STOCK

AAPL APPLE INC

Held by 39 of 74 curated managers · 6,336 total holders in our 13F universe.

SMART MONEY HOLDERS · from our curated set

Top managers holding AAPL

  1. Berkshire Hathaway Inc. The original. Buffett + Munger discipline.
    Name to know Mega
    22.0% of portfolio
  2. Pzena Investment Management LLC Value investor favoring overlooked financials and staples.
    Thematic
    6.2% of portfolio
  3. Svb Wealth LLC Broad tech exposure with outsized alpha generation.
    Top performer
    5.8% of portfolio
  4. UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Mega-cap tech concentration. Outsized alpha generation.
    Top performer
    5.6% of portfolio
  5. State Street Corp. Index tracker with mega-cap tech tilt.
    Name to know Mega
    5.3% of portfolio
  6. Erste Asset Management GmbH Outsize alpha. Tech-heavy concentration. Sparse positioning.
    Top performer
    4.3% of portfolio
  7. Somerset Group LLC Logistics-focused generalist. Sixty-five percent annual outperformance.
    Top performer
    4.3% of portfolio
  8. Bridgewater Advisors Inc. Thematic conviction. Minimal positions. Steady alpha absent.
    Thematic
    3.8% of portfolio
  9. Citigroup Inc. Tech mega-cap concentration. Outperformance through concentration.
    Top performer
    3.8% of portfolio
  10. Shufro Rose & Co. LLC Concentrated small-cap value with outsized alpha.
    Top performer
    3.4% of portfolio
EDITORIAL BRIEF · refreshed Jun 11, 2026

Why is AAPL in 39 of 74 curated portfolios?

Why is AAPL in 39 of our 74 curated portfolios?

Curated Manager Conviction

The breadth here is unusual. AAPL appears across manager archetypes that rarely agree: Berkshire Hathaway holds it at 22.0% of portfolio — the single largest allocation among our curated names, rooted in what its curator note calls Buffett + Munger discipline rather than tech enthusiasm. Pzena Investment Management, a value house that typically gravitates toward overlooked financials and staples, carries AAPL at 6.2% — a notable departure from their usual hunting ground. SVB Wealth (5.8%) and UBS Asset Management (5.6%) both flag outsized alpha generation alongside mega-cap tech concentration. State Street (5.3%) holds it as an index-weight anchor. Even Somerset Group, a logistics-focused generalist posting…

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