Alpha DNA Investment Management as of Sept. 30, 2023
Portfolio Holdings for Alpha DNA Investment Management
Alpha DNA Investment Management holds 166 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Russell 2000 Etf Put Option (IWM) | 18.2 | $45M | 252k | 176.74 | |
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) | 18.2 | $44M | 104k | 427.48 | |
JPMorgan Chase & Co. (JPM) | 1.9 | $4.6M | 32k | 145.02 | |
Cisco Systems (CSCO) | 1.8 | $4.4M | 81k | 53.76 | |
PPG Industries (PPG) | 1.6 | $3.8M | 29k | 129.80 | |
McDonald's Corporation (MCD) | 1.4 | $3.3M | 13k | 263.44 | |
Wells Fargo & Company (WFC) | 1.4 | $3.3M | 81k | 40.87 | |
Wal-Mart Stores (WMT) | 1.3 | $3.2M | 20k | 159.93 | |
Eli Lilly & Co. (LLY) | 1.2 | $3.0M | 5.6k | 537.13 | |
Microsoft Corporation (MSFT) | 1.1 | $2.7M | 8.5k | 315.75 | |
Apple (AAPL) | 1.0 | $2.5M | 15k | 171.21 | |
Chubb (CB) | 0.9 | $2.3M | 11k | 208.18 | |
Comcast Corp Cl A (CMCSA) | 0.9 | $2.2M | 49k | 44.34 | |
Becton, Dickinson and (BDX) | 0.8 | $2.1M | 8.0k | 258.52 | |
UnitedHealth (UNH) | 0.8 | $2.1M | 4.1k | 504.14 | |
Anthem (ELV) | 0.8 | $2.1M | 4.7k | 435.44 | |
Bank of America Corporation (BAC) | 0.8 | $2.0M | 74k | 27.38 | |
Abbvie (ABBV) | 0.8 | $2.0M | 14k | 149.06 | |
Te Connectivity SHS (TEL) | 0.8 | $2.0M | 16k | 123.54 | |
Johnson & Johnson (JNJ) | 0.8 | $2.0M | 13k | 155.75 | |
Verizon Communications (VZ) | 0.8 | $1.9M | 60k | 32.41 | |
Visa Com Cl A (V) | 0.8 | $1.9M | 8.3k | 230.00 | |
Coca-Cola Company (KO) | 0.8 | $1.9M | 33k | 55.98 | |
Mondelez Intl Cl A (MDLZ) | 0.7 | $1.8M | 26k | 69.40 | |
Philip Morris International (PM) | 0.7 | $1.8M | 19k | 92.58 | |
Pepsi (PEP) | 0.7 | $1.7M | 10k | 169.46 | |
Colgate-Palmolive Company (CL) | 0.7 | $1.7M | 25k | 71.11 | |
Cigna Corp (CI) | 0.7 | $1.7M | 6.1k | 286.08 | |
Procter & Gamble Company (PG) | 0.7 | $1.7M | 12k | 145.86 | |
Charles Schwab Corporation (SCHW) | 0.7 | $1.7M | 31k | 54.90 | |
Raytheon Technologies Corp (RTX) | 0.6 | $1.5M | 21k | 71.97 | |
Nextera Energy (NEE) | 0.6 | $1.5M | 26k | 57.29 | |
Union Pacific Corporation (UNP) | 0.6 | $1.5M | 7.2k | 203.71 | |
Meta Platforms Cl A (META) | 0.6 | $1.4M | 4.6k | 300.21 | |
Exxon Mobil Corporation (XOM) | 0.6 | $1.3M | 12k | 117.61 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.3M | 9.6k | 130.86 | |
Chevron Corporation (CVX) | 0.5 | $1.2M | 7.3k | 168.62 | |
Merck & Co (MRK) | 0.5 | $1.2M | 12k | 103.00 | |
