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Livermore
Livermore
ZHEN

Aviance Capital Partners, LLC

SEC CIK
0001542383
Latest filing
Jul 30, 2026

The latest 13F from Aviance Capital Partners, LLC covers Q2 2026 (filed Jul 30, 2026): 388 long positions worth $963.2M. The top 10 holdings make up 34.8% of the portfolio, and the largest is Apple Inc. (AAPL) at 7.9%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
33
Est. +$13.4M
Added
162
Est. +$29.7M
Reduced
107
Est. −$20.9M
Sold out
13
Est. −$8.38M

Top 5 holdings

Share of this quarter's portfolio value

  1. AAPLApple Inc.
    7.9%$75.7MHistory
  2. GOOGLAlphabet Inc.
    5.5%$53.0MHistory
  3. AVGOBroadcom Inc.
    4.0%$38.5MHistory
  4. ABBVAbbVie Inc.
    3.8%$37.1MHistory
  5. AMZNAmazon Com Inc
    3.4%$33.2MHistory

Share of portfolio

Top 5 holdings and the other 383 positions, by share of portfolio value

  1. AAPL7.9%
  2. GOOGL5.5%
  3. AVGO4.0%
  4. ABBV3.8%
  5. AMZN3.4%
  6. Other 383 positions75.3%

Biggest buys

New and added positions, by estimated amount bought

  1. PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833
    +$2.11MAdded
  2. NVONovo Nordisk A S
    +$1.91MAddedHistory
  3. NFLXNetflix Inc
    +$1.53MAddedHistory
  4. HONHoneywell International Inc
    +$1.16MNewHistory
  5. HONAHoneywell Aerospace Inc.
    +$1.14MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. ANETArista Networks, Inc.
    +0.22 pp0.9% → 1.1%History
  2. NVONovo Nordisk A S
    +0.21 pp<0.1% → 0.2%History
  3. CRDOCredo Technology Group Holding Ltd
    +0.15 pp0.1% → 0.2%History
  4. LLYEli Lilly & Co
    +0.14 pp0.3% → 0.4%History
  5. CVCOCavco Industries, Inc.
    +0.14 pp0.8% → 0.9%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. LRCXLam Research Corp
    −$9.75MReducedHistory
  2. iShares Core U.S. Aggregate Bond ETF464287226
    −$3.03MReduced
  3. HONHoneywell International Inc
    −$2.33MSold outHistory
  4. iShares Tr46434V613
    −$871.9KSold out
  5. ROCKGibraltar Industries, Inc.
    −$828.7KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Core U.S. Aggregate Bond ETF464287226
    −0.39 pp0.7% → 0.3%
  2. HONHoneywell International Inc
    −0.27 pp0.3% → 0.0%History
  3. METAMeta Platforms, Inc.
    −0.26 pp1.8% → 1.5%History
  4. HCAHCA Healthcare, Inc.
    −0.20 pp0.7% → 0.5%History
  5. LOWLowes Companies Inc
    −0.19 pp0.9% → 0.7%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$963.2M
+$109.3M (+12.8%) vs. prior quarter
Positions
388
+20 vs. prior quarter
Top 10 concentration
34.8%
Top 10 as share of value
Turnover
3.2%
Q2 2026, one quarter
Average holding period
17.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $963.2M (Q2 2026)

Q1 2021: $518.0MQ2 2021: $571.7MQ3 2021: $566.1MQ4 2021: $600.2MQ1 2022: $544.5MQ2 2022: $449.1MQ3 2022: $402.9MQ4 2022: $428.6MQ1 2023: $449.7MQ2 2023: $472.4MQ3 2023: $444.6MQ4 2023: $467.0MQ1 2024: $672.6MQ2 2024: $702.8MQ3 2024: $758.0MQ4 2024: $723.6MQ1 2025: $710.8MQ2 2025: $765.2MQ3 2025: $842.1MQ4 2025: $867.6MQ1 2026: $854.0MQ2 2026: $963.2M
Q1 2021Q2 2026
13F filings of Aviance Capital Partners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 30, 2026388$963.2MAAPLGOOGLAVGOvs. Q1 2026SEC
Q1 2026May 6, 2026368$854.0MAAPLGOOGLABBVvs. Q4 2025SEC
Q4 2025Feb 6, 2026361$867.6MAAPLGOOGLAVGOvs. Q3 2025SEC
Q3 2025Oct 29, 2025363$842.1MAAPLGOOGLAVGOvs. Q2 2025SEC
Q2 2025Aug 5, 2025350$765.2MAAPLAVGOAMZNvs. Q1 2025SEC
Q1 2025Apr 29, 2025336$710.8MAAPLABBVAMZNvs. Q4 2024SEC
Q4 2024Feb 7, 2025322$723.6MAAPLGOOGLAMZNvs. Q3 2024SEC
Q3 2024Nov 7, 2024333$758.0MAAPLABBVGOOGLvs. Q2 2024SEC
Q2 2024Aug 9, 2024318$702.8MAAPLGOOGLABBVvs. Q1 2024SEC
Q1 2024Apr 18, 2024318$672.6MAAPLABBVGOOGLvs. Q4 2023SEC
Q4 2023Feb 6, 2024254$467.0MAAPLABBVAVGOvs. Q3 2023SEC
Q3 2023Nov 7, 2023250$444.6MAAPLABBVGOOGLvs. Q2 2023SEC
Q2 2023Aug 4, 2023263$472.4MAAPLABBVGOOGLvs. Q1 2023SEC
Q1 2023May 11, 2023262$449.7MAAPLABBVGOOGLvs. Q4 2022SEC
Q4 2022Feb 7, 2023278$428.6MABBVAAPLGOOGLvs. Q3 2022SEC
Q3 2022Nov 9, 2022257$402.9MAAPLABBVGOOGLvs. Q2 2022SEC
Q2 2022Aug 8, 2022262$449.1MAAPLABBVGOOGLvs. Q1 2022SEC
Q1 2022May 6, 2022252$544.5MAAPLABBVNVDAvs. Q4 2021SEC
Q4 2021Feb 7, 2022251$600.2MAAPLNVDAABBVvs. Q3 2021SEC
Q3 2021Nov 12, 2021252$566.1MAAPLAMZNNVDAvs. Q2 2021SEC
Q2 2021Aug 6, 2021251$571.7MAAPLAMZNBABAvs. Q1 2021SEC
Q1 2021Apr 29, 2021261$518.0MAAPLNVDAABBV–SEC