Alpha Family Trust

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Alpha Family Trust reported 169 stock positions worth $171.3 million. Its top holding was Apple (AAPL) at 8.3% of the portfolio, followed by Nvidia (NVDA, 7.6%) and Microsoft (MSFT, 7.0%). Compared with Q4 2024, it opened 31 new positions, sold out of 18, added to 36 and reduced 6. The biggest buy was a new position in Palantir Technologies Class A (PLTR) and the biggest sale Similarweb (SMWB, shares −25%).

Most Recent 13F
Q2 2026
Location
Los Angeles, CA
CIK
0001568991
Portfolio Value
$171.3M (Q1 2025)
SEC Filing
0000950123-25-004939 ↗ filed May 13, 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 Q4 2024 Q1 2025: $171.3M $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 169 stocks · $171.3M
AAPL Apple Inc. 8.34% 64,310 $14.3M Add +13.4%
NVDA Nvidia Corp. 7.56% 119,500 $13.0M No change
MSFT Microsoft Corp. 7.03% 32,072 $12.0M Add +0.0%
AMZN Amazon.com Inc. 5.09% 45,875 $8.7M No change
GOOGL Alphabet Inc. Class A 4.79% 53,044 $8.2M No change
SMWB Similarweb Ltd. 4.11% 851,669 $7.0M Reduce -25.0%
META Meta Platforms Inc. Class A 3.75% 11,162 $6.4M Reduce -0.8%
U Unity Software Inc. 3.15% 275,933 $5.4M No change
AVGO Broadcom Inc. 2.59% 26,550 $4.4M No change
TSLA Tesla Inc. 2.08% 13,725 $3.6M No change
COST Costco Wholesale Corp. 1.53% 2,765 $2.6M Add +21.5%
NFLX Netflix Inc. 1.47% 2,710 $2.5M Add +8.2%
BRK.B Berkshire Hathaway Inc. Class B 1.19% 3,820 $2.0M Add +10.7%
CSCO Cisco Systems Inc. 1.13% 31,305 $1.9M Add +3.2%
V Visa Inc. Class A 0.86% 4,190 $1.5M No change
JPM JPMorgan Chase & Co. 0.85% 5,950 $1.5M No change
AMGN Amgen Inc. 0.85% 4,670 $1.5M Add +19.1%
LLY Eli Lilly & Co. 0.84% 1,745 $1.4M Add +14.1%
TMUS T-Mobile US Inc. 0.83% 5,340 $1.4M Add +34.3%
PLTR Palantir Technologies Inc. Class A 0.77% 15,540 $1.3M New
ADBE Adobe Inc. 0.75% 3,349 $1.3M Add +13.5%
XOM Exxon Mobil Corp. 0.72% 10,437 $1.2M No change
PEP Pepsico Inc. 0.68% 7,740 $1.2M New
T AT&T Inc. 0.67% 40,365 $1.1M No change
LIN Linde PLC 0.67% 2,450 $1.1M Add +111.2%
MA Mastercard Inc. Class A 0.66% 2,050 $1.1M No change
HON Honeywell International Inc. 0.65% 5,280 $1.1M No change
BKNG Booking Holdings Inc. 0.65% 240 $1.1M No change
QCOM Qualcomm Inc. 0.62% 6,950 $1.1M Add +58.9%
ISRG Intuitive Surgical Inc. 0.61% 2,125 $1.1M No change
TXN Texas Instruments Inc. 0.60% 5,730 $1.0M Add +258.1%
INTU Intuit Inc. 0.60% 1,665 $1.0M Add +33.2%
CMCSA Comcast Corp. Class A 0.58% 26,900 $993K No change
AMD Advanced Micro Devices 0.56% 9,420 $968K No change
GILD Gilead Sciences Inc. 0.56% 8,605 $964K No change
UNH Unitedhealth Group Inc. 0.56% 1,820 $953K No change
AMAT Applied Materials Inc. 0.55% 6,445 $935K No change
KO The Coca-Cola Co. 0.54% 13,020 $932K Add +84.8%
ABBV Abbvie Inc. 0.54% 4,375 $917K No change
ADP Automatic Data Processing 0.52% 2,910 $889K Add +11.3%
PG The Procter & Gamble Co. 0.52% 5,205 $887K Add +129.8%
MDLZ Mondelez International Inc. Class A 0.52% 13,040 $885K No change
PANW Palo Alto Networks Inc. 0.50% 5,020 $857K Add +81.2%
FISV Fiserv Inc. 0.49% 3,805 $840K No change
LRCX Lam Research Corp. 0.49% 11,500 $836K No change
VRTX Vertex Pharmaceuticals Inc. 0.49% 1,720 $834K Add +15.8%
