Alpha Cubed Investments, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1580830
Institutional-grade research for retail investors
13F Reported Value
ⓘ$2.9B
incl. option notional
Equity Holdings
ⓘ$2.9B
Option Notional
ⓘ$6,983
$0 puts / $6,983 calls
Holdings
299
Latest Filing
2025-12-31
Filing Quarter
Q4 2025
Portfolio Overview
Alpha Cubed Investments, LLC disclosed 299 positions worth $2.9B in its Form 13F-HR for Q4 2025 — $2.9B in common stock plus $6,983 of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 6.4% of the equity portfolio, followed by $NVDA and $MSFT. During the quarter the fund opened 18 new positions and exited 19 — including a new stake in $ACN and a full exit from $ZTS. The portfolio is most concentrated in Technology (41.8% of disclosed assets). All figures are sourced directly from Alpha Cubed Investments, LLC’s Form 13F-HR filing with the SEC under CIK 1580830.
AI Fund Analysis
Stable
$AAPL6.4% weight
Held 8 quarters
$NVDA6.0% weight
Held 8 quarters
$MSFT5.0% weight
Held 8 quarters
$AMZN4.8% weight
Held 8 quarters
$GOOG4.8% weight
Held 8 quarters
$WMT5 quarters accumulating
ISHARES TR
5 quarters accumulating
$LLY4 quarters accumulating
$CVX4 quarters accumulating
ISHARES TR
4 quarters accumulating
Sector Allocation
TechnologyFinancialsIndustrialsConsumer DiscretionaryOtherHealthcare
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$NVDACALL$7K notional
Quarterly Activity — Q4 2025
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$187.3M688,984 sh - 90.2#1
Quality
$176.4M945,919 sh - 83.7#15
Quality
$147.2M304,424 sh - 74.6
Quality
$141.4M612,612 sh - 80.2
Quality
$139.1M444,568 sh - $113.3M372,811 sh
- 62.6
Quality
$112.2M265,745 sh - 64.5
Quality
$105.2M209,372 sh - 66.5
Quality
$99.3M539,031 sh - 86.4
Quality
$94.0M271,576 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $187.3M | 688,984 |
| NVIDIA CORP$NVDA | 90.2#1 | $176.4M | 945,919 |
| MICROSOFT CORP$MSFT | 83.7#15 | $147.2M | 304,424 |
| AMAZON COM INC$AMZN | 74.6 | $141.4M | 612,612 |
| Alphabet Inc.$GOOG | 80.2 | $139.1M | 444,568 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $113.3M | 372,811 |
 QUANTA SERVICES, INC.$PWR | 62.6 | $112.2M | 265,745 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $105.2M | 209,372 |
 Palo Alto Networks Inc$PANW | 66.5 | $99.3M | 539,031 |
 Broadcom Inc.$AVGO | 86.4 | $94.0M | 271,576 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Alpha Cubed Investments, LLC's 299 positions.
Showing top 10 of 299 holdings.
Sector Allocation
Technology
$1.2B
Financials
$421.5M
Industrials
$330.1M
Consumer Discretionary
$228.4M
Other
$201.0M
Healthcare
$193.0M
Utilities
$151.4M
Communication Services
$52.9M
Full Holdings — Alpha Cubed Investments, LLC (Q4 2025)
All 299 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 | $AAPL | Apple Inc. | $187.3M | 6.4% | -2% | 76.1 |
| 2 | $NVDA | NVIDIA CORP | $176.4M | 6.0% | +2% | 90.2 |
| 3 | $MSFT | MICROSOFT CORP | $147.2M | 5.0% | +4% | 83.7 |
