SEC 13F Intelligence

Assuredpartners Investment Advisors, LLC / AAPL

Assuredpartners Investment Advisors, LLC’s Apple Inc Position

Does Assuredpartners Investment Advisors, LLC own Apple Inc (AAPL)? Yes — 81.7K shares worth $21M (+2.30% of its 13F portfolio) as of Q1 2026, up from 62.9K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
81.7K
% of Portfolio
+2.30%
Quarters Held
6
currently held

Position History AAPL

Reported value by quarter
Q4 ’24: $17MQ4 ’24Q1 ’25: $15MQ1 ’25Q2 ’25: $6MQ2 ’25Q3 ’25: $8MQ3 ’25Q4 ’25: $17MQ4 ’25Q1 ’26: $21MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202681.7K$21M+2.30%
Q4 202562.9K$17M+2.55%
Q3 202531.2K$8M+1.77%
Q2 202530.9K$6M+1.55%
Q1 202565.8K$15M+2.82%
Q4 202467.4K$17M+3.29%

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