FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC

13F Filings History

Latest 13F report
Q4 2022 - Feb 13, 2023
Value $
$449M
Signature - Title
Albania Tavarez-Villar - Office Manager
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC reported 116 stock holdings with total value $449M as of Q4 2022. Top holdings included PM, MSFT, PG, JPM, and GS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2022 116 $449M +$13.9M -$25.9M -$12M PM, MSFT, PG, JPM, GS 13F-HR 2/13/2023, 12:18 PM
Q3 2022 119 $423M +$24M -$18.5M +$5.59M MSFT, PM, PG, GS, MDY 13F-HR 2/27/2023, 09:15 AM
Q2 2022 124 $465M +$31.3M -$21M +$10.3M PM, MSFT, PG, IQV, GS 13F-HR 2/27/2023, 09:20 AM
Q1 2022 125 $539M +$22.4M -$19.4M +$2.95M MSFT, PM, PG, JPM, MDY 13F-HR 2/27/2023, 09:27 AM
Q4 2021 126 $564M +$22.3M -$23.5M -$1.2M MSFT, IQV, PM, PG, PYPL 13F-HR 2/27/2023, 09:40 AM
Q3 2021 119 $547M +$28.7M -$17.9M +$10.7M PYPL, MSFT, META, JPM, PM 13F-HR 2/27/2023, 09:58 AM
Q2 2021 112 $545M +$34.8M -$28.2M +$6.58M PYPL, META, MSFT, PM, IQV 13F-HR 2/27/2023, 09:52 AM
Q1 2021 109 $494M +$43.5M -$12.7M +$30.8M PYPL, MSFT, META, JPM, PM 13F-HR 2/27/2023, 09:49 AM
Q4 2020 102 $438M +$33.8M -$16.2M +$17.6M PYPL, MSFT, PG, META, PM 13F-HR 2/28/2023, 04:45 PM
Q3 2020 102 $376M +$22.7M -$6.85M +$15.8M PYPL, MSFT, PG, META, GBIL 13F-HR 2/28/2023, 04:39 PM
Q2 2020 93 $347M +$12.3M -$35.6M -$23.3M PYPL, MSFT, PG, GBIL, META 13F-HR 8/12/2020, 01:04 PM
Q1 2020 88 $313M $0 $0 GBIL, MSFT, PG, PYPL, META 13F-HR 2/28/2023, 04:27 PM
Q4 2018 79 $303M +$43.3M -$47.4M -$4.13M PYPL, MSFT, C, PG, IQV 13F-HR 2/19/2019, 02:52 PM
Q3 2018 81 $352M +$20M -$14.6M +$5.35M C, MSFT, PYPL, IQV, GOOG 13F-HR 2/19/2019, 03:05 PM
Q2 2018 79 $329M +$19.2M -$24.2M -$5.03M C, PYPL, GOOG, MSFT, JPM 13F-HR 2/19/2019, 03:09 PM
Q1 2018 75 $332M +$8.48M -$213M -$204M C, JPM, ZTS, PYPL, GOOG 13F-HR 5/18/2018, 10:44 AM
Q4 2017 120 $542M +$26.5M -$32.9M -$6.38M XLK, SPY, XLF, C, HEDJ 13F-HR 2/13/2018, 05:43 PM
Q3 2017 118 $523M +$26.8M -$8.7M +$18.1M SPY, XLK, C, XLF, HEDJ 13F-HR 11/9/2017, 01:07 PM
Q2 2017 115 $479M +$30.1M -$20.2M +$9.88M SPY, XLK, C, XLF, HEDJ 13F-HR 8/15/2017, 09:53 AM
Q1 2017 110 $456M +$43.7M -$29M +$14.7M SPY, XLK, C, PG, XLF 13F-HR 8/15/2017, 10:18 AM
Q4 2016 109 $416M +$25.4M -$17.1M +$8.32M XLK, C, JPM, SPY, PG 13F-HR 2/16/2017, 12:51 PM
Q3 2016 101 $394M +$32.2M -$27.3M +$4.89M XLK, C, JPM, PG, SPY 13F-HR 11/15/2016, 05:09 PM
Q2 2016 99 $374M +$22.4M -$54.9M -$32.5M XLK, SPY, C, PG, JPM 13F-HR 8/2/2016, 05:38 PM
Q1 2016 104 $403M +$28.4M -$39.1M -$10.7M XLK, XLY, C, PG, VOD 13F-HR 5/2/2016, 11:29 AM
Q4 2015 119 $420M +$30.8M -$33.3M -$2.49M XLK, PFE, C, JPM, VOD 13F-HR 2/2/2016, 10:47 AM
Q3 2015 115 $398M +$68.6M -$36.4M +$32.2M PFE, XLK, HEDJ, C, JPM 13F-HR 11/13/2015, 06:41 PM
Q2 2015 119 $408M +$28.6M -$19.1M +$9.5M PFE, XLK, C, JPM, VOD 13F-HR 8/5/2015, 01:09 PM
Q1 2015 111 $398M +$58.5M -$24.4M +$34.1M PFE, XLK, MRK, JPM, BRKB 13F-HR 5/14/2015, 05:37 PM
Q4 2014 113 $368M +$35.4M -$16.2M +$19.2M PFE, XLK, MSFT, MRK, JPM 13F-HR 2/9/2015, 06:24 PM
Q3 2014 107 $347M +$44.3M -$24.3M +$20M PFE, MSFT, MRK, XLK, XLV 13F-HR 11/14/2014, 06:16 PM
Q2 2014 110 $328M +$34.2M -$14.3M +$19.8M PFE, MRK, MSFT, JPM, GM 13F-HR 8/7/2014, 10:52 AM
Q1 2014 109 $309M +$43.1M -$38.1M +$4.95M PFE, MRK, MSFT, JPM, EBAY 13F-HR 5/15/2014, 08:05 PM
Q4 2013 109 $303M $0 $0 VOD, PFE, GOOGL, MRK, MSFT 13F-HR 2/14/2014, 04:52 PM