Apriem Advisors
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1425165
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.0B
Holdings
186
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Apriem Advisors disclosed 186 positions worth $1.0B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 12 new positions and exited 17 — including a new stake in $GLDM and a full exit from $PYPL. The portfolio is most concentrated in Other (60.8% of disclosed assets). All figures are sourced directly from Apriem Advisors’s Form 13F-HR filing with the SEC under CIK 1425165.
AI Fund Analysis
StableSCHWAB STRATEGIC TR
13.8% weight
Held 9 quarters
VANGUARD BD INDEX FDS
6.6% weight
Held 9 quarters
$AAPL5.7% weight
Held 9 quarters
VANECK ETF TRUST
5.0% weight
Held 9 quarters
VANGUARD WORLD FD
4.4% weight
Held 9 quarters
VANECK ETF TRUST
8 quarters accumulating
VANGUARD WORLD FD
8 quarters accumulating
VANGUARD INTL EQUITY INDEX
8 quarters accumulating
SCHWAB STRATEGIC TR
8 quarters accumulating
$IVZ8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
SCHWAB STRATEGIC TR
—Quality
$144.4M5,632,258 shVANGUARD BD INDEX FDS
—Quality
$68.9M935,329 sh- 76.1#112
Quality
$59.5M234,310 sh VANECK ETF TRUST
—Quality
$52.5M542,530 shVANGUARD WORLD FD
—Quality
$45.7M315,383 shSPDR SERIES TRUST
—Quality
$43.1M470,068 shVANGUARD TAX-MANAGED FDS
—Quality
$36.6M570,851 shVANGUARD INTL EQUITY INDEX F
—Quality
$34.4M637,358 shSCHWAB STRATEGIC TR
—Quality
$34.3M1,119,196 sh- 80.2
Quality
$33.0M114,684 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB STRATEGIC TR | — | $144.4M | 5,632,258 |
| VANGUARD BD INDEX FDS | — | $68.9M | 935,329 |
| Apple Inc.$AAPL | 76.1#112 | $59.5M | 234,310 |
| VANECK ETF TRUST | — | $52.5M | 542,530 |
| VANGUARD WORLD FD | — | $45.7M | 315,383 |
| SPDR SERIES TRUST | — | $43.1M | 470,068 |
| VANGUARD TAX-MANAGED FDS | — | $36.6M | 570,851 |
| VANGUARD INTL EQUITY INDEX F | — | $34.4M | 637,358 |
| SCHWAB STRATEGIC TR | — | $34.3M | 1,119,196 |
 Alphabet Inc.$GOOG | 80.2 | $33.0M | 114,684 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Apriem Advisors's 186 positions.
Showing top 10 of 186 holdings.
Sector Allocation
Other
$637.5M
Technology
$157.9M
Financials
$85.2M
Industrials
$42.7M
Consumer Discretionary
$36.5M
Healthcare
$32.2M
Energy
$31.2M
Materials
$11.5M
Full Holdings — Apriem Advisors (Q1 2026)
All 186 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SCHWAB STRATEGIC TR | $144.4M | 13.8% | -9% | — |
| 2 | — | VANGUARD BD INDEX FDS | $68.9M | 6.6% | -9% | — |
| 3 | $AAPL | Apple Inc. | $59.5M | 5.7% | -1% | 76.1 |
