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CIK: 0001580830
Total reported value
$2.9B
$2.9B
297 檔
22.8%
The Q2 2025 SEC filing reveals that Alpha Cubed Investments, LLC held a total portfolio value of $2.9B, covering 297 public equity positions.
During Q2 2025, 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 297 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.63% | -0.23% | +5.90% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.62% | -0.02% | +17.91% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.22% | +0.17% | +3.10% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.70% | +0.40% | +16.97% | |
| 5 | PWR | Quanta Services Inc | Stock-Industrials | 4.11% | +0.04% | +20.57% | |
| 6 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.99% | -0.54% | +7.19% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.85% | -0.64% | +1217.89% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.72% | -0.47% | +1.63% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.45% | +0.06% | +106.81% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.39% | -0.38% | +18.35% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.22% | +0.75% | -2.13% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.04% | +0.32% | -12.17% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.66% | +0.33% | +35.22% | |
| 14 | AEP | American Electric Power | Stock-Utilities | 2.59% | — | +12.18% | |
| 15 | CAT | Caterpillar Inc | Stock-Industrials | 2.40% | -0.21% | +17.25% | |
| 16 | NEE | Nextera Energy Inc | Stock-Utilities | 2.12% | +0.16% | +19.53% | |
| 17 | AMT | American Tower CORP | Stock-Real Estate | 1.81% | -1.26% | +8.35% | |
| 18 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.69% | +0.55% | +24.06% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 1.40% | -0.28% | -9.18% | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.34% | +0.02% | -24.24% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.22% | -0.11% | +5.21% | |
| 22 | ETN | Eaton Corporation plc | Stock-Industrials | 1.16% | -0.19% | +0.28% | |
| 23 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.13% | -0.12% | -0.33% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 1.04% | -0.06% | +392.36% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 1.03% | +0.08% | -0.83% | |
| 26 | CME | Cme Group Inc | Stock-Financials | 0.98% | — | -45.34% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.97% | — | -2.31% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.93% | +0.33% | +142.76% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | +0.05% | +0.44% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.88% | — | -1.96% | |
| 31 | ASML | ASML Holding N.V. | Stock-Tech | 0.87% | -0.06% | -42.10% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.87% | — | +16.85% | |
| 33 | FISV | Fiserv Inc | Stock-Other | 0.83% | — | +544.56% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.82% | +0.08% | +74.54% | |
| 35 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.77% | — | +17.13% | |
| 36 | TXN | Texas Instruments Inc | Stock-Tech | 0.73% | -0.05% | -0.38% | |
| 37 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.68% | -0.10% | -74.28% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.68% | — | -2.27% | |
| 39 | UL | Unilever PLC | Stock-Consumer Staples | 0.67% | -0.57% | EXIT | |
| 40 | ICE | Intercontinental Exchange In | Stock-Financials | 0.58% | +0.97% | -4.34% | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.58% | +0.07% | +8.42% | |
| 42 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.54% | — | +0.41% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.54% | — | +1.34% | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.52% | — | -2.20% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | — | +7.75% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.10% | -46.83% | |
| 47 | VMC | Vulcan Materials Co | Stock-Materials | 0.48% | — | +577.22% | |
| 48 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.44% | -0.28% | +3.28% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.60% | +6.54% | |
| 50 | MET | Metlife Inc | Stock-Financials | 0.43% | — | -52.54% |
According to official SEC Form 13F filings, Alpha Cubed Investments, LLC reported a total U.S. public equity portfolio value of $2.9B across 297 disclosed positions in Q2 2025.
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 MSFT, NVDA, AAPL) accounted for 22.8% of total reported equity market value during Q2 2025.
During Q2 2025, Alpha Cubed Investments, LLC's top holdings by market value included MSFT (5.6%)、NVDA (5.6%)、AAPL (5.2%). The largest single position, MSFT, represented 5.6% of total portfolio value.
In Q2 2025, 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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