Arista Networks (ANET) | 0.5 | $1.1M | 6.2k | 183.93 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.5 | $1.1M | 19k | 59.29 | |
ConocoPhillips (COP) | 0.5 | $1.1M | 9.4k | 119.80 | |
Applied Materials (AMAT) | 0.5 | $1.1M | 8.1k | 138.45 | |
EOG Resources (EOG) | 0.5 | $1.1M | 8.7k | 126.75 | |
ON Semiconductor (ON) | 0.4 | $1.1M | 12k | 92.95 | |
Lennar Corp Cl A (LEN) | 0.4 | $1.1M | 9.6k | 112.23 | |
PNC Financial Services (PNC) | 0.4 | $1.1M | 8.6k | 122.77 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.0M | 3.4k | 307.12 | |
Pfizer (PFE) | 0.4 | $1.0M | 30k | 33.18 | |
Morgan Stanley Com New (MS) | 0.4 | $969k | 12k | 81.67 | |
Medtronic SHS (MDT) | 0.4 | $967k | 12k | 78.35 | |
Texas Instruments Incorporated (TXN) | 0.4 | $950k | 6.0k | 159.00 | |
United Parcel Service CL B (UPS) | 0.4 | $941k | 6.0k | 155.86 | |
Amazon (AMZN) | 0.4 | $859k | 6.8k | 127.12 | |
Target Corporation (TGT) | 0.3 | $833k | 7.5k | 110.57 | |
Phillips 66 (PSX) | 0.3 | $832k | 6.9k | 120.15 | |
Intel Corporation (INTC) | 0.3 | $828k | 23k | 35.55 | |
Owens Corning (OC) | 0.3 | $822k | 6.0k | 136.41 | |
Zscaler Incorporated (ZS) | 0.3 | $821k | 5.3k | 155.59 | |
Valero Energy Corporation (VLO) | 0.3 | $812k | 5.7k | 141.71 | |
Carrier Global Corporation (CARR) | 0.3 | $809k | 15k | 55.20 | |
Home Depot (HD) | 0.3 | $803k | 2.7k | 302.16 | |
Aptiv SHS (APTV) | 0.3 | $801k | 8.1k | 98.59 | |
AGCO Corporation (AGCO) | 0.3 | $795k | 6.7k | 118.28 | |
Diamondback Energy (FANG) | 0.3 | $793k | 5.1k | 154.88 | |
Mongodb Cl A (MDB) | 0.3 | $789k | 2.3k | 345.86 | |
Caterpillar (CAT) | 0.3 | $785k | 2.9k | 273.00 | |
Sherwin-Williams Company (SHW) | 0.3 | $782k | 3.1k | 255.05 | |
General Motors Company (GM) | 0.3 | $775k | 24k | 32.97 | |
Marathon Petroleum Corp (MPC) | 0.3 | $775k | 5.1k | 151.34 | |
Shopify Cl A (SHOP) | 0.3 | $771k | 14k | 54.57 | |
Rockwell Automation (ROK) | 0.3 | $770k | 2.7k | 285.87 | |
Builders FirstSource (BLDR) | 0.3 | $764k | 6.1k | 124.49 | |
Eaton Corp SHS (ETN) | 0.3 | $757k | 3.5k | 213.28 | |
Pioneer Natural Resources | 0.3 | $752k | 3.3k | 229.55 | |
D.R. Horton (DHI) | 0.3 | $749k | 7.0k | 107.47 | |
NVIDIA Corporation (NVDA) | 0.3 | $741k | 1.7k | 434.99 | |
Eagle Materials (EXP) | 0.3 | $685k | 4.1k | 166.52 | |
Topbuild (BLD) | 0.3 | $677k | 2.7k | 251.60 | |
Servicenow (NOW) | 0.3 | $653k | 1.2k | 558.96 | |
Guardant Health (GH) | 0.3 | $639k | 22k | 29.64 | |
Mirati Therapeutics | 0.3 | $628k | 14k | 43.56 | |