| 4 | — | VANECK ETF TRUST | $52.5M | 5.0% | +6% | — |
| 5 | — | VANGUARD WORLD FD | $45.7M | 4.4% | +25% | — |
| 6 | — | SPDR SERIES TRUST | $43.1M | 4.1% | +7% | — |
| 7 | — | VANGUARD TAX-MANAGED FDS | $36.6M | 3.5% | -0% | — |
| 8 | — | VANGUARD INTL EQUITY INDEX F | $34.4M | 3.3% | +73% | — |
| 9 | — | SCHWAB STRATEGIC TR | $34.3M | 3.3% | +29% | — |
| 10 | $GOOG | Alphabet Inc. | $33.0M | 3.1% | -1% | 80.2 |
| 11 | $IVZ | Invesco Ltd. | $25.6M | 2.4% | -13% | — |
| 12 |  $XOM | EXXON MOBIL CORP | $24.3M | 2.3% | +6% | 61.8 |
| 13 | — | VANGUARD WORLD FD | $23.2M | 2.2% | -36% | — |
| 14 |  $AMZN | AMAZON COM INC | $19.7M | 1.9% | -14% | 74.6 |
| 15 | — | SCHWAB STRATEGIC TR | $18.5M | 1.8% | -6% | — |
| 16 |  $SPY | SPDR S&P 500 ETF TRUST | $16.4M | 1.6% | -1% | — |
| 17 | — | ISHARES TR | $14.9M | 1.4% | +3031% | — |
| 18 |  $JPM | JPMORGAN CHASE & CO | $13.1M | 1.3% | -0% | 35.6 |
| 19 |  $LRCX | LAM RESEARCH CORP | $12.0M | 1.1% | -39% | 82.4 |
| 20 |  $GS | GOLDMAN SACHS GROUP INC | $11.5M | 1.1% | -4% | — |
| 21 |  $AEM | AGNICO EAGLE MINES LTD | $11.2M | 1.1% | -0% | — |
| 22 |  $MSFT | MICROSOFT CORP | $10.9M | 1.0% | -21% | 83.7 |
| 23 | — | VANGUARD INDEX FDS | $10.7M | 1.0% | +190% | — |
| 24 | — | SCHWAB STRATEGIC TR | $10.2M | 1.0% | -0% | — |
| 25 | — | SCHWAB STRATEGIC TR | $10.1M | 1.0% | -5% | — |
| 26 |  $NVDA | NVIDIA CORP | $9.3M | 0.9% | +3% | 90.2 |
| 27 | — | SCHWAB STRATEGIC TR | $9.0M | 0.9% | -1% | — |
| 28 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $8.6M | 0.8% | +97% | — |
| 29 | — | VANECK ETF TRUST | $8.5M | 0.8% | +0% | — |
| 30 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $7.3M | 0.7% | -1% | — |
| 31 |  $LMT | LOCKHEED MARTIN CORP | $7.3M | 0.7% | -23% | 65 |
| 32 |  $TSLA | Tesla, Inc. | $6.7M | 0.6% | +1% | 50.1 |
| 33 | — | ISHARES TR | $6.7M | 0.6% | -0% | — |
| 34 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.6M | 0.6% | -4% | 64.5 |
| 35 |  $RMD | RESMED INC | $6.5M | 0.6% | -6% | 79.8 |
| 36 |  $ADSK | Autodesk, Inc. | $6.4M | 0.6% | -4% | 76.4 |
| 37 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $6.3M | 0.6% | -5% | 75.1 |
| 38 |  $GLDM | World Gold Trust | $4.9M | 0.5% | NEW | — |
| 39 |  $CTAS | CINTAS CORP | $4.7M | 0.4% | -3% | 76.3 |
| 40 |  $BA | BOEING CO | $4.5M | 0.4% | -1% | 51.8 |
| 41 | — | VANGUARD INDEX FDS | $4.4M | 0.4% | +254% | — |
| 42 |  $INTU | INTUIT INC. | $4.2M | 0.4% | -6% | 82 |
| 43 | — | SELECT SECTOR SPDR TR | $4.1M | 0.4% | +0% | — |
| 44 |  $MELI | MERCADOLIBRE INC | $3.8M | 0.4% | NEW | 77.5 |
| 45 |  $GOOGL | Alphabet Inc. | $3.7M | 0.3% | -4% | 80.2 |
