Advanced Portfolio Management, LLC Portfolio Holdings

Advanced Portfolio Management, LLC

  • $35.8 Billion
  • Q2 2025

Advanced Portfolio Management, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $35.8 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $3.18B, Microsoft Corp with a value of $2.41B, Wells Fargo & Company with a value of $1.81B, Waste Management Inc with a value of $1.72B, and Boeing CO with a value of $1.68B.

Examining the 13F form we can see an decrease of $13.8B in the current position value, from $49.6B to 35.8B.

Advanced Portfolio Management, LLC is based out at New York, NY

Below you can find more details about Advanced Portfolio Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $35.8 Billion
Technology: $10.2 Billion
Industrials: $4.69 Billion
Healthcare: $4.31 Billion
Financial Services: $3.43 Billion
Communication Services: $3.18 Billion
Consumer Defensive: $2.77 Billion
Utilities: $2.49 Billion
Basic Materials: $2.42 Billion
Other: $2.26 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $35.8 Billion
  • Prior Value $49.6 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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