Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionAIFG Consultants Ltd.
Latest Disclosed Ownership1,211 shares
Latest Disclosed Value $ 329,098
AIFG Consultants Ltd. reports 2.10% decrease in ownership of AAPL / Apple Inc.

On February 4, 2026 - AIFG Consultants Ltd. filed a 13F-HR form disclosing ownership of 1,211 shares of Apple Inc. (CH:AAPL) valued at $329,098 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 14, 2025 disclosing 1,237 shares of Apple Inc.. This represents a change in shares of -2.10% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-02-04 2025-12-31 13F APPLE INC COM Stock 037833100 1,211 -26 -2.10 329 4.78 0.5651
2025-10-14 2025-09-30 13F APPLE INC COM Stock 037833100 1,237 -35 -2.75 315 20.77 0.5551
2025-07-21 2025-06-30 13F APPLE INC COM Stock 037833100 1,272 -468 -26.90 261 -32.64 0.5088
2025-04-23 2025-03-31 13F APPLE INC COM Stock 037833100 1,740 -648 -27.14 387 -35.45 0.6368
2025-01-29 2024-12-31 13F APPLE INC COM Stock 037833100 2,388 -184 -7.15 598 -0.17 0.9758
2024-10-21 2024-09-30 13F APPLE INC COM Stock 037833100 2,572 -131 -4.85 599 5.27 0.4553
2024-07-29 2024-06-30 13F APPLE INC COM Stock 037833100 2,703 1,150 74.05 569 113.91 0.4232
2024-05-10 2024-03-31 13F APPLE INC COM Stock 037833100 1,553 -625 -28.70 266 -36.52 0.1920
2024-01-31 2023-12-31 13F APPLE COM 037833100 2,178 -47 -2.11 419 10.26 0.3190
2023-11-08 2023-09-30 13F APPLE COM 037833100 2,225 -796 -26.35 381 -35.15 0.3159
2023-08-30 2023-06-30 13F APPLE COM 037833100 3,021 362 13.61 586 33.79 0.4704
2023-08-30 2023-03-31 13F APPLE COM 037833100 2,659 426 19.08 439 51.03 0.3713
2023-08-28 2022-12-31 13F APPLE COM 037833100 2,233 2,233 290 0.2826
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.