Alpha Family Trust
CIK: 0001568991SEC EDGAR →
Portfolio Value
$219.0M
Holdings
195
As of
Q4 2025
New Positions
191
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 119,500 | $22.0M | 10.05% |
| 2 | MICROSOFT CORPORATION | 33,105 | $16.0M | 7.31% |
| 3 | APPLE INC. | 60,770 | $16.0M | 7.31% |
| 4 | ALPHABET INC. | 53,044 | $16.0M | 7.31% |
| 5 | AMAZON.COM INC | 45,875 | $10.0M | 4.57% |
| 6 | BROADCOM INC. | 26,550 | $9.0M | 4.11% |
| 7 | META PLATFORMS INC-CLASS A | 11,162 | $7.0M | 3.20% |
| 8 | TESLA, INC. | 14,110 | $6.0M | 2.74% |
| 9 | SimilarWeb | 658,935 | $4.0M | 1.83% |
| 10 | PALANTIR TECHNOLOGIES INC. | 16,280 | $2.0M | 0.91% |
Quarterly Changes
Top Buys
New Positions (18)
$0 · 980 shares
$0 · 14K shares
$0 · 2K shares
$0 · 8K shares
$0 · 1K shares
$0 · 4K shares
$0 · 2K shares
$0 · 3K shares
$0 · 2K shares
$0 · 1K shares
$0 · 4K shares
$0 · 4K shares
$0 · 1K shares
$0 · 2K shares
$0 · 6K shares
$0 · 3K shares
$0 · 235 shares
$0 · 2K shares
Closed Positions (14)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 47 | $78.0M | 55.3% |
| Communication Services | 11 | $31.0M | 22.0% |
| Consumer Cyclical | 19 | $17.0M | 12.1% |
| Healthcare | 27 | $5.0M | 3.5% |
| Consumer Defensive | 12 | $4.0M | 2.8% |
| Financial Services | 20 | $3.0M | 2.1% |
| Unknown | 9 | $1.0M | 0.7% |
| Industrials | 26 | $1.0M | 0.7% |
| Energy | 7 | $1.0M | 0.7% |
| Utilities | 10 | $0 | 0.0% |
| Real Estate | 3 | $0 | 0.0% |
| Basic Materials | 4 | $0 | 0.0% |