Ownership history in LPF Advisors LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which LPF Advisors LLC reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π LPF Advisors LLC outperformed the S&P 500 by +4.2% annually on this AAPL position. Timing score: 33% (1/3 decisions correct). Average cost basis: $246.29. Maximum drawdown during holding period: β11.2%.
β
Outperformed SPY on this position by 4.2% ann.
3 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $209.00 (2024 Q2) Β· Worst: $249.06 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 2 trims. Bought during 0 of 1 down-price quarters. π More buys than sells across the holding period.
π LPF Advisors LLC has been actively increasing its AAPL allocation β a bullish signal from insiders.
Currently 0.42% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size