Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionTCM Advisors, LLC
Latest Disclosed Value $ 391,344
TCM Advisors, LLC ownership in AAPL / Apple Inc.

2026-05-14 - TCM Advisors, LLC has filed a 13F-HR form disclosing ownership of Apple Inc. (CH:AAPL) valued at $391,344 USD as of 2026-03-31. TCM Advisors, LLC had filed a previous 13F-HR on 2026-02-13 disclosing shares of Apple Inc. valued at of $421,655 USD. This represents a change in value of -7.13 percent 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)
2026-05-14 2026-03-31 13F APPLE COM 037833100 391 -7.13 0.0288
2026-02-13 2025-12-31 13F APPLE COM 037833100 422 6.85 0.0322
2025-11-21 2025-09-30 13F APPLE COM 037833100 395 -73.57 0.0414
2025-08-13 2025-06-30 13F APPLE COM 037833100 1,491 -9.03 0.1380
2025-05-14 2025-03-31 13F APPLE COM 037833100 1,639 -10.14 0.1523
2025-02-13 2024-12-31 13F APPLE COM 037833100 1,825 7.29 0.1804
2024-11-13 2024-09-30 13F APPLE COM 037833100 1,701 10.39 0.1915
2024-08-14 2024-06-30 13F APPLE COM 037833100 1,541 26.54 1.3496
2024-05-15 2024-03-31 13F APPLE COM 037833100 1,218 -12.32 0.4603
2024-02-12 2023-12-31 13F APPLE COM 037833100 1,388 12.48 0.2704
2023-11-14 2023-09-30 13F APPLE COM 037833100 1,234 -22.92 1.1065
2023-08-14 2023-06-30 13F APPLE COM 037833100 1,602 263.86 0.3577
2023-05-16 2023-03-31 13F APPLE COM 037833100 441 26.80 0.0817
2023-02-10 2022-12-31 13F APPLE COM 037833100 347 -8.68 0.3609
2022-11-09 2022-09-30 13F APPLE COM 037833100 380 1.06 0.1107
2022-08-09 2022-06-30 13F APPLE COM 037833100 376 -21.67 0.4048
2022-05-11 2022-03-31 13F APPLE COM 037833100 480 -1.64 0.4441
2022-04-29 2021-12-31 13F APPLE COM 037833100 2,748 2,748 488 0.4311
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.