SEC 13F Intelligence

Embree Financial Group / AAPL

Embree Financial Group’s Apple Inc Position

Does Embree Financial Group own Apple Inc (AAPL)? Yes — 143.5K shares worth $36M (+4.29% of its 13F portfolio) as of Q1 2026, up from 137.0K shares the prior filed quarter.

Position Value
$36M
Q1 2026
Shares
143.5K
% of Portfolio
+4.29%
Quarters Held
9
currently held

Position History AAPL

Reported value by quarter
Q1 ’24: $24MQ1 ’24Q2 ’24: $29MQ3 ’24: $31MQ3 ’24Q4 ’24: $33MQ1 ’25: $30MQ1 ’25Q2 ’25: $28MQ3 ’25: $34MQ3 ’25Q4 ’25: $37MQ1 ’26: $36MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026143.5K$36M+4.29%
Q4 2025137.0K$37M+4.57%
Q3 2025135.2K$34M+4.61%
Q2 2025135.0K$28M+4.17%
Q1 2025135.4K$30M+5.04%
Q4 2024132.0K$33M+5.65%
Q3 2024134.5K$31M+5.58%
Q2 2024135.6K$29M+5.49%
Q1 2024139.2K$24M+4.68%

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