Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionParker Financial LLC
Latest Disclosed Ownership5,585 shares
Latest Disclosed Value $ 1,417,548
Parker Financial LLC reports 42.80% increase in ownership of AAPL / Apple Inc.

On April 21, 2026 - Parker Financial LLC filed a 13F-HR form disclosing ownership of 5,585 shares of Apple Inc. (CH:AAPL) valued at $1,417,548 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 3,911 shares of Apple Inc.. This represents a change in shares of 42.80% 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.

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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)
2026-04-21 2026-03-31 13F APPLE COM 037833100 5,585 1,674 42.80 1,418 33.05 0.5664
2026-02-03 2025-12-31 13F APPLE COM 037833100 3,911 -9 -0.23 1,066 6.71 0.4323
2025-11-04 2025-09-30 13F APPLE COM 037833100 3,920 -201 -4.88 998 18.11 0.4094
2025-07-25 2025-06-30 13F APPLE COM 037833100 4,121 359 9.54 845 1.20 0.3652
2025-04-25 2025-03-31 13F APPLE COM 037833100 3,762 36 0.97 836 -10.50 0.4019
2025-02-03 2024-12-31 13F APPLE COM 037833100 3,726 -62 -1.64 933 5.78 0.4583
2024-11-04 2024-09-30 13F APPLE COM 037833100 3,788 -1,188 -23.87 883 -15.84 0.4428
2024-08-08 2024-06-30 13F APPLE COM 037833100 4,976 -277 -5.27 1,048 16.44 0.5709
2024-04-23 2024-03-31 13F APPLE COM 037833100 5,253 -71 -1.33 901 -12.20 0.5132
2024-01-18 2023-12-31 13F APPLE COM 037833100 5,324 337 6.76 1,025 20.16 0.6368
2023-10-26 2023-09-30 13F APPLE COM 037833100 4,987 444 9.77 854 -3.18 0.5961
2023-07-20 2023-06-30 13F APPLE COM 037833100 4,543 54 1.20 881 19.05 0.6375
2023-05-02 2023-03-31 13F APPLE COM 037833100 4,489 -276 -5.79 740 19.55 0.5818
2023-02-13 2022-12-31 13F APPLE COM 037833100 4,765 4,765 619 0.5268
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.