1y return+20.4%S&P 500 +20.9%
3y return+57.4%S&P 500 +68.5%
5y return+42.3%S&P 500 +74.5%
10y return+172.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $273 against $357 in the S&P 500.2
Aviance Capital Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $75.7M | 7.9% | |
| GOOGLAlphabet Inc | $53.0M | 5.5% | |
| AVGOBroadcom Inc | $38.5M | 4.0% | |
| ABBVAbbvie Inc | $37.1M | 3.8% | |
| AMZNAmazon Com Inc | $33.2M | 3.4% | +1.7% |
| JPMJpmorgan Chase & Co | $27.4M | 2.8% | +3.3% |
| LRCXLam Research Corp | $25.2M | 2.6% | −27.9% |
| MSFTMicrosoft Corp | $17.2M | 1.8% | +5.4% |
| METAMeta Platforms Inc | $14.8M | 1.5% | −2.2% |
| AMGNAmgen Inc | $13.4M | 1.4% | +1.3% |
| NVDANvidia Corporation | $12.2M | 1.3% | −1.3% |
| TRVTravelers Companies Inc | $11.8M | 1.2% | |
| ANETArista Networks Inc | $10.8M | 1.1% | |
| MINTPimco Etf Tr | $10.7M | 1.1% | +24.7% |
| BRK/ABerkshire Hathaway Inc Del | $10.5M | 1.1% | |
| Linde PLCCUSIP G54950103 | $9.6M | 1.0% | |
| Exxon Mobil CorpCUSIP 30231G102 | $9.5M | 1.0% | +3.0% |
| JNJJohnson & Johnson | $9.3M | 1.0% | +9.5% |
| BRK/BBerkshire Hathaway Inc Del | $9.2M | 1.0% | |
| CVCOCavco Inds Inc Del | $9.0M | 0.9% | +4.0% |
| SCHWSchwab Charles Corp | $8.5M | 0.9% | |
| LMTLockheed Martin Corp | $8.4M | 0.9% | |
| BLKBlackrock Inc | $7.9M | 0.8% | |
| TMOThermo Fisher Scientific Inc | $7.3M | 0.8% | |
| UNHUnitedhealth Group Inc | $6.9M | 0.7% | −1.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $12.2M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $38.5M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $25.2M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $6.5M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $53.0M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $6.3M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $27.4M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $75.7M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $9.5M |
| TRVTravelers Companies Inc | June 30, 2020 | +189.5% | $11.8M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $2.3M
- IUSBIshares Tr was $872K
- ROCKGibraltar Inds Inc was $829K
- CBRLCracker Barrel Old Ctry Stor was $814K
- MEOHMethanex Corp was $649K
- OGNOrganon & Co was $633K
- XNQPXNuveen Pa Invt Quality Mun F was $487K
- APPApplovin Corp was $427K
- Dupont De Nemours IncCUSIP 26614N102 was $377K
- EZPWEzcorp Inc was $375K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.7% | +14.8% |
| March 31, 2026 | −2.7% | −4.6% |
| December 31, 2025 | +3.0% | +2.4% |
| September 30, 2025 | +8.5% | +7.8% |
| June 30, 2025 | +5.9% | +10.5% |
| March 31, 2025 | −2.8% | −4.6% |
| December 31, 2024 | +1.3% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +2.4% | +4.0% |
| March 31, 2024 | +7.8% | +10.0% |
| December 31, 2023 | +10.5% | +11.2% |
| September 30, 2023 | −2.8% | −3.6% |
| June 30, 2023 | +5.6% | +8.3% |
| March 31, 2023 | +5.6% | +7.0% |
| December 31, 2022 | +8.0% | +7.1% |
| September 30, 2022 | −6.4% | −5.3% |
| June 30, 2022 | −16.9% | −16.5% |
| March 31, 2022 | −6.2% | −4.9% |
| December 31, 2021 | +6.3% | +10.7% |
| September 30, 2021 | −3.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Aviance Capital Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1542383&type=13F-HR&dateb=&owner=include&count=40CIK 1542383
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1542383/000154238326000005/Filed July 31, 2026 · accession 0001542383-26-000005