Ownership history in Trinity Legacy Partners, LLC Β· 34 quarters on record
This page tracks every 13F SEC filing in which Trinity Legacy Partners, 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 Trinity Legacy Partners, LLC outperformed the S&P 500 by +13.9% annually on this AAPL position. Timing score: 67% (22/33 decisions correct). Average cost basis: $121.68. Maximum drawdown during holding period: β26.4%.
π₯ Exceptional β beat the S&P 500 by 13.9% per year on this position.
33 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
22 of 33 add/trim decisions correct
Best entry: $37.46 (2018 Q4) Β· Worst: $271.61 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
17 adds Β· 17 trims. Bought during 2 of 9 down-price quarters. π More buys than sells across the holding period.
π Trinity Legacy Partners, LLC has been actively increasing its AAPL allocation β a bullish signal from insiders.
Currently 2.76% 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