| 4 | $AMZN | AMAZON COM INC | $141.4M | 4.8% | +6% | 74.6 |
| 5 | $GOOG | Alphabet Inc. | $139.1M | 4.8% | -6% | 80.2 |
| 6 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $113.3M | 3.9% | -5% | — |
| 7 | $PWR | QUANTA SERVICES, INC. | $112.2M | 3.8% | +1% | 62.6 |
| 8 | $BRK.B | BERKSHIRE HATHAWAY INC | $105.2M | 3.6% | +12% | 64.5 |
| 9 | $PANW | Palo Alto Networks Inc | $99.3M | 3.4% | -3% | 66.5 |
| 10 | $AVGO | Broadcom Inc. | $94.0M | 3.2% | -19% | 86.4 |
| 11 |  $JPM | JPMORGAN CHASE & CO | $92.6M | 3.2% | -13% | 35.6 |
| 12 |  $GS | GOLDMAN SACHS GROUP INC | $89.9M | 3.1% | +3% | — |
| 13 |  $META | Meta Platforms, Inc. | $80.7M | 2.8% | -0% | 80.9 |
| 14 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $74.3M | 2.5% | -3% | 75.4 |
| 15 |  $NEE | NEXTERA ENERGY INC | $72.2M | 2.5% | +2% | 71.7 |
| 16 |  $CAT | CATERPILLAR INC | $71.7M | 2.5% | -22% | 67.8 |
| 17 |  $ISRG | INTUITIVE SURGICAL INC | $58.2M | 2.0% | +11% | 81.4 |
| 18 |  $UNH | UNITEDHEALTH GROUP INC | $42.7M | 1.5% | +4% | 66.8 |
| 19 |  $ICE | Intercontinental Exchange, Inc. | $42.1M | 1.4% | +226% | 73.8 |
| 20 |  $AMD | ADVANCED MICRO DEVICES INC | $32.4M | 1.1% | -27% | 78.8 |
| 21 |  $LMT | LOCKHEED MARTIN CORP | $30.0M | 1.0% | +2% | 65 |
| 22 | $LLY | ELI LILLY & Co | $29.4M | 1.0% | +76% | 89.3 |
| 23 |  $CSCO | CISCO SYSTEMS, INC. | $27.9M | 1.0% | -2% | 72.3 |
| 24 |  $ASML | ASML HOLDING NV | $27.8M | 0.9% | -14% | — |
| 25 | $CVX | CHEVRON CORP | $27.3M | 0.9% | +13% | 54.7 |
| 26 |  $COST | COSTCO WHOLESALE CORP /NEW | $27.0M | 0.9% | -2% | 67 |
| 27 |  $VZ | VERIZON COMMUNICATIONS INC | $26.4M | 0.9% | -3% | 71.6 |
| 28 |  $ETN | Eaton Corp plc | $25.5M | 0.9% | -1% | — |
| 29 | — | ISHARES TR | $24.9M | 0.8% | +4% | — |
| 30 |  $CME | CME GROUP INC. | $24.7M | 0.8% | -1% | 74.5 |
| 31 |  $NFLX | NETFLIX INC | $24.1M | 0.8% | +874% | 86.7 |
| 32 |  $V | VISA INC. | $23.5M | 0.8% | -5% | 83.5 |
| 33 |  $CRWD | CrowdStrike Holdings, Inc. | $23.2M | 0.8% | +9% | 55 |
| 34 |  $MCD | MCDONALDS CORP | $23.0M | 0.8% | -1% | 73.9 |
| 35 |  $ORCL | ORACLE CORP | $22.4M | 0.8% | +156% | 67.2 |
| 36 | — | PIMCO ETF TR | $22.3M | 0.8% | +3% | — |
| 37 |  $JNJ | JOHNSON & JOHNSON | $21.5M | 0.7% | -3% | 72.8 |
| 38 | — | VANGUARD STAR FDS | $20.9M | 0.7% | +11% | — |
| 39 |  $KO | COCA COLA CO | $20.4M | 0.7% | -0% | 74 |
| 40 |  $TSLA | Tesla, Inc. | $20.0M | 0.7% | +10% | 50.1 |
| 41 |  $PLTR | Palantir Technologies Inc. | $18.7M | 0.6% | +2% | 85.8 |
| 42 | — | VANGUARD SCOTTSDALE FDS | $18.6M | 0.6% | +2% | — |
| 43 |  $UL | UNILEVER PLC | $15.9M | 0.5% | -12% | — |
| 44 |  $VMC | Vulcan Materials CO | $15.6M | 0.5% | +6% | 66.6 |
| 45 |  $HD | HOME DEPOT, INC. | $15.3M | 0.5% | +1% | 69.2 |
| 46 |  $DLR | DIGITAL REALTY TRUST, INC. | $15.2M | 0.5% | -4% | 70.2 |
| 47 |  $GOOGL | Alphabet Inc. | $15.0M | 0.5% | -1% | 80.2 |
| 48 |  $TXN | TEXAS INSTRUMENTS INC | $14.6M | 0.5% | -3% | 70.4 |
| 49 |  $ACN | Accenture plc | $14.4M | 0.5% | NEW | — |
