Ownership history in MCF Advisors LLC Β· 47 quarters on record
This page tracks every 13F SEC filing in which MCF 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 MCF Advisors LLC outperformed the S&P 500 by +15.0% annually on this AAPL position. Timing score: 57% (26/46 decisions correct). Average cost basis: $96.54. Maximum drawdown during holding period: β29.9%.
π₯ Exceptional β beat the S&P 500 by 15.0% per year on this position.
46 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
26 of 46 add/trim decisions correct
Best entry: $16.73 (2014 Q1) Β· Worst: $271.61 (2025 Q4)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
26 adds Β· 21 trims. Bought during 8 of 13 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.35% 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