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CIK: 0001568991
Total reported value
$248.6M
$248.6M
203 檔
28.9%
The Q1 2026 SEC filing reveals that Alpha Family Trust held a total portfolio value of $248.6M, covering 203 public equity positions.
In Q1 2026, Alpha Family Trust displayed an active expansion posture, initiating 28 new positions and adding to 19 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, GOOGL) accounted for 28.9% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 203 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.63% | -0.47% | -4.76% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.48% | -0.41% | — | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.31% | +0.22% | -1.26% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.76% | -0.95% | -3.13% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.64% | -0.24% | — | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.79% | +0.04% | -5.08% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.10% | -0.57% | — | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.73% | -0.17% | +7.05% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 1.67% | -0.80% | +191.30% | |
| 10 | MU | Micron Technology Inc | Stock-Tech | 1.47% | +2.69% | — | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.44% | -0.40% | +7.59% | |
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 1.31% | -0.59% | +1.44% | |
| 13 | AMD | Advanced Micro Devices | Stock-Tech | 1.22% | +1.66% | — | |
| 14 | LRCX | Lam Research CORP | Stock-Tech | 1.19% | +0.81% | — | |
| 15 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.16% | -0.40% | — | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 1.14% | +0.29% | — | |
| 17 | SMWB | Similarweb Ltd. | Stock-Other | 1.10% | +0.52% | — | |
| 18 | AMAT | Applied Materials Inc | Stock-Tech | 1.07% | +0.80% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.12% | -1.83% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.86% | EXIT | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | -0.07% | — | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.80% | +0.06% | — | |
| 23 | AMGN | Amgen Inc | Stock-Healthcare | 0.80% | -0.12% | — | |
| 24 | KLAC | Kla CORP | Stock-Tech | 0.66% | +0.47% | — | |
| 25 | WDC | Western Digital CORP | Stock-Tech | 0.64% | +0.62% | — | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | -0.03% | — | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | -0.08% | — | |
| 28 | INTC | Intel CORP | Stock-Tech | 0.59% | +1.02% | — | |
| 29 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.58% | -0.14% | — | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 0.58% | -0.58% | EXIT | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.57% | -0.16% | -20.59% | |
| 32 | T | At&t Inc | Stock-Comm Services | 0.57% | -0.23% | — | |
| 33 | INTU | Intuit Inc | Stock-Tech | 0.51% | -0.51% | EXIT | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.50% | -0.08% | — | |
| 35 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.49% | -0.06% | — | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.48% | -0.05% | — | |
| 37 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.48% | -0.14% | — | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | -0.02% | — | |
| 39 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.46% | -0.06% | +13.96% | |
| 40 | LIN | Linde plc | Stock-Materials | 0.46% | -0.11% | +64.66% | |
| 41 | ADI | Analog Devices Inc | Stock-Tech | 0.46% | +0.01% | — | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.44% | +0.10% | — | |
| 43 | AEP | American Electric Power | Stock-Utilities | 0.42% | -0.05% | — | |
| 44 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.41% | +0.35% | +47.78% | |
| 45 | APP | Applovin Corp-class A | Stock-Tech | 0.36% | +0.06% | +38.89% | |
