Long-term investor
Xcelsior Advisor Partners LLC @xcelsioradvisorpartnersl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002110679).
Record
- Tracked since 2025-12-31 (261 days), 273 trades recorded
- Returns: week n/a · month n/a · 90 days +8.0% · 6 months n/a · 1 year n/a · all +8.1%
- Max drawdown n/a · win rate 11% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- FFIN · 4.4% · long · since 2026-03-31
- AAPL · 3.0% · long · since 2025-12-31
- NVDA · 2.8% · long · since 2025-12-31
- MSFT · 2.7% · long · since 2025-12-31
- FVD · 2.4% · long · since 2026-06-30
- AMZN · 2.0% · long · since 2025-12-31
- VEA · 1.8% · long · since 2025-12-31
- IAU · 1.4% · long · since 2025-12-31
- TRGP · 1.4% · long · since 2026-06-30
- ABBV · 1.3% · long · since 2025-12-31
- WFC · 1.3% · long · since 2025-12-31
- XOM · 1.3% · long · since 2025-12-31