Alpha Cubed Investments, LLC Portfolio Holdings

Alpha Cubed Investments, LLC

  • $2.86 Billion
  • Q3 2025

Alpha Cubed Investments, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.86 Billion distributed in 297 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $179M, Nvidia Corp with a value of $174M, Microsoft Corp with a value of $151M, Amazon Com Inc with a value of $127M, and Alphabet Inc. with a value of $115M.

Examining the 13F form we can see an increase of $235M in the current position value, from $2.62B to 2.86B.

Below you can find more details about Alpha Cubed Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.86 Billion
Technology: $1.03 Billion
Financial Services: $373 Million
Communication Services: $284 Million
Industrials: $271 Million
Consumer Cyclical: $204 Million
ETFs: $196 Million
Healthcare: $155 Million
Utilities: $146 Million
Other: $199 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$179 Million 6.27% of portfolio
703,416
Q3 2025 Added 4.92%
$465B
$174 Million 6.08% of portfolio
931,646
Q3 2025 Reduced 0.62%
$3.78T
$151 Million 5.29% of portfolio
291,960
Q3 2025 Reduced 2.21%
$2.39T
$127 Million 4.46% of portfolio
580,316
Q3 2025 Added 2.74%
$1.65T
$115 Million 4.03% of portfolio
473,413
Q3 2025 Reduced 1.74%
$61.4B
$113 Million 3.95% of portfolio
554,585
Q3 2025 Added 7.77%
$139B
$111 Million 3.87% of portfolio
335,479
Q3 2025 Reduced 8.98%
$1.46T
$110 Million 3.83% of portfolio
392,270
Q3 2025 Reduced 2.24%
$61.4B
$109 Million 3.82% of portfolio
263,353
Q3 2025 Reduced 8.1%
$881B
$105 Million 3.66% of portfolio
331,476
Q3 2025 Reduced 1.88%
$662B
$94.1 Million 3.29% of portfolio
187,122
Q3 2025 Added 13.58%
$1.37T
$90.1 Million 3.15% of portfolio
122,722
Q3 2025 Added 1.27%
$265B
$78.8 Million 2.76% of portfolio
98,946
Q3 2025 Reduced 0.18%
$291B
$76.7 Million 2.69% of portfolio
160,764
Q3 2025 Reduced 1.5%
$62.3B
$74.9 Million 2.62% of portfolio
665,602
Q3 2025 Added 1.01%
$168B
$66.4 Million 2.32% of portfolio
879,298
Q3 2025 Added 9.43%
$300B
$43.1 Million 1.51% of portfolio
124,682
Q3 2025 Added 250.46%
$193B
$41.4 Million 1.45% of portfolio
92,600
Q3 2025 Added 13.03%
$388B
$33.5 Million 1.17% of portfolio
206,849
Q3 2025 Added 7.54%
$49.1B
$31.6 Million 1.11% of portfolio
26,351
Q3 2025 Reduced 4.19%
$140B
$30.4 Million 1.06% of portfolio
81,173
Q3 2025 Reduced 4.98%
$123B
$30.3 Million 1.06% of portfolio
60,601
Q3 2025 Added 104.95%
$404B
$29.6 Million 1.04% of portfolio
31,946
Q3 2025 Reduced 1.72%
$172B
$29.5 Million 1.03% of portfolio
671,442
Q3 2025 Reduced 2.11%
$405B
$29.1 Million 1.02% of portfolio
30,023
Q3 2025 Added 5.24%
$319B
$25.2 Million 0.88% of portfolio
368,798
Q3 2025 Reduced 6.06%
$100B
$24.8 Million 0.87% of portfolio
91,667
Q3 2025 Reduced 2.57%
$303B
$24.6 Million 0.86% of portfolio
158,257
Q3 2025 Added 4.95%
$0
$24.3 Million 0.85% of portfolio
218,189
Q3 2025 Added 4.79%
$533B
$24 Million 0.84% of portfolio
70,333
Q3 2025 Reduced 2.41%
$224B
$23.2 Million 0.81% of portfolio
76,253
Q3 2025 Reduced 4.0%
$115B
$22.2 Million 0.78% of portfolio
45,351
Q3 2025 Added 61.09%
$0
$21.7 Million 0.76% of portfolio
232,551
Q3 2025 Added 5.91%
$522B
$19.9 Million 0.7% of portfolio
107,264
Q3 2025 Reduced 29.77%
$306B
$19.4 Million 0.68% of portfolio
292,953
Q3 2025 Reduced 41.33%
$342B
$18.7 Million 0.66% of portfolio
102,636
Q3 2025 Reduced 1.91%
$0
$18.3 Million 0.64% of portfolio
249,090
Q3 2025 Added 13.13%
$0
$18.3 Million 0.64% of portfolio
217,820
Q3 2025 Added 0.32%
$1.29T
$18 Million 0.63% of portfolio
40,502
Q3 2025 Added 15.33%
$45.5B
$17.8 Million 0.62% of portfolio
102,829
Q3 2025 Reduced 0.67%
$367B
$17.8 Million 0.62% of portfolio
44,024
Q3 2025 Added 24.46%
$177B
$16.8 Million 0.59% of portfolio
86,546
Q3 2025 Reduced 6.62%
$150B
$16.4 Million 0.57% of portfolio
276,342
Q3 2025 Reduced 3.68%
$37.3B
$15.8 Million 0.55% of portfolio
51,401
Q3 2025 Added 5.11%
$0
$13.3 Million 0.47% of portfolio
22,229
Q3 2025 Reduced 10.28%
$84.9B
$13.4 Million 0.47% of portfolio
79,788
Q3 2025 Reduced 4.04%
$593B
$12.6 Million 0.44% of portfolio
44,825
Q3 2025 Reduced 59.81%
$971B
$11.9 Million 0.42% of portfolio
15,543
Q3 2025 Added 4.65%
$1.74T
$11.7 Million 0.41% of portfolio
48,184
Q3 2025 Added 2.19%

Summary

  • Portfolio
  • No. of Stocks 297
  • Current Value $2.86 Billion
  • Prior Value $2.62 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 146 stocks
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