Apriem Advisors
CIK
1425165
City
IRVINE
State / Country
CA
Top Portfolio Positions
132 positions ·
$406,056,788 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
234,310 | $59,465,534 | 14.64% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
114,684 | $32,978,531 | 8.12% | |
| XOM |
Exxon Mobil Corp
Energy
|
143,319 | $24,315,501 | 5.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
94,467 | $19,674,642 | 4.85% | |
| SPY |
Spdr S&P 500 ETF Trust
|
25,166 | $16,366,456 | 4.03% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
44,658 | $13,136,597 | 3.24% | |
| LRCX |
Lam Research Corp
Technology
|
56,027 | $11,970,728 | 2.95% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
13,604 | $11,508,847 | 2.83% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
55,125 | $11,189,272 | 2.76% | |
| MSFT |
Microsoft Corp
Technology
|
29,446 | $10,900,025 | 2.68% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NKX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $516,888 | 43,436 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $515,463 | 41,436 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $474,314 | 37,436 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $506,204 | 43,008 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $543,976 | 43,207 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $529,704 | 41,907 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $756,134 | 55,639 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $706,051 | 56,439 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $624,983 | 51,439 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $593,606 | 51,439 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $638,828 | 62,264 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $749,684 | 64,964 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $750,360 | 64,464 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $776,917 | 63,164 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $808,264 | 68,439 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $891,154 | 69,189 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $938,880 | 69,239 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,141,960 | 72,139 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,215,138 | 74,139 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,208,465 | 74,139 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,145,447 | 74,139 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,171,787 | 74,352 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,130,117 | 74,009 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,085,649 | 72,716 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,039,046 | 73,379 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||