SEC 13F Intelligence

Capital Advisors, Ltd. LLC / AAPL

Capital Advisors, Ltd. LLC’s Apple Inc Position

Does Capital Advisors, Ltd. LLC own Apple Inc (AAPL)? Yes36.8K shares worth $9M (+1.06% of its 13F portfolio) as of Q1 2026, down from 37.1K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
36.8K
% of Portfolio
+1.06%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $1MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $3MQ2 ’21: $4MQ3 ’21: $4MQ4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $5MQ4 ’22: $4MQ4 ’22Q1 ’23: $5MQ2 ’23: $8MQ3 ’23: $7MQ4 ’23: $7MQ4 ’23Q1 ’24: $7MQ2 ’24: $8MQ3 ’24: $9MQ4 ’24: $10MQ4 ’24Q1 ’25: $9MQ2 ’25: $8MQ3 ’25: $10MQ4 ’25: $10MQ4 ’25Q1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202636.8K$9M+1.06%
Q4 202537.1K$10M+1.14%
Q3 202539.4K$10M+1.13%
Q2 202536.6K$8M+0.93%
Q1 202540.5K$9M+1.19%
Q4 202439.8K$10M+1.26%
Q3 202439.7K$9M+1.15%
Q2 202439.2K$8M+1.07%
Q1 202438.6K$7M+0.86%
Q4 202337.9K$7M+1.02%
Q3 202341.1K$7M+1.08%
Q2 202341.5K$8M+1.20%
Q1 202332.6K$5M+0.88%
Q4 202239.2K$4M+0.70%
Q3 202233.4K$5M+0.90%
Q2 202232.9K$5M+0.84%
Q1 202232.8K$6M+0.95%
Q4 202134.1K$6M+0.98%
Q3 202131.0K$4M+0.78%
Q2 202129.7K$4M+0.73%
Q1 202128.3K$3M+0.63%
Q4 202027.1K$4M+0.79%
Q3 202027.4K$3M+0.79%
Q2 20206.9K$3M+0.67%
Q1 20207.0K$2M+0.56%
Q4 20197.1K$2M+0.53%
Q3 20196.8K$2M+0.42%
Q2 20197.0K$1M+0.39%
Q1 20197.1K$1M+0.36%
Q4 20187.1K$1M+0.33%

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