Alpha Family Trust Top Holdings and 13F Report (2025)

About Alpha Family Trust

Investment Activity

Alpha Family Trust has $178.09 million in total holdings as of December 31, 2024.
Alpha Family Trust owns shares of 156 different stocks, but just 47 companies or ETFs make up 80% of its holdings.
Approximately 4.70% of the portfolio was purchased this quarter.
About 14.03% of the portfolio was sold this quarter.
This quarter, Alpha Family Trust has purchased 154 new stocks and bought additional shares in 11 stocks.
Alpha Family Trust sold shares of 7 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Similarweb: $16,090,870
NVIDIA: $16,047,655
Apple: $14,198,814
Microsoft: $13,517,505
Amazon.com: $10,064,516

Largest New Holdings this Quarter

LAM RESEARCH CORPORATION CMN: $830,645 Holding
Boeing: $520,380 Holding
ARISTA NETWORKS, INC. CMN: $422,225 Holding
BLACKROCK FUNDING, INC. CMN: $389,542 Holding
Kraft Heinz: $367,292 Holding

Largest Purchases this Quarter

LAM RESEARCH CORPORATION CMN: 11,500 shares (about $830.65K)
Boeing: 2,940 shares (about $520.38K)
ARISTA NETWORKS, INC. CMN: 3,820 shares (about $422.23K)
BLACKROCK FUNDING, INC. CMN: 380 shares (about $389.54K)
Kraft Heinz: 11,960 shares (about $367.29K)

