What does Alpha Cubed Investments, LLC hold?

Alpha Cubed Investments, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include AAPL, NVDA, MSFT. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1580830.

What is Alpha Cubed Investments, LLC's AUM?

Alpha Cubed Investments, LLC reported approximately $2.9B in 13F-reportable AUM as of 2025-12-31. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $3.8B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Alpha Cubed Investments, LLC's holdings?

All Alpha Cubed Investments, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1580830. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Alpha Cubed Investments, LLC's 13F data updated on 13F Pro?

Alpha Cubed Investments, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Alpha Cubed Investments, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1580830

Institutional-grade research for retail investors

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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

5 quarters accumulating

ISHARES TR

5 quarters accumulating

$LLY

4 quarters accumulating

$CVX

4 quarters accumulating

ISHARES TR

4 quarters accumulating

Sector Allocation

TechnologyFinancialsIndustrialsConsumer DiscretionaryOtherHealthcare

13fpro.ai/research/fund/alpha-cubed-investments-llc-1580830

AUM History

13fpro.ai/research/fund/alpha-cubed-investments-llc-1580830

Top Equity Holdings by Value

13fpro.ai/research/fund/alpha-cubed-investments-llc-1580830

Quarterly Activity — Q4 2025

Click any card to unlock

Top Holdings

AI Quality Scored

Apple Inc.
$AAPL
76.3#82
Quality
$187.3M688,984 sh
NVIDIA CORP
$NVDA
85.9#5
Quality
$176.4M945,919 sh
MICROSOFT CORP
$MSFT
79.7#31
Quality
$147.2M304,424 sh
AMAZON COM INC
$AMZN
68.4
Quality
$141.4M612,612 sh
Alphabet Inc.
$GOOG
78.1
Quality
$139.1M444,568 sh
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$TSM
—
Quality
$113.3M372,811 sh
QUANTA SERVICES, INC.
$PWR
71.9
Quality
$112.2M265,745 sh
BERKSHIRE HATHAWAY INC
$BRK.B
73.6
Quality
$105.2M209,372 sh
Palo Alto Networks Inc
$PANW
65.4
Quality
$99.3M539,031 sh
Broadcom Inc.
$AVGO
84.4
Quality
$94.0M271,576 sh

Company	Quality	Value	Shares
Apple Inc.$AAPL	76.3#82	$187.3M	688,984
NVIDIA CORP$NVDA	85.9#5	$176.4M	945,919
MICROSOFT CORP$MSFT	79.7#31	$147.2M	304,424
AMAZON COM INC$AMZN	68.4	$141.4M	612,612
Alphabet Inc.$GOOG	78.1	$139.1M	444,568
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM	—	$113.3M	372,811
QUANTA SERVICES, INC.$PWR	71.9	$112.2M	265,745
BERKSHIRE HATHAWAY INC$BRK.B	73.6	$105.2M	209,372
Palo Alto Networks Inc$PANW	65.4	$99.3M	539,031
Broadcom Inc.$AVGO	84.4	$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

Top Holdings — Alpha Cubed Investments, LLC (Q4 2025)

