Systematic Alpha Investments, LLC Portfolio Holdings

Systematic Alpha Investments, LLC

  • $3 Billion
  • Q3 2025

Systematic Alpha Investments, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3 Billion distributed in 227 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $694M, Eli Lilly & CO with a value of $213M, Nvidia Corp with a value of $167M, Vanguard Value ETF with a value of $167M, and Apple Inc. with a value of $147M.

Examining the 13F form we can see an increase of $211M in the current position value, from $2.79B to 3B.

Systematic Alpha Investments, LLC is based out at Princeton, NJ

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

Portfolio value $3 Billion
ETFs: $1.18 Billion
Technology: $604 Million
Healthcare: $324 Million
Financial Services: $229 Million
Communication Services: $222 Million
Consumer Cyclical: $162 Million
Industrials: $107 Million
Consumer Defensive: $95.2 Million
Other: $72 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$213M
$177,000 0.01% of portfolio
24,400
Q1 2023 New

Summary

  • Portfolio
  • No. of Stocks 227
  • Current Value $3 Billion
  • Prior Value $2.79 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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