Marinus Pharmaceuticals Com New (MRNS) | 0.3 | $621k | 77k | 8.05 | |
Hubspot (HUBS) | 0.2 | $608k | 1.2k | 492.50 | |
Advisorshares Tr Alpha Dna Equity | 0.2 | $608k | 27k | 22.23 | |
Okta Cl A (OKTA) | 0.2 | $601k | 7.4k | 81.51 | |
Merus N V (MRUS) | 0.2 | $599k | 25k | 23.58 | |
Wix SHS (WIX) | 0.2 | $593k | 6.5k | 91.80 | |
Dynavax Technologies Corp Com New (DVAX) | 0.2 | $593k | 40k | 14.77 | |
Monday SHS (MNDY) | 0.2 | $589k | 3.7k | 159.22 | |
Cnx Resources Corporation (CNX) | 0.2 | $587k | 26k | 22.58 | |
Teekay Tankers Cl A (TNK) | 0.2 | $584k | 14k | 41.63 | |
SM Energy (SM) | 0.2 | $584k | 15k | 39.65 | |
Rxsight (RXST) | 0.2 | $582k | 21k | 27.89 | |
Trupanion (TRUP) | 0.2 | $581k | 21k | 28.20 | |
Laredo Petroleum (VTLE) | 0.2 | $579k | 11k | 55.42 | |
EXACT Sciences Corporation (EXAS) | 0.2 | $576k | 8.4k | 68.22 | |
Braze Com Cl A (BRZE) | 0.2 | $576k | 12k | 46.73 | |
Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.2 | $574k | 51k | 11.22 | |
Lyft Cl A Com (LYFT) | 0.2 | $574k | 54k | 10.54 | |
Summit Matls Cl A (SUM) | 0.2 | $574k | 18k | 31.14 | |
Camtek Ord (CAMT) | 0.2 | $573k | 9.2k | 62.26 | |
ImmunoGen | 0.2 | $570k | 36k | 15.87 | |
Wayfair Cl A (W) | 0.2 | $568k | 9.4k | 60.57 | |
Xencor (XNCR) | 0.2 | $566k | 28k | 20.15 | |
Procore Technologies (PCOR) | 0.2 | $565k | 8.7k | 65.32 | |
Sixth Street Specialty Lending (TSLX) | 0.2 | $565k | 28k | 20.45 | |
Neurocrine Biosciences (NBIX) | 0.2 | $562k | 5.0k | 112.50 | |
Bicycle Therapeutics Sponsored Ads (BCYC) | 0.2 | $562k | 28k | 20.09 | |
Biosante Pharmaceuticals (ANIP) | 0.2 | $559k | 9.6k | 58.06 | |
Nutanix Cl A (NTNX) | 0.2 | $558k | 16k | 34.88 | |
Beazer Homes Usa Com New (BZH) | 0.2 | $554k | 22k | 24.91 | |
Sprinklr Cl A (CXM) | 0.2 | $553k | 40k | 13.84 | |
Delek Us Holdings (DK) | 0.2 | $550k | 19k | 28.41 | |
Carrols Restaurant | 0.2 | $549k | 83k | 6.59 | |
Elf Beauty (ELF) | 0.2 | $548k | 5.0k | 109.83 | |
Toast Cl A (TOST) | 0.2 | $548k | 29k | 18.73 | |
Customers Ban (CUBI) | 0.2 | $547k | 16k | 34.45 | |
Amplitude Com Cl A (AMPL) | 0.2 | $544k | 47k | 11.57 | |
Trex Company (TREX) | 0.2 | $540k | 8.8k | 61.63 | |
Coty Com Cl A (COTY) | 0.2 | $540k | 49k | 10.97 | |
Applovin Corp Com Cl A (APP) | 0.2 | $540k | 14k | 39.96 | |
Preferred Bk Los Angeles Ca Com New (PFBC) | 0.2 | $539k | 8.7k | 62.25 | |
Uniqure Nv SHS (QURE) | 0.2 | $534k | 80k | 6.71 | |
Fortune Brands (FBIN) | 0.2 | $534k | 8.6k | 62.16 | |