Top 150 of 299 disclosed positions (by reported value) 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%	76.3
2	$NVDA	NVIDIA CORP	$176.4M	6.0%	+2%	85.9
3	$MSFT	MICROSOFT CORP	$147.2M	5.0%	+4%	79.7
4	$AMZN	AMAZON COM INC	$141.4M	4.8%	+6%	68.4
5	$GOOG	Alphabet Inc.	$139.1M	4.8%	-6%	78.1
6	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$113.3M	3.9%	-5%	—
7	$PWR	QUANTA SERVICES, INC.	$112.2M	3.8%	+1%	71.9
8	$BRK.B	BERKSHIRE HATHAWAY INC	$105.2M	3.6%	+12%	73.6
9	$PANW	Palo Alto Networks Inc	$99.3M	3.4%	-3%	65.4
10	$AVGO	Broadcom Inc.	$94.0M	3.2%	-19%	84.4
11	$JPM	JPMORGAN CHASE & CO	$92.6M	3.2%	-13%	70.3
12	$GS	GOLDMAN SACHS GROUP INC	$89.9M	3.1%	+3%	73.3
13	$META	Meta Platforms, Inc.	$80.7M	2.8%	-0%	79.6
14	$AEP	AMERICAN ELECTRIC POWER CO INC	$74.3M	2.5%	-3%	66.5
15	$NEE	NEXTERA ENERGY INC	$72.2M	2.5%	+2%	64.4
16	$CAT	CATERPILLAR INC	$71.7M	2.5%	-22%	66.3
17	$ISRG	INTUITIVE SURGICAL INC	$58.2M	2.0%	+11%	79.7
18	$UNH	UNITEDHEALTH GROUP INC	$42.7M	1.5%	+4%	62.5
19	$ICE	Intercontinental Exchange, Inc.	$42.1M	1.4%	+226%	73.4
20	$AMD	ADVANCED MICRO DEVICES INC	$32.4M	1.1%	-27%	79.7
21	$LMT	LOCKHEED MARTIN CORP	$30.0M	1.0%	+2%	65.4
22	$LLY	ELI LILLY & Co	$29.4M	1.0%	+76%	87.5
23	$CSCO	CISCO SYSTEMS, INC.	$27.9M	1.0%	-2%	70.1
24	$ASML	ASML HOLDING NV	$27.8M	0.9%	-14%	—
25	$CVX	CHEVRON CORP	$27.3M	0.9%	+13%	62.6
26	$COST	COSTCO WHOLESALE CORP /NEW	$27.0M	0.9%	-2%	65.9
27	$VZ	VERIZON COMMUNICATIONS INC	$26.4M	0.9%	-3%	65.5
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%	69.2
31	$NFLX	NETFLIX INC	$24.1M	0.8%	+874%	78.6
32	$V	VISA INC.	$23.5M	0.8%	-5%	82.7
33	$CRWD	CrowdStrike Holdings, Inc.	$23.2M	0.8%	+9%	67.5
34	$MCD	MCDONALDS CORP	$23.0M	0.8%	-1%	68.6
35	$ORCL	ORACLE CORP	$22.4M	0.8%	+156%	68.2
36	—	PIMCO ETF TR	$22.3M	0.8%	+3%	—
37	$JNJ	JOHNSON & JOHNSON	$21.5M	0.7%	-3%	68.8
38	—	VANGUARD STAR FDS	$20.9M	0.7%	+11%	—
39	$KO	COCA COLA CO	$20.4M	0.7%	-0%	69.3
40	$TSLA	Tesla, Inc.	$20.0M	0.7%	+10%	53.6
41	$PLTR	Palantir Technologies Inc.	$18.7M	0.6%	+2%	84.5
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%	63.2
45	$HD	HOME DEPOT, INC.	$15.3M	0.5%	+1%	60.1
46	$DLR	DIGITAL REALTY TRUST, INC.	$15.2M	0.5%	-4%	72.8
47	$GOOGL	Alphabet Inc.	$15.0M	0.5%	-1%	78.1
48	$TXN	TEXAS INSTRUMENTS INC	$14.6M	0.5%	-3%	73.2
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%	72.5
52	$DGX	QUEST DIAGNOSTICS INC	$12.1M	0.4%	-2%	68.8
53	$UNP	UNION PACIFIC CORP	$10.4M	0.4%	-1%	69.5
54	$MET	METLIFE INC	$10.2M	0.3%	-3%	55.8
55	$AMT	AMERICAN TOWER CORP /MA/	$9.7M	0.3%	-77%	66.3
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%	59.7
59	$RS	RELIANCE, INC.	$6.4M	0.2%	-11%	50.4
60	$WMT	Walmart Inc.	$5.9M	0.2%	+2%	59.9
61	$AMAT	APPLIED MATERIALS INC /DE	$5.0M	0.2%	-1%	72.1
62	$XOM.R34088	EXXON MOBIL CORP	$4.8M	0.2%	-0%	57.7
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%	64.9
