Alpha Family Trust Portfolio Holdings

Alpha Family Trust

  • $209 Million
  • Q3 2025

Alpha Family Trust has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $209 Million distributed in 191 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $22.3M, Microsoft Corp with a value of $17.1M, Apple Inc. with a value of $15.5M, Alphabet Inc. with a value of $12.9M, and Amazon Com Inc with a value of $10.1M.

Examining the 13F form we can see an increase of $10.8M in the current position value, from $198M to 209M.

Alpha Family Trust is based out at Los Angeles, CA

Below you can find more details about Alpha Family Trust portfolio as well as his latest detailed transactions.

Portfolio value $209 Million
Technology: $95.4 Million
Communication Services: $35 Million
Consumer Cyclical: $23.8 Million
Healthcare: $13.8 Million
Financial Services: $13.4 Million
Industrials: $10.3 Million
Consumer Defensive: $8.71 Million
Utilities: $3.7 Million
Other: $4.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$51.8B
$259,000 0.12% of portfolio
1,140
Q2 2025 Reduced 16.18%
$96.9B
$255,000 0.12% of portfolio
605
Q3 2024 New
$10.7B
$254,000 0.12% of portfolio
3,360
Q2 2025 New
$37.6B
$254,000 0.12% of portfolio
3,790
Q2 2023 Reduced 4.53%
$54.4B
$253,000 0.12% of portfolio
820
Q1 2025 New
$97.3B
$231,000 0.11% of portfolio
2,740
Q3 2025 Reduced 55.23%
$19.9B
$231,000 0.11% of portfolio
2,970
Q2 2025 New
$47B
$230,000 0.11% of portfolio
470
Q1 2024 New
$23.5B
$228,000 0.11% of portfolio
390
Q3 2025 New
$27.1B
$220,000 0.11% of portfolio
2,110
Q1 2025 New
$12.8B
$221,000 0.11% of portfolio
1,795
Q3 2025 New
$54.5B
$222,000 0.11% of portfolio
1,190
Q3 2025 New
$29.4B
$224,000 0.11% of portfolio
9,150
Q3 2025 New
$33.2B
$223,000 0.11% of portfolio
2,277
Q2 2025 Reduced 38.06%
$33.9B
$227,000 0.11% of portfolio
905
Q2 2023 New
$10.3B
$230,000 0.11% of portfolio
3,360
Q2 2025 New
$55.9B
$233,000 0.11% of portfolio
245
Q3 2025 New
$19.3B
$238,000 0.11% of portfolio
2,560
Q1 2025 New
$35.1B
$238,000 0.11% of portfolio
3,930
Q4 2023 New
$16.4B
$239,000 0.11% of portfolio
12,810
Q2 2023 New
$103B
$214,000 0.1% of portfolio
2,840
Q3 2025 Reduced 46.26%
$45.6B
$219,000 0.1% of portfolio
4,880
Q1 2025 New
$43.2B
$216,000 0.1% of portfolio
235
Q3 2025 New
$68.7B
$216,000 0.1% of portfolio
2,590
Q3 2025 New
$18B
$218,000 0.1% of portfolio
1,580
Q3 2025 New
$42.8B
$212,000 0.1% of portfolio
2,400
Q2 2025 New
$144B
$210,000 0.1% of portfolio
460
Q1 2025 New
$136B
$208,000 0.1% of portfolio
490
Q3 2025 New
$61.6B
$202,000 0.1% of portfolio
7,165
Q1 2025 New
$89.7B
$202,000 0.1% of portfolio
1,005
Q3 2025 Reduced 34.95%
$47.4B
$200,000 0.1% of portfolio
2,960
Q2 2025 New
$24.1B
$215,000 0.1% of portfolio
1,540
Q3 2025 New
$55.9B
$198,000 0.09% of portfolio
10,160
Q2 2025 New
$38.4B
$148,000 0.07% of portfolio
800
Q1 2025 New
Lam Research Corporation
-
$0 0.0% of portfolio
-
Q4 2024 New
Linde PLC
-
$0 0.0% of portfolio
-
Q1 2025 Added 111.21%
Blackrock Funding, Inc.
-
$0 0.0% of portfolio
-
Q4 2024 New
Arista Networks, Inc.
-
$0 0.0% of portfolio
-
Q4 2024 New
Ge Healthcare Technologies Inc.
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 11.27%
Ge Vernova LLC
-
$0 0.0% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 191
  • Current Value $209 Million
  • Prior Value $198 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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