Power Alpha Investment
Latest statistics and disclosures from Power Alpha Investment's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, VOO, IVV, SMH, BRK.B, and represent 100.00% of Power Alpha Investment's stock portfolio.
- Reduced shares in these 2 stocks: SPY (-$37M), VOO (-$17M).
- Power Alpha Investment was a net seller of stock by $-54M.
- Power Alpha Investment has $874M in assets under management (AUM), dropping by -10.13%.
- Central Index Key (CIK): 0002014593
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Portfolio Holdings for Power Alpha Investment
Power Alpha Investment holds 5 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 93.6 | $818M | -4% | 1.3M | 650.34 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.6 | $40M | -30% | 67k | 597.55 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $6.0M | 9.2k | 653.21 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.7 | $5.8M | 15k | 383.40 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $4.5M | 9.3k | 479.20 |
|
Past Filings by Power Alpha Investment
SEC 13F filings are viewable for Power Alpha Investment going back to 2025
- Power Alpha Investment 2026 Q1 filed May 8, 2026
- Power Alpha Investment 2025 Q4 filed Jan. 23, 2026