Apple (AAPL) Continued to Rebound in Q4

3 days ago 9

Soumya Eswaran

Tue, January 20, 2026 astatine 7:09 AM CST 3 min read

Mar Vista Investment Partners, LLC, an concern absorption company, released its “Mar Vista U.S. Quality Premier Strategy” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. US equities experienced beardown momentum successful 2025 and marked their 3rd consecutive twelvemonth of double-digit gains. The marketplace witnessed 1 of the fastest recoveries pursuing its dip into carnivore territory successful April. Market enactment continued to constrictive arsenic mega-cap stocks and AI-driven companies dominated the landscape. Against this backdrop, The Mar Vista U.S. Quality Premier Strategy returned +1.80% net-of-fees gains successful Q4 2025 vs. the Russell 1000® Index’s +2.41% instrumentality and the S&P 500® Index’s +2.65% return. Gradual changes started to aboveground successful the 4th fourth arsenic marketplace information expanded beyond mega-caps to different sectors and plus classes. So, 2026 whitethorn beryllium antithetic from the past 3 years. The missive besides shared that, successful 2026, markets volition request to onslaught a equilibrium betwixt beardown fundamentals and expanding economical uncertainties. In addition, delight cheque the Fund’s apical 5 holdings to cognize its champion picks successful 2025.

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In its fourth-quarter 2025 capitalist letter, Mar Vista U.S. Quality Premier Strategy highlighted stocks specified arsenic Apple Inc. (NASDAQ:AAPL). Apple Inc. (NASDAQ:AAPL) is an American multinational institution that designs, manufactures, and markets smartphones, idiosyncratic computers, tablets, wearables, and accessories. The one-month instrumentality of Apple Inc. (NASDAQ:AAPL) was -5.70%, and its shares gained 11.11% of their worth implicit the past 52 weeks. On January 16, 2026, Apple Inc. (NASDAQ:AAPL) banal closed astatine $255.52 per share, with a marketplace capitalization of $3.76 trillion.

Mar Vista U.S. Quality Premier Strategy stated the pursuing regarding Apple Inc. (NASDAQ:AAPL) successful its 4th fourth 2025 capitalist letter:

"Apple Inc. (NASDAQ:AAPL) shares continued to rebound successful calendar Q4 2025 arsenic capitalist concerns waned astir tariffs and the deficiency of traction with Apple Intelligence, its caller generative AI offering, and capitalist attraction shifted to beardown request for Apple’s iPhone and Services offerings. Calendar Q3 results exceeded thoroughfare expectations and calendar Q4 guidance calls for debased double-digit top-line maturation arsenic beardown request for the caller iPhone 17 bid phones, a rebound successful China, and sustained services request thrust top-line maturation and resilient margins.


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