66	$AMGN	AMGEN INC	$4.1M	0.1%	-21%	79
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%	61.5
71	—	SSGA ACTIVE ETF TR	$3.6M	0.1%	-8%	—
72	$KLAC	KLA CORP	$3.3M	0.1%	+0%	78.5
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%	70.4
76	$BAC	BANK OF AMERICA CORP /DE/	$2.9M	0.1%	+1%	67.3
77	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$2.9M	0.1%	-5%	69.7
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%	73.1
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%	79.3
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%	57.9
89	$MA	Mastercard Inc	$1.8M	0.1%	-5%	85
90	$LRCX	LAM RESEARCH CORP	$1.8M	0.1%	+4%	79.3
91	—	VANGUARD INDEX FDS	$1.6M	0.1%	+1%	—
92	$MELI	MERCADOLIBRE INC	$1.5M	0.1%	-2%	80.1
93	—	ISHARES TR	$1.5M	0.1%	+3%	—
94	$MO	ALTRIA GROUP, INC.	$1.5M	0.1%	-0%	67.2
95	$PG	PROCTER & GAMBLE Co	$1.5M	0.1%	-3%	64.4
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%	81.9
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%	73.6
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%	71.2
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%	64.7
109	$BX	Blackstone Inc.	$1.2M	0.0%	+4%	74.2
110	$MAR	MARRIOTT INTERNATIONAL INC /MD/	$1.2M	0.0%	+0%	61.3
111	$BA	BOEING CO	$1.2M	0.0%	+61%	61.4
112	$CTAS	CINTAS CORP	$1.2M	0.0%	-5%	68.3
113	$LOW	LOWES COMPANIES INC	$1.2M	0.0%	+0%	60.4
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%	59.8
118	$HON	HONEYWELL INTERNATIONAL INC	$1.1M	0.0%	+2%	66.5
119	$SRE	SEMPRA	$991,340	0.0%	-2%	41.6
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%	78.2
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%	75.6
126	$O	REALTY INCOME CORP	$884,741	0.0%	+0%	73.7
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%	70
130	$BABA	Alibaba Group Holding Ltd	$830,669	0.0%	+3%	—
131	$SO	SOUTHERN CO	$828,772	0.0%	+43%	61.7
132	—	SPDR SERIES TRUST	$828,205	0.0%	+52%	—
133	$GILD	GILEAD SCIENCES, INC.	$812,435	0.0%	+1%	57.3
134	$FICO	FAIR ISAAC CORP	$794,591	0.0%	-1%	77.5
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%	71.9
138	—	PIMCO ETF TR	$760,166	0.0%	+4%	—
139	$BRK.A	BERKSHIRE HATHAWAY INC	$754,800	0.0%	+0%	73.6
140	$FIS	Fidelity National Information Services, Inc.	$749,713	0.0%	-2%	68.7
141	$SPGI	S&P Global Inc.	$739,191	0.0%	-1%	75.8
142	$GLW	CORNING INC /NY	$738,100	0.0%	+0%	73.5
143	$T	AT&T INC.	$726,798	0.0%	-8%	65.5
144	$INTC	INTEL CORP	$725,450	0.0%	+8%	45.5
145	$CMI	CUMMINS INC	$724,014	0.0%	+0%	58
146	$BMY	BRISTOL MYERS SQUIBB CO	$721,879	0.0%	+0%	70.1
147	$NOTV	Inotiv, Inc.	$718,788	0.0%	+0%	27.1
148	—	VANGUARD SCOTTSDALE FDS	$717,541	0.0%	+15%	—
149	$CRM	Salesforce, Inc.	$706,323	0.0%	-4%	76.9
150	$GEV	GE Vernova Inc.	$689,524	0.0%	-6%	81.1

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$203,528

Exited 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.

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