Alpha Family Trust
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1568991
Institutional-grade research for retail investors
13F Reported Value
ⓘ$206.1M
Holdings
203
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Alpha Family Trust disclosed 203 positions worth $206.1M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 9.6% of the equity portfolio, followed by $AAPL and $GOOG. During the quarter the fund opened 27 new positions and exited 19 — including a new stake in $FITB and a full exit from $ADBE. The portfolio is most concentrated in Technology (53.7% of disclosed assets). All figures are sourced directly from Alpha Family Trust’s Form 13F-HR filing with the SEC under CIK 1568991.
AI Fund Analysis
DiversifyingSector Allocation
TechnologyConsumer DiscretionaryIndustrialsHealthcareFinancialsConsumer Staples
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 90.2#1
Quality
$19.8M113,810 sh - 76.1#112
Quality
$15.4M60,770 sh - 80.2#45
Quality
$15.1M52,375 sh - 83.7
Quality
$11.9M32,070 sh - 74.6
Quality
$9.6M45,875 sh - 86.4
Quality
$7.8M25,200 sh - 80.9
Quality
$6.4M11,162 sh - 50.1
Quality
$5.6M15,105 sh - 63.2
Quality
$3.4M27,615 sh - 88.4
Quality
$3.0M8,950 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $19.8M | 113,810 |
 Apple Inc.$AAPL | 76.1#112 | $15.4M | 60,770 |
 Alphabet Inc.$GOOG | 80.2#45 | $15.1M | 52,375 |
 MICROSOFT CORP$MSFT | 83.7 | $11.9M | 32,070 |
 AMAZON COM INC$AMZN | 74.6 | $9.6M | 45,875 |
 Broadcom Inc.$AVGO | 86.4 | $7.8M | 25,200 |
 Meta Platforms, Inc.$META | 80.9 | $6.4M | 11,162 |
 Tesla, Inc.$TSLA | 50.1 | $5.6M | 15,105 |
 Walmart Inc.$WMT | 63.2 | $3.4M | 27,615 |
 MICRON TECHNOLOGY INC$MU | 88.4 | $3.0M | 8,950 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Alpha Family Trust's 203 positions.
Showing top 10 of 203 holdings.
Sector Allocation
Technology
$110.6M
Consumer Discretionary
$24.7M
Industrials
$17.4M
Healthcare
$14.4M
Financials
$13.6M
Consumer Staples
$6.8M
Communication Services
$6.5M
Energy
$5.3M
Full Holdings — Alpha Family Trust (Q1 2026)
All 203 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $19.8M | 9.6% | -5% | 90.2 |
| 2 | $AAPL | Apple Inc. | $15.4M | 7.5% | +0% | 76.1 |
| 3 | $GOOG | Alphabet Inc. | $15.1M | 7.3% | -1% | 80.2 |
| 4 | $MSFT | MICROSOFT CORP | $11.9M | 5.8% | -3% | 83.7 |
| 5 | $AMZN | AMAZON COM INC | $9.6M | 4.6% | +0% | 74.6 |
| 6 | $AVGO | Broadcom Inc. | $7.8M | 3.8% | -5% | 86.4 |
| 7 | $META | Meta Platforms, Inc. | $6.4M | 3.1% | +0% | 80.9 |
| 8 | $TSLA | Tesla, Inc. | $5.6M | 2.7% | +7% | 50.1 |
| 9 | $WMT | Walmart Inc. | $3.4M | 1.7% | +191% | 63.2 |
| 10 | $MU | MICRON TECHNOLOGY INC | $3.0M | 1.5% | +0% | 88.4 |
| 11 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.0M | 1.4% | +8% | 67 |
| 12 |  $NFLX | NETFLIX INC | $2.7M | 1.3% | +1% | 86.7 |
| 13 |  $AMD | ADVANCED MICRO DEVICES INC | $2.5M | 1.2% | +0% | 78.8 |