| 46 |  $MMM | 3M CO | $3.7M | 0.3% | +0% | 60.7 |
| 47 | — | SCHWAB STRATEGIC TR | $3.6M | 0.3% | -2% | — |
| 48 |  $SLB | SLB LIMITED/NV | $3.6M | 0.3% | -5% | 63.2 |
| 49 |  $AVGO | Broadcom Inc. | $3.5M | 0.3% | -22% | 86.4 |
| 50 |  $KLAC | KLA CORP | $3.5M | 0.3% | -4% | 84.4 |
| 51 |  $SNA | Snap-on Inc | $3.5M | 0.3% | -7% | 69.3 |
| 52 | $IVZ | Invesco Ltd. | $3.2M | 0.3% | +0% | — |
| 53 |  $AMD | ADVANCED MICRO DEVICES INC | $3.2M | 0.3% | -1% | 78.8 |
| 54 |  $ETN | Eaton Corp plc | $3.1M | 0.3% | -0% | — |
| 55 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.0M | 0.3% | +6% | 67 |
| 56 |  $JNJ | JOHNSON & JOHNSON | $2.9M | 0.3% | +1% | 72.8 |
| 57 |  $ABBV | AbbVie Inc. | $2.9M | 0.3% | +0% | 59.3 |
| 58 | — | AMPLIFY ETF TR | $2.8M | 0.3% | +0% | — |
| 59 |  $CVX | CHEVRON CORP | $2.7M | 0.3% | -2% | 54.7 |
| 60 |  $MA | Mastercard Inc | $2.6M | 0.3% | +4% | 81.7 |
| 61 | — | VANGUARD MALVERN FDS | $2.6M | 0.3% | +5% | — |
| 62 |  $CRWD | CrowdStrike Holdings, Inc. | $2.6M | 0.3% | +275% | 55 |
| 63 |  $META | Meta Platforms, Inc. | $2.4M | 0.2% | +3% | 80.9 |
| 64 | — | VANGUARD WHITEHALL FDS | $2.1M | 0.2% | +590% | — |
| 65 | — | SCHWAB STRATEGIC TR | $2.0M | 0.2% | -0% | — |
| 66 | — | VANGUARD INDEX FDS | $2.0M | 0.2% | +20% | — |
| 67 | — | STATE STR SPDR DOW JONES IND | $1.9M | 0.2% | +0% | — |
| 68 | — | ISHARES TR | $1.9M | 0.2% | -1% | — |
| 69 |  $DIS | Walt Disney Co | $1.8M | 0.2% | -77% | 68.9 |
| 70 |  $GEV | GE Vernova Inc. | $1.8M | 0.2% | -5% | 70.1 |
| 71 | — | VANGUARD INDEX FDS | $1.7M | 0.2% | -3% | — |
| 72 |  $QCOM | QUALCOMM INC/DE | $1.7M | 0.2% | -0% | 81.9 |
| 73 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.7M | 0.2% | -6% | 77.9 |
| 74 |  $LLY | ELI LILLY & Co | $1.7M | 0.2% | +0% | 89.3 |
| 75 |  $SYK | STRYKER CORP | $1.7M | 0.2% | -0% | 69.8 |
| 76 |  $PFE | PFIZER INC | $1.6M | 0.2% | -3% | 69 |
| 77 | — | VANECK ETF TRUST | $1.6M | 0.1% | +0% | — |
| 78 |  $SRE | SEMPRA | $1.6M | 0.1% | +0% | 47.6 |
| 79 |  $LOW | LOWES COMPANIES INC | $1.6M | 0.1% | -5% | 63.5 |
| 80 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.5M | 0.1% | -1% | 68.4 |
| 81 |  $ED | CONSOLIDATED EDISON INC | $1.4M | 0.1% | +0% | 71.6 |
| 82 |  $SBUX | STARBUCKS CORP | $1.3M | 0.1% | -1% | 54.6 |
| 83 |  $NFLX | NETFLIX INC | $1.3M | 0.1% | +5% | 86.7 |
| 84 |  $MRK | Merck & Co., Inc. | $1.3M | 0.1% | +2% | 70.9 |
| 85 |  $HON | HONEYWELL INTERNATIONAL INC | $1.3M | 0.1% | +2% | 65.7 |
| 86 |  $PH | Parker-Hannifin Corp | $1.2M | 0.1% | +24% | 73.8 |
| 87 |  $PANW | Palo Alto Networks Inc | $1.2M | 0.1% | +7% | 66.5 |
