Apple Inc. $AAPL is Hollencrest Capital Management’s 2nd Largest Position

14 Dec 2025, 10:04 by Scott Moore · The Cerbat Gem

Hollencrest Capital Management trimmed its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 0.3% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,043,914 shares of the iPhone maker’s stock after selling 2,836 shares during the quarter. Apple accounts for approximately 9.1% of Hollencrest Capital Management’s portfolio, making the stock its 2nd largest holding. Hollencrest Capital Management’s holdings in Apple were worth $214,180,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of AAPL. Westwood Holdings Group Inc. increased its position in Apple by 43.0% during the 2nd quarter. Westwood Holdings Group Inc. now owns 274,881 shares of the iPhone maker’s stock worth $56,397,000 after purchasing an additional 82,622 shares in the last quarter. SPG Advisors LLC purchased a new stake in Apple during the second quarter worth approximately $510,000. Caxton Associates LLP increased its position in shares of Apple by 13,266.6% in the second quarter. Caxton Associates LLP now owns 2,183,031 shares of the iPhone maker’s stock worth $447,892,000 after acquiring an additional 2,166,699 shares in the last quarter. Wellington Capital Management Inc. acquired a new stake in shares of Apple in the second quarter worth $480,000. Finally, Second Line Capital LLC raised its stake in shares of Apple by 7.5% in the 2nd quarter. Second Line Capital LLC now owns 27,099 shares of the iPhone maker’s stock valued at $5,560,000 after acquiring an additional 1,884 shares during the period. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple Price Performance

AAPL stock opened at $278.28 on Friday. The company has a quick ratio of 0.86, a current ratio of 0.89 and a debt-to-equity ratio of 1.06. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. The stock’s 50 day moving average is $268.24 and its two-hundred day moving average is $237.03. The company has a market capitalization of $4.11 trillion, a PE ratio of 37.25, a P/E/G ratio of 2.60 and a beta of 1.10.

Apple (NASDAQ:AAPL – Get Free Report) last released its earnings results on Thursday, October 30th. The iPhone maker reported $1.85 EPS for the quarter, beating the consensus estimate of $1.74 by $0.11. The company had revenue of $102.47 billion during the quarter, compared to analysts’ expectations of $101.65 billion. Apple had a return on equity of 164.05% and a net margin of 26.92%.The business’s revenue was up 8.7% on a year-over-year basis. During the same period in the prior year, the business posted $1.64 EPS. Analysts predict that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, November 13th. Stockholders of record on Monday, November 10th were given a $0.26 dividend. The ex-dividend date of this dividend was Monday, November 10th. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. Apple’s payout ratio is presently 13.92%.

Analyst Upgrades and Downgrades

AAPL has been the subject of a number of research reports. Wall Street Zen cut shares of Apple from a “buy” rating to a “hold” rating in a research report on Sunday, November 9th. CLSA upped their target price on Apple from $265.00 to $330.00 and gave the stock an “outperform” rating in a research report on Friday, December 5th. UBS Group reiterated a “neutral” rating on shares of Apple in a report on Monday, December 8th. Monness Crespi & Hardt upped their price target on Apple from $270.00 to $300.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Finally, Bank of America increased their price objective on shares of Apple from $270.00 to $320.00 and gave the company a “buy” rating in a research report on Wednesday, October 29th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $282.51.

View Our Latest Research Report on Apple

Insiders Place Their Bets

In other news, CEO Timothy D. Cook sold 129,963 shares of the stock in a transaction dated Thursday, October 2nd. The shares were sold at an average price of $256.81, for a total transaction of $33,375,798.03. Following the transaction, the chief executive officer owned 3,280,295 shares of the company’s stock, valued at approximately $842,412,558.95. This trade represents a 3.81% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Katherine L. Adams sold 47,125 shares of Apple stock in a transaction dated Thursday, October 2nd. The stock was sold at an average price of $256.79, for a total value of $12,101,228.75. Following the completion of the transaction, the senior vice president owned 179,158 shares of the company’s stock, valued at $46,005,982.82. This trade represents a 20.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 228,052 shares of company stock worth $58,604,588. Company insiders own 0.06% of the company’s stock.

About Apple

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