| 14 |  $LRCX | LAM RESEARCH CORP | $2.5M | 1.2% | +0% | 82.4 |
| 15 |  $PLTR | Palantir Technologies Inc. | $2.4M | 1.2% | +0% | 85.8 |
| 16 |  $CSCO | CISCO SYSTEMS, INC. | $2.4M | 1.1% | +0% | 72.3 |
| 17 |  $SMWB | SIMILARWEB LTD. | $2.3M | 1.1% | +0% | — |
| 18 |  $AMAT | APPLIED MATERIALS INC /DE | $2.2M | 1.1% | +0% | 74.8 |
| 19 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.8M | 0.9% | -2% | 64.5 |
| 20 |  $XOM | EXXON MOBIL CORP | $1.8M | 0.9% | +0% | 61.8 |
| 21 |  $JPM | JPMORGAN CHASE & CO | $1.8M | 0.8% | +0% | 35.6 |
| 22 |  $LLY | ELI LILLY & Co | $1.6M | 0.8% | +0% | 89.3 |
| 23 |  $AMGN | AMGEN INC | $1.6M | 0.8% | +0% | 79.5 |
| 24 |  $KLAC | KLA CORP | $1.4M | 0.7% | +0% | 84.4 |
| 25 |  $WDC | WESTERN DIGITAL CORP | $1.3M | 0.6% | +0% | 76.8 |
| 26 |  $V | VISA INC. | $1.3M | 0.6% | +0% | 83.5 |
| 27 |  $JNJ | JOHNSON & JOHNSON | $1.2M | 0.6% | +0% | 72.8 |
| 28 |  $INTC | INTEL CORP | $1.2M | 0.6% | +0% | 41.5 |
| 29 |  $GILD | GILEAD SCIENCES, INC. | $1.2M | 0.6% | +0% | 77.8 |
| 30 |  $HON | HONEYWELL INTERNATIONAL INC | $1.2M | 0.6% | +0% | 65.7 |
| 31 |  $PEP | PEPSICO INC | $1.2M | 0.6% | -21% | 62.7 |
| 32 |  $T | AT&T INC. | $1.2M | 0.6% | +0% | 71.9 |
| 33 |  $INTU | INTUIT INC. | $1.0M | 0.5% | +13% | 82 |
| 34 |  $MA | Mastercard Inc | $1.0M | 0.5% | +0% | 81.7 |
| 35 |  $BKNG | Booking Holdings Inc. | $1.0M | 0.5% | +0% | 55.3 |
| 36 |  $KO | COCA COLA CO | $990,171 | 0.5% | +0% | 74 |
| 37 |  $ISRG | INTUITIVE SURGICAL INC | $979,604 | 0.5% | +0% | 81.4 |
| 38 |  $ABBV | AbbVie Inc. | $951,519 | 0.5% | +0% | 59.3 |
| 39 |  $TMUS | T-Mobile US, Inc. | $951,436 | 0.5% | +14% | 72.7 |
| 40 |  $LIN | LINDE PLC | $946,902 | 0.5% | +65% | — |
| 41 |  $ADI | ANALOG DEVICES INC | $944,876 | 0.5% | +0% | 76.2 |
| 42 |  $CAT | CATERPILLAR INC | $899,744 | 0.4% | +0% | 67.8 |
| 43 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $871,682 | 0.4% | +0% | 75.4 |
| 44 |  $PANW | Palo Alto Networks Inc | $852,902 | 0.4% | +48% | 66.5 |
| 45 |  $APP | AppLovin Corp | $746,250 | 0.4% | +39% | 86.8 |
| 46 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $730,093 | 0.3% | +10% | 76.6 |
| 47 |  $MRK | Merck & Co., Inc. | $718,733 | 0.3% | +0% | 70.9 |
| 48 |  $CCZ | COMCAST CORP | $696,445 | 0.3% | -39% | 70.4 |
| 49 |  $ADP | AUTOMATIC DATA PROCESSING INC | $690,812 | 0.3% | +30% | 77.9 |
| 50 |  $UNH | UNITEDHEALTH GROUP INC | $690,005 | 0.3% | +3% | 66.8 |
| 51 |  $COP | CONOCOPHILLIPS | $679,800 | 0.3% | +0% | 74.8 |
| 52 |  $PM | Philip Morris International Inc. | $679,547 | 0.3% | +0% | 80.5 |
| 53 |  $BKR | Baker Hughes Co | $668,498 | 0.3% | +0% | 63.4 |
| 54 |  $RTX | RTX Corp | $663,576 | 0.3% | +0% | 70 |
| 55 |  $MS | MORGAN STANLEY | $662,394 | 0.3% | +0% | — |
| 56 |  $HD | HOME DEPOT, INC. | $649,558 | 0.3% | -27% | 69.2 |
| 57 |  $GE | GENERAL ELECTRIC CO | $642,739 | 0.3% | +0% | 74.8 |
