Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionNikulski Financial, Inc.
Latest Disclosed Ownership64,019 shares
Latest Disclosed Value $ 16,247,352
Nikulski Financial, Inc. reports 22.84% decrease in ownership of AAPL / Apple Inc.

On May 15, 2026 - Nikulski Financial, Inc. filed a 13F-HR form disclosing ownership of 64,019 shares of Apple Inc. (CH:AAPL) valued at $16,247,352 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 82,969 shares of Apple Inc.. This represents a change in shares of -22.84% 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)
2026-05-15 2026-03-31 13F APPLE COM 037833100 64,019 -18,950 -22.84 16,247 -27.97 4.0106
2026-01-15 2025-12-31 13F APPLE COM 037833100 82,969 1,341 1.64 22,556 8.52 5.3927
2025-11-05 2025-09-30 13F APPLE COM 037833100 81,628 821 1.02 20,785 25.37 5.2227
2025-08-15 2025-06-30 13F APPLE COM 037833100 80,807 2,888 3.71 16,579 -4.21 4.5392
2025-05-01 2025-03-31 13F APPLE COM 037833100 77,919 589 0.76 17,308 -10.62 5.2319
2025-01-21 2024-12-31 13F APPLE COM 037833100 77,330 -1,776 -2.25 19,365 5.06 5.6930
2024-10-28 2024-09-30 13F APPLE COM 037833100 79,106 -447 -0.56 18,432 10.00 5.5170
2024-07-30 2024-06-30 13F APPLE COM 037833100 79,553 -17 -0.02 16,756 22.80 5.3311
2024-04-18 2024-03-31 13F APPLE COM 037833100 79,570 1,085 1.38 13,645 -9.70 4.5251
2024-02-01 2023-12-31 13F APPLE COM 037833100 78,485 495 0.63 15,111 13.17 5.5325
2023-10-17 2023-09-30 13F APPLE COM 037833100 77,990 916 1.19 13,353 -10.69 5.5253
2023-07-28 2023-06-30 13F APPLE COM 037833100 77,074 -945 -1.21 14,950 16.21 6.1814
2023-05-11 2023-03-31 13F APPLE COM 037833100 78,019 -852 -1.08 12,865 25.55 5.6845
2023-01-25 2022-12-31 13F APPLE COM 037833100 78,871 -2,246 -2.77 10,248 -8.59 4.8860
2022-10-20 2022-09-30 13F APPLE COM 037833100 81,117 -180 -0.22 11,210 0.85 5.8008
2022-07-19 2022-06-30 13F APPLE COM 037833100 81,297 -243 -0.30 11,115 -21.93 5.5147
2022-04-08 2022-03-31 13F APPLE COM 037833100 81,540 -1,518 -1.83 14,238 -3.46 6.0216
2022-02-01 2021-12-31 13F APPLE COM 037833100 83,058 -1,777 -2.09 14,749 22.87 6.1818
2021-11-05 2021-09-30 13F APPLE COM 037833100 84,835 157 0.19 12,004 -2.50 5.5508
2021-08-11 2021-06-30 13F APPLE COM 037833100 84,678 -7,483 -8.12 12,312 9.37 5.7344
2021-05-14 2021-03-31 13F APPLE COM 037833100 92,161 -3,135 -3.29 11,257 -10.98 5.7719
2021-02-09 2020-12-31 13F/A-1 APPLE COM 037833100 95,296 -961 -1.00 12,645 13.43 6.9356
2021-02-04 2020-12-31 13F APPLE COM 037833100 96,257 0 11,148 7,069,163.4062
2020-11-10 2020-09-30 13F APPLE COM 037833100 96,257 71,499 288.79 11,148 23.43 7.0692
2020-07-17 2020-06-30 13F APPLE COM 037833100 24,758 231 0.94 9,032 44.81 6.3381
2020-04-29 2020-03-31 13F APPLE COM 037833100 24,527 1,030 4.38 6,237 -18.16 5.4411
2020-02-04 2019-12-31 13F APPLE COM 037833100 23,497 -523 -2.18 7,621 34.31 5.5133
2019-10-22 2019-09-30 13F APPLE COM 037833100 24,020 280 1.18 5,674 17.52 4.7276
2019-07-22 2019-06-30 13F APPLE COM 037833100 23,740 -3,446 -12.68 4,828 -6.51 4.0802
2019-04-12 2019-03-31 13F APPLE COM 037833100 27,186 -1,092 -3.86 5,164 15.76 5.0291
2019-01-25 2018-12-31 13F APPLE COM 037833100 28,278 1,493 5.57 4,461 -23.90 4.6823
2018-11-02 2018-09-30 13F APPLE COM 037833100 26,785 53 0.20 5,862 18.47 5.4639
2018-08-10 2018-06-30 13F APPLE COM 037833100 26,732 681 2.61 4,948 13.20 4.5604
2018-05-11 2018-03-31 13F APPLE COM 037833100 26,051 407 1.59 4,371 0.71 4.3354
2018-02-09 2017-12-31 13F APPLE COM 037833100 25,644 25,644 4,340 4.6812
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.