WMT Walmart Inc. 0.49% 9,480 $832K No change
BMY Bristol-Myers Squibb Co. 0.46% 12,920 $788K No change
CRM Salesforce Inc. 0.46% 2,935 $788K No change
AEP American Electric Power 0.42% 6,650 $727K No change
HD Home Depot Inc. 0.42% 1,975 $724K No change
SBUX Starbucks Corp. 0.42% 7,310 $717K New
PM Philip Morris International 0.38% 4,110 $652K No change
ABT Abbott Laboratories 0.38% 4,900 $650K Add +8.4%
CVX Chevron Corp. 0.37% 3,800 $636K Add +174.4%
KLAC KLA Corp. 0.37% 930 $632K No change
INTC Intel Corp. 0.37% 27,680 $629K New
ADI Analog Devices Inc. 0.35% 2,970 $599K No change
ROP Roper Technologies Inc. 0.32% 930 $548K New
MU Micron Technology Inc. 0.32% 6,265 $544K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.31% 2,165 $538K No change
JNJ Johnson & Johnson 0.31% 3,225 $535K New
SNPS Synopsys Inc. 0.31% 1,245 $534K No change
WFC Wells Fargo & Co. 0.30% 7,220 $518K No change
ORLY O'reilly Automotive Inc. 0.29% 350 $501K No change
CDNS Cadence Design SYS Inc. 0.29% 1,945 $495K No change
FTNT Fortinet Inc. 0.29% 5,120 $493K Add +36.7%
UNP Union Pacific Corp. 0.28% 2,035 $481K Add +27.6%
SCHW Schwab (charles) Corp. 0.28% 6,070 $475K No change
SPGI S&P Global Inc. 0.27% 920 $467K No change
CRWD CrowdStrike Holdings Inc. Class A 0.27% 1,300 $458K Add +30.6%
CTAS Cintas Corp. 0.27% 2,220 $456K No change
RTX RTX Corp. 0.27% 3,440 $456K No change
GE General Electric filed as GE AEROSPACE 0.26% 2,265 $453K No change
MCD McDonald's Corp. 0.26% 1,415 $442K No change
PYPL PayPal Holdings Inc. 0.25% 6,480 $423K No change
CSX CSX Corp. 0.25% 14,320 $421K No change
MELI MercadoLibre Inc. 0.24% 215 $419K No change
AMT American Tower Corp. 0.24% 1,925 $419K No change
CAT Caterpillar Inc. 0.24% 1,270 $419K No change
PAYX Paychex Inc. 0.24% 2,635 $407K Add +22.6%
ABNB Airbnb Inc. Class A 0.24% 3,395 $406K Add +120.5%
ORCL Oracle Corp. 0.23% 2,800 $391K No change
REGN Regeneron Pharmaceuticals 0.22% 595 $377K No change
MRSH Marsh & McLennan Cos 0.22% 1,545 $377K Add +53.7%
BSX Boston Scientific Corp. 0.22% 3,730 $376K No change
ITW Illinois Tool Works 0.22% 1,510 $374K Add +69.7%
MRK Merck & Co. Inc. 0.22% 4,155 $373K Reduce -42.1%
TMO Thermo Fisher Scientific Inc. 0.21% 740 $368K New
MET Metlife Inc. 0.21% 4,580 $368K No change
D Dominion Energy Inc. 0.21% 6,540 $367K No change
MNST Monster Beverage Corp. 0.21% 6,150 $360K Reduce -23.5%
BLK BlackRock Inc. 0.21% 380 $360K No change
PCAR Paccar Inc. 0.21% 3,676 $358K Add +61.4%
AXP American Express Co. 0.20% 1,305 $351K No change
CDW CDW Corp. 0.20% 2,190 $351K New
KDP Keurig Dr Pepper Inc. 0.20% 10,050 $344K No change
ACN Accenture PLC Class A 0.20% 1,100 $343K No change
MAR Marriott International Class A 0.20% 1,440 $343K No change
WMB Williams Cos Inc. 0.20% 5,715 $342K No change
USB US Bancorp 0.20% 8,025 $339K Add +35.4%
ES Eversource Energy 0.20% 5,440 $338K No change
PAYC Paycom Software Inc. 0.20% 1,545 $338K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.20% 2,755 $336K No change
PDD PDD Holdings Inc. 0.19% 2,815 $333K New
SPOT Spotify Technology SA 0.19% 595 $327K No change
CB Chubb Ltd. 0.19% 1,080 $326K New
MDT Medtronic PLC 0.19% 3,620 $325K No change
