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CIK: 0001568991
Total reported value
$248.6M
$248.6M
156 檔
28.1%
The Q4 2024 SEC filing reveals that Alpha Family Trust held a total portfolio value of $248.6M, covering 156 public equity positions.
During Q4 2024, Alpha Family Trust's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SMWB, NVDA, AAPL) accounted for 28.1% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SMWB | Similarweb Ltd. | Stock-Other | 9.04% | +0.52% | -31.12% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 9.01% | -0.47% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.97% | -0.41% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 7.59% | -0.95% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.65% | -0.24% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.64% | +0.22% | — | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.70% | -0.57% | — | |
| 8 | U | Unity Software Inc | Stock-Tech | 3.48% | — | — | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 3.46% | +0.04% | — | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.11% | -0.17% | +5.74% | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 1.25% | -0.59% | — | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.17% | -0.40% | — | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 1.01% | +0.29% | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | -0.12% | — | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | -0.07% | — | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | -0.03% | — | |
| 17 | ADBE | Adobe Inc | Stock-Tech | 0.74% | — | +37.38% | |
| 18 | HON | Honeywell International Inc | Stock-Industrials | 0.67% | -0.58% | EXIT | |
| 19 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.67% | -0.06% | — | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.06% | — | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 0.64% | +1.66% | — | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.86% | EXIT | |
| 23 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.62% | -0.14% | — | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.61% | -0.08% | — | |
| 25 | AMAT | Applied Materials Inc | Stock-Tech | 0.59% | +0.80% | — | |
| 26 | AMGN | Amgen Inc | Stock-Healthcare | 0.57% | -0.12% | — | |
| 27 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.57% | -0.34% | EXIT | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.55% | -0.04% | — | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | +0.10% | — | |
| 30 | T | At&t Inc | Stock-Comm Services | 0.52% | -0.23% | — | |
| 31 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.49% | -0.06% | — | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.80% | — | |
| 33 | LRCX | Lam Research CORP | Stock-Tech | 0.47% | +0.81% | — | |
| 34 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.45% | -0.14% | — | |
| 35 | INTU | Intuit Inc | Stock-Tech | 0.44% | -0.51% | EXIT | |
| 36 | FISV | Fiserv Inc | Stock-Other | 0.44% | — | — | |
| 37 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.44% | -0.02% | +40.44% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | -0.02% | — | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | +0.03% | — | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.43% | -0.03% | — | |
| 41 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.41% | -0.02% | -31.13% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.40% | -0.04% | +29.16% | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.38% | +0.06% | — | |
| 44 | ADI | Analog Devices Inc | Stock-Tech | 0.35% | +0.01% | — | |
| 45 | AEP | American Electric Power | Stock-Utilities | 0.34% | -0.05% | — | |
| 46 | SNPS | Synopsys Inc | Stock-Tech | 0.34% | -0.02% | — | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.34% | -0.05% | — | |
| 48 | KLAC | Kla CORP | Stock-Tech | 0.33% | +0.47% | — | |
| 49 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.33% | +0.03% | — | |
| 50 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.31% | -0.16% | EXIT |
According to official SEC Form 13F filings, Alpha Family Trust reported a total U.S. public equity portfolio value of $248.6M across 156 disclosed positions in Q4 2024.
During Q4 2024, Alpha Family Trust's top holdings by market value included SMWB (9.0%)、NVDA (9.0%)、AAPL (8.0%). The largest single position, SMWB, represented 9.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In Q4 2024, Alpha Family Trust 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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