Excelsior Advisor Network LLC
Top Portfolio Positions
136 positions ·
$122,774,776 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
45,464 | $7,928,921 | 6.46% |
| AAPL |
Apple Inc.
Technology
|
29,545 | $7,498,225 | 6.11% |
| FFIN |
First Financial Bankshares Inc
Financial Services
|
234,392 | $6,902,844 | 5.62% |
| MSFT |
Microsoft Corp
Technology
|
17,732 | $6,563,853 | 5.35% |
| IAU |
Ishares Gold Trust
|
71,573 | $6,309,875 | 5.14% |
| SPY |
Spdr S&P 500 Etf Trust
|
9,106 | $5,921,996 | 4.82% |
| XOM |
Exxon Mobil Corp
Energy
|
31,708 | $5,379,578 | 4.38% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
23,179 | $4,827,489 | 3.93% |
| CVX |
Chevron Corp
Energy
|
18,432 | $3,813,580 | 3.11% |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,368 | $2,406,301 | 1.96% |
Portfolio Trend
Holdings in FFIN
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,902,844 | 234,392 | Shares | Sole | 2026-05-15 | |
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