Advanced Portfolio Management, LLC - Portfolio overview

Advanced Portfolio Management, LLC has 147 reported holdings in this dataset, with the latest filing dated 2026-02-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 4.66%
2. AVGO - BROADCOM INC, 4.42%
3. META - META PLATFORMS INC, 3.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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