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CIK: 0001806755
Total reported value
$3.7B
$3.7B
234 檔
33.9%
The Q1 2026 SEC filing reveals that Systematic Alpha Investments, LLC held a total portfolio value of $3.7B, covering 234 public equity positions.
In Q1 2026, Systematic Alpha Investments, LLC displayed an active expansion posture, initiating 12 new positions and adding to 3 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 234 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 23.79% | -2.90% | — | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 6.17% | -0.93% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.49% | -0.68% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.14% | -0.66% | — | |
| 5 | AMAT | Applied Materials Inc | Stock-Tech | 3.82% | +2.35% | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.27% | -0.75% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.12% | -0.16% | — | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.67% | -0.43% | — | |
| 9 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.21% | -0.30% | — | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.02% | +0.09% | +700.00% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.01% | -0.20% | +500.00% | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.74% | -0.32% | — | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.67% | -0.21% | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.65% | -0.08% | — | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.60% | -0.09% | — | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.48% | -0.37% | — | |
| 17 | RZV | Invesco S&p Smallcap 600 Pur | ETF-Other | 1.34% | -0.11% | — | |
| 18 | WM | Waste Management Inc | Stock-Industrials | 1.21% | -0.32% | — | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.06% | -0.36% | — | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.05% | -0.20% | — | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.05% | -0.35% | — | |
| 22 | AEP | American Electric Power | Stock-Utilities | 1.00% | -0.20% | — | |
| 23 | ALL | Allstate CORP | Stock-Financials | 0.93% | -0.12% | — | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 0.91% | -0.23% | — | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.87% | -0.16% | — | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.86% | +0.13% | — | |
| 27 | UNP | Union Pacific CORP | Stock-Industrials | 0.80% | -0.12% | — | |
| 28 | LRCX | Lam Research CORP | Stock-Tech | 0.78% | +0.43% | — | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | -0.05% | — | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.75% | -0.09% | — | |
| 31 | AAMI | Acadian Asset Management Inc | Stock-Other | 0.71% | — | — | |
| 32 | MET | Metlife Inc | Stock-Financials | 0.70% | -0.06% | — | |
| 33 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.63% | -0.17% | — | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.57% | -0.23% | — | |
| 35 | SLF | Sun Life Financial Inc | Stock-Financials | 0.55% | -0.02% | — | |
| 36 | ES | Eversource Energy | Stock-Utilities | 0.55% | -0.11% | — | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | +0.09% | — | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.55% | -0.20% | — | |
| 39 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.54% | -0.11% | — | |
| 40 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.54% | -0.21% | — | |
| 41 | MO | Altria Group Inc | Stock-Consumer Staples | 0.49% | -0.08% | — | |
| 42 | TGT | Target CORP | Stock-Consumer Disc | 0.49% | -0.09% | — | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.46% | -0.08% | — | |
| 44 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.45% | -0.06% | — | |
| 45 | XLF | Ss Financial Select Sector | ETF-Other | 0.43% | -0.07% | — | |
| 46 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.43% | -0.12% | — | |
| 47 | PFE | Pfizer Inc | Stock-Healthcare | 0.42% | -0.15% | — | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.39% | +0.53% | — | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.01% | — | |
| 50 | TFC | Truist Financial CORP | Stock-Financials | 0.38% | -0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.6% | — | Unchanged |
| 2 | AMAT | Applied Materials Inc | +1.3% | — | Unchanged |
| 3 | VTV | Vanguard Value ETF | +0.8% | — | Unchanged |
| 4 | MRK | Merck & Co. Inc. | +0.4% | — | Unchanged |
| 5 | NVDA | Nvidia CORP | +0.3% | — | Unchanged |
| 6 | UL | Unilever Plc-sponsored Adr | +0.3% | — | Unchanged |
| 7 | TRV | Travelers Cos Inc/the | +0.3% | — | Unchanged |
| 8 | AAPL | Apple Inc | +0.3% | — | Unchanged |
| 9 | VIG | Vanguard Dividend Apprec ETF | +0.3% | — | Unchanged |
| 10 | LRCX | Lam Research CORP | +0.2% | — | Unchanged |
| 11 | AEP | American Electric Power | +0.2% | — | Unchanged |
| 12 | RZV | Invesco S&p Smallcap 600 Pur | +0.2% | — | Unchanged |
| 13 | PEP | Pepsico Inc | +0.2% | — | Unchanged |
| 14 | WM | Waste Management Inc | +0.2% | — | Unchanged |
| 15 | AAMI | Acadian Asset Management Inc | +0.2% | — | Unchanged |
| 16 | VZ | Verizon Communications Inc | +0.2% | — | Unchanged |
| 17 | TGT | Target CORP | +0.1% | — | Unchanged |
| 18 | RTX | Rtx CORP | +0.1% | — | Unchanged |
| 19 | BMY | Bristol-myers Squibb Co | +0.1% | — | Unchanged |
| 20 | UNP | Union Pacific CORP | +0.1% | — | Unchanged |
| 21 | MCD | Mcdonald's CORP | +0.1% | — | Unchanged |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | Unchanged |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 24 | MO | Altria Group Inc | +0.1% | — | Unchanged |
| 25 | ALL | Allstate CORP | +0.1% | — | Unchanged |
| 26 | EIX | Edison International | +0.1% | — | Unchanged |
| 27 | CSCO | Cisco Systems Inc | +0.1% | — | Unchanged |
| 28 | PFE | Pfizer Inc | +0.1% | — | Unchanged |
| 29 | VGT | Vanguard Info Tech ETF | +0.1% | +700.00% | Add |
| 30 | INTC | Intel CORP | +0.1% | — | Unchanged |
| 31 | KO | Coca-cola Co/the | +0.1% | — | Unchanged |
| 32 | TMUS | T-mobile US Inc | +0.1% | — | Unchanged |
| 33 | NFLX | Netflix Inc | +0.1% | — | Unchanged |
| 34 | ES | Eversource Energy | +0.1% | — | Unchanged |
| 35 | YUM | Yum! Brands Inc | +0.1% | — | Unchanged |
| 36 | WDC | Western Digital CORP | +0.1% | — | Unchanged |
| 37 | HD | Home Depot Inc | +0.1% | — | Unchanged |
| 38 | SLF | Sun Life Financial Inc | +0.1% | — | Unchanged |
| 39 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 40 | ABBV | Abbvie Inc | +0.1% | — | Unchanged |
| 41 | TER | Teradyne Inc | 0% | — | Unchanged |
| 42 | CVX | Chevron CORP | 0% | — | Unchanged |
| 43 | WMT | Walmart Inc | 0% | — | Unchanged |
| 44 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | 0% | — | Unchanged |
| 45 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 46 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 47 | APA | Apa CORP | 0% | — | Unchanged |
| 48 | AVY | Avery Dennison CORP | 0% | — | Unchanged |
| 49 | AMD | Advanced Micro Devices | 0% | — | Unchanged |
| 50 | KMB | Kimberly-clark CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Systematic Alpha Investments, LLC reported a total U.S. public equity portfolio value of $3.7B across 234 disclosed positions in Q1 2026.
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, VTV, NVDA) accounted for 33.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
KT
市值: $429.0K
Top Position Liquidated / Trimmed
LLY
前期市值: $300.2M
During Q1 2026, Systematic Alpha Investments, LLC's top holdings by market value included VOO (23.8%)、VTV (6.2%)、NVDA (5.5%). The largest single position, VOO, represented 23.8% of total portfolio value.
In Q1 2026, Systematic Alpha Investments, LLC made 23 total portfolio adjustments, initiating 12 new buys, adding to 3 positions, trimming 1 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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