Apriem Advisors

CIK

1425165

Location

IRVINE, CA

Portfolio Value

Small $406,056,788

Diversification

Diversified

Filing Date

Global Rank

#2,942 / 8,622 ▼ 109 · as of Mar 2026

Top Industry

Consumer Electronics 16.3%

3Y Alpha vs SPY

-4.2%

Period ended 4 months ago

Filed May 15, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+54.5%

SPY

+67.9%

Annualised alpha

-3.2%

Max drawdown

−21.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

132 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.6%

+0.3 pts

Top 5

37.6%

+1.5 pts

Top 10

52.1%

+0.6 pts

HHI

445

Diversified+9

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.4%	$127,509,323	28
Financial Services	10.7%	$43,433,197	25
Unclassified	10.1%	$41,186,894	8
Communication Services	10.0%	$40,670,587	7
Industrials	8.9%	$35,965,594	19
Consumer Cyclical	8.5%	$34,555,784	8
Energy	7.7%	$31,156,316	5
Healthcare	7.0%	$28,472,048	16
Basic Materials	2.8%	$11,534,369	2
Consumer Defensive	1.5%	$6,181,663	6
Utilities	1.0%	$4,077,809	5
Real Estate	0.3%	$1,313,204	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BTC	Grayscale Bitcoin Mini Trust ETF	+140,592	286,259	$8,584,907
XOM	ExxonMobil Holdings Corp	+8,543	143,319	$24,315,501
CRWD	CrowdStrike Holdings, Inc.	+4,917	6,708	$2,618,870
NKX	Nuveen California Amt-Free Quality Municipal Income Fund	+2,000	43,436	$516,888
NVDA	Nvidia Corp	+1,744	53,350	$9,304,240
MU	Micron Technology Inc	+823	2,266	$765,545
NFLX	Netflix Inc	+670	13,410	$1,289,371
CRM	Salesforce, Inc.	+605	2,570	$479,741
PANW	Palo Alto Networks Inc	+514	7,507	$1,203,522
PLTR	Palantir Technologies Inc.	+425	5,255	$768,701
C	Citigroup Inc	+362	2,653	$300,876
WMT	Walmart Inc.	+344	5,435	$675,461
PH	Parker-Hannifin Corp	+265	1,392	$1,246,174
PEP	Pepsico Inc	+241	4,152	$644,764
MA	Mastercard Inc	+210	5,300	$2,648,198
MRK	Merck & Co., Inc.	+210	10,577	$1,272,307
V	Visa Inc.	+204	2,888	$872,869
PG	PROCTER & GAMBLE Co	+193	5,698	$823,019
COST	Costco Wholesale Corp /New	+174	3,052	$3,041,104
JNJ	Johnson & Johnson	+162	12,045	$2,944,279
ABT	Abbott Laboratories	+141	3,454	$354,622
TSLA	Tesla, Inc.	+132	17,931	$6,665,849
META	Meta Platforms, Inc.	+119	4,171	$2,386,354
HON	Honeywell International Inc	+108	5,539	$1,251,980
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+100	1,655	$559,307
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DIS	Walt Disney Co	−63,924	19,195	$1,850,014
