Systematic Alpha Investments, LLC
CIK: 1806755SEC EDGAR →
Portfolio Value
$468.8B
Holdings
234
As of
Q1 2026
New Positions
234
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Information Technology ETF | 658,400 | $57.4B | 12.25% |
| 2 | Vanguard Growth ETF | 784,030 | $57.1B | 12.18% |
| 3 | Cisco Systems, Inc. | 314,568 | $24.4B | 5.21% |
| 4 | Acadian Asset Management Inc. | 370,108 | $20.1B | 4.30% |
| 5 | MetLife, Inc. | 280,471 | $19.8B | 4.23% |
| 6 | Bristol-Myers Squibb Company | 296,292 | $18.0B | 3.83% |
| 7 | Netflix, Inc. | 167,609 | $16.1B | 3.44% |
| 8 | Sun Life Financial Inc. | 250,808 | $15.7B | 3.35% |
| 9 | Eversource Energy | 226,152 | $15.7B | 3.34% |
| 10 | Verizon Communications Inc. | 308,920 | $15.5B | 3.31% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 50 | $239.5B | 51.1% |
| Consumer Defensive | 9 | $49.2B | 10.5% |
| Technology | 35 | $42.6B | 9.1% |
| Healthcare | 17 | $35.4B | 7.5% |
| Utilities | 4 | $28.1B | 6.0% |
| Unknown | 20 | $21.6B | 4.6% |
| Communication Services | 13 | $18.8B | 4.0% |
| Consumer Cyclical | 31 | $10.4B | 2.2% |
| Industrials | 27 | $10.3B | 2.2% |
| Energy | 15 | $7.4B | 1.6% |
| Basic Materials | 10 | $5.5B | 1.2% |
| Real Estate | 3 | $4.5M | 0.0% |