Aviance Capital Partners, LLC

Q2 2026 13F-HR Holdings

Location
Naples, FL
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
388
Total value ($000)
$963,248
Net value change ($000)
+109,280 (12.8%)
New positions
34
Sold out positions
14
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 10,003 23.3%
AAPL 9,567 14.5%
LRCX 7,965 46.2%
AVGO 6,681 21.0%
ABBV 5,111 16.0%
AMZN 4,689 16.4%
JPM 3,578 15.0%
ANET 3,064 39.6%
KLAC 2,722 104.9%
UNH 2,338 51.1%
Top Reduces (Value $000, Stocks/ETFs)
AGG -3,049 -53.0%
HON -2,329 -100.0%
XOM -1,944 -17.0%
LMT -1,501 -15.1%
HCA -1,170 -19.2%
LYB -1,125 -37.0%
ZTS -1,102 -33.8%
CHTR -1,060 -31.7%
LOW -894 -12.1%
IUSB -872 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type