Valeo Financial Advisors, LLC

Position in AAPL — Apple Inc.

CIK 1722641 CARMEL, IN

Back to AAPL Full portfolio

Position in AAPL

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$149,255,070

+$15,739,705 QoQ

Shares Held

515,811

-2.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

6.14%

of 13F equity value

Holder Rank

#24

of 773 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in AAPL Over Time

Shares Held

Position Value (USD)

Derivatives in AAPL

reported options exposure · as of Mar 31, 2026

CallValue

$380,685

CallShares

1,500

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Consumer Electronics

Technology · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $149,697,406 across 3 Consumer Electronics names. AAPL ranks #1 (99.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc. This page	515,811	$149,255,070
2	SONY	Sony Group Corp	18,183	$364,750
3	LPL	LG Display Co., Ltd.	19,945	$77,586

All Filings in AAPL

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40 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$149,255,070	515,811	+34287.4%	Shares	Sole	2026-07-08
2026-03-31	$380,685	1,500	-99.7%	Call	Sole	2026-05-08
2026-03-31	$133,515,365	526,086	+262943.0%	Shares	Sole	2026-05-08
2025-12-31	$54,372	200	-100.0%	Call	Sole	2026-02-04
2025-12-31	$159,878,419	588,091	-1.1%	Shares	Sole	2026-02-04
2025-09-30	$151,438,136	594,738	+8396.3%	Shares	Sole	2025-11-03
2025-06-30	$1,436,190	7,000	-98.8%	Call	Sole	2025-09-12
2025-06-30	$124,518,288	606,903	-21.0%	Shares	Sole	2025-09-12
2025-03-31	$170,688,468	768,417	+4.1%	Shares	Sole	2025-04-30
2024-12-31	$184,866,805	738,227	+12.9%	Shares	Sole	2025-01-30
2024-09-30	$152,379,204	653,988	-1.3%	Shares	Sole	2024-10-10
2024-06-30	$139,598,936	662,800	-1.4%	Shares	Sole	2024-07-10
2024-03-31	$115,220,841	671,920	+335860.0%	Shares	Sole	2024-04-25
2023-12-31	$38,506	200	-100.0%	Put	Sole	2024-01-29
2023-12-31	$122,476,611	636,143	-0.4%	Shares	Sole	2024-01-29
2023-09-30	$109,377,850	638,852	+1.3%	Shares	Sole	2023-10-20
2023-06-30	$122,293,817	630,478	+630378.0%	Shares	Sole	2023-07-14
2023-03-31	$16,490	100	-100.0%	Call	Sole	2023-04-17
2023-03-31	$108,859,064	660,152	+12.4%	Shares	Sole	2023-04-17
2022-12-31	$76,284,241	587,118	+9.9%	Shares	Sole	2023-02-09
2022-09-30	$73,864,030	534,472	+3.3%	Shares	Sole	2022-10-31
2022-06-30	$70,765,861	517,597	+36871.2%	Shares	Sole	2022-08-03
2022-06-30	$191,408	1,400	+55.6%	Call	Sole	2022-08-03
2022-03-31	$157,149	900	-99.8%	Call	Sole	2022-04-28
2022-03-31	$99,337,549	568,911	+37827.4%	Shares	Sole	2022-04-28
2021-12-31	$266,355	1,500	-99.7%	Call	Sole	2022-01-07
2021-12-31	$86,324,945	486,146	+24207.3%	Shares	Sole	2022-01-07
2021-09-30	$283,000	2,000	-99.6%	Put	Sole	2021-11-02
2021-09-30	$71,069,931	502,261	+38535.5%	Shares	Sole	2021-11-02
2021-09-30	$183,950	1,300	-23.5%	Call	Sole	2021-11-02
2021-06-30	$232,832	1,700	-54.1%	Put	Sole	2021-07-22
2021-06-30	$506,752	3,700	-99.2%	Call	Sole	2021-07-22
2021-06-30	$60,347,863	440,624	+31373.1%	Shares	Sole	2021-07-22
2021-03-31	$171,010	1,400	-99.7%	Call	Sole	2021-04-12
2021-03-31	$57,707,080	472,428	-19.6%	Shares	Sole	2021-04-12
2020-12-31	$77,953,119	587,483	+48.8%	Shares	Sole	2021-02-11
2020-09-30	$45,724,104	394,820	+258.5%	Shares	Sole	2020-10-28
2020-06-30	$10,042,670	110,117	+10911.7%	Shares	Sole	2020-07-20
2020-03-31	$63,572	1,000	-99.1%	Call	Sole	2020-04-13
2020-03-31	$7,056,038	110,992	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.