Excelsior Advisor Network LLC
Top Portfolio Positions
137 positions ·
$123,692,923 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
45,464 | $7,928,921 | 6.41% | |
| AAPL |
Apple Inc.
Technology
|
29,545 | $7,498,225 | 6.06% | |
| FFIN |
First Financial Bankshares Inc
Financial Services
|
234,392 | $6,902,844 | 5.58% | |
| MSFT |
Microsoft Corp
Technology
|
17,732 | $6,563,853 | 5.31% | |
| IAU |
Ishares Gold Trust
|
71,573 | $6,309,875 | 5.10% | |
| SPY |
Spdr S&P 500 ETF Trust
|
9,106 | $5,921,996 | 4.79% | |
| XOM |
Exxon Mobil Corp
Energy
|
31,708 | $5,379,578 | 4.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
23,179 | $4,827,489 | 3.90% | |
| CVX |
Chevron Corp
Energy
|
18,432 | $3,813,580 | 3.08% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,368 | $2,406,301 | 1.95% |
Portfolio Trend
2 quarters · across all stocks
Holdings in HRTX
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $228,487 | 285,609 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||