Power Alpha Investment
Latest statistics and disclosures from Power Alpha Investment's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, VOO, BRK.B, IVV, and represent 100.00% of Power Alpha Investment's stock portfolio.
- Added to shares of these 1 stock: BRK.B (+$6.8M).
- Reduced shares in these 2 stocks: SPY (-$9.9M), SMH (-$5.8M).
- Sold out of its position in SMH.
- Power Alpha Investment was a net seller of stock by $-8.8M.
- Power Alpha Investment has $994M in assets under management (AUM), dropping by 13.65%.
- Central Index Key (CIK): 0002014593
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Portfolio Holdings for Power Alpha Investment
Power Alpha Investment holds 4 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 | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 93.5 | $930M | 1.2M | 746.61 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.6 | $46M | 67k | 686.81 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $12M | +146% | 23k | 500.39 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $6.9M | 9.2k | 748.89 |
|
Past Filings by Power Alpha Investment
SEC 13F filings are viewable for Power Alpha Investment going back to 2025
- Power Alpha Investment 2026 Q2 filed July 31, 2026
- Power Alpha Investment 2026 Q1 filed May 8, 2026
- Power Alpha Investment 2025 Q4 filed Jan. 23, 2026