SEC 13F Intelligence

Fortis Capital Advisors, LLC / AAPL

Fortis Capital Advisors, LLC’s Apple Inc Position

Does Fortis Capital Advisors, LLC own Apple Inc (AAPL)? Yes87.0K shares worth $22M (+2.89% of its 13F portfolio) as of Q1 2026, up from 70.4K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
87.0K
% of Portfolio
+2.89%
Quarters Held
14
currently held

Position History AAPL

Reported value by quarter
Q4 ’22: $9MQ4 ’22Q1 ’23: $11MQ2 ’23: $13MQ2 ’23Q3 ’23: $11MQ4 ’23: $13MQ4 ’23Q1 ’24: $12MQ2 ’24: $16MQ2 ’24Q3 ’24: $18MQ4 ’24: $17MQ4 ’24Q1 ’25: $17MQ2 ’25: $15MQ2 ’25Q3 ’25: $18MQ4 ’25: $19MQ4 ’25Q1 ’26: $22Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202687.0K$22M+2.89%
Q4 202570.4K$19M+2.83%
Q3 202571.0K$18M+2.87%
Q2 202572.2K$15M+2.65%
Q1 202578.1K$17M+3.52%
Q4 202475.0K$17M+5.87%
Q3 202477.1K$18M+6.01%
Q2 202474.1K$16M+5.63%
Q1 202467.3K$12M+4.86%
Q4 202366.9K$13M+6.88%
Q3 202362.7K$11M+6.88%
Q2 202365.7K$13M+7.48%
Q1 202368.5K$11M+6.04%
Q4 202266.5K$9M+5.14%

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