| 58 |  $ORCL | ORACLE CORP | $594,324 | 0.3% | +0% | 67.2 |
| 59 |  $WFC | WELLS FARGO & COMPANY/MN | $574,784 | 0.3% | +0% | — |
| 60 |  $SCHW | SCHWAB CHARLES CORP | $570,459 | 0.3% | +0% | 77.2 |
| 61 |  $QCOM | QUALCOMM INC/DE | $563,413 | 0.3% | -38% | 81.9 |
| 62 |  $CEG | Constellation Energy Corp | $559,896 | 0.3% | +0% | 62.5 |
| 63 |  $SBUX | STARBUCKS CORP | $549,187 | 0.3% | +0% | 54.6 |
| 64 |  $CRM | Salesforce, Inc. | $547,876 | 0.3% | +0% | 75.2 |
| 65 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $540,848 | 0.3% | -10% | 75.1 |
| 66 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $540,457 | 0.3% | +0% | 74.4 |
| 67 |  $STZ | CONSTELLATION BRANDS, INC. | $528,000 | 0.3% | +0% | 65 |
| 68 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $524,774 | 0.3% | +0% | 66.7 |
| 69 |  $CSX | CSX CORP | $503,684 | 0.2% | +0% | 66.4 |
| 70 |  $CRWD | CrowdStrike Holdings, Inc. | $501,677 | 0.2% | -25% | 55 |
| 71 |  $GEV | GE Vernova Inc. | $494,061 | 0.2% | +0% | 70.1 |
| 72 |  $SNPS | SYNOPSYS INC | $493,618 | 0.2% | +0% | 63.1 |
| 73 |  $VRSK | Verisk Analytics, Inc. | $484,811 | 0.2% | +63% | 77.3 |
| 74 |  $ORLY | O REILLY AUTOMOTIVE INC | $484,628 | 0.2% | +0% | 72.7 |
| 75 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $470,981 | 0.2% | +0% | 65.9 |
| 76 |  $ANET | Arista Networks, Inc. | $469,020 | 0.2% | +0% | 86 |
| 77 |  $PFE | PFIZER INC | $466,690 | 0.2% | +0% | 69 |
| 78 |  $ABT | ABBOTT LABORATORIES | $464,068 | 0.2% | -8% | 67 |
| 79 |  $ROST | ROSS STORES, INC. | $451,674 | 0.2% | +0% | 71.5 |
| 80 |  $MNST | Monster Beverage Corp | $445,629 | 0.2% | +0% | 77 |
| 81 |  $TJX | TJX COMPANIES INC /DE/ | $439,974 | 0.2% | +0% | 70.7 |
| 82 |  $MCD | MCDONALDS CORP | $439,768 | 0.2% | +0% | 73.9 |
| 83 |  $BAC | BANK OF AMERICA CORP /DE/ | $431,925 | 0.2% | +0% | 68.4 |
| 84 |  $NTAP | NetApp, Inc. | $425,942 | 0.2% | +0% | 75 |
| 85 |  $IDXX | IDEXX LABORATORIES INC /DE | $421,418 | 0.2% | +0% | 73.6 |
| 86 |  $ASML | ASML HOLDING NV | $416,061 | 0.2% | +0% | — |
| 87 |  $WMB | WILLIAMS COMPANIES, INC. | $415,938 | 0.2% | +0% | 72.8 |
| 88 |  $FITB | FIFTH THIRD BANCORP | $411,403 | 0.2% | NEW | — |
| 89 |  $FTNT | Fortinet, Inc. | $410,234 | 0.2% | +34% | 78.1 |
| 90 |  $JCI | Johnson Controls International plc | $407,909 | 0.2% | +0% | — |
| 91 |  $D | DOMINION ENERGY, INC | $404,303 | 0.2% | +0% | 74.9 |
| 92 |  $OKE | ONEOK INC /NEW/ | $404,043 | 0.2% | +0% | 72 |
| 93 |  $GD | GENERAL DYNAMICS CORP | $398,135 | 0.2% | +0% | 73 |
| 94 |  $APH | AMPHENOL CORP /DE/ | $398,003 | 0.2% | +0% | 80.5 |
| 95 |  $AXP | AMERICAN EXPRESS CO | $394,736 | 0.2% | +0% | 73.2 |
| 96 |  $SPGI | S&P Global Inc. | $391,313 | 0.2% | +0% | 79.4 |
| 97 |  $UNP | UNION PACIFIC CORP | $386,979 | 0.2% | +0% | 74 |
| 98 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $382,054 | 0.2% | +0% | 60.5 |
| 99 |  $ES | EVERSOURCE ENERGY | $376,883 | 0.2% | +0% | 67 |