Largest Sales this Quarter

Similarweb: 513,156 shares (about $7.27M)
Bristol-Myers Squibb: 5,840 shares (about $330.31K)
LINDE PLC CMN: 645 shares (about $270.04K)
Union Pacific: 285 shares (about $64.99K)
Schlumberger: 1,430 shares (about $54.83K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SMWB Similarweb	$16,090,870	$7,271,420 ▼	-31.1%	1,135,559	9.0%	Computer and Technology
NVDA NVIDIA	$16,047,655		0.0%	119,500	9.0%	Computer and Technology
AAPL Apple	$14,198,814		0.0%	56,700	8.0%	Computer and Technology
MSFT Microsoft	$13,517,505		0.0%	32,070	7.6%	Computer and Technology
AMZN Amazon.com	$10,064,516		0.0%	45,875	5.7%	Retail/Wholesale
GOOGL Alphabet	$10,041,229		0.0%	53,044	5.6%	Computer and Technology
META Meta Platforms	$6,584,645		0.0%	11,246	3.7%	Computer and Technology
U Unity Software	$6,200,212		0.0%	275,933	3.5%	Computer and Technology
AVGO Broadcom	$6,155,352		0.0%	26,550	3.5%	Computer and Technology
TSLA Tesla	$5,542,704	$300,861 ▲	5.7%	13,725	3.1%	Auto/Tires/Trucks
NFLX Netflix	$2,232,757		0.0%	2,505	1.3%	Consumer Discretionary
COST Costco Wholesale	$2,084,514		0.0%	2,275	1.2%	Retail/Wholesale
CSCO Cisco Systems	$1,796,424		0.0%	30,345	1.0%	Computer and Technology
BRK.B Berkshire Hathaway	$1,563,816		0.0%	3,450	0.9%	Finance
JPM JPMorgan Chase & Co.	$1,426,275		0.0%	5,950	0.8%	Finance
V Visa	$1,324,208		0.0%	4,190	0.7%	Business Services
ADBE Adobe	$1,312,251	$357,078 ▲	37.4%	2,951	0.7%	Computer and Technology
HON Honeywell International	$1,192,699		0.0%	5,280	0.7%	Multi-Sector Conglomerates
BKNG Booking	$1,192,421		0.0%	240	0.7%	Retail/Wholesale
LLY Eli Lilly and Company	$1,181,160		0.0%	1,530	0.7%	Medical
AMD Advanced Micro Devices	$1,137,842		0.0%	9,420	0.6%	Computer and Technology
XOM Exxon Mobil	$1,122,708		0.0%	10,437	0.6%	Oils/Energy
ISRG Intuitive Surgical	$1,109,165		0.0%	2,125	0.6%	Medical
MA Mastercard	$1,079,469		0.0%	2,050	0.6%	Business Services
AMAT Applied Materials	$1,048,150		0.0%	6,445	0.6%	Computer and Technology
AMGN Amgen	$1,021,709		0.0%	3,920	0.6%	Medical
CMCSA Comcast	$1,009,557		0.0%	26,900	0.6%	Consumer Discretionary
CRM Salesforce	$981,259		0.0%	2,935	0.6%	Computer and Technology
UNH UnitedHealth Group	$920,665		0.0%	1,820	0.5%	Medical
T AT&T	$919,111		0.0%	40,365	0.5%	Computer and Technology
TMUS T-Mobile US	$877,402		0.0%	3,975	0.5%	Computer and Technology
WMT Walmart	$856,518		0.0%	9,480	0.5%	Retail/Wholesale
LAM RESEARCH CORPORATION CMN	$830,645	$830,645 ▲	New Holding	11,500	0.5%	CMN
GILD Gilead Sciences	$794,844		0.0%	8,605	0.4%	Medical
INTU Intuit	$785,625	$216,833 ▲	38.1%	1,250	0.4%	Computer and Technology
FI Fiserv	$781,623		0.0%	3,805	0.4%	Business Services
MDLZ Mondelez International	$778,879	$224,286 ▲	40.4%	13,040	0.4%	Consumer Staples
ABBV AbbVie	$777,438		0.0%	4,375	0.4%	Medical
HD Home Depot	$768,255		0.0%	1,975	0.4%	Retail/Wholesale
ADP Automatic Data Processing	$765,489		0.0%	2,615	0.4%	Business Services
BMY Bristol-Myers Squibb	$730,755	$330,310 ▼	-31.1%	12,920	0.4%	Medical
MRK Merck & Co., Inc.	$713,769	$161,158 ▲	29.2%	7,175	0.4%	Medical
QCOM QUALCOMM	$672,088		0.0%	4,375	0.4%	Computer and Technology
ADI Analog Devices	$631,006		0.0%	2,970	0.4%	Computer and Technology
AEP American Electric Power	$613,330		0.0%	6,650	0.3%	Utilities
SNPS Synopsys	$604,273		0.0%	1,245	0.3%	Computer and Technology
VRTX Vertex Pharmaceuticals	$598,010		0.0%	1,485	0.3%	Medical
KLAC KLA	$586,012		0.0%	930	0.3%	Computer and Technology
CDNS Cadence Design Systems	$584,395		0.0%	1,945	0.3%	Computer and Technology
PYPL PayPal	$553,068		0.0%	6,480	0.3%	Computer and Technology
