SEC 13F Intelligence

Capasso Planning Partners LLC / AAPL

Capasso Planning Partners LLC’s Apple Inc Position

Does Capasso Planning Partners LLC own Apple Inc (AAPL)? Yes20.6K shares worth $5M (+2.82% of its 13F portfolio) as of Q1 2026, down from 20.7K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
20.6K
% of Portfolio
+2.82%
Quarters Held
16
currently held

Position History AAPL

Reported value by quarter
Q4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ2 ’22Q3 ’22: $5MQ4 ’22: $5MQ4 ’22Q1 ’23: $6MQ2 ’23: $7MQ2 ’23Q3 ’23: $6MQ4 ’23: $7MQ4 ’23Q1 ’24: $6MQ4 ’24: $7MQ4 ’24Q1 ’25: $5MQ2 ’25: $5MQ2 ’25Q3 ’25: $5MQ4 ’25: $6MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202620.6K$5M+2.82%
Q4 202520.7K$6M+3.09%
Q3 202518.4K$5M+2.88%
Q2 202522.0K$5M+2.55%
Q1 202524.3K$5M+2.26%
Q4 202426.0K$7M+2.60%
Q1 202437.6K$6M+2.67%
Q4 202337.5K$7M+3.37%
Q3 202337.4K$6M+3.43%
Q2 202337.2K$7M+3.88%
Q1 202335.7K$6M+3.45%
Q4 202237.1K$5M+3.07%
Q3 202234.2K$5M+3.30%
Q2 202233.6K$5M+3.26%
Q1 202233.0K$6M+4.07%
Q4 202131.9K$6M+4.13%

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