Advanced Portfolio Management, LLC
•CIK: 1940461•Filing: Q4 2025
**Advanced Portfolio Management, LLC** manages $33M across a concentrated portfolio of 37 positions. The strategy demonstrates significant conviction in mega-cap technology and growth names, evidenced by top holdings including MSFT ($2.2M) and AVGO ($2.1M). Further allocations are weighted toward market leaders such as META ($1.7M), AMZN ($1.6M), and ORCL ($1.5M). This structure suggests a focused, technology-tilted approach to capital appreciation.
Total AUM
$32.8M
QoQ Performance
-14.7%
Positions
37
Top 10 Concentration
47.9%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
AVGO
META
MSFT6.7%
AVGO6.4%
META5.1%
AMZN4.9%
ORCL4.5%
SOFI4.4%
NVDA4.1%
CRM4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology37.5%
Other30.6%
Financial8.3%
Healthcare6.3%
Consumer6.2%
Communication4.5%
Real Estate3.5%
Energy1.9%
🚪 Exited Positionssold since Q3 2025
+105 more exited positions
Changes from Q3 2025
NEW21 new positions
↑8 increased
↓8 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023