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CIK: 0001568991
Total reported value
$248.6M
$248.6M
169 檔
22.6%
In Q1 2025, Alpha Family Trust's U.S. equity holdings reached a combined market value of $248.6M, distributed across 169 disclosed stock positions.
In Q1 2025, Alpha Family Trust displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 22.6% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.34% | -0.41% | +13.42% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.56% | -0.47% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.03% | -0.95% | +0.01% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.09% | -0.24% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.79% | +0.22% | — | |
| 6 | SMWB | Similarweb Ltd. | Stock-Other | 4.11% | +0.52% | -25.00% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.75% | -0.57% | -0.75% | |
| 8 | U | Unity Software Inc | Stock-Tech | 3.15% | — | — | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.59% | +0.04% | — | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.08% | -0.17% | — | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.53% | -0.40% | +21.54% | |
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 1.47% | -0.59% | +8.18% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.19% | -0.12% | +10.72% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 1.13% | +0.29% | +3.16% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.86% | -0.03% | — | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | -0.07% | — | |
| 17 | AMGN | Amgen Inc | Stock-Healthcare | 0.85% | -0.12% | +19.13% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.84% | +0.06% | +14.05% | |
| 19 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.83% | -0.06% | +34.34% | |
| 20 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.77% | -0.40% | — | |
| 21 | ADBE | Adobe Inc | Stock-Tech | 0.75% | — | +13.49% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.86% | EXIT | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.68% | -0.16% | — | |
| 24 | T | At&t Inc | Stock-Comm Services | 0.67% | -0.23% | — | |
| 25 | LIN | Linde plc | Stock-Materials | 0.67% | -0.11% | +111.21% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.66% | -0.08% | — | |
| 27 | HON | Honeywell International Inc | Stock-Industrials | 0.65% | -0.58% | EXIT | |
| 28 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.65% | -0.06% | — | |
| 29 | QCOM | Qualcomm Inc | Stock-Tech | 0.62% | +0.06% | +58.86% | |
| 30 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.61% | -0.14% | — | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 0.60% | — | +258.13% | |
| 32 | INTU | Intuit Inc | Stock-Tech | 0.60% | -0.51% | EXIT | |
| 33 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.58% | -0.34% | EXIT | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.56% | +1.66% | — | |
| 35 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.56% | -0.14% | — | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.56% | +0.10% | — | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.55% | +0.80% | — | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.54% | -0.05% | +84.81% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | -0.02% | — | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.52% | -0.03% | +11.28% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.16% | EXIT | |
| 42 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.52% | -0.02% | — | |
| 43 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.50% | +0.35% | +81.23% | |
| 44 | FISV | Fiserv Inc | Stock-Other | 0.49% | — | — | |
| 45 | LRCX | Lam Research CORP | Stock-Tech | 0.49% | +0.81% | — | |
| 46 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.49% | -0.05% | +15.82% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | -0.80% | — | |
| 48 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.46% | -0.02% | — | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.46% | -0.04% | — | |
| 50 | AEP | American Electric Power | Stock-Utilities | 0.42% | -0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | NVDA | Nvidia CORP | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 6 | SMWB | Similarweb Ltd. | — | NEW | New buy |
| 7 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 8 | U | Unity Software Inc | — | NEW | New buy |
| 9 | AVGO | Broadcom Inc | — | NEW | New buy |
| 10 | TSLA | Tesla Inc | — | NEW | New buy |
| 11 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 12 | NFLX | Netflix Inc | — | NEW | New buy |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 14 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 15 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 16 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 17 | AMGN | Amgen Inc | — | NEW | New buy |
| 18 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 19 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 20 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 21 | ADBE | Adobe Inc | — | NEW | New buy |
| 22 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 23 | PEP | Pepsico Inc | — | NEW | New buy |
| 24 | T | At&t Inc | — | NEW | New buy |
| 25 | LIN | Linde plc | — | NEW | New buy |
| 26 | MA | Mastercard Inc - A | — | NEW | New buy |
| 27 | HON | Honeywell International Inc | — | NEW | New buy |
| 28 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 29 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 30 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 31 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 32 | INTU | Intuit Inc | — | NEW | New buy |
| 33 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 34 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 35 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 36 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 37 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 38 | KO | Coca-cola Co/the | — | NEW | New buy |
| 39 | ABBV | Abbvie Inc | — | NEW | New buy |
| 40 | ADP | Automatic Data Processing | — | NEW | New buy |
| 41 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 42 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 43 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 44 | FISV | Fiserv Inc | — | NEW | New buy |
| 45 | LRCX | Lam Research CORP | — | NEW | New buy |
| 46 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 47 | WMT | Walmart Inc | — | NEW | New buy |
| 48 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 49 | CRM | Salesforce Inc | — | NEW | New buy |
| 50 | AEP | American Electric Power | — | NEW | New buy |
According to official SEC Form 13F filings, Alpha Family Trust reported a total U.S. public equity portfolio value of $248.6M across 169 disclosed positions in Q1 2025.
During Q1 2025, Alpha Family Trust's top holdings by market value included AAPL (8.3%)、NVDA (7.6%)、MSFT (7.0%). The largest single position, AAPL, represented 8.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
AAPL
市值: $14.3M
In Q1 2025, Alpha Family Trust made 50 total portfolio adjustments, initiating 50 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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