| 100 |  $CTAS | CINTAS CORP | $375,491 | 0.2% | +0% | 76.3 |
| 101 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $372,762 | 0.2% | +0% | 66.5 |
| 102 |  $FAST | FASTENAL CO | $372,128 | 0.2% | +0% | 73.5 |
| 103 |  $MELI | MERCADOLIBRE INC | $371,739 | 0.2% | +0% | 77.5 |
| 104 |  $LYB | LyondellBasell Industries N.V. | $367,756 | 0.2% | NEW | — |
| 105 |  $CPRT | COPART INC | $365,532 | 0.2% | +3% | 74.9 |
| 106 |  $BLK | BlackRock, Inc. | $365,450 | 0.2% | +0% | 70.3 |
| 107 |  $CMI | CUMMINS INC | $355,631 | 0.2% | +0% | 58.9 |
| 108 |  $ETN | Eaton Corp plc | $352,305 | 0.2% | +0% | — |
| 109 |  $C | CITIGROUP INC | $351,571 | 0.2% | +0% | 54.8 |
| 110 |  $CVX | CHEVRON CORP | $349,040 | 0.2% | +0% | 54.7 |
| 111 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $346,529 | 0.2% | +0% | 63.7 |
| 112 |  $NEE | NEXTERA ENERGY INC | $339,941 | 0.2% | +0% | 71.7 |
| 113 |  $WDAY | Workday, Inc. | $337,142 | 0.2% | +129% | 74.2 |
| 114 |  $LMT | LOCKHEED MARTIN CORP | $335,436 | 0.2% | +0% | 65 |
| 115 |  $PYPL | PayPal Holdings, Inc. | $335,154 | 0.2% | +14% | 70.5 |
| 116 |  $SHOP | SHOPIFY INC. | $334,508 | 0.2% | +0% | — |
| 117 |  $ROP | ROPER TECHNOLOGIES INC | $334,398 | 0.2% | NEW | 72.2 |
| 118 |  $AMT | AMERICAN TOWER CORP /MA/ | $332,217 | 0.2% | +0% | 69.8 |
| 119 |  $USB | US BANCORP DE | $331,564 | 0.2% | +0% | 71.4 |
| 120 |  $GIS | GENERAL MILLS INC | $329,955 | 0.2% | +36% | 64.1 |
| 121 |  $GM | General Motors Co | $329,290 | 0.2% | +0% | 58.7 |
| 122 |  $PG | PROCTER & GAMBLE Co | $327,157 | 0.2% | +0% | 72.9 |
| 123 |  $EVRG | Evergy, Inc. | $325,222 | 0.2% | +0% | 56.2 |
| 124 |  $MCK | MCKESSON CORP | $324,510 | 0.2% | +0% | 63.7 |
| 125 |  $MET | METLIFE INC | $323,898 | 0.2% | +0% | 73.9 |
| 126 |  $TPL | Texas Pacific Land Corp | $322,701 | 0.2% | NEW | 79.1 |
| 127 |  $DASH | DoorDash, Inc. | $319,820 | 0.2% | -18% | 70.6 |
| 128 |  $MDLZ | Mondelez International, Inc. | $319,037 | 0.1% | NEW | 53.9 |
| 129 |  $HAS | HASBRO, INC. | $314,496 | 0.1% | +0% | 43.1 |
| 130 |  $BA | BOEING CO | $314,467 | 0.1% | +0% | 51.8 |
| 131 |  $MDT | Medtronic plc | $313,673 | 0.1% | +0% | — |
| 132 |  $LOW | LOWES COMPANIES INC | $311,890 | 0.1% | +0% | 63.5 |
| 133 |  $TGT | TARGET CORP | $309,060 | 0.1% | +0% | 53.1 |
| 134 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $296,758 | 0.1% | NEW | 65.3 |
| 135 |  $DELL | Dell Technologies Inc. | $293,793 | 0.1% | +0% | 76 |
| 136 |  $FANG | Diamondback Energy, Inc. | $293,718 | 0.1% | +0% | 81.4 |
| 137 |  $MGM | MGM Resorts International | $291,454 | 0.1% | +0% | 48 |
| 138 |  $DG | DOLLAR GENERAL CORP | $290,889 | 0.1% | +0% | 60.4 |
| 139 |  $SPOT | Spotify Technology S.A. | $288,521 | 0.1% | +0% | — |
| 140 |  $ETR | ENTERGY CORP /DE/ | $287,642 | 0.1% | +0% | 65.1 |
| 141 |  $PDD | PDD Holdings Inc. | $287,637 | 0.1% | +0% | — |
