Apple Inc. $AAPL is Tepp RIA LLC’s 9th Largest Position

Key Takeaways:

• Tepp RIA LLC trimmed its Apple holdings by 6.5% in the second quarter
• The fund sold 382 Apple shares during this period
• Apple now ranks as Tepp RIA LLC’s ninth largest position
• Apple occupies 1.5% of the fund’s overall portfolio
• The data comes from Tepp RIA LLC’s latest 13F filing with the SEC

Apple’s Position in Tepp RIA LLC

Tepp RIA LLC, an institutional investor, currently lists Apple Inc. (NASDAQ: AAPL) as its ninth largest holding. This position underscores the technology giant’s enduring presence within the firm’s portfolio.

The Second Quarter Sell-Off

In the second quarter, Tepp RIA LLC trimmed its Apple stake by 6.5%, selling 382 shares of the iPhone maker’s stock. While a relatively moderate adjustment, the transaction reflects the fund’s active approach to managing its holdings.

SEC Filing Insights

This information, filed as part of the firm’s most recent 13F disclosure with the Securities and Exchange Commission, offers a clear window into Tepp RIA LLC’s investment strategies. Regulatory documents such as 13F filings remain a vital source of official data on how large funds allocate their resources.

The Significance for Apple

Despite the share reduction, Apple continues to represent 1.5% of Tepp RIA LLC’s portfolio. The company’s presence as a top-ten holding underscores the sustained interest and confidence institutional investors hold in Apple’s long-term performance.