SEC 13F Intelligence

Managers / Q1 2023 · view latest →

ADVISOR PARTNERS II, LLC

CIK 0001954015 · 1333 N CALIFORNIA BLVD, SUITE 680, WALNUT CREEK, CA, 94596 · 888-265-2257

Reported Value
$1.8B
Q1 2023
Positions
1,002
Filings on Record
5
2019–present window
Filed
May 15, 2023
original filing

Summary

Advisor Partners Ii, Llc reported $1.8B in U.S.-listed holdings across 1,002 positions for Q1 2023.

Its largest position, AAPL, represents 6.6% of the portfolio.

Compared with Q4 2022, the fund opened 126 new positions and exited 59.

Reported Value by Quarter

13F Reported Value
Q3 ’22: $1.3BQ3 ’22Q4 ’22: $1.61TQ4 ’22Q1 ’23: $1.8BQ1 ’23Q2 ’23: $2.1BQ2 ’23Q3 ’23: $2.5BQ3 ’23filingsflow.com

Portfolio Composition

By security type
Common Stock: 85.3%ETP: 4.8%ADR: 4.4%Other: 3.4%REIT: 2.1%Other: 0.1%
  • Common Stock · 85.3% · $1.5B
  • ETP · 4.8% · $86M
  • ADR · 4.4% · $81M
  • Other · 3.4% · $61M
  • REIT · 2.1% · $38M
  • Other · 0.1% · $1M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2023

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2023$2.5B1,252Oct 26, 202313F-HRchanges · EDGAR ↗
Q2 2023$2.1B1,081Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.8B1,002May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.61T935Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.3B831Nov 14, 202213F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • PATHSTONE FAMILY OFFICE, LLC28-14122

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.