Francis Chou's Top Second Quarter 2026 Move: Trimming Apple Inc at a -0.49% Portfolio Impact

Value investor Francis Chou's Q2 2026 13F report reveals a strategic trim of Apple Inc. (NASDAQ:AAPL), resulting in a -0.49% portfolio impact, alongside a new, modest addition to Vitesse Energy Inc (NYSE:VTS). His portfolio continues to be diversified across eight industries, with major holdings in Berkshire Hathaway, Alphabet, and Synchrony Financial, reflecting his long-term value investing philosophy rooted in Benjamin Graham's teachings. Chou's moves suggest profit-taking from Apple's strong performance and a continued focus on fundamentals and long-term growth.