Apriem Advisors
CIK
1425165
City
IRVINE
State / Country
CA
Top Portfolio Positions
132 positions ·
$404,092,635 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
234,310 | $59,465,534 | 14.72% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
114,684 | $32,978,531 | 8.16% | |
| XOM |
Exxon Mobil Corp
Energy
|
143,319 | $24,315,501 | 6.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
94,467 | $19,674,642 | 4.87% | |
| SPY |
Spdr S&P 500 ETF Trust
|
25,166 | $16,366,456 | 4.05% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
44,658 | $13,136,597 | 3.25% | |
| LRCX |
Lam Research Corp
Technology
|
56,027 | $11,970,728 | 2.96% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
13,604 | $11,508,847 | 2.85% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
55,125 | $11,189,272 | 2.77% | |
| MSFT |
Microsoft Corp
Technology
|
29,446 | $10,900,025 | 2.70% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NAC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $375,363 | 32,220 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $380,518 | 32,220 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $416,530 | 36,220 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $472,714 | 42,320 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $492,536 | 43,820 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $353,602 | 31,320 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $479,404 | 40,320 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $474,113 | 41,120 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $640,482 | 58,120 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $666,730 | 60,120 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $598,251 | 61,995 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $711,929 | 65,195 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $734,311 | 66,695 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $754,365 | 68,145 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $770,313 | 70,220 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $865,812 | 70,220 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $921,942 | 70,270 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,102,932 | 70,520 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,161,373 | 74,020 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,173,217 | 74,020 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,107,367 | 74,520 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,134,271 | 74,820 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,147,619 | 78,820 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,122,335 | 78,650 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,121,211 | 81,900 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||