Apriem Advisors
SEC Form 13F institutional filer · CIK 0001425165
13F-HR · 112 reported holdings · 2026-03-31
Reported long-US-equity value
$0.66B
Top-10 concentration
67.6%
Apriem Advisors — $662M AUM allocation strategy
Apriem Advisors files SEC Form 13F and reports $662M of long US equity value across 112 reported holdings for 2026-03-31.
Its largest sector bet is Financials 39.9%, followed by Information Technology 14.8% and Communication Services 4.9%.
The top 10 holdings account for 68% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Apriem Advisors — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$662M
total across 112 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
68% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VB +26.9K sh · +$7.1M+$XOM +8.54K sh · +$8.1M+$CRWD +4.92K sh · +$1.78M
Biggest trims (shares)
−$SCHW −366K sh · −$13.3M−$DIS −63.9K sh · −$7.61M−$LRCX −35.9K sh · −$3.77M
Exited to nil (held last quarter, gone now)
$PYPL ($6.34M last qtr)$CPRT ($5.57M last qtr)$NEM ($1.2M last qtr)$SPYM ($324K last qtr)$ROP ($300K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage36.9%—
- Technology Hardware, Storage & Peripherals9.0%—
- Interactive Media & Services4.9%—
- Integrated Oil & Gas3.7%—
- Broadline Retail3.0%—
- Diversified Banks2.0%—
- Semiconductor Materials & Equipment1.8%—
- Systems Software1.7%—
- Other holdings37.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 8.81M | $233M | -366K | 35.2% |
| $AAPL | Apple Inc | 234K | $59.5M | -2.06K | 9.0% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 115K | $33M | -1.67K | 5.0% |
| $XOM | ExxonMobil Holdings Corporation | 143K | $24.3M | +8.54K | 3.7% |
| $AMZN | Amazon.com Inc | 94.5K | $19.7M | -15.3K | 3.0% |
| $JPM | JP Morgan Chase & Co | 44.7K | $13.1M | -160 | 2.0% |
| $LRCX | Lam Research Corporation | 56K | $12M | -35.9K | 1.8% |
| $GS | Goldman Sachs Group Inc | 13.6K | $11.5M | -574 | 1.7% |
…and 104 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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