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CIK: 0001806755
Total reported value
$3.7B
$3.7B
228 檔
33.4%
According to the latest 13F quarterly dataset, Systematic Alpha Investments, LLC managed an equity portfolio of $3.7B at the end of Q4 2024, spanning 228 distinct U.S. exchange-listed positions.
In Q4 2024, Systematic Alpha Investments, LLC displayed an active expansion posture, initiating 13 new positions and adding to 11 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, LLY, VTV) accounted for 33.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
IWM
市值: $8.8M
Top Position Liquidated / Trimmed
TLT
前期市值: $33.3M
Showing top 200 holdings (of 228 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 22.48% | -2.90% | — | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 7.94% | +9.00% | NEW | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 5.58% | -0.93% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.31% | -0.66% | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.43% | -0.68% | -0.58% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.90% | -0.75% | — | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.55% | -0.43% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.15% | -0.16% | +0.00% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 1.98% | -0.20% | — | |
| 10 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.91% | -0.30% | — | |
| 11 | AMAT | Applied Materials Inc | Stock-Tech | 1.90% | +2.35% | -0.79% | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.89% | +0.09% | — | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.82% | -0.08% | +0.00% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.62% | -0.21% | +78.25% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.58% | -0.37% | — | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.51% | -0.32% | — | |
| 17 | RZV | Invesco S&p Smallcap 600 Pur | ETF-Other | 1.26% | -0.11% | — | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.16% | -0.20% | — | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.11% | -0.09% | +0.00% | |
| 20 | WM | Waste Management Inc | Stock-Industrials | 1.11% | -0.32% | — | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.08% | -0.36% | — | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.08% | -0.16% | — | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.07% | +0.09% | — | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.03% | -0.35% | — | |
| 25 | ALL | Allstate CORP | Stock-Financials | 0.90% | -0.12% | — | |
| 26 | MET | Metlife Inc | Stock-Financials | 0.85% | -0.06% | — | |
| 27 | UNP | Union Pacific CORP | Stock-Industrials | 0.78% | -0.12% | — | |
| 28 | AEP | American Electric Power | Stock-Utilities | 0.74% | -0.20% | — | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.69% | +0.13% | — | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | -0.09% | — | |
| 31 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.64% | -0.06% | — | |
| 32 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.62% | -0.21% | +5.12% | |
| 33 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.62% | -0.17% | — | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | -0.05% | -4.65% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.57% | -0.23% | — | |
| 36 | TGT | Target CORP | Stock-Consumer Disc | 0.57% | -0.09% | — | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | -0.23% | — | |
| 38 | SLF | Sun Life Financial Inc | Stock-Financials | 0.55% | -0.02% | — | |
| 39 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.49% | -0.11% | — | |
| 40 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.49% | -0.12% | — | |
| 41 | ES | Eversource Energy | Stock-Utilities | 0.48% | -0.11% | — | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.46% | -0.20% | — | |
| 43 | XLF | Ss Financial Select Sector | ETF-Other | 0.44% | -0.07% | — | |
| 44 | PFE | Pfizer Inc | Stock-Healthcare | 0.41% | -0.15% | — | |
| 45 | MO | Altria Group Inc | Stock-Consumer Staples | 0.41% | -0.08% | — | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | -0.05% | — | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.40% | -0.08% | — | |
| 48 | EIX | Edison International | Stock-Utilities | 0.38% | -0.08% | — | |
| 49 | TFC | Truist Financial CORP | Stock-Financials | 0.37% | -0.07% | — | |
| 50 | AAMI | Acadian Asset Management Inc | Stock-Other | 0.36% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +78.25% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.6% | — | Unchanged |
| 3 | NVDA | Nvidia CORP | +0.4% | -0.58% | Trim |
| 4 | AAPL | Apple Inc | +0.4% | — | Unchanged |
| 5 | IWM | Ishares Russell 2000 ETF | +0.3% | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | +0.3% | +0.00% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.00% | Add |
| 8 | TSLA | Tesla Inc | +0.2% | — | Unchanged |
| 9 | VUG | Vanguard Growth ETF | +0.2% | — | Unchanged |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | +0.00% | Add |
| 11 | AVGO | Broadcom Inc | +0.1% | -4.65% | Trim |
| 12 | VGT | Vanguard Info Tech ETF | +0.1% | — | Unchanged |
| 13 | NFLX | Netflix Inc | +0.1% | — | Unchanged |
| 14 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 15 | MA | Mastercard Inc - A | +0.1% | — | Unchanged |
| 16 | CSCO | Cisco Systems Inc | +0.1% | — | Unchanged |
| 17 | TMUS | T-mobile US Inc | +0.1% | +5.12% | Add |
| 18 | TRV | Travelers Cos Inc/the | +0.1% | — | Unchanged |
| 19 | BMY | Bristol-myers Squibb Co | +0.1% | — | Unchanged |
| 20 | SLM | Slm CORP | +0.1% | — | Unchanged |
| 21 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 22 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 23 | RZV | Invesco S&p Smallcap 600 Pur | 0% | — | Unchanged |
| 24 | CRM | Salesforce Inc | 0% | — | Unchanged |
| 25 | XLF | Ss Financial Select Sector | 0% | — | Unchanged |
| 26 | PH | Parker Hannifin CORP | 0% | NEW | New buy |
| 27 | RCL | Royal Caribbean Cruises Ltd. | 0% | — | Unchanged |
| 28 | CBRE | Cbre Group Inc - A | 0% | +58.78% | Add |
| 29 | KR | Kroger Co | 0% | +94.12% | Add |
| 30 | SWK | Stanley Black & Decker Inc | 0% | NEW | New buy |
| 31 | WMT | Walmart Inc | 0% | — | Unchanged |
| 32 | KKR | Kkr & Co Inc | 0% | NEW | New buy |
| 33 | ALL | Allstate CORP | 0% | — | Unchanged |
| 34 | AAMI | Acadian Asset Management Inc | 0% | — | Unchanged |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | — | Unchanged |
| 36 | SLF | Sun Life Financial Inc | 0% | — | Unchanged |
| 37 | MS | Morgan Stanley | 0% | — | Unchanged |
| 38 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 39 | PYPL | Paypal Holdings Inc | 0% | +59.19% | Add |
| 40 | NEM | Newmont CORP | 0% | NEW | New buy |
| 41 | GM | General Motors Co | 0% | NEW | New buy |
| 42 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 43 | MO | Altria Group Inc | 0% | — | Unchanged |
| 44 | BA | Boeing Co/the | 0% | — | Unchanged |
| 45 | LPLA | Lpl Financial Holdings Inc | 0% | NEW | New buy |
| 46 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 47 | PAYC | Paycom Software Inc | 0% | NEW | New buy |
| 48 | GSHD | Goosehead Insurance Inc -a | 0% | NEW | New buy |
| 49 | SYF | Synchrony Financial | 0% | NEW | New buy |
| 50 | PLMR | Palomar Holdings Inc | 0% | NEW | New buy |
According to official SEC Form 13F filings, Systematic Alpha Investments, LLC reported a total U.S. public equity portfolio value of $3.7B across 228 disclosed positions in Q4 2024.
During Q4 2024, Systematic Alpha Investments, LLC's top holdings by market value included VOO (22.5%)、LLY (7.9%)、VTV (5.6%). The largest single position, VOO, represented 22.5% of total portfolio value.
In Q4 2024, Systematic Alpha Investments, LLC made 40 total portfolio adjustments, initiating 13 new buys, adding to 11 positions, trimming 9 holdings, and fully liquidating 7 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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