SEC 13F Intelligence

Spotlight Asset Group, Inc. / AAPL

Spotlight Asset Group, Inc.’s Apple Inc Position

Does Spotlight Asset Group, Inc. own Apple Inc (AAPL)? Yes66.3K shares worth $14M (+9.75% of its 13F portfolio) as of Q2 2024.

Position Value
$14M
Q2 2024
Shares
66.3K
% of Portfolio
+9.75%
Quarters Held
14
currently held

Position History AAPL

Reported value by quarter
Q1 ’20: $7MQ1 ’20Q2 ’20: $10MQ3 ’20: $13MQ3 ’20Q4 ’20: $15MQ1 ’21: $14MQ1 ’21Q2 ’21: $16MQ3 ’21: $16MQ3 ’21Q3 ’22: $14MQ1 ’23: $14MQ1 ’23Q2 ’23: $13MQ3 ’23: $11MQ3 ’23Q4 ’23: $11MQ1 ’24: $11MQ1 ’24Q2 ’24: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202466.3K$14M+9.75%
Q1 202466.3K$11M+8.13%
Q4 202366.0K$11M+10.26%
Q3 202366.0K$11M+10.26%
Q2 202366.0K$13M+11.48%
Q1 202397.0K$14M+14.21%
Q3 202297.0K$14M+14.21%
Q3 2021110.2K$16M+7.77%
Q2 2021117.9K$16M+6.22%
Q1 2021115.1K$14M+5.29%
Q4 2020115.0K$15M+5.68%
Q3 2020114.9K$13M+5.23%
Q2 202028.8K$10M+4.40%
Q1 202028.2K$7M+3.82%

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