| 142 |  $DLTR | DOLLAR TREE, INC. | $286,916 | 0.1% | +0% | 53.2 |
| 143 |  $BIIB | BIOGEN INC. | $282,328 | 0.1% | +0% | 65.6 |
| 144 |  $ALB | ALBEMARLE CORP | $280,964 | 0.1% | +0% | 50.2 |
| 145 |  $WBD | Warner Bros. Discovery, Inc. | $278,994 | 0.1% | +0% | 42.1 |
| 146 |  $FE | FIRSTENERGY CORP | $275,337 | 0.1% | +0% | 61.6 |
| 147 |  $SYK | STRYKER CORP | $274,373 | 0.1% | +0% | 69.8 |
| 148 |  $EXPE | Expedia Group, Inc. | $265,524 | 0.1% | +0% | 65.7 |
| 149 |  $PCAR | PACCAR INC | $262,994 | 0.1% | +0% | 56.5 |
| 150 |  $DE | DEERE & CO | $259,118 | 0.1% | +0% | 57.4 |
| 151 |  $NTRS | NORTHERN TRUST CORP | $258,205 | 0.1% | +0% | 71.8 |
| 152 |  $SHW | SHERWIN WILLIAMS CO | $258,043 | 0.1% | +0% | 65.3 |
| 153 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $257,573 | 0.1% | NEW | 71.5 |
| 154 |  $TRI | THOMSON REUTERS CORP /CAN/ | $257,343 | 0.1% | NEW | — |
| 155 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $256,937 | 0.1% | +0% | 76.3 |
| 156 |  $KEY | KEYCORP /NEW/ | $256,841 | 0.1% | +0% | 70.4 |
| 157 |  $BMY | BRISTOL MYERS SQUIBB CO | $252,304 | 0.1% | +0% | 70.1 |
| 158 |  $TT | Trane Technologies plc | $252,128 | 0.1% | +0% | — |
| 159 |  $COR | Cencora, Inc. | $251,312 | 0.1% | +0% | 59.6 |
| 160 |  $TYL | TYLER TECHNOLOGIES INC | $249,937 | 0.1% | NEW | 69.3 |
| 161 |  $APA | APA Corp | $248,911 | 0.1% | NEW | — |
| 162 |  $CNC | CENTENE CORP | $248,497 | 0.1% | +0% | 52.7 |
| 163 |  $CTVA | Corteva, Inc. | $247,782 | 0.1% | NEW | 48.4 |
| 164 |  $PAYC | Paycom Software, Inc. | $245,511 | 0.1% | +31% | 69.8 |
| 165 |  $PWR | QUANTA SERVICES, INC. | $241,569 | 0.1% | NEW | 62.6 |
| 166 |  $O | REALTY INCOME CORP | $240,437 | 0.1% | +0% | 74.6 |
| 167 |  $KMI | KINDER MORGAN, INC. | $240,242 | 0.1% | NEW | 74.6 |
| 168 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $240,075 | 0.1% | NEW | 72.9 |
| 169 |  $EXC | EXELON CORP | $239,218 | 0.1% | +0% | 63.9 |
| 170 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $236,519 | 0.1% | -34% | 67.9 |
| 171 |  $TDY | TELEDYNE TECHNOLOGIES INC | $235,954 | 0.1% | NEW | 70.2 |
| 172 |  $KVUE | Kenvue Inc. | $235,154 | 0.1% | +0% | 60.2 |
| 173 |  $BSX | BOSTON SCIENTIFIC CORP | $234,058 | 0.1% | +0% | 79.9 |
| 174 |  $AEE | AMEREN CORP | $231,931 | 0.1% | +0% | 63.5 |
| 175 |  $HCA | HCA Healthcare, Inc. | $231,888 | 0.1% | +0% | 70.5 |
| 176 |  $ITW | ILLINOIS TOOL WORKS INC | $231,658 | 0.1% | +0% | 71.2 |
| 177 |  $MMM | 3M CO | $229,463 | 0.1% | +0% | 60.7 |
| 178 |  $BX | Blackstone Inc. | $225,955 | 0.1% | NEW | 68 |
| 179 |  $NXPI | NXP Semiconductors N.V. | $224,420 | 0.1% | +0% | — |
| 180 |  $UBER | Uber Technologies, Inc | $223,702 | 0.1% | -29% | 79.3 |
| 181 |  $AON | Aon plc | $222,718 | 0.1% | +0% | — |
| 182 |  $CL | COLGATE PALMOLIVE CO | $222,450 | 0.1% | +0% | 72.4 |
| 183 |  $AJG | Arthur J. Gallagher & Co. | $221,995 | 0.1% | NEW | 72.1 |
