Rossby Financial, LCC AAPL — APPLE INC COM

Ownership history in Rossby Financial, LCC  ·  11 quarters on record

AI Ownership Summary

Rossby Financial, LCC reported APPLE INC COM (AAPL) in 11 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 3.18% in 2024 Q4. The latest visible filing shows AAPL at 1.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rossby Financial, LCC's position in APPLE INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AAPL was reported at 1.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.18% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AAPL stock page Rossby Financial, LCC fund profile Rossby Financial, LCC full holdings
How Rossby Financial, LCC held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 11 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 29,196 +28,896 +9632.0% 1.52% $7.5M 2026-05-11 $292.68
2026 Q1 REDUCED — — — 300 -26,719 -98.9% 0.02% $77K 2026-05-11 $292.68
2025 Q4 ADDED — — — 27,019 +26,719 +8906.3% 2.27% $7.3M 2026-02-12 $261.49
2025 Q4 REDUCED 98.9% -6.6% ✅ 300 -25,979 -98.9% 0.03% $82K 2026-02-12 $261.49
2025 Q3 ADDED — — — 26,279 +25,979 +8659.7% 2.19% $6.7M 2025-11-10 $268.93
2025 Q3 REDUCED 98.8% +7.6% ❌ 300 -24,658 -98.8% 0.02% $77K 2025-11-10 $268.93
2025 Q2 ADDED — — — 24,958 +24,658 +8219.3% 1.89% $5.1M 2025-08-01 $201.58
2025 Q2 REDUCED 98.8% +24.1% ❌ 300 -23,963 -98.8% 0.02% $62K 2025-08-01 $201.58
2025 Q1 ADDED — — — 24,263 +23,963 +7987.7% 2.14% $5.1M 2025-04-28 $209.04
2025 Q1 REDUCED 98.5% -7.5% ✅ 300 -20,241 -98.5% 0.03% $63K 2025-04-28 $209.04
2024 Q4 INITIATED — — — 20,541 — — 3.18% $5.1M 2025-02-13 $240.26

🏢 Other funds also holding AAPL

As of 2026 Q1 — sorted by position size

GuideStone Capital Management, LLC 3Y 7Y 100.0% GLP Holdings LLLP 95.49% RJA Asset Management LLC 3Y 91.53% JOSH ARNOLD INVESTMENT CONSULTANT, LLC 3Y 67.54% 9823 Capital, L.P. 58.58% Prospect Hill Management, LLC 3Y 57.18% INDEPENDENT INVESTORS INC 3Y 7Y 54.48% Hoffman, Alan N Investment Management 3Y 51.82% Circle Wealth Management, LLC 3Y 7Y 43.21% H&H International Investment, LLC 3Y 36.72%

FAQ About Rossby Financial, LCC and AAPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Rossby Financial, LCC reported owning AAPL?

Rossby Financial, LCC reported AAPL across 11 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AAPL position in Rossby Financial, LCC's portfolio?

The largest reported portfolio weight for AAPL was 3.18% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q1, when Rossby Financial, LCC reported 29,196 shares, equal to 1.52% of portfolio, with an estimated market value of $7.5M.

What does the chart on this AAPL ownership page compare?

The chart compares Rossby Financial, LCC's quarterly AAPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Rossby Financial, LCC time their AAPL position?

Based on 13F filing dates vs. subsequent AAPL price moves, Rossby Financial, LCC correctly timed 7 out of 10 reported position changes (70%). The annualised alpha on AAPL relative to SPY over the holding period was -0.8%.

← Back to Rossby Financial, LCC Holdings