SEC 13F Intelligence

Alpha Cubed Investments, LLC / AAPL

Alpha Cubed Investments, LLC’s Apple Inc Position

Does Alpha Cubed Investments, LLC own Apple Inc (AAPL)? Yes689.0K shares worth $187M (+6.41% of its 13F portfolio) as of Q4 2025, down from 703.4K shares the prior filed quarter.

Position Value
$187M
Q4 2025
Shares
689.0K
% of Portfolio
+6.41%
Quarters Held
29
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $31MQ4 ’18Q1 ’19: $40MQ2 ’19: $39MQ3 ’19: $45MQ4 ’19: $57MQ4 ’19Q1 ’20: $44MQ2 ’20: $58MQ3 ’20: $69MQ4 ’20: $77MQ4 ’20Q1 ’21: $74MQ2 ’21: $85MQ3 ’21: $88MQ4 ’21: $111MQ4 ’21Q1 ’22: $111MQ2 ’22: $89MQ3 ’22: $88MQ4 ’22: $92MQ4 ’22Q1 ’23: $113MQ2 ’23: $134MQ3 ’23: $112MQ4 ’23: $126MQ4 ’23Q1 ’24: $121MQ2 ’24: $149MQ3 ’24: $154MQ4 ’24: $163MQ4 ’24Q1 ’25: $144MQ2 ’25: $138MQ3 ’25: $179MQ4 ’25: $187MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025689.0K$187M+6.41%
Q3 2025703.4K$179M+6.24%
Q2 2025670.5K$138M+5.22%
Q1 2025650.3K$144M+6.45%
Q4 2024650.6K$163M+7.45%
Q3 2024662.8K$154M+6.87%
Q2 2024707.9K$149M+7.11%
Q1 2024706.6K$121M+6.33%
Q4 2023653.0K$126M+7.03%
Q3 2023654.4K$112M+7.53%
Q2 2023691.3K$134M+9.04%
Q1 2023685.0K$113M+8.17%
Q4 2022706.3K$92M+6.95%
Q3 2022637.1K$88M+6.87%
Q2 2022650.9K$89M+6.46%
Q1 2022634.3K$111M+7.09%
Q4 2021622.8K$111M+7.24%
Q3 2021620.1K$88M+6.60%
Q2 2021623.4K$85M+6.17%
Q1 2021603.4K$74M+5.73%
Q4 2020580.6K$77M+6.58%
Q3 2020599.7K$69M+6.64%
Q2 2020159.6K$58M+6.37%
Q1 2020173.3K$44M+5.30%
Q4 2019193.2K$57M+5.84%
Q3 2019199.2K$45M+5.20%
Q2 2019199.3K$39M+4.57%
Q1 2019208.8K$40M+4.81%
Q4 2018199.5K$31M+4.71%

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