SEC 13F Intelligence

Yoffe Investment Management, LLC / AAPL

Yoffe Investment Management, LLC’s Apple Inc Position

Does Yoffe Investment Management, LLC own Apple Inc (AAPL)? Yes — 6.2K shares worth $2M (+2.02% of its 13F portfolio) as of Q1 2026.

Position Value
$2M
Q1 2026
Shares
6.2K
% of Portfolio
+2.02%
Quarters Held
6
currently held

Position History AAPL

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.2K$2M+2.02%
Q4 20256.2K$2M+2.16%
Q3 20256.2K$2M+2.06%
Q2 20256.2K$1M+1.74%
Q1 20256.2K$1M+2.03%
Q4 20246.2K$2M+2.31%

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