| 46 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.35% | -0.05% | +10.10% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.35% | -0.04% | — | |
| 48 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.34% | -0.34% | EXIT | |
| 49 | ADP | Automatic Data Processing | Stock-Tech | 0.34% | -0.03% | +30.02% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.33% | +0.10% | +3.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +1.2% | +191.30% | Add |
| 2 | COST | Costco Wholesale CORP | +0.4% | +7.59% | Add |
| 3 | AMAT | Applied Materials Inc | +0.3% | — | Unchanged |
| 4 | MU | Micron Technology Inc | +0.3% | — | Unchanged |
| 5 | XOM | Exxon Mobil CORP | +0.3% | — | Unchanged |
| 6 | LRCX | Lam Research CORP | +0.3% | — | Unchanged |
| 7 | WDC | Western Digital CORP | +0.3% | — | Unchanged |
| 8 | LIN | Linde plc | +0.2% | +64.66% | Add |
| 9 | KLAC | Kla CORP | +0.2% | — | Unchanged |
| 10 | INTC | Intel CORP | +0.1% | — | Unchanged |
| 11 | NFLX | Netflix Inc | +0.1% | +1.44% | Add |
| 12 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 13 | COP | Conocophillips | +0.1% | — | Unchanged |
| 14 | PANW | Palo Alto Networks Inc | +0.1% | +47.78% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 16 | T | At&t Inc | +0.1% | — | Unchanged |
| 17 | HON | Honeywell International Inc | +0.1% | — | Unchanged |
| 18 | GILD | Gilead Sciences Inc | +0.1% | — | Unchanged |
| 19 | AMGN | Amgen Inc | +0.1% | — | Unchanged |
| 20 | BKR | Baker Hughes Co | +0.1% | — | Unchanged |
| 21 | TMUS | T-mobile US Inc | +0.1% | +13.96% | Add |
| 22 | ADI | Analog Devices Inc | +0.1% | — | Unchanged |
| 23 | VRSK | Verisk Analytics Inc | +0.1% | +63.26% | Add |
| 24 | CSCO | Cisco Systems Inc | +0.1% | — | Unchanged |
| 25 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 26 | AEP | American Electric Power | +0.1% | — | Unchanged |
| 27 | KO | Coca-cola Co/the | +0.1% | — | Unchanged |
| 28 | FTNT | Fortinet Inc | +0.1% | +34.05% | Add |
| 29 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 30 | WDAY | Workday Inc-class A | +0.1% | +128.63% | Add |
| 31 | CVX | Chevron CORP | +0.1% | — | Unchanged |
| 32 | ASML | ASML Holding N.V. | +0.1% | — | Unchanged |
| 33 | ROST | Ross Stores Inc | +0.1% | — | Unchanged |
| 34 | OKE | Oneok Inc | +0.1% | — | Unchanged |
| 35 | WMB | Williams Cos Inc | 0% | — | Unchanged |
| 36 | FANG | Diamondback Energy Inc | 0% | — | Unchanged |
| 37 | DELL | Dell Technologies -c | 0% | — | Unchanged |
| 38 | LMT | Lockheed Martin CORP | 0% | — | Unchanged |
| 39 | NOC | Northrop Grumman CORP | 0% | — | Unchanged |
| 40 | TGT | Target CORP | 0% | — | Unchanged |
| 41 | ALB | Albemarle CORP | 0% | — | Unchanged |
| 42 | CSX | Csx CORP | 0% | — | Unchanged |
| 43 | VRTX | Vertex Pharmaceuticals Inc | 0% | +10.10% | Add |
| 44 | LHX | L3harris Technologies Inc | 0% | — | Unchanged |
| 45 | PFE | Pfizer Inc | 0% | — | Unchanged |
| 46 | STZ | Constellation Brands Inc-a | 0% | — | Unchanged |
| 47 | ETR | Entergy CORP | 0% | — | Unchanged |
| 48 | FAST | Fastenal Co | 0% | — | Unchanged |
| 49 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 50 | DE | Deere & Co | 0% | — | Unchanged |
According to official SEC Form 13F filings, Alpha Family Trust reported a total U.S. public equity portfolio value of $248.6M across 203 disclosed positions in Q1 2026.
During Q1 2026, Alpha Family Trust's top holdings by market value included NVDA (9.6%)、AAPL (7.5%)、GOOGL (7.3%). The largest single position, NVDA, represented 9.6% of total portfolio value.
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Top New Position Initiated
FITB
市值: $411.4K
Top Position Liquidated / Trimmed
ADBE
前期市值: $1.2M
In Q1 2026, Alpha Family Trust made 83 total portfolio adjustments, initiating 28 new buys, adding to 19 positions, trimming 16 holdings, and fully liquidating 20 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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