| 88 |  $CSCO | CISCO SYSTEMS, INC. | $1.2M | 0.1% | +0% | 72.3 |
| 89 | — | VANECK ETF TRUST | $1.2M | 0.1% | +233% | — |
| 90 |  $T | AT&T INC. | $1.2M | 0.1% | -0% | 71.9 |
| 91 |  $ADBE | ADOBE INC. | $1.1M | 0.1% | -75% | 80.4 |
| 92 |  $HD | HOME DEPOT, INC. | $1.1M | 0.1% | -1% | 69.2 |
| 93 |  $RTX | RTX Corp | $1.0M | 0.1% | -4% | 70 |
| 94 |  $GLD | SPDR GOLD TRUST | $1.0M | 0.1% | -0% | — |
| 95 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $985,614 | 0.1% | +0% | 60.5 |
| 96 |  $AMT | AMERICAN TOWER CORP /MA/ | $891,376 | 0.1% | -14% | 69.8 |
| 97 |  $AMGN | AMGEN INC | $879,625 | 0.1% | +0% | 79.5 |
| 98 |  $V | VISA INC. | $872,869 | 0.1% | +8% | 83.5 |
| 99 |  $PG | PROCTER & GAMBLE Co | $823,058 | 0.1% | +4% | 72.9 |
| 100 |  $PLTR | Palantir Technologies Inc. | $768,701 | 0.1% | +9% | 85.8 |
| 101 |  $MU | MICRON TECHNOLOGY INC | $765,545 | 0.1% | +57% | 88.4 |
| 102 |  $MS | MORGAN STANLEY | $730,832 | 0.1% | +2% | — |
| 103 |  $SLV | iShares Silver Trust | $705,181 | 0.1% | NEW | — |
| 104 |  $BMY | BRISTOL MYERS SQUIBB CO | $702,425 | 0.1% | -1% | 70.1 |
| 105 |  $EMR | EMERSON ELECTRIC CO | $691,936 | 0.1% | +0% | 65.9 |
| 106 |  $WMT | Walmart Inc. | $675,400 | 0.1% | +7% | 63.2 |
| 107 |  $CVBF | CVB FINANCIAL CORP | $668,955 | 0.1% | +0% | — |
| 108 | — | SELECT SECTOR SPDR TR | $665,297 | 0.1% | +0% | — |
| 109 |  $PEP | PEPSICO INC | $644,764 | 0.1% | +6% | 62.7 |
| 110 |  $CELH | Celsius Holdings, Inc. | $643,607 | 0.1% | +0% | 63 |
| 111 |  $HLI | HOULIHAN LOKEY, INC. | $643,561 | 0.1% | NEW | 67.3 |
| 112 |  $SCHW | SCHWAB CHARLES CORP | $624,779 | 0.1% | -25% | 77.2 |
| 113 |  $UNP | UNION PACIFIC CORP | $616,983 | 0.1% | +3% | 74 |
| 114 | — | VANGUARD INDEX FDS | $605,368 | 0.1% | +0% | — |
| 115 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $559,307 | 0.1% | +6% | — |
| 116 |  $COHR | COHERENT CORP. | $545,501 | 0.1% | +0% | 64 |
| 117 |  $NYT | NEW YORK TIMES CO | $541,566 | 0.1% | +0% | 71.3 |
| 118 |  $ORCL | ORACLE CORP | $536,002 | 0.1% | -3% | 67.2 |
| 119 | — | ISHARES TR | $533,222 | 0.1% | +112% | — |
| 120 | — | NUVEEN CALIF AMT FREE MUNI I | $516,889 | 0.1% | +5% | — |
| 121 | — | ISHARES TR | $496,440 | 0.1% | -25% | — |
| 122 | — | BLACKROCK FLOATING RATE INCO | $488,044 | 0.1% | +0% | — |
| 123 |  $CRM | Salesforce, Inc. | $479,742 | 0.1% | +31% | 75.2 |
| 124 | — | FIDELITY COVINGTON TRUST | $478,515 | 0.1% | +0% | — |
| 125 |  $FAST | FASTENAL CO | $473,280 | 0.1% | -29% | 73.5 |
| 126 | — | VANGUARD INDEX FDS | $462,561 | 0.0% | +0% | — |