| 50 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $13.0M | 0.5% | -5% | — |
| 51 |  $ABBV | AbbVie Inc. | $12.7M | 0.4% | +19% | 59.3 |
| 52 |  $DGX | QUEST DIAGNOSTICS INC | $12.1M | 0.4% | -2% | 69.1 |
| 53 |  $UNP | UNION PACIFIC CORP | $10.4M | 0.4% | -1% | 74 |
| 54 |  $MET | METLIFE INC | $10.2M | 0.3% | -3% | 73.9 |
| 55 |  $AMT | AMERICAN TOWER CORP /MA/ | $9.7M | 0.3% | -77% | 69.8 |
| 56 | — | VANGUARD INDEX FDS | $9.5M | 0.3% | -1% | — |
| 57 | — | VANGUARD SPECIALIZED FUNDS | $8.7M | 0.3% | -5% | — |
| 58 |  $MRK | Merck & Co., Inc. | $6.8M | 0.2% | -0% | 70.9 |
| 59 |  $RS | RELIANCE, INC. | $6.4M | 0.2% | -11% | 55.4 |
| 60 | $WMT | Walmart Inc. | $5.9M | 0.2% | +2% | 63.2 |
| 61 |  $AMAT | APPLIED MATERIALS INC /DE | $5.0M | 0.2% | -1% | 74.8 |
| 62 |  $XOM | EXXON MOBIL CORP | $4.8M | 0.2% | -0% | 61.8 |
| 63 |  $SPY | SPDR S&P 500 ETF TRUST | $4.6M | 0.2% | -5% | — |
| 64 | — | SCHWAB STRATEGIC TR | $4.5M | 0.1% | +2% | — |
| 65 |  $SHOP | SHOPIFY INC. | $4.3M | 0.1% | -0% | — |
| 66 |  $AMGN | AMGEN INC | $4.1M | 0.1% | -21% | 79.5 |
| 67 | — | VANGUARD INDEX FDS | $4.0M | 0.1% | +9% | — |
| 68 | — | VANGUARD WORLD FD | $4.0M | 0.1% | -5% | — |
| 69 | — | VANGUARD SCOTTSDALE FDS | $3.9M | 0.1% | -3% | — |
| 70 |  $WFC | WELLS FARGO & COMPANY/MN | $3.8M | 0.1% | -0% | — |
| 71 | — | SSGA ACTIVE ETF TR | $3.6M | 0.1% | -8% | — |
| 72 |  $KLAC | KLA CORP | $3.3M | 0.1% | +0% | 84.4 |
| 73 | — | VANGUARD WORLD FD | $3.3M | 0.1% | -8% | — |
| 74 | — | VANGUARD WHITEHALL FDS | $3.1M | 0.1% | -1% | — |
| 75 |  $QCOM | QUALCOMM INC/DE | $3.1M | 0.1% | -1% | 81.9 |
| 76 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.9M | 0.1% | +1% | 68.4 |
| 77 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.9M | 0.1% | -5% | 66.7 |
| 78 | — | ISHARES TR | $2.9M | 0.1% | +16% | — |
| 79 | — | VANGUARD INDEX FDS | $2.8M | 0.1% | +4% | — |
| 80 |  $RTX | RTX Corp | $2.7M | 0.1% | +0% | 70 |
| 81 |  $IVZ | Invesco Ltd. | $2.4M | 0.1% | -7% | — |
| 82 | — | ISHARES TR | $2.4M | 0.1% | -3% | — |
| 83 |  $SCHW | SCHWAB CHARLES CORP | $2.3M | 0.1% | -12% | 77.2 |
| 84 | — | ISHARES TR | $2.3M | 0.1% | -7% | — |
| 85 | — | SELECT SECTOR SPDR TR | $2.1M | 0.1% | +340% | — |
| 86 | — | ISHARES TR | $2.0M | 0.1% | +4% | — |
| 87 | — | VANGUARD INDEX FDS | $1.9M | 0.1% | -2% | — |
| 88 |  $SBUX | STARBUCKS CORP | $1.9M | 0.1% | -4% | 54.6 |
| 89 |  $MA | Mastercard Inc | $1.8M | 0.1% | -5% | 81.7 |
| 90 |  $LRCX | LAM RESEARCH CORP | $1.8M | 0.1% | +4% | 82.4 |
| 91 | — | VANGUARD INDEX FDS | $1.6M | 0.1% | +1% | — |
| 92 |  $MELI | MERCADOLIBRE INC | $1.5M | 0.1% | -2% | 77.5 |
| 93 | — | ISHARES TR | $1.5M | 0.1% | +3% | — |
| 94 |  $MO | ALTRIA GROUP, INC. | $1.5M | 0.1% | -0% | 72.1 |
| 95 |  $PG | PROCTER & GAMBLE Co | $1.5M | 0.1% | -3% | 72.9 |
| 96 |  $GLDM | World Gold Trust | $1.4M | 0.1% | +4% | — |
| 97 |  $NAZ | NUVEEN ARIZONA QUALITY MUNICIPAL INCOME FUND | $1.4M | 0.1% | +0% | — |
| 98 |  $HOOD | Robinhood Markets, Inc. | $1.4M | 0.1% | -39% | 75.8 |
