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CIK: 0001806755
Total reported value
$3.7B
$3.7B
222 檔
32.0%
As reported in its official Q1 2025 Form 13F filing, Systematic Alpha Investments, LLC's tracked investment portfolio stood at $3.7B with 222 total positions.
In Q1 2025, Systematic Alpha Investments, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 222 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 22.23% | -2.90% | — | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 8.81% | +9.00% | NEW | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 5.91% | -0.93% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.89% | -0.66% | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.71% | -0.68% | -0.00% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.61% | -0.75% | — | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.62% | -0.43% | — | |
| 8 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.17% | -0.30% | — | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 1.85% | -0.20% | — | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.82% | -0.16% | -0.00% | |
| 11 | AMAT | Applied Materials Inc | Stock-Tech | 1.76% | +2.35% | — | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.71% | +0.09% | — | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.64% | -0.08% | -0.00% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.62% | -0.37% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.61% | -0.21% | — | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.41% | -0.32% | — | |
| 17 | WM | Waste Management Inc | Stock-Industrials | 1.32% | -0.32% | — | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.25% | -0.20% | — | |
| 19 | RZV | Invesco S&p Smallcap 600 Pur | ETF-Other | 1.16% | -0.11% | — | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.15% | +0.09% | — | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.15% | -0.35% | — | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.11% | -0.36% | — | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.05% | -0.16% | — | |
| 24 | ALL | Allstate CORP | Stock-Financials | 1.00% | -0.12% | — | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | -0.09% | -0.00% | |
| 26 | AEP | American Electric Power | Stock-Utilities | 0.91% | -0.20% | — | |
| 27 | MET | Metlife Inc | Stock-Financials | 0.86% | -0.06% | — | |
| 28 | UNP | Union Pacific CORP | Stock-Industrials | 0.84% | -0.12% | — | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | -0.09% | — | |
| 30 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.78% | -0.21% | — | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.74% | +0.13% | — | |
| 32 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.72% | -0.06% | — | |
| 33 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.69% | -0.17% | — | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.68% | -0.23% | — | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.60% | -0.23% | — | |
| 36 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.60% | -0.11% | — | |
| 37 | SLF | Sun Life Financial Inc | Stock-Financials | 0.55% | -0.02% | — | |
| 38 | ES | Eversource Energy | Stock-Utilities | 0.54% | -0.11% | — | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.54% | -0.20% | — | |
| 40 | MO | Altria Group Inc | Stock-Consumer Staples | 0.49% | -0.08% | — | |
| 41 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.48% | -0.12% | — | |
| 42 | XLF | Ss Financial Select Sector | ETF-Other | 0.47% | -0.07% | — | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.47% | -0.08% | — | |
| 44 | TGT | Target CORP | Stock-Consumer Disc | 0.46% | -0.09% | — | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | -0.05% | -0.00% | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.41% | -0.15% | — | |
| 47 | TFC | Truist Financial CORP | Stock-Financials | 0.37% | -0.07% | — | |
| 48 | AAMI | Acadian Asset Management Inc | Stock-Other | 0.37% | — | — | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | -0.01% | — | |
| 50 | UL | Unilever PLC | Stock-Consumer Staples | 0.34% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 2 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 3 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | NVDA | Nvidia CORP | — | NEW | New buy |
| 6 | MSFT | Microsoft CORP | — | NEW | New buy |
| 7 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 8 | TRV | Travelers Cos Inc/the | — | NEW | New buy |
| 9 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 10 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 11 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 12 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 13 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 14 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 16 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 17 | WM | Waste Management Inc | — | NEW | New buy |
| 18 | MA | Mastercard Inc - A | — | NEW | New buy |
| 19 | RZV | Invesco S&p Smallcap 600 Pur | — | NEW | New buy |
| 20 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 21 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 22 | PEP | Pepsico Inc | — | NEW | New buy |
| 23 | HD | Home Depot Inc | — | NEW | New buy |
| 24 | ALL | Allstate CORP | — | NEW | New buy |
| 25 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 26 | AEP | American Electric Power | — | NEW | New buy |
| 27 | MET | Metlife Inc | — | NEW | New buy |
| 28 | UNP | Union Pacific CORP | — | NEW | New buy |
| 29 | ABBV | Abbvie Inc | — | NEW | New buy |
| 30 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 31 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 32 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 33 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 34 | RTX | Rtx CORP | — | NEW | New buy |
| 35 | NFLX | Netflix Inc | — | NEW | New buy |
| 36 | YUM | Yum! Brands Inc | — | NEW | New buy |
| 37 | SLF | Sun Life Financial Inc | — | NEW | New buy |
| 38 | ES | Eversource Energy | — | NEW | New buy |
| 39 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 40 | MO | Altria Group Inc | — | NEW | New buy |
| 41 | AVY | Avery Dennison CORP | — | NEW | New buy |
| 42 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 43 | KO | Coca-cola Co/the | — | NEW | New buy |
| 44 | TGT | Target CORP | — | NEW | New buy |
| 45 | AVGO | Broadcom Inc | — | NEW | New buy |
| 46 | PFE | Pfizer Inc | — | NEW | New buy |
| 47 | TFC | Truist Financial CORP | — | NEW | New buy |
| 48 | AAMI | Acadian Asset Management Inc | — | NEW | New buy |
| 49 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 50 | UL | Unilever PLC | — | 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 222 disclosed positions in Q1 2025.
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 VOO, LLY, VTV) accounted for 32.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $582.0M
During Q1 2025, Systematic Alpha Investments, LLC's top holdings by market value included VOO (22.2%)、LLY (8.8%)、VTV (5.9%). The largest single position, VOO, represented 22.2% of total portfolio value.
In Q1 2025, Systematic Alpha Investments, LLC made 200 total portfolio adjustments, initiating 200 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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