Ownership history in Tactive Advisors, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which Tactive 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 Tactive Advisors, LLC outperformed the S&P 500 by +27.6% annually on this AAPL position. Timing score: 67% (2/3 decisions correct). Average cost basis: $174.15. Maximum drawdown during holding period: β0.0%.
π₯ Exceptional β beat the S&P 500 by 27.6% per year on this position.
3 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
Best entry: $169.93 (2024 Q1) Β· Worst: $271.61 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 1 trim. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.13% 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