SEC 13F Intelligence

Mcgrath & Associates, Inc. / AAPL

Mcgrath & Associates, Inc.’s Apple Inc Position

Does Mcgrath & Associates, Inc. own Apple Inc (AAPL)? Yes — 5.0K shares worth $1M (+1.85% of its 13F portfolio) as of Q1 2026, down from 5.0K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
5.0K
% of Portfolio
+1.85%
Quarters Held
6
currently held

Position History AAPL

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.0K$1M+1.85%
Q4 20255.0K$1M+1.94%
Q3 20255.1K$1M+1.95%
Q2 20255.1K$1M+1.72%
Q1 20255.6K$1M+2.28%
Q4 20245.1K$1M+2.58%

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