| 99 | — | SELECT SECTOR SPDR TR | $1.4M | 0.1% | +150% | — |
| 100 | — | VANGUARD INDEX FDS | $1.4M | 0.1% | +2% | — |
| 101 |  $GE | GENERAL ELECTRIC CO | $1.4M | 0.1% | -7% | 74.8 |
| 102 |  $NXPI | NXP Semiconductors N.V. | $1.4M | 0.1% | +0% | — |
| 103 |  $IAUM | iShares Gold Trust Micro | $1.4M | 0.1% | +167% | — |
| 104 |  $STT | STATE STREET CORP | $1.4M | 0.1% | +126% | 61.5 |
| 105 | $IVZ | Invesco Ltd. | $1.3M | 0.1% | -3% | — |
| 106 | — | SELECT SECTOR SPDR TR | $1.3M | 0.0% | +95% | — |
| 107 |  $SLV | iShares Silver Trust | $1.3M | 0.0% | +10% | — |
| 108 |  $C | CITIGROUP INC | $1.2M | 0.0% | +4% | 54.8 |
| 109 |  $BX | Blackstone Inc. | $1.2M | 0.0% | +4% | 68 |
| 110 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1.2M | 0.0% | +0% | 65.9 |
| 111 |  $BA | BOEING CO | $1.2M | 0.0% | +61% | 51.8 |
| 112 |  $CTAS | CINTAS CORP | $1.2M | 0.0% | -5% | 76.3 |
| 113 |  $LOW | LOWES COMPANIES INC | $1.2M | 0.0% | +0% | 63.5 |
| 114 | — | SELECT SECTOR SPDR TR | $1.2M | 0.0% | +91% | — |
| 115 |  $LIN | LINDE PLC | $1.1M | 0.0% | -1% | — |
| 116 | — | ISHARES TR | $1.1M | 0.0% | +4% | — |
| 117 |  $DIS | Walt Disney Co | $1.1M | 0.0% | -1% | 68.9 |
| 118 |  $HON | HONEYWELL INTERNATIONAL INC | $1.1M | 0.0% | +2% | 65.7 |
| 119 |  $SRE | SEMPRA | $991,340 | 0.0% | -2% | 47.6 |
| 120 |  $GLD | SPDR GOLD TRUST | $987,208 | 0.0% | +4% | — |
| 121 | — | VANGUARD WORLD FD | $981,011 | 0.0% | -3% | — |
| 122 |  $UI | Ubiquiti Inc. | $919,114 | 0.0% | -8% | 83.1 |
| 123 | — | SPDR SERIES TRUST | $916,094 | 0.0% | -8% | — |
| 124 | — | ISHARES TR | $908,418 | 0.0% | +107% | — |
| 125 |  $TRV | TRAVELERS COMPANIES, INC. | $904,192 | 0.0% | +0% | 71.5 |
| 126 |  $O | REALTY INCOME CORP | $884,741 | 0.0% | +0% | 74.6 |
| 127 | — | VANECK ETF TRUST | $880,187 | 0.0% | +0% | — |
| 128 | — | ISHARES TR | $860,466 | 0.0% | +4% | — |
| 129 |  $ROST | ROSS STORES, INC. | $849,720 | 0.0% | +0% | 71.5 |
| 130 |  $BABA | Alibaba Group Holding Ltd | $830,669 | 0.0% | +3% | — |
| 131 |  $SO | SOUTHERN CO | $828,772 | 0.0% | +43% | 65.1 |
| 132 | — | SPDR SERIES TRUST | $828,205 | 0.0% | +52% | — |
| 133 |  $GILD | GILEAD SCIENCES, INC. | $812,435 | 0.0% | +1% | 77.8 |
| 134 |  $FICO | FAIR ISAAC CORP | $794,591 | 0.0% | -1% | 75.6 |
| 135 |  $MICC | Magnum Ice Cream Co N.V. | $774,558 | 0.0% | NEW | — |
| 136 | — | ISHARES TR | $769,454 | 0.0% | +26% | — |
| 137 |  $SYK | STRYKER CORP | $765,853 | 0.0% | +13% | 69.8 |
| 138 | — | PIMCO ETF TR | $760,166 | 0.0% | +4% | — |
| 139 |  $BRK.A | BERKSHIRE HATHAWAY INC | $754,800 | 0.0% | +0% | 64.5 |
| 140 |  $FIS | Fidelity National Information Services, Inc. | $749,713 | 0.0% | -2% | 69.6 |
| 141 |  $SPGI | S&P Global Inc. | $739,191 | 0.0% | -1% | 79.4 |
| 142 |  $GLW | CORNING INC /NY | $738,100 | 0.0% | +0% | 72.7 |
| 143 |  $T | AT&T INC. | $726,798 | 0.0% | -8% | 71.9 |
| 144 |  $INTC | INTEL CORP | $725,450 | 0.0% | +8% | 41.5 |
| 145 |  $CMI | CUMMINS INC | $724,014 | 0.0% | +0% | 58.9 |