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.19% 1,110 $320K New
UBER Uber Technologies Inc. 0.19% 4,380 $319K New
WDAY Workday Inc. Class A 0.19% 1,360 $318K Add +19.8%
GD General Dynamics Corp. 0.18% 1,160 $316K Add +44.1%
IDXX Idexx Laboratories Inc. 0.18% 750 $315K Add +11.1%
C Citigroup Inc. 0.18% 4,430 $314K Add +42.9%
CPRT Copart Inc. 0.18% 5,510 $312K No change
FAST Fastenal Co. 0.18% 4,010 $311K New
SYK Stryker Corp. 0.18% 835 $311K No change
LOW Lowe's Cos Inc. 0.18% 1,320 $308K No change
PGR Progressive Corp. 0.18% 1,070 $303K No change
STX Seagate Technology Holdings 0.17% 3,485 $296K No change
ANET Arista Networks Inc. 0.17% 3,820 $296K No change
DASH DoorDash Inc. Class A 0.17% 1,590 $291K New
CTSH Cognizant Tech Solutions-A 0.17% 3,790 $290K No change
CEG Constellation Energy 0.17% 1,430 $288K No change
NOC Northrop Grumman Corp. 0.17% 560 $287K No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.17% 820 $283K New
SHW The Sherwin-Williams Co. 0.16% 805 $281K No change
PLD Prologis Inc. 0.16% 2,505 $280K New
GEHC GE Healthcare Technology 0.16% 3,415 $276K New
AON Aon PLC Class A 0.16% 690 $275K No change
EVRG Evergy Inc. 0.16% 3,970 $274K No change
VRSK Verisk Analytics Inc. 0.16% 905 $269K No change
ETN Eaton Corp. PLC 0.16% 985 $268K No change
ROST Ross Stores Inc. 0.16% 2,085 $266K No change
NEE Nextera Energy Inc. 0.15% 3,660 $259K No change
NXPI NXP Semiconductors NV 0.15% 1,360 $258K Add +19.3%
MCK McKesson Corp. 0.15% 375 $252K No change
NOW ServiceNow Inc. 0.15% 315 $251K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.15% 5,970 $250K Add +11.0%
JCI Johnson Controls Internation 0.15% 3,115 $250K No change
BX Blackstone Inc. 0.15% 1,780 $249K New
DHR Danaher Corp. 0.14% 1,200 $246K Reduce -27.7%
ANSS Ansys Inc. 0.14% 760 $241K No change
FANG Diamondback Energy Inc. 0.14% 1,485 $237K New
MMM 3M Co. 0.14% 1,580 $232K No change
O Realty Income Corp. 0.13% 3,930 $228K No change
AMP Ameriprise Financial Inc. 0.13% 470 $228K No change
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.13% 3,195 $227K New
LHX L3HARRIS Technologies Inc. 0.13% 1,080 $226K No change
EXC Exelon Corp. 0.13% 4,880 $225K New
COR Cencora Inc. 0.13% 800 $222K New
FE Firstenergy Corp. 0.13% 5,435 $220K No change
ETR Entergy Corp. 0.13% 2,560 $219K New
DE Deere & Co. 0.13% 460 $216K New
CI The Cigna Group 0.13% 655 $215K New
DG Dollar General Corp. 0.13% 2,450 $215K New
CVS CVS Health Corp. 0.13% 3,170 $215K New
AEE Ameren Corporation 0.12% 2,110 $212K New
CHTR Charter Communications Inc. Class A 0.12% 570 $210K Reduce -11.6%
LMT Lockheed Martin Corp. 0.12% 470 $210K No change
CHD Church & Dwight Co. Inc. 0.12% 1,905 $210K New
ASML ASML Holding NV-NY Reg SHS 0.12% 315 $209K No change
GM General Motors Co. 0.12% 4,420 $208K No change
CMI Cummins Inc. 0.12% 661 $207K No change
APH Amphenol Corp. Class A 0.12% 3,150 $207K No change
ED Consolidated Edison Inc. 0.12% 1,860 $206K New
KEY Keycorp 0.12% 12,810 $205K No change
KMI Kinder Morgan Inc. 0.12% 7,165 $204K New
TT Trane Technologies PLC 0.12% 605 $204K No change

Portfolio Sells Q4 2024 → Q1 2025
SMWB Similarweb Ltd. Reduce -25.0% 4.11% −4.92
ZTS Zoetis Inc. Sold out 0.00% −0.30
BA The Boeing Co. Sold out 0.00% −0.29
