-Industrials | 0.59% | -0.10% | +3.00% | |
| 37 | DFAT | Dimensional US Target Value | ETF-Other | 0.58% | +0.01% | +4.42% | |
| 38 | CI | THE Cigna Group | Stock-Healthcare | 0.58% | — | +1.87% | |
| 39 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.58% | +0.04% | +9.54% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.56% | +0.07% | +0.79% | |
| 41 | KLAC | Kla CORP | Stock-Tech | 0.55% | -0.24% | +900.00% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.03% | -1.40% | |
| 43 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.54% | -0.01% | +10.18% | |
| 44 | CPAY | Corpay Inc | Stock-Tech | 0.51% | +0.09% | +2.85% | |
| 45 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.51% | +0.04% | -1.90% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.51% | -0.06% | -0.06% | |
| 47 | KNX | Knight-swift Transportation | Stock-Industrials | 0.51% | -0.10% | +1.33% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.48% | +0.02% | +0.13% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.47% | +0.02% | -1.30% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.11% | +7.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +0.6% | -27.90% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | -0.80% | Trim |
| 3 | AVGO | Broadcom Inc | +0.3% | -0.86% | Trim |
| 4 | KLAC | Kla CORP | +0.3% | +900.00% | Add |
| 5 | ANET | Arista Networks Inc | +0.2% | +0.92% | Add |
| 6 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | +395.55% | Add |
| 7 | MU | Micron Technology Inc | +0.2% | -7.08% | Trim |
| 8 | UNH | Unitedhealth Group Inc | +0.2% | -1.65% | Trim |
| 9 | CRDO | Credo Technology Group Holding Ltd | +0.2% | +29.31% | Add |
| 10 | CVCO | Cavco Industries Inc | +0.1% | +3.99% | Add |
| 11 | LLY | Eli Lilly & Co | +0.1% | +33.77% | Add |
| 12 | AAPL | Apple Inc | +0.1% | +0.40% | Add |
| 13 | ✓ | +0.1% | NEW | New buy | |
| 14 | ✓ | +0.1% | NEW | New buy | |
| 15 | BCAT | Blackrock Capital Alloc Tr | +0.1% | +325.76% | Add |
| 16 | ABBV | Abbvie Inc | +0.1% | +0.25% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | +1.74% | Add |
| 18 | MINT | Pimco Enhanced Short Maturit | +0.1% | +24.67% | Add |
| 19 | PANW | Palo Alto Networks Inc | +0.1% | -1.38% | Trim |
| 20 | AMAT | Applied Materials Inc | +0.1% | -9.24% | Trim |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | NEW | New buy |
| 22 | ENVA | Enova International Inc | +0.1% | -4.24% | Trim |
| 23 | INTC | Intel CORP | +0.1% | +36.22% | Add |
| 24 | ✓ | +0.1% | NEW | New buy | |
| 25 | KNX | Knight-swift Transportation | +0.1% | +1.33% | Add |
| 26 | CLS | Celestica Inc | +0.1% | +9.52% | Add |
| 27 | TXN | Texas Instruments Inc | +0.1% | +145.41% | Add |
| 28 | GS | Goldman Sachs Group Inc | +0.1% | +7.66% | Add |
| 29 | LEGH | Legacy Housing CORP | +0.1% | +140.40% | Add |
| 30 | CSCO | Cisco Systems Inc | +0.1% | +7.69% | Add |
| 31 | QLYS | Qualys Inc | +0.1% | NEW | New buy |
| 32 | TOST | Toast Inc-class A | +0.1% | NEW | New buy |
| 33 | ACN | Accenture plc | +0.1% | NEW | New buy |
| 34 | JPM | Jpmorgan Chase & Co | +0.1% | +3.34% | Add |
| 35 | GLW | Corning Inc | +0.1% | +0.73% | Add |
| 36 | MGPI | Mgp Ingredients Inc | +0.1% | NEW | New buy |
| 37 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.13% | Add |
| 38 | ROK | Rockwell Automation Inc | +0.1% | — | Unchanged |
| 39 | STK | Columbia Slgmn Prem Tech Gr | +0.1% | -0.07% | Trim |
| 40 | UPWK | Upwork Inc | +0.1% | +134.21% | Add |
| 41 | SNDK | Sandisk CORP | +0.1% | NEW | New buy |
| 42 | GOOG | Alphabet Inc-cl C | 0% | -2.49% | Trim |
| 43 | PGR | Progressive CORP | 0% | +9.47% | Add |
| 44 | LDUR | Pimco Enhanced Low Duration | 0% | +55.77% | Add |
| 45 | BTSG | Brightspring Health Services | 0% | NEW | New buy |
| 46 | ✓ | 0% | NEW | New buy | |
| 47 | IYW | Ishares Ustechnology ETF | 0% | -3.59% | Trim |
| 48 | MTCH | Match Group Inc | 0% | +0.18% | Add |
| 49 | PULS | Pgim Ultra Short Bond ETF | 0% | +29.24% | Add |
| 50 | TROW | T Rowe Price Group Inc | 0% | +6.18% | Add |
According to official SEC Form 13F filings, Aviance Capital Partners, LLC reported a total U.S. public equity portfolio value of $979.1M across 388 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, GOOGL, AVGO) accounted for 24.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $1.2M
Top Position Liquidated / Trimmed
HON
前期市值: $2.3M
During Q2 2026, Aviance Capital Partners, LLC's top holdings by market value included AAPL (7.9%)、GOOGL (5.5%)、AVGO (4.0%). The largest single position, AAPL, represented 7.9% of total portfolio value.
In Q2 2026, Aviance Capital Partners, LLC made 187 total portfolio adjustments, initiating 34 new buys, adding to 86 positions, trimming 54 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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