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CIK: 0001580830
Total reported value
$2.9B
$2.9B
291 檔
17.9%
In Q2 2024, Alpha Cubed Investments, LLC's U.S. equity holdings reached a combined market value of $2.9B, distributed across 291 disclosed stock positions.
During Q2 2024, Alpha Cubed Investments, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 291 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.11% | +0.17% | +0.19% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.25% | -0.23% | -1.55% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.72% | +0.75% | +0.37% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.36% | +0.40% | +3.29% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.48% | -0.02% | +898.69% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.38% | +0.32% | +3.81% | |
| 7 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.21% | -0.54% | +24.21% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.62% | -0.38% | +659.43% | |
| 9 | ASML | ASML Holding N.V. | Stock-Tech | 2.52% | -0.06% | -15.88% | |
| 10 | AMGN | Amgen Inc | Stock-Healthcare | 2.32% | — | +22.99% | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 2.29% | -0.28% | +4.86% | |
| 12 | PWR | Quanta Services Inc | Stock-Industrials | 2.14% | +0.04% | +5.80% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.10% | — | +16.36% | |
| 14 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.02% | +0.55% | +39.22% | |
| 15 | NEE | Nextera Energy Inc | Stock-Utilities | 2.00% | +0.16% | +19.10% | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.89% | +0.02% | +8.46% | |
| 17 | AMT | American Tower CORP | Stock-Real Estate | 1.86% | -1.26% | -9.04% | |
| 18 | AEP | American Electric Power | Stock-Utilities | 1.77% | — | +3.79% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 1.75% | -0.21% | -2.73% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.74% | -0.47% | -0.83% | |
| 21 | CME | Cme Group Inc | Stock-Financials | 1.58% | — | -42.64% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.44% | — | +2.86% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.37% | -0.11% | +1.07% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.32% | +0.04% | -3.29% | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 1.28% | — | +31.57% | |
| 26 | ETN | Eaton Corporation plc | Stock-Industrials | 1.14% | -0.19% | -3.41% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.13% | +0.05% | -33.89% | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.11% | — | +7.69% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.07% | -0.12% | +6.70% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.07% | — | +2.06% | |
| 31 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.02% | — | +22.84% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.96% | +0.05% | +236.17% | |
| 33 | MET | Metlife Inc | Stock-Financials | 0.95% | — | +14.25% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.95% | +0.08% | -2.46% | |
| 35 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.94% | — | +4.17% | |
| 36 | TXN | Texas Instruments Inc | Stock-Tech | 0.92% | -0.05% | +2.21% | |
| 37 | HAL | Halliburton Co | Stock-Energy | 0.92% | — | -6.96% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.91% | +0.08% | +8.68% | |
| 39 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.90% | -0.10% | +195.54% | |
| 40 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.89% | — | +88.13% | |
| 41 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.84% | — | +205.15% | |
| 42 | FIS | Fidelity National Info Serv | Stock-Tech | 0.74% | — | +8.93% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.70% | — | +6.09% | |
| 44 | UL | Unilever PLC | Stock-Consumer Staples | 0.64% | -0.57% | EXIT | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.60% | -4.28% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | -0.10% | +2.96% | |
| 47 | ICE | Intercontinental Exchange In | Stock-Financials | 0.58% | +0.97% | +6.96% | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.53% | — | -3.56% | |
| 49 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.52% | — | +27.76% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.52% | — | +2.20% |
According to official SEC Form 13F filings, Alpha Cubed Investments, LLC reported a total U.S. public equity portfolio value of $2.9B across 291 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, GOOGL) accounted for 17.9% of total reported equity market value during Q2 2024.
During Q2 2024, Alpha Cubed Investments, LLC's top holdings by market value included AAPL (7.1%)、MSFT (5.3%)、GOOGL (4.7%). The largest single position, AAPL, represented 7.1% of total portfolio value.
In Q2 2024, Alpha Cubed Investments, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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