| 146 |  $BMY | BRISTOL MYERS SQUIBB CO | $721,879 | 0.0% | +0% | 70.1 |
| 147 |  $NOTV | Inotiv, Inc. | $718,788 | 0.0% | +0% | 29.3 |
| 148 | — | VANGUARD SCOTTSDALE FDS | $717,541 | 0.0% | +15% | — |
| 149 |  $CRM | Salesforce, Inc. | $706,323 | 0.0% | -4% | 75.2 |
| 150 |  $GEV | GE Vernova Inc. | $689,524 | 0.0% | -6% | 70.1 |
| 151 | — | ISHARES TR | $680,159 | 0.0% | +0% | — |
| 152 | — | AMPLIFY ETF TR | $669,598 | 0.0% | -0% | — |
| 153 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $665,010 | 0.0% | +0% | 60.5 |
| 154 |  $SPG | SIMON PROPERTY GROUP INC. | $663,786 | 0.0% | -42% | 76.9 |
| 155 |  $UPS | UNITED PARCEL SERVICE INC | $656,539 | 0.0% | +0% | 58.2 |
| 156 | — | ISHARES TR | $652,541 | 0.0% | -13% | — |
| 157 |  $DE | DEERE & CO | $644,429 | 0.0% | -7% | 57.4 |
| 158 |  $ABT | ABBOTT LABORATORIES | $637,542 | 0.0% | -3% | 67 |
| 159 |  $BOC | BOSTON OMAHA Corp | $635,917 | 0.0% | -1% | 36.5 |
| 160 |  $DUK | Duke Energy CORP | $635,267 | 0.0% | +1% | 64 |
| 161 |  $CAH | CARDINAL HEALTH INC | $624,515 | 0.0% | +0% | 58.6 |
| 162 | — | ISHARES TR | $618,090 | 0.0% | +72% | — |
| 163 | — | SCHWAB STRATEGIC TR | $615,495 | 0.0% | +36% | — |
| 164 |  $ADBE | ADOBE INC. | $599,183 | 0.0% | +5% | 80.4 |
| 165 |  $MS | MORGAN STANLEY | $580,079 | 0.0% | +1% | — |
| 166 | — | ISHARES TR | $571,900 | 0.0% | +0% | — |
| 167 |  $PM | Philip Morris International Inc. | $570,030 | 0.0% | +22% | 80.5 |
| 168 |  $KKR | KKR & Co. Inc. | $562,314 | 0.0% | +0% | 49.8 |
| 169 | — | ISHARES INC | $561,892 | 0.0% | NEW | — |
| 170 |  $NSC | NORFOLK SOUTHERN CORP | $558,769 | 0.0% | +2% | 70.8 |
| 171 | — | SCHWAB STRATEGIC TR | $558,359 | 0.0% | +1% | — |
| 172 |  $PEP | PEPSICO INC | $546,459 | 0.0% | +6% | 62.7 |
| 173 | — | SELECT SECTOR SPDR TR | $537,039 | 0.0% | +23% | — |
| 174 |  $ANET | Arista Networks, Inc. | $532,375 | 0.0% | +2% | 86 |
| 175 | — | SPDR DOW JONES INDL AVERAGE | $530,549 | 0.0% | -2% | — |
| 176 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $522,759 | 0.0% | -9% | 69.4 |
| 177 |  $IBIT | iShares Bitcoin Trust ETF | $517,750 | 0.0% | -57% | — |
| 178 |  $WEC | WEC ENERGY GROUP, INC. | $512,541 | 0.0% | +1% | 67 |
| 179 | — | ISHARES TR | $511,320 | 0.0% | -25% | — |
| 180 | — | VANECK ETF TRUST | $499,860 | 0.0% | +19% | — |
| 181 |  $ET | Energy Transfer LP | $491,405 | 0.0% | -6% | 64.5 |
| 182 |  $NOW | ServiceNow, Inc. | $479,485 | 0.0% | +400% | 76 |
| 183 | — | VANGUARD MUN BD FDS | $470,839 | 0.0% | +0% | — |
| 184 | — | FIRST TR EXCHANGE-TRADED FD | $465,599 | 0.0% | +2% | — |
| 185 |  $AKAM | AKAMAI TECHNOLOGIES INC | $462,425 | 0.0% | -4% | 62 |
| 186 | — | SCHWAB STRATEGIC TR | $461,399 | 0.0% | +66% | — |
| 187 | — | VANGUARD TAX-MANAGED FDS | $460,978 | 0.0% | -28% | — |
| 188 |  $AXP | AMERICAN EXPRESS CO | $457,529 | 0.0% | -4% | 73.2 |
| 189 |  $LITE | Lumentum Holdings Inc. | $446,731 | 0.0% | NEW | 63.4 |
| 190 |  $MAMA | Mama's Creations, Inc. | $442,081 | 0.0% | +0% | 55.1 |
