FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 13F Holdings

CIK 0001049650 · NEW YORK, NY

As of Dec 31, 2022, FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC reported 116 positions worth $449.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive206,959$20.9M4.66%
MICROSOFT CORPMSFTTechnology73,971 7.7M3.95%
PROCTER & GAMBLE COPGConsumer Defensive110,644 6.8M3.73%
JPMORGAN CHASE & COJPMFinancial Services120,133 6.1M3.59%
GOLDMAN SACHS GROUP INCGSFinancial Services46,191 5.9M3.53%
SPDR S&P MIDCAP 400 ETF TRUSTMDY—32,830 4.5M3.24%
CHEVRON CORPCHVEnergy79,240 4.2M3.17%
MERCK & CO INCMRKHealthcare127,515 4.1M3.15%
PFIZER INCPFEHealthcare254,633 3.0M2.90%
IQVIA HOLDINGS INCIQVHealthcare62,668 2.8M2.86%
STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETFXLEEquity133,493 1.7M2.60%
CITIGROUP INCCFinancial Services245,797 1.1M2.47%
ZIMMER BIOMET HOLDINGS INCZBHHealthcare87,042 1.1M2.47%
ISHARES BIOTECHNOLOGY ETFIBB—73,514$9.7M2.15%
SPDR S&P 500 ETF TRUSTSPY—25,092$9.6M2.14%
APPLE INCAAPLTechnology72,211$9.4M2.09%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services28,433$8.8M1.96%
DEVON ENERGY CORPDVNEnergy140,657$8.7M1.93%
ALPHABET INCGOOGEquity93,235$8.3M1.84%
ALPHABET INCGOOGLEquity93,265$8.2M1.83%
ISHARES GOLD TRUSTIAU—225,905$7.8M1.74%
SIMON PROPERTY GROUP INCSPGReal Estate65,085$7.6M1.70%
AMAZON.COM INCAMZNEquity89,919$7.6M1.68%
PAYPAL HOLDINGS INCPYPLFinancial Services96,629$6.9M1.53%
KINDER MORGAN INCKMIEnergy340,868$6.2M1.37%