| 184 |  $AZN | ASTRAZENECA PLC | $220,886 | 0.1% | -50% | — |
| 185 |  $IT | GARTNER INC | $220,093 | 0.1% | +72% | 65.2 |
| 186 |  $KHC | Kraft Heinz Co | $219,727 | 0.1% | NEW | 42.5 |
| 187 |  $CSGP | COSTAR GROUP, INC. | $218,239 | 0.1% | NEW | 49.5 |
| 188 |  $HPE | Hewlett Packard Enterprise Co | $217,862 | 0.1% | +0% | 52.5 |
| 189 |  $DDOG | Datadog, Inc. | $217,212 | 0.1% | +0% | 62.9 |
| 190 |  $KDP | Keurig Dr Pepper Inc. | $216,169 | 0.1% | NEW | 63.1 |
| 191 |  $POOL | POOL CORP | $214,470 | 0.1% | NEW | 56.3 |
| 192 |  $MPC | Marathon Petroleum Corp | $213,658 | 0.1% | NEW | 50.7 |
| 193 |  $PGR | PROGRESSIVE CORP/OH/ | $212,117 | 0.1% | -29% | 83.6 |
| 194 |  $WRB | BERKLEY W R CORP | $211,765 | 0.1% | +0% | 71.8 |
| 195 |  $ED | CONSOLIDATED EDISON INC | $210,515 | 0.1% | NEW | 71.6 |
| 196 |  $PH | Parker-Hannifin Corp | $210,381 | 0.1% | +0% | 73.8 |
| 197 |  $AMP | AMERIPRISE FINANCIAL INC | $208,868 | 0.1% | +0% | 70.2 |
| 198 |  $VZ | VERIZON COMMUNICATIONS INC | $204,314 | 0.1% | NEW | 71.6 |
| 199 |  $CVS | CVS HEALTH Corp | $203,969 | 0.1% | +0% | 51.3 |
| 200 |  $NDAQ | NASDAQ, INC. | $203,736 | 0.1% | +0% | 78.5 |
| 201 |  $FCX | FREEPORT-MCMORAN INC | $202,497 | 0.1% | NEW | 73.1 |
| 202 |  $DUK | Duke Energy CORP | $200,338 | 0.1% | NEW | 64 |
| 203 |  $BAX | BAXTER INTERNATIONAL INC | $182,448 | 0.1% | NEW | 45.7 |
New Positions (27)
$FITB FIFTH THIRD BANCORP$411,403$LYB LyondellBasell Industries N.V.$367,756$ROP ROPER TECHNOLOGIES INC$334,398$TPL Texas Pacific Land Corp$322,701$MDLZ Mondelez International, Inc.$319,037$CHD CHURCH & DWIGHT CO INC /DE/$296,758$MRSH MARSH & MCLENNAN COMPANIES, INC.$257,573$TRI THOMSON REUTERS CORP /CAN/$257,343$TYL TYLER TECHNOLOGIES INC$249,937$APA APA Corp$248,911$CTVA Corteva, Inc.$247,782$PWR QUANTA SERVICES, INC.$241,569$KMI KINDER MORGAN, INC.$240,242$CMG CHIPOTLE MEXICAN GRILL INC$240,075$TDY TELEDYNE TECHNOLOGIES INC$235,954Exited Positions (19)
$ADBE ADOBE INC.
$STX Seagate Technology Holdings plc
$DHR DANAHER CORP /DE/
$ADSK Autodesk, Inc.
$CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP COMERICA INCORPORATED
$LULU lululemon athletica inc.
$JKHY JACK HENRY & ASSOCIATES INC
$GEHC GE HealthCare Technologies Inc.
$UPS UNITED PARCEL SERVICE INC
$NOW ServiceNow, Inc.
$PAYX PAYCHEX INC
$BXP BXP, Inc.
$BDX BECTON DICKINSON & CO
$ZS Zscaler, Inc.Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Alpha Family Trust including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Alpha Family Trust's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Alpha Family Trust and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Alpha Family Trust
13F Pro is an AI hedge fund tracker and stock research platform. For Alpha Family Trust (SEC CIK: 1568991), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Alpha Family Trust's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.