| 191 |  $OSK | OSHKOSH CORP | $439,705 | 0.0% | +0% | 53 |
| 192 |  $ADI | ANALOG DEVICES INC | $439,615 | 0.0% | +0% | 76.2 |
| 193 |  $SNOW | Snowflake Inc. | $438,501 | 0.0% | -83% | 49.6 |
| 194 | — | ISHARES TR | $436,268 | 0.0% | -3% | — |
| 195 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $436,056 | 0.0% | -13% | 66.4 |
| 196 |  $AWR | AMERICAN STATES WATER CO | $434,880 | 0.0% | +0% | 60.3 |
| 197 |  $MAIN | Main Street Capital CORP | $417,960 | 0.0% | -14% | — |
| 198 | — | VANGUARD INDEX FDS | $417,523 | 0.0% | -10% | — |
| 199 |  $KMI | KINDER MORGAN, INC. | $413,171 | 0.0% | -3% | 74.6 |
| 200 |  $PFE | PFIZER INC | $412,240 | 0.0% | -7% | 69 |
| 201 |  $IAU | ISHARES GOLD TRUST | $408,691 | 0.0% | +0% | — |
| 202 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $406,376 | 0.0% | -6% | — |
| 203 | — | VANGUARD ADMIRAL FDS INC | $406,218 | 0.0% | +0% | — |
| 204 |  $ITW | ILLINOIS TOOL WORKS INC | $405,761 | 0.0% | -0% | 71.2 |
| 205 |  $SCCO | SOUTHERN COPPER CORP/ | $404,442 | 0.0% | +1% | 86.6 |
| 206 |  $ESS | ESSEX PROPERTY TRUST, INC. | $403,881 | 0.0% | +22% | 59.3 |
| 207 |  $URI | UNITED RENTALS, INC. | $402,799 | 0.0% | +0% | 70.7 |
| 208 |  $SGOL | abrdn Gold ETF Trust | $395,107 | 0.0% | +14% | — |
| 209 |  $WM | WASTE MANAGEMENT INC | $392,743 | 0.0% | +0% | 70.7 |
| 210 |  $MU | MICRON TECHNOLOGY INC | $390,852 | 0.0% | -0% | 88.4 |
| 211 |  $NUE | NUCOR CORP | $381,316 | 0.0% | -6% | 58.9 |
| 212 |  $XEL | XCEL ENERGY INC | $374,259 | 0.0% | -1% | — |
| 213 | — | ISHARES TR | $365,426 | 0.0% | -6% | — |
| 214 |  $TJX | TJX COMPANIES INC /DE/ | $357,450 | 0.0% | -1% | 70.7 |
| 215 |  $MDT | Medtronic plc | $355,518 | 0.0% | -9% | — |
| 216 | — | ISHARES TR | $350,462 | 0.0% | +26% | — |
| 217 | — | SELECT SECTOR SPDR TR | $345,214 | 0.0% | -22% | — |
| 218 | $IVZ | Invesco Ltd. | $343,694 | 0.0% | +3% | — |
| 219 |  $ENB | ENBRIDGE INC | $340,167 | 0.0% | +0% | — |
| 220 |  $OKE | ONEOK INC /NEW/ | $334,278 | 0.0% | +0% | 72 |
| 221 |  $CCZ | COMCAST CORP | $330,344 | 0.0% | -6% | 70.4 |
| 222 |  $CSX | CSX CORP | $321,755 | 0.0% | +1% | 66.4 |
| 223 | — | ISHARES TR | $317,424 | 0.0% | +28% | — |
| 224 | — | SPDR SERIES TRUST | $312,337 | 0.0% | +0% | — |
| 225 |  $CI | Cigna Group | $312,072 | 0.0% | +5% | 66.8 |
| 226 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $306,595 | 0.0% | +1% | — |
| 227 |  $MPLX | MPLX LP | $302,874 | 0.0% | -26% | 76.5 |
| 228 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $299,828 | 0.0% | NEW | 77.6 |
| 229 |  $COF | CAPITAL ONE FINANCIAL CORP | $295,678 | 0.0% | -8% | 71 |
| 230 | — | ISHARES TR | $295,072 | 0.0% | +0% | — |
| 231 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $293,040 | 0.0% | -96% | 72.9 |
| 232 | — | VANGUARD SCOTTSDALE FDS | $291,301 | 0.0% | +0% | — |
| 233 |  $__PARK_1390777 | Bank of New York Mellon Corp | $291,065 | 0.0% | +0% | 36.7 |
| 234 | — | ISHARES TR | $288,866 | 0.0% | +18% | — |
| 235 | — | DIMENSIONAL ETF TRUST | $285,709 | 0.0% | +1% | — |