| 127 |  $GE | GENERAL ELECTRIC CO | $446,757 | 0.0% | +0% | 74.8 |
| 128 |  $ISRG | INTUITIVE SURGICAL INC | $446,238 | 0.0% | -9% | 81.4 |
| 129 |  $VZ | VERIZON COMMUNICATIONS INC | $437,850 | 0.0% | -4% | 71.6 |
| 130 |  $SGOL | abrdn Gold ETF Trust | $434,108 | 0.0% | -5% | — |
| 131 |  $CEG | Constellation Energy Corp | $403,796 | 0.0% | +0% | 62.5 |
| 132 | — | DIMENSIONAL ETF TRUST | $397,805 | 0.0% | +0% | — |
| 133 |  $PHYS | Sprott Physical Gold Trust | $394,695 | 0.0% | +0% | — |
| 134 |  $CDLR | Cadeler A/S | $376,480 | 0.0% | +0% | — |
| 135 |  $NAC | Nuveen California Quality Municipal Income Fund | $375,363 | 0.0% | +0% | — |
| 136 | — | VANECK ETF TRUST | $368,340 | 0.0% | +0% | — |
| 137 |  $GKOS | GLAUKOS Corp | $367,336 | 0.0% | +0% | 39.2 |
| 138 | — | INNOVATOR ETFS TRUST | $366,915 | 0.0% | +0% | — |
| 139 |  $ABT | ABBOTT LABORATORIES | $354,653 | 0.0% | +4% | 67 |
| 140 |  $KO | COCA COLA CO | $353,687 | 0.0% | +0% | 74 |
| 141 |  $MDT | Medtronic plc | $352,851 | 0.0% | -3% | — |
| 142 |  $DBL | DoubleLine Opportunistic Credit Fund | $352,006 | 0.0% | +0% | — |
| 143 |  $FCX | FREEPORT-MCMORAN INC | $345,095 | 0.0% | +0% | 73.1 |
| 144 |  $PBF | PBF Energy Inc. | $343,083 | 0.0% | -3% | 42.1 |
| 145 |  $NEE | NEXTERA ENERGY INC | $337,154 | 0.0% | +0% | 71.7 |
| 146 |  $DUK | Duke Energy CORP | $314,256 | 0.0% | +0% | 64 |
| 147 |  $C | CITIGROUP INC | $300,921 | 0.0% | +16% | 54.8 |
| 148 | — | PROSHARES TR | $297,924 | 0.0% | +0% | — |
| 149 |  $EVV | Eaton Vance Ltd Duration Income Fund | $297,660 | 0.0% | +0% | — |
| 150 | — | VANGUARD INDEX FDS | $292,730 | 0.0% | +0% | — |
| 151 |  $ASML | ASML HOLDING NV | $290,583 | 0.0% | +12% | — |
| 152 |  $BRO | BROWN & BROWN, INC. | $283,207 | 0.0% | +0% | 75.1 |
| 153 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $279,796 | 0.0% | +0% | 66.7 |
| 154 |  $DELL | Dell Technologies Inc. | $279,678 | 0.0% | -6% | 76 |
| 155 |  $PSX | Phillips 66 | $273,270 | 0.0% | NEW | 47.6 |
| 156 | — | INNOVATOR ETFS TRUST | $267,582 | 0.0% | +0% | — |
| 157 | — | INNOVATOR ETFS TRUST | $266,813 | 0.0% | +0% | — |
| 158 | — | ISHARES TR | $260,873 | 0.0% | +0% | — |
| 159 |  $AMAT | APPLIED MATERIALS INC /DE | $258,393 | 0.0% | NEW | 74.8 |
| 160 | — | SPDR SERIES TRUST | $258,341 | 0.0% | -98% | — |
| 161 | — | VANGUARD WORLD FD | $254,308 | 0.0% | +0% | — |
| 162 |  $INTC | INTEL CORP | $252,342 | 0.0% | +1% | 41.5 |
| 163 | — | ISHARES TR | $246,147 | 0.0% | -22% | — |
| 164 |  $MCD | MCDONALDS CORP | $245,855 | 0.0% | +8% | 73.9 |
| 165 | — | NUVEEN S&P 500 DYNAMIC OVERW | $242,450 | 0.0% | NEW | — |