LRCX	Lam Research Corp	−35,931	56,027	$11,970,728
AMZN	Amazon Com Inc	−15,254	94,467	$19,674,642
ADBE	Adobe Inc.	−13,638	4,542	$1,104,069
MSFT	Microsoft Corp	−8,011	29,446	$10,900,025
FAST	Fastenal Co	−4,100	10,200	$473,280
SLB	Slb Limited/Nv	−3,938	69,133	$3,552,744
LMT	Lockheed Martin Corp	−3,501	12,010	$7,258,723
AVGO	Broadcom Inc.	−3,175	11,469	$3,549,770
SCHW	Schwab Charles Corp	−2,198	6,648	$624,779
AAPL	Apple Inc.	−2,057	234,310	$59,465,534
PFE	Pfizer Inc	−1,812	58,152	$1,632,908
RMD	Resmed Inc	−1,697	28,906	$6,488,818
GOOGL	Alphabet Inc.	−1,672	114,684	$32,978,531
TROW	Price T Rowe Group Inc	−1,472	2,477	$223,276
AHR	American Healthcare REIT, Inc.	−1,368	4,613	$217,549
ADSK	Autodesk, Inc.	−969	26,677	$6,386,473
AMT	American Tower Corp /Ma/	−874	5,165	$891,375
CTAS	Cintas Corp	−871	27,567	$4,662,682
SNA	Snap-on Inc	−695	9,640	$3,501,440
INTU	Intuit Inc.	−587	9,730	$4,207,057
GS	Goldman Sachs Group Inc	−574	13,604	$11,508,847
BRK-B	Berkshire Hathaway Inc	−567	13,720	$6,574,624
ADP	Automatic Data Processing Inc	−552	8,431	$1,713,010
SGOL	abrdn Gold ETF Trust	−500	9,729	$434,107
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
GLDM	World Gold Trust	52,729	$4,887,451
MELI	Mercadolibre Inc	2,196	$3,796,927
SLV	iShares Silver Trust	10,349	$705,180
HLI	Houlihan Lokey, Inc.	4,481	$643,561
PSX	Phillips 66	1,500	$273,270
AMAT	Applied Materials Inc /De	756	$258,393
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	15,087	$242,448
ARM	Arm Holdings PLC /Uk	1,508	$228,130
CAT	Caterpillar Inc	307	$217,497
IRM	Iron Mountain Inc	2,000	$204,280
GNK	Genco Shipping & Trading Ltd	9,000	$202,950
TXN	Texas Instruments Inc	1,037	$201,323
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
PYPL	PayPal Holdings, Inc.	108,555	$6,337,440
CPRT	Copart Inc	142,399	$5,574,920
NEM	NEWMONT Corp /DE/	12,000	$1,198,200
ROP	Roper Technologies Inc	675	$300,462
CSGP	Costar Group, Inc.	4,208	$282,945
BXMX	Nuveen S&P 500 BuyWrite Income Fund	17,968	$264,129
VRSK	Verisk Analytics, Inc.	1,112	$248,743
BITB	Bitwise Bitcoin ETF	5,214	$247,977
IBIT	iShares Bitcoin Trust ETF	4,944	$245,469
TYL	Tyler Technologies Inc	520	$236,054
ONON	On Holding AG	5,000	$232,400
SEIC	Sei Investments Co	2,648	$217,188
ECL	Ecolab Inc.	822	$215,791
CBSH	Commerce Bancshares Inc /Mo/	4,018	$210,302
DHR	Danaher Corp /De/	894	$204,654
MKL	Markel Group Inc.	95	$204,216
NET	Cloudflare, Inc.	1,016	$200,304
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