| 236 |  $TWLO | TWILIO INC | $285,049 | 0.0% | +0% | 59.5 |
| 237 |  $EXPE | Expedia Group, Inc. | $283,310 | 0.0% | +0% | 65.7 |
| 238 |  $GM | General Motors Co | $275,397 | 0.0% | -10% | 58.7 |
| 239 |  $D | DOMINION ENERGY, INC | $274,611 | 0.0% | +0% | 74.9 |
| 240 |  $UBER | Uber Technologies, Inc | $274,464 | 0.0% | +2% | 79.3 |
| 241 | — | SCHWAB STRATEGIC TR | $273,190 | 0.0% | -20% | — |
| 242 |  $RKLB | Rocket Lab Corp | $267,809 | 0.0% | NEW | 37.2 |
| 243 |  $MMM | 3M CO | $267,610 | 0.0% | +15% | 60.7 |
| 244 |  $ED | CONSOLIDATED EDISON INC | $266,471 | 0.0% | +0% | 71.6 |
| 245 |  $NEM | NEWMONT Corp /DE/ | $264,902 | 0.0% | +0% | 88.3 |
| 246 | — | ISHARES U S ETF TR | $262,399 | 0.0% | +0% | — |
| 247 | — | ISHARES TR | $261,032 | 0.0% | -0% | — |
| 248 |  $MSI | Motorola Solutions, Inc. | $259,362 | 0.0% | +2% | 73.8 |
| 249 |  $MCO | MOODYS CORP /DE/ | $259,061 | 0.0% | +0% | 81.3 |
| 250 |  $DHR | DANAHER CORP /DE/ | $256,700 | 0.0% | +2% | 63.9 |
| 251 |  $BKNG | Booking Holdings Inc. | $251,701 | 0.0% | NEW | 55.3 |
| 252 |  $CTVA | Corteva, Inc. | $246,191 | 0.0% | +1% | 48.4 |
| 253 | — | VANGUARD WORLD FD | $245,178 | 0.0% | +0% | — |
| 254 | — | PROSHARES TR | $240,922 | 0.0% | +3% | — |
| 255 |  $DB | DEUTSCHE BANK AKTIENGESELLSCHAFT | $240,614 | 0.0% | +2% | — |
| 256 | — | SCHWAB STRATEGIC TR | $239,617 | 0.0% | +0% | — |
| 257 |  $TMUS | T-Mobile US, Inc. | $238,180 | 0.0% | +0% | 72.7 |
| 258 |  $NMT | NUVEEN MASSACHUSETTS QUALITY MUNICIPAL INCOME FUND | $238,055 | 0.0% | +0% | — |
| 259 |  $NDAQ | NASDAQ, INC. | $234,472 | 0.0% | +0% | 78.5 |
| 260 |  $JBL | JABIL INC | $233,974 | 0.0% | +0% | 51.9 |
| 261 |  $BTI | British American Tobacco p.l.c. | $232,878 | 0.0% | -9% | — |
| 262 |  $GVA | GRANITE CONSTRUCTION INC | $225,048 | 0.0% | +0% | 56.9 |
| 263 |  $UAL | United Airlines Holdings, Inc. | $223,864 | 0.0% | NEW | 61.3 |
| 264 | — | ALPS ETF TR | $223,651 | 0.0% | NEW | — |
| 265 |  $WES | Western Midstream Partners, LP | $223,152 | 0.0% | +2% | 78.1 |
| 266 |  $INTU | INTUIT INC. | $222,542 | 0.0% | -1% | 82 |
| 267 |  $ETHA | iShares Ethereum Trust ETF | $221,115 | 0.0% | NEW | — |
| 268 |  $PML | PIMCO MUNICIPAL INCOME FUND II | $220,178 | 0.0% | +1% | — |
| 269 |  $ALL | ALLSTATE CORP | $218,926 | 0.0% | -33% | 76.6 |
| 270 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $214,856 | 0.0% | NEW | 63.7 |
| 271 |  $WDAY | Workday, Inc. | $214,780 | 0.0% | +0% | 74.2 |
| 272 |  $CEG | Constellation Energy Corp | $213,051 | 0.0% | NEW | 62.5 |
| 273 | — | SELECT SECTOR SPDR TR | $212,088 | 0.0% | +4% | — |
| 274 |  $LINC | LINCOLN EDUCATIONAL SERVICES CORP | $211,313 | 0.0% | +0% | 47.6 |
| 275 |  $SCI | SERVICE CORP INTERNATIONAL | $210,519 | 0.0% | +0% | 54.8 |
| 276 | — | SPDR SERIES TRUST | $210,355 | 0.0% | -36% | — |
| 277 |  $JCI | Johnson Controls International plc | $206,449 | 0.0% | NEW | — |
| 278 |  $NTRA | Natera, Inc. | $206,181 | 0.0% | NEW | 46.4 |
| 279 |  $FISV | FISERV INC | $205,742 | 0.0% | -30% | 67.4 |
