Apriem Advisors

CIK 0001425165 · Q2 2026

13F Equity AUM

$1.2B

+10.2% QoQ

Positions

182

-4 QoQ

AUM Rank

#2,201

Top 25%

Skill Alpha (FF)

-0.2%/yr^ns

No Clear Edge

Rank #3,074 · Top 37%

vs S&P -3.4%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 35.1%Top 10: 53.0%Top 20: 70.8%

SCHX13.8%

BND6.1%

AAPL6.0%

MGV5.0%

MOAT4.3%

BIL3.9%

VEA3.6%

VWO3.5%

GOOGL3.5%

SCHD3.4%

Others (172)47.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services69.3%

Technology13.3%

Communication Services4.3%

Consumer Cyclical3.4%

Industrials2.5%

Energy2.1%

Other5.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 182Median: 0.09%Avg: 0.55%

0–0.5%

144(15.9%)

0.5–1%

16(11.2%)

1–3%

12(19.9%)

3–5%

7(27.1%)

5%+

3(25.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 182vs 20 funds

0%Low

182

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New13Increased73Decreased60Exited17

New Positions

JPX0.6%

+41K

CF0.5%

+55K

BX0.2%

+22K

HONEYWELL INTL INC0.1%

+3K

MRVL0.1%

+2K

HONEYWELL AEROSPACE …0.1%

+3K

SPACE EXPLORATION TE…0.0%

+3K

BALT0.0%

+15K

JPIE0.0%

+6K

NET0.0%

+1K

Increased

MGK2.6%

+281K(+444%)

SCHD3.4%

+111K(+10%)

GLDM1.1%

+106K(+202%)

IWF0.7%

+47K(+300%)

VWO3.5%

+45K(+7%)

BTC0.7%

+44K(+15%)

MGV5.0%

+34K(+11%)

SCHA0.1%

+33K(+464%)

BND6.1%

+28K(+3%)

KLAC0.6%

+22K(+901%)

Decreased

SCHX13.8%

-213,213(-4%)

SGOV0.3%

-115,983(-78%)

SCHF1.6%

-94,912(-13%)

MOAT4.3%

-68,797(-13%)

SLB0.2%

-17,841(-26%)

SCHE0.8%

-11,396(-4%)

REGN0.0%

-7,722(-95%)

DIS0.1%

-7,574(-39%)

LRCX1.9%

-6,456(-12%)

RME0.4%

-5,662(-20%)

Exited

INTU

-9,730

HON

-5,539

ADBE

-4,542

-40,942

-5,165

-10,349

-2,290

-1,446

-1,704

-3,630

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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