Alpha Family Trust

Latest statistics and disclosures from Alpha Family Trust's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Alpha Family Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Alpha Family Trust

Alpha Family Trust holds 200 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nvidia Corporation CMN (NVDA) 9.2 $23M 114k 200.09
 View chart
Alphabet Cmn Class A (GOOGL) 7.5 $19M 52k 357.37
 View chart
Apple CMN (AAPL) 7.1 $18M 61k 289.36
 View chart
Microsoft Corporation CMN (MSFT) 4.8 $12M 32k 373.02
 View chart
Amazon.com CMN (AMZN) 4.4 $11M 46k 238.34
 View chart
Micron Technology CMN (MU) 4.2 $10M 9.0k 1154.29
 View chart
Broadcom CMN (AVGO) 3.8 $9.5M 25k 377.75
 View chart
Advanced Micro Devices CMN (AMD) 2.9 $7.2M 12k 580.91
 View chart
Tesla CMN (TSLA) 2.6 $6.4M 15k 420.60
 View chart
Meta Platforms Inc-class A Cmn Class A (META) 2.5 $6.3M 11k 563.29
 View chart
Lam Research Corporation CMN (LRCX) 2.0 $5.0M 12k 433.33
 View chart
Applied Materials CMN (AMAT) 1.9 $4.7M 6.4k 723.00
 View chart
SimilarWeb SHS (SMWB) 1.6 $4.0M 659k 6.13
 View chart
Intel Corporation CMN (INTC) 1.6 $4.0M +4% 29k 139.63
 View chart
Cisco Systems CMN (CSCO) 1.4 $3.6M 30k 117.46
 View chart
Western Digital Corporation CMN (WDC) 1.3 $3.1M 4.9k 638.72
 View chart
Kla Corp CMN (KLAC) 1.1 $2.8M +900% 9.3k 301.71
 View chart
Costco Wholesale Corporation CMN (COST) 1.0 $2.6M -7% 2.8k 935.47
 View chart
Sandisk Corporation CMN (SNDK) 0.9 $2.2M NEW 955.00 2273.73
 View chart
Walmart CMN (WMT) 0.9 $2.2M -31% 19k 113.26
 View chart
Eli Lilly & Co CMN (LLY) 0.9 $2.1M 1.8k 1199.43
 View chart
Jpmorgan Chase & Co CMN (JPM) 0.8 $1.9M 6.0k 327.33
 View chart
Palantir Technologies Cmn Class A (PLTR) 0.8 $1.9M 16k 116.67
 View chart
Palo Alto Networks CMN (PANW) 0.8 $1.9M +3% 5.5k 341.02
 View chart
Berkshire Hathaway Class B (BRK.B) 0.8 $1.9M 3.8k 500.39
 View chart
Netflix CMN (NFLX) 0.7 $1.8M -10% 25k 71.40
 View chart
Amgen CMN (AMGN) 0.7 $1.7M 4.7k 362.12
 View chart
Visa Cmn Class A (V) 0.6 $1.4M 4.2k 343.09
 View chart
Caterpillar CMN (CAT) 0.5 $1.4M 1.3k 1064.90
 View chart
Johnson & Johnson CMN (JNJ) 0.5 $1.3M 5.1k 253.97
 View chart
Crowdstrike Holdings Cmn Class A (CRWD) 0.5 $1.2M +26% 1.6k 763.14
 View chart
Analog Devices CMN (ADI) 0.5 $1.2M 3.0k 397.17
 View chart
Abbvie CMN (ABBV) 0.4 $1.1M 4.4k 251.64
 View chart
Gilead Sciences CMN (GILD) 0.4 $1.1M 8.6k 126.34
 View chart
Booking Holdings CMN (BKNG) 0.4 $1.1M +2400% 6.0k 178.24
 View chart
Unitedhealth Group Incorporated CMN (UNH) 0.4 $1.1M 2.6k 415.63
 View chart
Coca-cola Company CMN (KO) 0.4 $1.1M 13k 81.27
 View chart
Mastercard Incorporated Cmn Class A (MA) 0.4 $1.1M 2.1k 513.60
 View chart
Applovin Corporation Cmn Class A (APP) 0.4 $1.0M +8% 2.0k 515.23
 View chart
Pepsico CMN (PEP) 0.4 $1.0M 7.6k 135.40
 View chart
T-mobile Us CMN (TMUS) 0.4 $996k +31% 5.9k 167.73
 View chart
American Electric Power CMN (AEP) 0.4 $910k 6.7k 136.81
 View chart
Linde CMN (LIN) 0.4 $877k -11% 1.7k 518.94
 View chart
The Home Depot CMN (HD) 0.3 $859k +23% 2.4k 352.68
 View chart
General Electric Company CMN (GE) 0.3 $847k 2.3k 373.73
 View chart
Intuitive Surgical CMN (ISRG) 0.3 $845k 2.1k 397.68
 View chart
Morgan Stanley CMN (MS) 0.3 $841k 4.0k 209.04
 View chart
At&t CMN (T) 0.3 $836k 40k 20.70
 View chart
Qualcomm CMN (QCOM) 0.3 $809k 4.4k 184.79
 View chart
Dell Technologies Cmn Class C (DELL) 0.3 $772k 1.8k 431.46
 View chart
Fortinet CMN (FTNT) 0.3 $771k 5.0k 153.62
 View chart
Merck & Co CMN (MRK) 0.3 $768k 6.0k 128.50
 View chart
Automatic Data Processing CMN (ADP) 0.3 $761k 3.4k 223.95
 View chart
Philip Morris Intl CMN (PM) 0.3 $744k 4.1k 180.91
 View chart
Vertex Pharmaceuticals Incorporated CMN (VRTX) 0.3 $738k -9% 1.5k 496.73
 View chart
Cadence Design Systems CMN (CDNS) 0.3 $730k 1.9k 375.32
 View chart
Starbucks Corp. CMN (SBUX) 0.3 $700k +11% 6.9k 102.19
 View chart
Oracle Corporation CMN (ORCL) 0.3 $692k +16% 4.7k 146.55
 View chart
Ge Vernova CMN (GEV) 0.3 $665k 566.00 1174.86
 View chart
Rtx Corp CMN (RTX) 0.3 $653k 3.4k 189.73
 View chart
Arista Networks CMN (ANET) 0.3 $649k 3.8k 169.88
 View chart
Netapp CMN (NTAP) 0.3 $644k 4.2k 154.76
 View chart
Asml Holding CMN (ASML) 0.3 $627k 315.00 1989.44
 View chart
Intl Business Machines Corp CMN (IBM) 0.2 $609k 2.2k 281.21
 View chart
Baker Hughes CMN (BKR) 0.2 $608k 11k 55.50
 View chart
Wells Fargo & Company CMN (WFC) 0.2 $597k 7.2k 82.64
 View chart
Monster Beverage Corporation CMN (MNST) 0.2 $591k 6.2k 96.12
 View chart
Honeywell International CMN (HON) 0.2 $591k NEW 2.6k 223.90
 View chart
Honeywell Aerospace CMN (HONA) 0.2 $584k NEW 2.6k 221.08
 View chart
Csx Corporation CMN (CSX) 0.2 $583k 12k 47.53
 View chart
Salesforce CMN (CRM) 0.2 $581k +26% 3.7k 156.66
 View chart
Charles Schwab Corporation CMN (SCHW) 0.2 $560k 6.1k 92.27
 View chart
Amphenol Corp Cl-a Cmn Class A (APH) 0.2 $555k 3.2k 176.32
 View chart
Synopsys CMN (SNPS) 0.2 $555k 1.2k 446.07
 View chart
Constellation Energy Corp CMN (CEG) 0.2 $551k +10% 2.2k 248.37
 View chart
Servicenow CMN (NOW) 0.2 $539k NEW 5.4k 99.28
 View chart
Conocophillips CMN (COP) 0.2 $535k 5.2k 103.96
 View chart
Marriott International Cmn Class A (MAR) 0.2 $534k 1.4k 370.59
 View chart
Sysco Corporation CMN (SYY) 0.2 $524k NEW 6.3k 83.58
 View chart
Bank Of America Corp CMN (BAC) 0.2 $505k 8.9k 56.98
 View chart
Fifth Third Bancorp CMN (FITB) 0.2 $499k 8.9k 56.37
 View chart
Constellation Brands Cmn Class A (STZ) 0.2 $490k 3.5k 139.09
 View chart
Centene Corporation CMN (CNC) 0.2 $487k 7.6k 64.19
 View chart
O'reilly Automotive CMN (ORLY) 0.2 $484k 5.3k 92.09
 View chart
Datadog Cmn Class A (DDOG) 0.2 $479k 1.8k 260.36
 View chart
Cummins CMN (CMI) 0.2 $471k 661.00 713.21
 View chart
Johnson Controls International Public Limited Company CMN (JCI) 0.2 $455k 3.1k 146.11
 View chart
Dominion Energy CMN (D) 0.2 $447k 6.5k 68.29
 View chart
Ross Stores CMN (ROST) 0.2 $444k 2.1k 212.85
 View chart
Kroger Company CMN (KR) 0.2 $442k NEW 8.0k 55.53
 View chart
American Express CMN (AXP) 0.2 $441k 1.3k 338.25
 View chart
Citigroup CMN (C) 0.2 $434k 3.1k 139.96
 View chart
Union Pacific Corp. Jse Unpi Int Eqty Dn Cash Base 1 Future CMN (UNP) 0.2 $434k 1.6k 272.00
 View chart
The Williams Companies CMN (WMB) 0.2 $425k 5.7k 74.34
 View chart
Eaton Corp CMN (ETN) 0.2 $420k 985.00 426.12
 View chart
Tjx Companies CMN (TJX) 0.2 $417k 2.8k 151.50
 View chart
Hewlett Packard Enterprise CMN (HPE) 0.2 $413k 9.2k 45.11
 View chart
General Dynamics Corp. CMN (GD) 0.2 $411k 1.2k 354.24
 View chart
Regeneron Pharmaceutical CMN (REGN) 0.2 $402k -7% 645.00 623.54
 View chart
Pfizer CMN (PFE) 0.2 $400k 17k 24.08
 View chart
Paychex CMN (PAYX) 0.2 $395k NEW 4.0k 98.33
 View chart
Idexx Laboratories CMN (IDXX) 0.2 $395k 750.00 526.44
 View chart
Eversource Energy CMN (ES) 0.2 $393k 5.4k 72.27
 View chart
Oneok CMN (OKE) 0.2 $389k 4.5k 86.94
 View chart
Metlife CMN (MET) 0.2 $388k 4.6k 84.61
 View chart
Fastenal Company CMN (FAST) 0.2 $385k 8.0k 48.03
 View chart
U.s. Bancorp CMN (USB) 0.2 $385k 6.4k 60.40
 View chart
Mc Donalds Corp CMN (MCD) 0.2 $383k 1.4k 270.31
 View chart
Cintas Corporation CMN (CTAS) 0.2 $378k 2.2k 170.08
 View chart
Mgm Resorts International CMN (MGM) 0.2 $377k 7.9k 47.81
 View chart
Factset Research Systems CMN (FDS) 0.2 $376k +50% 1.6k 230.08
 View chart
Blackrock Funding CMN (BLK) 0.1 $365k 380.00 961.56
 View chart
Mercadolibre CMN (MELI) 0.1 $365k 215.00 1697.39
 View chart
Airbnb Cmn Class A (ABNB) 0.1 $362k NEW 2.5k 143.10
 View chart
S&p Global CMN (SPGI) 0.1 $354k 920.00 385.21
 View chart
Thermo Fisher Scientific CMN (TMO) 0.1 $354k 705.00 501.36
 View chart
Evergy CMN (EVRG) 0.1 $343k 4.0k 86.43
 View chart
Boeing Company CMN (BA) 0.1 $342k 1.6k 216.47
 View chart
General Motors Company CMN (GM) 0.1 $341k 4.4k 77.08
 View chart
Thomson Reuters Corporation CMN (TRI) 0.1 $338k NEW 4.1k 81.67
 View chart
Doordash Cmn Class A (DASH) 0.1 $334k -15% 1.8k 184.53
 View chart
Target Corporation CMN (TGT) 0.1 $333k 2.6k 130.61
 View chart
Biogen CMN (BIIB) 0.1 $333k 1.5k 216.06
 View chart
Monolithic Power Systems CMN (MPWR) 0.1 $325k 235.00 1382.36
 View chart
Shopify Cmn Class A (SHOP) 0.1 $322k 2.8k 114.18
 View chart
Northern Trust Corp CMN (NTRS) 0.1 $322k 1.9k 173.84
 View chart
Nextera Energy CMN (NEE) 0.1 $321k 3.7k 87.77
 View chart
Nxp Semiconductors CMN (NXPI) 0.1 $320k 1.1k 281.03
 View chart
Mondelez International CMN (MDLZ) 0.1 $320k 5.5k 57.84
 View chart
Dollar Tree Stores CMN (DLTR) 0.1 $317k 2.6k 120.95
 View chart
Quanta Services CMN (PWR) 0.1 $317k 440.00 719.93
 View chart
American Tower Corporation CMN (AMT) 0.1 $315k 1.9k 163.57
 View chart
L3harris Technologies CMN (LHX) 0.1 $314k 1.1k 290.59
 View chart
Church & Dwight CMN (CHD) 0.1 $308k 3.2k 96.88
 View chart
Kimberly-clark Corporation CMN (KMB) 0.1 $300k NEW 2.7k 109.77
 View chart
Texas Pacific Land Corporation CMN (TPL) 0.1 $298k 680.00 437.64
 View chart
Trane Technologies Public Limited Company CMN (TT) 0.1 $297k 605.00 491.16
 View chart
Keycorp CMN (KEY) 0.1 $295k 13k 23.05
 View chart
Expedia Group CMN (EXPE) 0.1 $294k 1.2k 255.88
 View chart
Entergy Corporation CMN (ETR) 0.1 $294k 2.6k 114.86
 View chart
Cvs Health Corp CMN (CVS) 0.1 $294k 2.8k 103.45
 View chart
Deere & Company CMN (DE) 0.1 $292k 460.00 634.33
 View chart
Lowes Companies CMN (LOW) 0.1 $291k 1.3k 220.49
 View chart
Northrop Grumman Corp CMN (NOC) 0.1 $285k 560.00 509.31
 View chart
Mckesson Corporation CMN (MCK) 0.1 $283k 375.00 755.60
 View chart
Lockheed Martin Corporation CMN (LMT) 0.1 $283k 555.00 509.46
 View chart
Dollar General Corporation CMN (DG) 0.1 $282k 2.5k 115.11
 View chart
Chevron Corporation CMN (CVX) 0.1 $280k 1.7k 165.76
 View chart
United Rentals CMN (URI) 0.1 $278k NEW 245.00 1132.89
 View chart
Hasbro CMN (HAS) 0.1 $278k 3.4k 82.59
 View chart
Sherwin-williams CMN (SHW) 0.1 $277k 805.00 344.32
 View chart
Marvell Technology CMN (MRVL) 0.1 $274k NEW 920.00 297.89
 View chart
Paccar CMN (PCAR) 0.1 $274k 2.3k 120.12
 View chart
Spotify Technology CMN (SPOT) 0.1 $273k 595.00 459.13
 View chart
Warner Bros Discovery Cmn Class A (WBD) 0.1 $271k 10k 26.66
 View chart
Keurig Dr Pepper CMN (KDP) 0.1 $269k 8.2k 32.73
 View chart
The Campbell's Company CMN (CPB) 0.1 $266k NEW 12k 22.27
 View chart
Invitation Homes CMN (INVH) 0.1 $263k NEW 8.7k 30.21
 View chart
Stryker Corporation CMN (SYK) 0.1 $263k 835.00 314.84
 View chart
Diamondback Energy CMN (FANG) 0.1 $261k 1.5k 175.78
 View chart
Kenvue CMN (KVUE) 0.1 $261k 14k 19.11
 View chart