| 280 | — | SPDR SERIES TRUST | $204,424 | 0.0% | -64% | — |
| 281 | — | VANGUARD WORLD FD | $204,265 | 0.0% | -39% | — |
| 282 |  $HDB | HDFC BANK LTD | $203,528 | 0.0% | NEW | — |
| 283 |  $LNG | Cheniere Energy, Inc. | $203,445 | 0.0% | +0% | 48.4 |
| 284 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $202,259 | 0.0% | NEW | 70.9 |
| 285 |  $ADSK | Autodesk, Inc. | $201,287 | 0.0% | +0% | 76.4 |
| 286 |  $AXON | AXON ENTERPRISE, INC. | $200,479 | 0.0% | -3% | 55.6 |
| 287 |  $CHI | CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | $176,148 | 0.0% | +37% | — |
| 288 | — | SKY HARBOUR GROUP CORPORATIO | $175,147 | 0.0% | -2% | — |
| 289 |  $SKYH | Sky Harbour Group Corp | $163,433 | 0.0% | +18% | 49.8 |
| 290 |  $JPC | Nuveen Preferred & Income Opportunities Fund | $130,644 | 0.0% | -4% | — |
| 291 |  $GGN | GAMCO Global Gold, Natural Resources & Income Trust | $120,253 | 0.0% | NEW | — |
| 292 |  $GRAB | Grab Holdings Ltd | $116,347 | 0.0% | +0% | — |
| 293 |  $PHK | PIMCO HIGH INCOME FUND | $102,151 | 0.0% | -5% | — |
| 294 |  $NMFC | New Mountain Finance Corp | $93,615 | 0.0% | NEW | — |
| 295 |  $ABSI | Absci Corp | $91,543 | 0.0% | +0% | 4.4 |
| 296 |  $DHY | CREDIT SUISSE HIGH YIELD CREDIT FUND | $70,000 | 0.0% | +0% | — |
| 297 | — | OLD MKT CAP CORP | $69,438 | 0.0% | +0% | — |
| 298 |  $RCS | PIMCO STRATEGIC INCOME FUND, INC. | $66,840 | 0.0% | +0% | — |
| 299 | $NVDACALL | NVIDIA CORP | $6,983 | — | +0% | 90.2 |
New Positions (18)
$ACN Accenture plc$14.4M$MICC Magnum Ice Cream Co N.V.$774,558 ISHARES INC$561,892
$LITE Lumentum Holdings Inc.$446,731$BR BROADRIDGE FINANCIAL SOLUTIONS, INC.$299,828$RKLB Rocket Lab Corp$267,809$BKNG Booking Holdings Inc.$251,701$UAL United Airlines Holdings, Inc.$223,864 ALPS ETF TR$223,651
$ETHA iShares Ethereum Trust ETF$221,115$TMO THERMO FISHER SCIENTIFIC INC.$214,856$CEG Constellation Energy Corp$213,051$JCI Johnson Controls International plc$206,449$NTRA Natera, Inc.$206,181$HDB HDFC BANK LTD$203,528Exited Positions (19)
$ZTS Zoetis Inc.
$PINS PINTEREST, INC.
$SHW SHERWIN WILLIAMS CO
$NNN NNN REIT, INC. VANGUARD INTL EQUITY INDEX F
FLAHERTY & CRUMRINE PFD SECS
$TRMD TORM plc
$ETH Grayscale Ethereum Staking Mini ETF
$PYPL PayPal Holdings, Inc.
$PSF Cohen & Steers Select Preferred & Income Fund, Inc.
$ADP AUTOMATIC DATA PROCESSING INC
$LYV Live Nation Entertainment, Inc.
$MDLZ Mondelez International, Inc.
$TTD Trade Desk, Inc.
$EME EMCOR Group, 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 Cubed Investments, LLC 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 Cubed Investments, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Alpha Cubed Investments, LLC 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 Cubed Investments, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Alpha Cubed Investments, LLC (SEC CIK: 1580830), 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 Cubed Investments, LLC'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.