KHC The Kraft Heinz Co. Sold out 0.00% −0.21
STZ Constellation Brands Inc. Class A Sold out 0.00% −0.19
MRK Merck & Co. Inc. Reduce -42.1% 0.22% −0.18
ADM Archer-Daniels-Midland Co. Sold out 0.00% −0.18
DXCM Dexcom Inc. Sold out 0.00% −0.16
EL Estee Lauder Companies Class A Sold out 0.00% −0.15
ELV Elevance Health Inc. Sold out 0.00% −0.15
WBA Walgreens Boots Alliance Inc. Sold out 0.00% −0.15
AWK American Water Works Co. Inc. Sold out 0.00% −0.15
UPS United Parcel Service Class B Sold out 0.00% −0.14
COP Conocophillips Sold out 0.00% −0.13
ILMN Illumina Inc. Sold out 0.00% −0.13
LW Lamb Weston Holdings Inc. Sold out 0.00% −0.13
TEAM Atlassian Corp. Class A Sold out 0.00% −0.13
LULU Lululemon Athletica Inc. Sold out 0.00% −0.12
CMA Comerica Inc. Sold out 0.00% −0.12
DELL Dell Technologies -C Sold out 0.00% −0.12
DHR Danaher Corp. Reduce -27.7% 0.14% −0.07
MNST Monster Beverage Corp. Reduce -23.5% 0.21% −0.03
CHTR Charter Communications Inc. Class A Reduce -11.6% 0.12% −0.00
META Meta Platforms Inc. Class A Reduce -0.8% 3.75% +0.06

Portfolio Buys Q4 2024 → Q1 2025
PLTR Palantir Technologies Inc. Class A New 0.77% +0.77
PEP Pepsico Inc. New 0.68% +0.68
TXN Texas Instruments Inc. Add +258.1% 0.60% +0.43
SBUX Starbucks Corp. New 0.42% +0.42
LIN Linde PLC Add +111.2% 0.67% +0.39
INTC Intel Corp. New 0.37% +0.37
AAPL Apple Inc. Add +13.4% 8.34% +0.36
COST Costco Wholesale Corp. Add +21.5% 1.53% +0.36
TMUS T-Mobile US Inc. Add +34.3% 0.83% +0.34
ROP Roper Technologies Inc. New 0.32% +0.32
JNJ Johnson & Johnson New 0.31% +0.31
BRK.B Berkshire Hathaway Inc. Class B Add +10.7% 1.19% +0.31
PG The Procter & Gamble Co. Add +129.8% 0.52% +0.30
KO The Coca-Cola Co. Add +84.8% 0.54% +0.30
AMGN Amgen Inc. Add +19.1% 0.85% +0.28
CVX Chevron Corp. Add +174.4% 0.37% +0.26
QCOM Qualcomm Inc. Add +58.9% 0.62% +0.25
NFLX Netflix Inc. Add +8.2% 1.47% +0.22
PANW Palo Alto Networks Inc. Add +81.2% 0.50% +0.22
TMO Thermo Fisher Scientific Inc. New 0.21% +0.21
CDW CDW Corp. New 0.20% +0.20
PDD PDD Holdings Inc. New 0.19% +0.19
CB Chubb Ltd. New 0.19% +0.19
MSTR Strategy Inc. New 0.19% +0.19
UBER Uber Technologies Inc. New 0.19% +0.19
FAST Fastenal Co. New 0.18% +0.18
LLY Eli Lilly & Co. Add +14.1% 0.84% +0.18
DASH DoorDash Inc. Class A New 0.17% +0.17
AJG Arthur J Gallagher & Co. New 0.17% +0.17
PLD Prologis Inc. New 0.16% +0.16
GEHC GE Healthcare Technology New 0.16% +0.16
INTU Intuit Inc. Add +33.2% 0.60% +0.16
VRTX Vertex Pharmaceuticals Inc. Add +15.8% 0.49% +0.15
BX Blackstone Inc. New 0.15% +0.15
FANG Diamondback Energy Inc. New 0.14% +0.14
WRB WR Berkley Corp. New 0.13% +0.13
EXC Exelon Corp. New 0.13% +0.13
COR Cencora Inc. New 0.13% +0.13
ETR Entergy Corp. New 0.13% +0.13
DE Deere & Co. New 0.13% +0.13
CI The Cigna Group New 0.13% +0.13
DG Dollar General Corp. New 0.13% +0.13
CVS CVS Health Corp. New 0.13% +0.13
AEE Ameren Corporation New 0.12% +0.12
ABNB Airbnb Inc. Class A Add +120.5% 0.24% +0.12
CHD Church & Dwight Co. Inc. New 0.12% +0.12
ED Consolidated Edison Inc. New 0.12% +0.12
KMI Kinder Morgan Inc. New 0.12% +0.12
CSCO Cisco Systems Inc. Add +3.2% 1.13% +0.12
MRSH Marsh & McLennan Cos Add +53.7% 0.22% +0.10

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