Teledyne Technologies Incorporated CMN (TDY) 0.1 $260k 390.00 666.90
 View chart
Firstenergy Corp. CMN (FE) 0.1 $258k 5.4k 47.54
 View chart
Dexcom CMN (DXCM) 0.1 $258k NEW 3.8k 67.35
 View chart
3m Company CMN (MMM) 0.1 $256k 1.6k 161.91
 View chart
Paycom Software CMN (PAYC) 0.1 $254k 2.0k 125.68
 View chart
Humana CMN (HUM) 0.1 $252k NEW 635.00 397.22
 View chart
Corteva CMN (CTVA) 0.1 $251k 3.0k 84.69
 View chart
Verisk Analytics CMN (VRSK) 0.1 $248k -45% 1.4k 179.53
 View chart
Realty Income Corporation CMN (O) 0.1 $244k 3.9k 61.96
 View chart
Qnity Electronics CMN (Q) 0.1 $243k NEW 1.5k 163.31
 View chart
Illinois Tool Works CMN (ITW) 0.1 $241k 890.00 270.47
 View chart
Lyondellbasell Industries Cmn Class A (LYB) 0.1 $240k 4.6k 52.65
 View chart
Bristol-myers Squibb Company CMN (BMY) 0.1 $240k 4.2k 57.62
 View chart
Colgate-palmolive CMN (CL) 0.1 $239k 2.6k 91.68
 View chart
Ameren Corporation CMN (AEE) 0.1 $239k 2.1k 113.04
 View chart
Arthur J Gallagher & Co CMN (AJG) 0.1 $235k 1.0k 229.57
 View chart
The Progressive Corporation CMN (PGR) 0.1 $234k 1.1k 218.45
 View chart
Blackstone Group Inc/the CMN (BX) 0.1 $231k 2.0k 117.67
 View chart
The Kraft Heinz CMN (KHC) 0.1 $231k 9.8k 23.62
 View chart
Parker-hannifin Corp. CMN (PH) 0.1 $230k 235.00 978.12
 View chart
Kinder Morgan CMN (KMI) 0.1 $229k 7.2k 31.97
 View chart
Aon Public Limited Company Cmn Class A (AON) 0.1 $229k 690.00 331.69
 View chart
Exelon Corporation CMN (EXC) 0.1 $228k 4.9k 46.62
 View chart
Cencora CMN (COR) 0.1 $226k 800.00 282.98
 View chart
W.r. Berkley Corporation CMN (WRB) 0.1 $225k 3.2k 70.53
 View chart
Uber Technologies CMN (UBER) 0.1 $224k 3.1k 72.16
 View chart
Delta Air Lines CMN (DAL) 0.1 $224k NEW 2.4k 93.66
 View chart
Marathon Petroleum Corporation CMN (MPC) 0.1 $224k 875.00 255.67
 View chart
Freeport-mcmoran CMN (FCX) 0.1 $217k 3.4k 62.89
 View chart
Ameriprise Financial CMN (AMP) 0.1 $216k 470.00 458.76
 View chart
Mid-america Apt Cmntys CMN (MAA) 0.1 $215k NEW 1.5k 138.94
 View chart
Astrazeneca CMN (AZN) 0.1 $212k 1.1k 189.62
 View chart
Albemarle Corp CMN (ALB) 0.1 $211k 1.6k 135.03
 View chart
Lennar Corporation Cmn Class A (LEN) 0.1 $211k NEW 2.3k 90.49
 View chart
Consolidated Edison CMN (ED) 0.1 $206k 1.9k 110.63
 View chart
Simon Property Group CMN (SPG) 0.1 $206k NEW 920.00 223.65
 View chart
Chubb CMN (CB) 0.1 $204k NEW 600.00 340.74
 View chart
Electronic Arts CMN (EA) 0.1 $201k NEW 980.00 205.04
 View chart
Paramount Skydance Corporation Cmn Class B (PSKY) 0.0 $122k NEW 12k 9.86
 View chart

Past Filings by Alpha Family Trust

SEC 13F filings are viewable for Alpha Family Trust going back to 2020

View all past filings