| 166 |  $GM | General Motors Co | $241,380 | 0.0% | +0% | 58.7 |
| 167 | — | INNOVATOR ETFS TRUST | $241,205 | 0.0% | +0% | — |
| 168 |  $WFC | WELLS FARGO & COMPANY/MN | $240,024 | 0.0% | +0% | — |
| 169 |  $NTRA | Natera, Inc. | $234,188 | 0.0% | +0% | 46.4 |
| 170 |  $ARM | ARM HOLDINGS PLC /UK | $228,130 | 0.0% | NEW | — |
| 171 | — | VANGUARD WORLD FD | $224,590 | 0.0% | +0% | — |
| 172 |  $TROW | PRICE T ROWE GROUP INC | $223,264 | 0.0% | -37% | 75.8 |
| 173 |  $SOLV | Solventum Corp | $220,518 | 0.0% | +0% | 55.7 |
| 174 | — | SPDR SERIES TRUST | $220,078 | 0.0% | +0% | — |
| 175 |  $PSLV | Sprott Physical Silver Trust | $219,510 | 0.0% | +0% | — |
| 176 |  $AHR | American Healthcare REIT, Inc. | $217,549 | 0.0% | -23% | 63.7 |
| 177 |  $CAT | CATERPILLAR INC | $217,497 | 0.0% | NEW | 67.8 |
| 178 | $IVZ | Invesco Ltd. | $212,106 | 0.0% | -3% | — |
| 179 | — | SCHWAB STRATEGIC TR | $205,305 | 0.0% | -3% | — |
| 180 |  $IRM | IRON MOUNTAIN INC | $204,280 | 0.0% | NEW | 50.7 |
| 181 |  $GNK | GENCO SHIPPING & TRADING LTD | $202,950 | 0.0% | NEW | — |
| 182 |  $FCT | FIRST TRUST SENIOR FLOATING RATE INCOME FUND II | $202,440 | 0.0% | +0% | — |
| 183 |  $TXN | TEXAS INSTRUMENTS INC | $201,420 | 0.0% | NEW | 70.4 |
| 184 |  $DSL | DoubleLine Income Solutions Fund | $187,359 | 0.0% | +0% | — |
| 185 |  $DNP | DNP SELECT INCOME FUND INC | $179,220 | 0.0% | +0% | — |
| 186 |  $CTRM | Castor Maritime Inc. | $35,150 | 0.0% | +0% | — |
New Positions (12)
$GLDM World Gold Trust$4.9M$MELI MERCADOLIBRE INC$3.8M$SLV iShares Silver Trust$705,181$HLI HOULIHAN LOKEY, INC.$643,561$PSX Phillips 66$273,270$AMAT APPLIED MATERIALS INC /DE$258,393 NUVEEN S&P 500 DYNAMIC OVERW$242,450
$ARM ARM HOLDINGS PLC /UK$228,130$CAT CATERPILLAR INC$217,497$IRM IRON MOUNTAIN INC$204,280$GNK GENCO SHIPPING & TRADING LTD$202,950$TXN TEXAS INSTRUMENTS INC$201,420Exited Positions (17)
$PYPL PayPal Holdings, Inc.
$CPRT COPART INC
$NEM NEWMONT Corp /DE/
$ROP ROPER TECHNOLOGIES INC
$CSGP COSTAR GROUP, INC. NUVEEN S&P 500 BUY-WRITE INC
$VRSK Verisk Analytics, Inc.
$BITB Bitwise Bitcoin ETF
$IBIT iShares Bitcoin Trust ETF
$TYL TYLER TECHNOLOGIES INC
$ONON On Holding AG
$SEIC SEI INVESTMENTS CO
$ECL ECOLAB INC.
$CBSH COMMERCE BANCSHARES INC /MO/
$DHR DANAHER CORP /DE/Browse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: Apriem Advisors
13F Pro is an AI hedge fund tracker and stock research platform. For Apriem Advisors (SEC CIK: 1425165), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Apriem Advisors's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.