SEC 13F Intelligence

Calton & Associates, Inc. / AAPL

Calton & Associates, Inc.’s Apple Inc Position

Does Calton & Associates, Inc. own Apple Inc (AAPL)? Yes — 64.8K shares worth $16M (+2.36% of its 13F portfolio) as of Q1 2026, down from 67.8K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
64.8K
% of Portfolio
+2.36%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $7MQ4 ’19: $10MQ4 ’19Q1 ’20: $9MQ2 ’20: $11MQ3 ’20: $14MQ4 ’20: $16MQ4 ’20Q1 ’21: $13MQ2 ’21: $13MQ3 ’21: $13MQ4 ’21: $16MQ4 ’21Q1 ’22: $15MQ2 ’22: $8MQ3 ’22: $8MQ4 ’22: $10MQ4 ’22Q1 ’23: $9MQ2 ’23: $10MQ3 ’23: $4MQ4 ’23: $9MQ4 ’23Q1 ’24: $7MQ2 ’24: $8MQ3 ’24: $12MQ4 ’24: $11MQ4 ’24Q1 ’25: $16MQ2 ’25: $14MQ3 ’25: $17MQ4 ’25: $18MQ4 ’25Q1 ’26: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202664.8K$16M+2.36%
Q4 202567.8K$18M+2.71%
Q3 202567.7K$17M+2.59%
Q2 202567.5K$14M+2.39%
Q1 202573.9K$16M+3.75%
Q4 202442.5K$11M+4.70%
Q3 202452.1K$12M+4.64%
Q2 202440.3K$8M+4.25%
Q1 202439.1K$7M+3.27%
Q4 202348.6K$9M+3.77%
Q3 202323.6K$4M+5.91%
Q2 202351.2K$10M+4.64%
Q1 202351.6K$9M+3.95%
Q4 202280.5K$10M+4.05%
Q3 202255.3K$8M+4.38%
Q2 202256.5K$8M+4.30%
Q1 202286.1K$15M+4.47%
Q4 202190.1K$16M+4.27%
Q3 202195.2K$13M+2.95%
Q2 202194.8K$13M+2.47%
Q1 2021102.7K$13M+2.44%
Q4 2020119.7K$16M+2.83%
Q3 2020123.4K$14M+2.94%
Q2 202030.2K$11M+2.40%
Q1 202033.6K$9M+2.11%
Q4 201933.9K$10M+2.00%
Q3 201932.0K$7M+1.59%
Q2 201927.7K$5M+1.55%
Q1 201927.0K$5M+1.56%
Q4 201827.6K$4M+1.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Calton & Associates, Inc.’s full portfolio or all institutional holders of AAPL.