Legend Biotech Corp Sponsored Ads (LEGN) | 0.2 | $533k | 7.9k | 67.17 | |
Olo Cl A (OLO) | 0.2 | $528k | 87k | 6.06 | |
Greenbrier Companies (GBX) | 0.2 | $527k | 13k | 40.00 | |
Insulet Corporation (PODD) | 0.2 | $527k | 3.3k | 159.49 | |
Arvinas Ord (ARVN) | 0.2 | $526k | 27k | 19.64 | |
Docusign (DOCU) | 0.2 | $524k | 13k | 42.00 | |
Unity Software (U) | 0.2 | $523k | 17k | 31.39 | |
Ofg Ban (OFG) | 0.2 | $521k | 17k | 29.86 | |
Woodward Governor Company (WWD) | 0.2 | $519k | 4.2k | 124.26 | |
Regeneron Pharmaceuticals (REGN) | 0.2 | $518k | 629.00 | 822.96 | |
LeMaitre Vascular (LMAT) | 0.2 | $516k | 9.5k | 54.48 | |
Oshkosh Corporation (OSK) | 0.2 | $515k | 5.4k | 95.43 | |
Qorvo (QRVO) | 0.2 | $513k | 5.4k | 95.47 | |
Addus Homecare Corp (ADUS) | 0.2 | $513k | 6.0k | 85.19 | |
Azek Cl A (AZEK) | 0.2 | $511k | 17k | 29.74 | |
Castle Biosciences (CSTL) | 0.2 | $497k | 29k | 16.89 | |
Prog Holdings Com Npv (PRG) | 0.2 | $496k | 15k | 33.21 | |
Neogenomics Com New (NEO) | 0.2 | $485k | 39k | 12.30 | |
Clear Secure Com Cl A (YOU) | 0.2 | $483k | 25k | 19.04 | |
Alphatec Hldgs Com New (ATEC) | 0.2 | $476k | 37k | 12.97 | |
Arcus Biosciences Incorporated (RCUS) | 0.2 | $462k | 26k | 17.95 | |
Apollo Global Mgmt (APO) | 0.1 | $330k | 3.7k | 89.76 | |
Broadcom (AVGO) | 0.1 | $319k | 384.00 | 830.59 | |
Jabil Circuit (JBL) | 0.1 | $272k | 2.1k | 126.89 | |
Microchip Technology (MCHP) | 0.1 | $265k | 3.4k | 78.05 | |
Cadence Design Systems (CDNS) | 0.1 | $256k | 1.1k | 234.30 | |
Watsco, Incorporated (WSO) | 0.1 | $251k | 665.00 | 377.71 | |
Chipotle Mexican Grill (CMG) | 0.1 | $240k | 131.00 | 1831.84 | |
Nucor Corporation (NUE) | 0.1 | $236k | 1.5k | 156.35 | |
Edwards Lifesciences (EW) | 0.1 | $235k | 3.4k | 69.28 | |
Manhattan Associates (MANH) | 0.1 | $233k | 1.2k | 197.66 | |
Steel Dynamics (STLD) | 0.1 | $232k | 2.2k | 107.22 | |
Lululemon Athletica (LULU) | 0.1 | $230k | 597.00 | 385.60 | |
Nvent Electric SHS (NVT) | 0.1 | $226k | 4.3k | 52.99 | |
W.W. Grainger (GWW) | 0.1 | $226k | 326.00 | 691.85 | |
CBOE Holdings (CBOE) | 0.1 | $217k | 1.4k | 156.21 | |
Discover Financial Services (DFS) | 0.1 | $214k | 2.5k | 86.63 | |
Lattice Semiconductor (LSCC) | 0.1 | $208k | 2.4k | 85.93 | |
FleetCor Technologies | 0.1 | $208k | 813.00 | 255.34 | |
Toll Brothers (TOL) | 0.1 | $205k | 2.8k | 73.96 | |
Matador Resources (MTDR) | 0.1 | $203k | 3.4k | 59.48 | |
Lincoln Electric Holdings (LECO) | 0.1 | $202k | 1.1k | 181.79 |