Alpha Family Trust

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Alpha Family Trust reported 156 stock positions worth $178.1 million. Its top holding was Similarweb (SMWB) at 9.0% of the portfolio, followed by Nvidia (NVDA, 9.0%) and Apple (AAPL, 8.0%). Compared with Q3 2024, it opened 17 new positions, sold out of 15, added to 10 and reduced 7. The biggest buy was Tesla (TSLA, shares +6%) and the biggest sale an exit from iShares Biotechnology ETF (IBB).

Most Recent 13F
Q2 2026
Location
Los Angeles, CA
CIK
0001568991
Portfolio Value
$178.1M (Q4 2024)
SEC Filing
0000950123-25-002106 ↗ filed Feb 14, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $165.3M Q1 2024 Q2 2024: $170.6M Q2 2024 Q3 2024: $179.1M Q3 2024 Q4 2024: $178.1M $178.1M Q4 2024 Q1 2025: $171.3M Q1 2025 Q2 2025: $202.0M Q2 2025 Q3 2025: $213.2M Q3 2025 Q4 2025: $219.5M Q4 2025 Q1 2026: $206.1M Q1 2026 Q2 2026: $248.6M Q2 2026

Holdings 156 stocks · $178.1M
SMWB Similarweb Ltd. 9.04% 1,135,559 $16.1M Reduce -31.1%
NVDA Nvidia Corp. 9.01% 119,500 $16.0M No change
AAPL Apple Inc. 7.97% 56,700 $14.2M No change
MSFT Microsoft Corp. 7.59% 32,070 $13.5M No change
AMZN Amazon.com Inc. 5.65% 45,875 $10.1M No change
GOOGL Alphabet Inc. Class A 5.64% 53,044 $10.0M No change
META Meta Platforms Inc. Class A 3.70% 11,246 $6.6M No change
U Unity Software Inc. 3.48% 275,933 $6.2M No change
AVGO Broadcom Inc. 3.46% 26,550 $6.2M No change
TSLA Tesla Inc. 3.11% 13,725 $5.5M Add +5.7%
NFLX Netflix Inc. 1.25% 2,505 $2.2M No change
COST Costco Wholesale Corp. 1.17% 2,275 $2.1M No change
CSCO Cisco Systems Inc. 1.01% 30,345 $1.8M No change
BRK.B Berkshire Hathaway Inc. Class B 0.88% 3,450 $1.6M No change
JPM JPMorgan Chase & Co. 0.80% 5,950 $1.4M No change
V Visa Inc. Class A 0.74% 4,190 $1.3M No change
ADBE Adobe Inc. 0.74% 2,951 $1.3M Add +37.4%
HON Honeywell International Inc. 0.67% 5,280 $1.2M No change
BKNG Booking Holdings Inc. 0.67% 240 $1.2M No change
LLY Eli Lilly & Co. 0.66% 1,530 $1.2M No change
AMD Advanced Micro Devices 0.64% 9,420 $1.1M No change
XOM Exxon Mobil Corp. 0.63% 10,437 $1.1M No change
ISRG Intuitive Surgical Inc. 0.62% 2,125 $1.1M No change
MA Mastercard Inc. Class A 0.61% 2,050 $1.1M No change
AMAT Applied Materials Inc. 0.59% 6,445 $1.0M No change
AMGN Amgen Inc. 0.57% 3,920 $1.0M No change
CMCSA Comcast Corp. Class A 0.57% 26,900 $1.0M No change
CRM Salesforce Inc. 0.55% 2,935 $981K No change
UNH Unitedhealth Group Inc. 0.52% 1,820 $921K No change
T AT&T Inc. 0.52% 40,365 $919K No change
TMUS T-Mobile US Inc. 0.49% 3,975 $877K No change
WMT Walmart Inc. 0.48% 9,480 $857K No change
LRCX Lam Research Corp. 0.47% 11,500 $831K No change
GILD Gilead Sciences Inc. 0.45% 8,605 $795K No change
INTU Intuit Inc. 0.44% 1,250 $786K Add +38.1%
FISV Fiserv Inc. 0.44% 3,805 $782K No change
MDLZ Mondelez International Inc. Class A 0.44% 13,040 $779K Add +40.4%
ABBV Abbvie Inc. 0.44% 4,375 $777K No change
HD Home Depot Inc. 0.43% 1,975 $768K No change
ADP Automatic Data Processing 0.43% 2,615 $765K No change
BMY Bristol-Myers Squibb Co. 0.41% 12,920 $731K Reduce -31.1%
MRK Merck & Co. Inc. 0.40% 7,175 $714K Add +29.2%
QCOM Qualcomm Inc. 0.38% 4,375 $672K No change
ADI Analog Devices Inc. 0.35% 2,970 $631K No change
AEP American Electric Power 0.34% 6,650 $613K No change
SNPS Synopsys Inc. 0.34% 1,245 $604K No change
VRTX Vertex Pharmaceuticals Inc. 0.34% 1,485 $598K No change
KLAC KLA Corp. 0.33% 930 $586K No change
CDNS Cadence Design SYS Inc. 0.33% 1,945 $584K No change
PYPL PayPal Holdings Inc. 0.31% 6,480 $553K No change
ZTS Zoetis Inc. 0.30% 3,270 $533K Add +200.0%
MU Micron Technology Inc. 0.30% 6,265 $527K No change
BA The Boeing Co. 0.29% 2,940 $520K New
ABT Abbott Laboratories 0.29% 4,520 $511K No change
WFC Wells Fargo & Co. 0.28% 7,220 $507K No change
PANW Palo Alto Networks Inc. 0.28% 2,770 $504K No change
PM Philip Morris International 0.28% 4,110 $495K No change
LIN Linde PLC 0.27% 1,160 $486K Reduce -35.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.27% 2,165 $476K No change
ORCL Oracle Corp. 0.26% 2,800 $467K No change
CSX CSX Corp. 0.26% 14,320 $462K No change
CAT Caterpillar Inc. 0.26% 1,270 $461K No change
SPGI S&P Global Inc. 0.26% 920 $458K No change
SCHW Schwab (charles) Corp. 0.25% 6,070 $449K No change
KO The Coca-Cola Co. 0.25% 7,045 $439K No change
REGN Regeneron Pharmaceuticals 0.24% 595 $424K No change
MNST Monster Beverage Corp. 0.24% 8,040 $423K Add +30.7%
ANET Arista Networks Inc. 0.24% 3,820 $422K No change
ORLY O'reilly Automotive Inc. 0.23% 350 $415K No change
MCD McDonald's Corp. 0.23% 1,415 $410K No change
CTAS Cintas Corp. 0.23% 2,220 $406K No change
MAR Marriott International Class A 0.23% 1,440 $402K No change
RTX RTX Corp. 0.22% 3,440 $398K No change
BLK BlackRock Inc. 0.22% 380 $390K No change
AXP American Express Co. 0.22% 1,305 $387K No change
ACN Accenture PLC Class A 0.22% 1,100 $387K No change
DHR Danaher Corp. 0.21% 1,660 $381K No change
PG The Procter & Gamble Co. 0.21% 2,265 $380K No change
GE General Electric filed as GE AEROSPACE 0.21% 2,265 $378K No change
MET Metlife Inc. 0.21% 4,580 $375K No change
KHC The Kraft Heinz Co. 0.21% 11,960 $367K New
MELI MercadoLibre Inc. 0.21% 215 $366K No change
UNP Union Pacific Corp. 0.20% 1,595 $364K Reduce -15.2%
FTNT Fortinet Inc. 0.20% 3,745 $354K No change
AMT American Tower Corp. 0.20% 1,925 $353K No change
D Dominion Energy Inc. 0.20% 6,540 $352K No change
CRWD CrowdStrike Holdings Inc. Class A 0.19% 995 $340K No change
NOW ServiceNow Inc. 0.19% 315 $334K No change
BSX Boston Scientific Corp. 0.19% 3,730 $333K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.19% 2,755 $333K No change
STZ Constellation Brands Inc. Class A 0.19% 1,500 $332K New
ETN Eaton Corp. PLC 0.18% 985 $327K No change
LOW Lowe's Cos Inc. 0.18% 1,320 $326K No change
KDP Keurig Dr Pepper Inc. 0.18% 10,050 $323K No change
ADM Archer-Daniels-Midland Co. 0.18% 6,355 $321K New
CEG Constellation Energy 0.18% 1,430 $320K No change
PAYC Paycom Software Inc. 0.18% 1,545 $317K No change
CPRT Copart Inc. 0.18% 5,510 $316K No change
ROST Ross Stores Inc. 0.18% 2,085 $315K No change
ES Eversource Energy 0.18% 5,440 $312K No change

Show all 156 holdings

Portfolio Sells Q3 2024 → Q4 2024
IBB iShares Biotechnology ETF Sold out 0.00% −2.81
XLV SS Health Care Select Sector Sold out 0.00% −2.61
PEP Pepsico Inc. Sold out 0.00% −0.61
SBUX Starbucks Corp. Sold out 0.00% −0.51
BF.B Brown-Forman Corp. Class B Sold out 0.00% −0.40
PFE Pfizer Inc. Sold out 0.00% −0.27
LIN Linde PLC Reduce -35.7% 0.27% −0.21
JNJ Johnson & Johnson Sold out 0.00% −0.18
HRL Hormel Foods Corp. Sold out 0.00% −0.18
MCHP Microchip Technology Inc. Sold out 0.00% −0.15
CI The Cigna Group Sold out 0.00% −0.15
AES AES Corp. Sold out 0.00% −0.14
PDD PDD Holdings Inc. Sold out 0.00% −0.14
BMY Bristol-Myers Squibb Co. Reduce -31.1% 0.41% −0.13
MPWR Monolithic Power Systems Inc. Sold out 0.00% −0.12
BDX Becton Dickinson and Co. Sold out 0.00% −0.12
CAG Conagra Brands Inc. Sold out 0.00% −0.12
UNP Union Pacific Corp. Reduce -15.2% 0.20% −0.05
SLB SLB Ltd. Reduce -21.0% 0.12% −0.04
COP Conocophillips Reduce -17.4% 0.13% −0.04
CHTR Charter Communications Inc. Class A Reduce -18.9% 0.12% −0.02
SMWB Similarweb Ltd. Reduce -31.1% 9.04% +0.90

Portfolio Buys Q3 2024 → Q4 2024
TSLA Tesla Inc. Add +5.7% 3.11% +1.22
BA The Boeing Co. New 0.29% +0.29
KHC The Kraft Heinz Co. New 0.21% +0.21
STZ Constellation Brands Inc. Class A New 0.19% +0.19
ADM Archer-Daniels-Midland Co. New 0.18% +0.18
ZTS Zoetis Inc. Add +200.0% 0.30% +0.18
DXCM Dexcom Inc. New 0.16% +0.16
WBA Walgreens Boots Alliance Inc. New 0.15% +0.15
AWK American Water Works Co. Inc. New 0.15% +0.15
UPS United Parcel Service Class B New 0.14% +0.14
GM General Motors Co. New 0.13% +0.13
INTU Intuit Inc. Add +38.1% 0.44% +0.13
LW Lamb Weston Holdings Inc. New 0.13% +0.13
TEAM Atlassian Corp. Class A New 0.13% +0.13
C Citigroup Inc. New 0.12% +0.12
LULU Lululemon Athletica Inc. New 0.12% +0.12
MCK McKesson Corp. New 0.12% +0.12
CMA Comerica Inc. New 0.12% +0.12
ADBE Adobe Inc. Add +37.4% 0.74% +0.12
ABNB Airbnb Inc. Class A New 0.11% +0.11
CVX Chevron Corp. New 0.11% +0.11
MNST Monster Beverage Corp. Add +30.7% 0.24% +0.06
MDLZ Mondelez International Inc. Class A Add +40.4% 0.44% +0.06
MRK Merck & Co. Inc. Add +29.2% 0.40% +0.05
IDXX Idexx Laboratories Inc. Add +46.7% 0.16% +0.03
EL Estee Lauder Companies Class A Add +33.3% 0.15% +0.00
ELV Elevance Health Inc. Add +33.6% 0.15% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 200$248.6MNVDA, GOOGL, AAPL, MSFT, AMZN
Q1 2026 203$206.1MNVDA, AAPL, GOOGL, MSFT, AMZN
Q4 2025 195$219.5MNVDA, GOOGL, AAPL, MSFT, AMZN
Q3 2025 191$213.2MNVDA, MSFT, AAPL, GOOGL, AMZN
Q2 2025 189$202.0MNVDA, MSFT, AAPL, AMZN, GOOGL
Q1 2025 169$171.3MAAPL, NVDA, MSFT, AMZN, GOOGL
Q4 2024 156$178.1MSMWB, NVDA, AAPL, MSFT, AMZN
Q3 2024 154$179.1MSMWB, NVDA, MSFT, AAPL, GOOGL
Q2 2024 150$170.6MNVDA, MSFT, SMWB, AAPL, GOOGL
Q1 2024 155$165.3MSMWB, MSFT, NVDA, AAPL, AMZN