132 tracked positions · $406,056,788 total · filing declares 186 positions · $1,047,840,787 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 132 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	234,310	-2,057	$59,465,534	−7.5%	14.64%
GOOGL	Alphabet Inc. Communication Services	Reduced	114,684	-1,672	$32,978,531	−9.4%	8.12%
XOM	ExxonMobil Holdings Corp Energy	Added	143,319	+8,543	$24,315,501	+49.9%	5.99%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	94,467	-15,254	$19,674,642	−22.3%	4.85%
SPY	Spdr S&P 500 ETF Trust	Reduced	25,166	-174	$16,366,456	−5.3%	4.03%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	44,658	-160	$13,136,597	−9.0%	3.24%
LRCX	Lam Research Corp Technology	Reduced	56,027	-35,931	$11,970,728	−24.0%	2.95%
GS	Goldman Sachs Group Inc Financial Services	Reduced	13,604	-574	$11,508,847	−7.7%	2.83%
AEM	Agnico Eagle Mines Ltd Basic Materials	Reduced	55,125	-105	$11,189,272	+19.5%	2.76%
MSFT	Microsoft Corp Technology	Reduced	29,446	-8,011	$10,900,025	−39.8%	2.68%
NVDA	Nvidia Corp Technology	Added	53,350	+1,744	$9,304,240	−3.3%	2.29%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	286,259	+140,592	$8,584,907	+52.2%	2.11%
QQQ	Invesco Qqq Trust, Series 1	Reduced	12,611	-111	$7,278,816	−6.9%	1.79%
LMT	Lockheed Martin Corp Industrials	Reduced	12,010	-3,501	$7,258,723	−3.2%	1.79%
TSLA	Tesla, Inc. Consumer Cyclical	Added	17,931	+132	$6,665,849	−16.7%	1.64%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	13,720	-567	$6,574,624	−8.4%	1.62%
RMD	Resmed Inc Healthcare	Reduced	28,906	-1,697	$6,488,818	−12.0%	1.60%
ADSK	Autodesk, Inc. Technology	Reduced	26,677	-969	$6,386,473	−22.0%	1.57%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	8,156	-428	$6,301,651	−4.9%	1.55%
GLDM	World Gold Trust	NEW	52,729	NEW	$4,887,451	NEW	1.20%
CTAS	Cintas Corp Industrials	Reduced	27,567	-871	$4,662,682	−12.8%	1.15%
BA	Boeing Co Industrials	Reduced	22,424	-155	$4,463,048	−9.0%	1.10%
INTU	Intuit Inc. Technology	Reduced	9,730	-587	$4,207,057	−38.4%	1.04%
MELI	Mercadolibre Inc Consumer Cyclical	NEW	2,196	NEW	$3,796,927	NEW	0.94%
MMM	3M Co Industrials	Held	25,325	0	$3,677,949	−9.3%	0.91%
SLB	Slb Limited/Nv Energy	Reduced	69,133	-3,938	$3,552,744	+26.7%	0.87%
AVGO	Broadcom Inc. Technology	Reduced	11,469	-3,175	$3,549,770	−30.0%	0.87%
KLAC	Kla Corp Technology	Reduced	2,388	-87	$3,516,115	+16.9%	0.87%
SNA	Snap-on Inc Industrials	Reduced	9,640	-695	$3,501,440	−1.7%	0.86%
AMD	Advanced Micro Devices Inc Technology	Reduced	15,643	-230	$3,182,255	−6.4%	0.78%
ETN	Eaton Corp plc Industrials	Reduced	8,607	-20	$3,078,465	+12.0%	0.76%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,052	+174	$3,041,104	+22.5%	0.75%
JNJ	Johnson & Johnson Healthcare	Added	12,045	+162	$2,944,279	+19.7%	0.73%
ABBV	AbbVie Inc. Healthcare	Added	13,413	+10	$2,917,193	−4.7%	0.72%
CVX	Chevron Corp Energy	Reduced	12,913	-276	$2,671,699	+32.9%	0.66%
MA	Mastercard Inc Financial Services	Added	5,300	+210	$2,648,198	−8.9%	0.65%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	6,708	+4,917	$2,618,870	+211.9%	0.64%
META	Meta Platforms, Inc. Communication Services	Added	4,171	+119	$2,386,354	−10.8%	0.59%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	4,150	0	$1,922,238	−3.6%	0.47%
DIS	Walt Disney Co Communication Services	Reduced	19,195	-63,924	$1,850,014	−80.4%	0.46%
GEV	GE Vernova Inc. Industrials	Reduced	2,019	-105	$1,762,385	+27.0%	0.43%
QCOM	Qualcomm Inc/De Technology	Reduced	13,524	-19	$1,741,620	−24.8%	0.43%
ADP	Automatic Data Processing Inc Technology	Reduced	8,431	-552	$1,713,010	−25.9%	0.42%
LLY	ELI LILLY & Co Healthcare	Added	1,834	+5	$1,686,858	−14.2%	0.42%
SYK	Stryker Corp Healthcare	Reduced	5,083	-7	$1,670,222	−6.6%	0.41%
PFE	Pfizer Inc Healthcare	Reduced	58,152	-1,812	$1,632,908	+9.4%	0.40%
SRE	Sempra Utilities	Held	16,336	0	$1,587,369	+10.1%	0.39%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	6,563	-353	$1,550,705	−7.0%	0.38%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	31,198	-342	$1,520,902	−12.3%	0.37%
ED	Consolidated Edison Inc Utilities	Held	12,681	0	$1,435,235	+14.0%	0.35%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.