Filed: 2/6/2026ACC: 0001542383-26-000001
📋 What this filing means
AVIANCE CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 361 equity positions with a total reported market value of $867.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
361
Positions
$867.61M
Total AUM (reported)
9.13M
Total Shares
Allocation by class
COM$560.36M64.6%
CL A$51.76M6.0%
CAP STK CL A$47.82M5.5%
COM NEW$21.16M2.4%
SHS$15.24M1.8%
COM SHS$15.13M1.7%
COM CL A$9.74M1.1%
Portfolio Concentration
Top 3$154.61M17.8%
4–10$154.74M17.8%
11–25$131.31M15.1%
Rest$426.95M49.2%
Top 3 weight
17.8%
Top 10 weight
35.7%
Voting Authority Distribution
Total shares with voting rights: 9.13M
Sole
Full voting authority
9.13M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
17.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole361
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings361
Rows:
APPLE INC
SOLEShares258.19K
TypeSH
Market value$70.19M
8.09%
Sole
258.19K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares152.79K
TypeSH
Market value$47.82M
5.51%
Sole
152.79K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares105.75K
TypeSH
Market value$36.60M
4.22%
Sole
105.75K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares145.16K
TypeSH
Market value$33.17M
3.82%
Sole
145.16K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares133.95K
TypeSH
Market value$30.92M
3.56%
Sole
133.95K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares82.31K
TypeSH
Market value$26.52M
3.06%
Sole
82.31K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares40.99K
TypeSH
Market value$19.82M
2.28%
Sole
40.99K
Shared
0.00
None
2.00
META PLATFORMS INC
SOLEShares27.55K
TypeSH
Market value$18.18M
2.10%
Sole
27.55K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares81.92K
TypeSH
Market value$14.02M
1.62%
Sole
81.92K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares36.98K
TypeSH
Market value$12.10M
1.40%
Sole
36.98K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares62.27K
TypeSH
Market value$11.61M
1.34%
Sole
62.27K
Shared
0.00
None
0.00
TRAVELERS COMPANIES INC
SOLEShares36.67K
TypeSH
Market value$10.64M
1.23%
Sole
36.67K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares14.00
TypeSH
Market value$10.57M
1.22%
Sole
14.00
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares93.02K
TypeSH
Market value$9.29M
1.07%
Sole
93.02K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares18.36K
TypeSH
Market value$9.23M
1.06%
Sole
18.36K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares8.28K
TypeSH
Market value$8.86M
1.02%
Sole
8.28K
Shared
0.00
None
0.00
CAVCO INDS INC DEL
SOLEShares14.41K
TypeSH
Market value$8.52M
0.98%
Sole
14.41K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares14.60K
TypeSH
Market value$8.46M
0.98%
Sole
14.60K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares64.14K
TypeSH
Market value$8.40M
0.97%
Sole
64.14K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares66.88K
TypeSH
Market value$8.05M
0.93%
Sole
66.88K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares16.54K
TypeSH
Market value$8.00M
0.92%
Sole
16.54K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares18.29K
TypeSH
Market value$7.80M
0.90%
Sole
18.29K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares31.30K
TypeSH
Market value$7.55M
0.87%
Sole
31.30K
Shared
0.00
None
0.00
VISA INC
SOLEShares21.50K
TypeSH
Market value$7.54M
0.87%
Sole
21.50K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares32.78K
TypeSH
Market value$6.78M
0.78%
Sole
32.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 258.19K | SH | $70.19M 8.09% | 258.19K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 152.79K | SH | $47.82M 5.51% | 152.79K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 105.75K | SH | $36.60M 4.22% | 105.75K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 145.16K | SH | $33.17M 3.82% | 145.16K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 133.95K | SH | $30.92M 3.56% | 133.95K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 82.31K | SH | $26.52M 3.06% | 82.31K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 40.99K | SH | $19.82M 2.28% | 40.99K | 0.00 | 2.00 |
META PLATFORMS INCSOLE | CL A | 27.55K | SH | $18.18M 2.10% | 27.55K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 81.92K | SH | $14.02M 1.62% | 81.92K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 36.98K | SH | $12.10M 1.40% | 36.98K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 62.27K | SH | $11.61M 1.34% | 62.27K | 0.00 | 0.00 |
TRAVELERS COMPANIES INCSOLE | COM | 36.67K | SH | $10.64M 1.23% | 36.67K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 14.00 | SH | $10.57M 1.22% | 14.00 | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 93.02K | SH | $9.29M 1.07% | 93.02K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 18.36K | SH | $9.23M 1.06% | 18.36K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 8.28K | SH | $8.86M 1.02% | 8.28K | 0.00 | 0.00 |
CAVCO INDS INC DELSOLE | COM | 14.41K | SH | $8.52M 0.98% | 14.41K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 14.60K | SH | $8.46M 0.98% | 14.60K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 64.14K | SH | $8.40M 0.97% | 64.14K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 66.88K | SH | $8.05M 0.93% | 66.88K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 16.54K | SH | $8.00M 0.92% | 16.54K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 18.29K | SH | $7.80M 0.90% | 18.29K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 31.30K | SH | $7.55M 0.87% | 31.30K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 21.50K | SH | $7.54M 0.87% | 21.50K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 32.78K | SH | $6.78M 0.78% | 32.78K | 0.00 | 0.00 |
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