13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001568991
Total reported value
$248.6M
$248.6M
189 檔
26.8%
During the Q2 2025 filing period, Alpha Family Trust (CIK: 0001568991) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $248.6M across 189 reported positions.
During Q2 2025, Alpha Family Trust's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.35% | -0.47% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.15% | -0.95% | +3.22% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.85% | -0.41% | -10.51% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.98% | -0.24% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.63% | +0.22% | — | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.08% | -0.57% | — | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.62% | +0.04% | — | |
| 8 | U | Unity Software Inc | Stock-Tech | 3.31% | — | — | |
| 9 | SMWB | Similarweb Ltd. | Stock-Other | 3.31% | +0.52% | — | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.22% | -0.17% | +2.81% | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 1.98% | -0.59% | +10.15% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.45% | -0.40% | +7.23% | |
| 13 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.10% | -0.40% | +4.76% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 1.04% | +0.29% | -3.07% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.92% | -0.12% | — | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 0.87% | +1.66% | +30.73% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | -0.07% | — | |
| 18 | INTU | Intuit Inc | Stock-Tech | 0.84% | -0.51% | EXIT | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | -0.03% | — | |
| 20 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.69% | -0.06% | — | |
| 21 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.68% | -0.14% | +19.29% | |
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 0.65% | -0.12% | — | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.06% | -4.87% | |
| 24 | HON | Honeywell International Inc | Stock-Industrials | 0.61% | -0.58% | EXIT | |
| 25 | AMAT | Applied Materials Inc | Stock-Tech | 0.58% | +0.80% | — | |
| 26 | T | At&t Inc | Stock-Comm Services | 0.58% | -0.23% | — | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.57% | -0.08% | — | |
| 28 | LIN | Linde plc | Stock-Materials | 0.57% | -0.11% | — | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.86% | EXIT | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 0.56% | +0.06% | +1.58% | |
| 31 | LRCX | Lam Research CORP | Stock-Tech | 0.55% | +0.81% | — | |
| 32 | MU | Micron Technology Inc | Stock-Tech | 0.55% | +2.69% | +42.86% | |
| 33 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.54% | -0.06% | -13.86% | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 0.52% | — | -19.32% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.50% | -0.16% | -1.81% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | +0.03% | +37.47% | |
| 37 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.48% | -0.34% | EXIT | |
| 38 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.47% | -0.14% | — | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.80% | — | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.46% | -0.05% | — | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.44% | -0.03% | — | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.44% | -0.01% | +44.29% | |
| 43 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.44% | -0.02% | — | |
| 44 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.43% | +0.26% | +32.31% | |
| 45 | KLAC | Kla CORP | Stock-Tech | 0.41% | +0.47% | — | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | -0.02% | — | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.40% | -0.04% | — | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | -0.08% | +58.14% | |
| 49 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.38% | -0.05% | — | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.37% | -0.03% | — |
According to official SEC Form 13F filings, Alpha Family Trust reported a total U.S. public equity portfolio value of $248.6M across 189 disclosed positions in Q2 2025.
During Q2 2025, Alpha Family Trust's top holdings by market value included NVDA (9.3%)、MSFT (8.2%)、AAPL (5.8%). The largest single position, NVDA, represented 9.3% of total portfolio value.
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 NVDA, MSFT, AAPL) accounted for 26.8% of total reported equity market value during Q2 2025.
In Q2 2025, 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.