Advanced Portfolio Management, LLC

Hedge Fund • Multi-Strategy

Advanced Portfolio Management, LLC is a Multi-Strategy Hedge Fund based in Fairfield, CT led by Robert Edward Kiernan, reporting $2.2B in AUM as of Q3 2025 with 49% Technology concentration, 60% concentrated in top 10 holdings, and 49% technology allocation.

CEORobert Edward Kiernan

Portfolio Value: $39.6M
Positions: 126
Top Holding: AVGO at 10.95%
Last Reported: Q3 2025

Address140 Sherman Street 4th Floor, Fairfield, CT, 06824, United States

Top Holdings

Largest long holdings in Advanced Portfolio Management, LLC's portfolio (60.1% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Broadcom Inc. AVGO	Semiconductors Technology	$4.3M	10.95%	+$3.8M Bought	0.00% 18.2K shares	Q1 2025 Held for 8 months
2 Vistra VST	Independent Power Producers Utilities	$3.0M	7.63%	+$3.0M New	0.00% 14.0K shares	Q3 2025 Held for 2 months
3 Microsoft MSFT	Software - Infrastructure Technology	$2.5M	6.29%	+$2.6K Bought	0.00% 4.8K shares	Q1 2023 Held for 2y 8m
4 Oracle ORCL	Software - Infrastructure Technology	$2.5M	6.22%	+$2.5M New	0.00% 10.1K shares	Q3 2025 Held for 2 months
5 The Trade Desk TTD	Software - Application Technology	$2.5M	6.19%	+$2.5M New	0.01% 50.0K shares	Q3 2025 Held for 2 months
6 Nvidia NVDA	Semiconductors Technology	$2.4M	6.00%	-$1.3M Sold	0.00% 13.1K shares	Q3 2023 Held for 2y 2m
7 Adobe ADBE	Software - Infrastructure Technology	$2.3M	5.75%	+$1.9M Bought	0.00% 6.4K shares	Q1 2025 Held for 8 months
8 Apple AAPL	Consumer Electronics Technology	$1.6M	3.96%	+$12.5K Bought	0.00% 6.2K shares	Q2 2023 Held for 2y 5m
9 Comcast CMCSA	Telecommunications Services Communication Services	$1.4M	3.57%	+$157.1K Bought	0.00% 45.0K shares	Q2 2025 Held for 5 months
10 Mercado Libre MELI	Specialty Retail Consumer Cyclical	$1.4M	3.54%	—	0.00% 600.0 shares	Q2 2025 Held for 5 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Advanced Portfolio Management, LLC's latest filing

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Market Value

$39.6M

Prior: $35.8M

Q/Q Change

+10.7%

+$3.8M

Net Flows % of MV

+3.46%

Turnover Ratio

33.46%

New Purchases

62 stocks

$8.8M

Added To

9 stocks

+$6.0M

Sold Out Of

5 stocks

$7.3M

Reduced Holdings

4 stocks

-$6.1M

Increased Positions

Position	Shares Δ	Change
1 Vistra VST	New	0 → 14.0K +$3.0M
2 Oracle ORCL	New	0 → 10.1K +$2.5M
3 The Trade Desk TTD	New	0 → 50.0K +$2.5M
4 SoFi Technologies, Inc. SOFI	New	0 → 15.0K +$396.3K
5 O'Reilly Automotive ORLY	New	0 → 604.0 +$65.1K

Decreased Positions

Position	Shares Δ	Change
1 Waste Management WM	Sold	7.5K → 0 −$1.7M
2 UnitedHealth Group UNH	Sold	5.0K → 0 −$1.6M
3 Dominion Energy D	Sold	27.5K → 0 −$1.6M
4 Corning GLW	Sold	25.0K → 0 −$1.3M
5 CRH CRH	Sold	12.5K → 0 −$1.1M