Power Alpha Investment

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

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Positions held by Power Alpha Investment consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Power Alpha Investment

Power Alpha Investment holds 5 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 92.1 $896M 1.3M 681.92
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.2 $60M 96k 627.13
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Ishares Tr Core S&p500 Etf (IVV) 0.6 $6.3M 9.2k 684.94
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.6 $5.4M 15k 360.13
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $4.7M 9.3k 502.65
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Past Filings by Power Alpha Investment

SEC 13F filings are viewable for Power Alpha Investment going back to 2025