ZTS Zoetis	$532,781	$355,187 ▲	200.0%	3,270	0.3%	Medical
MU Micron Technology	$527,262		0.0%	6,265	0.3%	Computer and Technology
BA Boeing	$520,380	$520,380 ▲	New Holding	2,940	0.3%	Aerospace
ABT Abbott Laboratories	$511,257		0.0%	4,520	0.3%	Medical
WFC Wells Fargo & Company	$507,133		0.0%	7,220	0.3%	Finance
PANW Palo Alto Networks	$504,029	$252,015 ▲	100.0%	2,770	0.3%	Computer and Technology
PM Philip Morris International	$494,639		0.0%	4,110	0.3%	Consumer Staples
LINDE PLC CMN	$485,657	$270,042 ▼	-35.7%	1,160	0.3%	CMN
IBM International Business Machines	$475,932		0.0%	2,165	0.3%	Computer and Technology
ORCL Oracle	$466,592		0.0%	2,800	0.3%	Computer and Technology
CSX CSX	$462,106		0.0%	14,320	0.3%	Transportation
CAT Caterpillar	$460,705		0.0%	1,270	0.3%	Industrial Products
SPGI S&P Global	$458,188		0.0%	920	0.3%	Business Services
SCHW Charles Schwab	$449,241		0.0%	6,070	0.3%	Finance
KO Coca-Cola	$438,622		0.0%	7,045	0.2%	Consumer Staples
REGN Regeneron Pharmaceuticals	$423,836		0.0%	595	0.2%	Medical
MNST Monster Beverage	$422,582	$99,338 ▲	30.7%	8,040	0.2%	Consumer Staples
ARISTA NETWORKS, INC. CMN	$422,225	$422,225 ▲	New Holding	3,820	0.2%	CMN
ORLY O'Reilly Automotive	$415,030		0.0%	350	0.2%	Retail/Wholesale
MCD McDonald's	$410,194		0.0%	1,415	0.2%	Retail/Wholesale
CTAS Cintas	$405,594		0.0%	2,220	0.2%	Business Services
MAR Marriott International	$401,674		0.0%	1,440	0.2%	Consumer Discretionary
RTX RTX	$398,077		0.0%	3,440	0.2%	Aerospace
BLACKROCK FUNDING, INC. CMN	$389,542	$389,542 ▲	New Holding	380	0.2%	CMN
AXP American Express	$387,311		0.0%	1,305	0.2%	Finance
ACN Accenture	$386,969		0.0%	1,100	0.2%	Computer and Technology
DHR Danaher	$381,053		0.0%	1,660	0.2%	Medical
PG Procter & Gamble	$379,727		0.0%	2,265	0.2%	Consumer Staples
GE General Electric	$377,779		0.0%	2,265	0.2%	Transportation
MET MetLife	$375,010		0.0%	4,580	0.2%	Finance
KHC Kraft Heinz	$367,292	$367,292 ▲	New Holding	11,960	0.2%	Consumer Staples
MELI MercadoLibre	$365,595		0.0%	215	0.2%	Retail/Wholesale
UNP Union Pacific	$363,724	$64,991 ▼	-15.2%	1,595	0.2%	Transportation
FTNT Fortinet	$353,828		0.0%	3,745	0.2%	Computer and Technology
AMT American Tower	$353,064		0.0%	1,925	0.2%	Finance
D Dominion Energy	$352,244		0.0%	6,540	0.2%	Utilities
CRWD CrowdStrike	$340,449		0.0%	995	0.2%	Computer and Technology
NOW ServiceNow	$333,938		0.0%	315	0.2%	Computer and Technology
BSX Boston Scientific	$333,164		0.0%	3,730	0.2%	Medical
TJX TJX Companies	$332,832		0.0%	2,755	0.2%	Retail/Wholesale
STZ Constellation Brands	$331,500	$331,500 ▲	New Holding	1,500	0.2%	Consumer Staples
ETN Eaton	$326,892		0.0%	985	0.2%	Industrial Products
LOW Lowe's Companies	$325,776		0.0%	1,320	0.2%	Retail/Wholesale
KDP Keurig Dr Pepper	$322,806		0.0%	10,050	0.2%	Consumer Staples
ADM Archer-Daniels-Midland	$321,055	$321,055 ▲	New Holding	6,355	0.2%	Consumer Staples
CEG Constellation Energy	$319,905		0.0%	1,430	0.2%	Oils/Energy
PAYC Paycom Software	$316,679		0.0%	1,545	0.2%	Computer and Technology
CPRT Copart	$316,219		0.0%	5,510	0.2%	Business Services
ROST Ross Stores	$315,398		0.0%	2,085	0.2%	Retail/Wholesale
ES Eversource Energy	$312,419		0.0%	5,440	0.2%	Utilities

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Alpha Family Trust Top Holdings and 13F Report (2025)

About Alpha Family Trust

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Alpha Family Trust Top Holdings and 13F Report (2025)

About Alpha Family Trust

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAlpha Family Trust

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools