AAPL β€” APPLE INC

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.

πŸ” Peak position
0.77% (2024 Q4)
πŸ“Š Avg. % of fund
0.5%
πŸ“… First filed
2024 Q1
πŸ“… Last filed
2025 Q1
⏱ Quarters held
5

Position Intelligence

LPF Advisors LLC Γ— AAPL AI Analytics

πŸ“ˆ 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: –11.2%.

πŸ“ˆ Position Alpha vs SPY
+4.2%
annualised excess return

βœ… Outperformed SPY on this position by 4.2% ann.
3 quarters analyzed

⏱️ Timing Score
33%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct

πŸ’° Entry Quality
$246.29
-10.2% vs current ($221.17)

Best entry: $209.00 (2024 Q2)  Β·  Worst: $249.06 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–11.2%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
60%
buy-side decisions

3 adds Β· 2 trims. Bought during 0 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ LPF Advisors LLC has been actively increasing its AAPL allocation β€” a bullish signal from insiders.
Currently 0.42% of portfolio

⚠ 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.

% of Fund (quarterly)    AAPL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 REDUCED 2,320 -1,343 -36.7% 0.42% $515K $221.17
2024 Q4 ADDED 3,663 +1,375 +60.1% 0.77% $917K $249.06
2024 Q3 REDUCED 2,288 -67 -2.8% 0.46% $533K $231.48
2024 Q2 ADDED 2,355 +102 +4.5% 0.46% $496K $209.00
2024 Q1 INITIATED 2,253 β€” β€” 0.39% $386K β€”
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