Advanced Portfolio Management, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Advanced Portfolio Management, LLC opened 20 positions, added to 8, reduced 8, sold out of 109 and left 0 unchanged. The largest increase in value was META (+$1,653,491); the largest decrease was ADBE (-$2,279,058).
- META: Country of operation United States; Class CL A; Shares 2025-09-30 36; Shares 2025-12-31 2,545.
- CAH: Country of operation United States; Class COM; Shares 2025-09-30 16; Shares 2025-12-31 5,173.
- SOFI: Country of operation United States; Class COM; Shares 2025-09-30 15,000; Shares 2025-12-31 55,000.
- AMZN: Country of operation United States; Class COM; Shares 2025-09-30 3,168; Shares 2025-12-31 7,008.
Two Form 13F-HR filings compared (SEC CIK 1940461): 2025-09-30 (filed 2025-11-14) and 2025-12-31 (filed 2026-02-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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