Alpha Family Trust

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Alpha Family Trust reported 203 stock positions worth $206.1 million. Its top holding was Nvidia (NVDA) at 9.6% of the portfolio, followed by Apple (AAPL, 7.5%) and Alphabet Class A (GOOGL, 7.3%). Compared with Q4 2025, it opened 27 new positions, sold out of 19, added to 20 and reduced 16. The biggest buy was Walmart (WMT, shares +191%) and the biggest sale Microsoft (MSFT, shares −3%).

Most Recent 13F
Q2 2026
Location
Los Angeles, CA
CIK
0001568991
Portfolio Value
$206.1M (Q1 2026)
SEC Filing
0001193125-26-221997 ↗ filed May 13, 2026

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 Q1 2025 Q2 2025: $202.0M Q2 2025 Q3 2025: $213.2M Q3 2025 Q4 2025: $219.5M Q4 2025 Q1 2026: $206.1M $206.1M Q1 2026 Q2 2026: $248.6M Q2 2026

Holdings 203 stocks · $206.1M
NVDA Nvidia Corp. 9.63% 113,810 $19.8M Reduce -4.8%
AAPL Apple Inc. 7.48% 60,770 $15.4M No change
GOOGL Alphabet Inc. Class A 7.31% 52,375 $15.1M Reduce -1.3%
MSFT Microsoft Corp. 5.76% 32,070 $11.9M Reduce -3.1%
AMZN Amazon.com Inc. 4.64% 45,875 $9.6M No change
AVGO Broadcom Inc. 3.79% 25,200 $7.8M Reduce -5.1%
META Meta Platforms Inc. Class A 3.10% 11,162 $6.4M No change
TSLA Tesla Inc. 2.73% 15,105 $5.6M Add +7.0%
WMT Walmart Inc. 1.67% 27,615 $3.4M Add +191.3%
MU Micron Technology Inc. 1.47% 8,950 $3.0M No change
COST Costco Wholesale Corp. 1.44% 2,975 $3.0M Add +7.6%
NFLX Netflix Inc. 1.31% 28,100 $2.7M Add +1.4%
AMD Advanced Micro Devices 1.22% 12,315 $2.5M No change
LRCX Lam Research Corp. 1.19% 11,500 $2.5M No change
PLTR Palantir Technologies Inc. Class A 1.16% 16,280 $2.4M No change
CSCO Cisco Systems Inc. 1.14% 30,345 $2.4M No change
SMWB Similarweb Ltd. 1.10% 658,935 $2.3M No change
AMAT Applied Materials Inc. 1.07% 6,445 $2.2M No change
BRK.B Berkshire Hathaway Inc. Class B 0.87% 3,750 $1.8M Reduce -1.8%
XOM Exxon Mobil Corp. 0.86% 10,437 $1.8M No change
JPM JPMorgan Chase & Co. 0.85% 5,950 $1.8M No change
LLY Eli Lilly & Co. 0.80% 1,790 $1.6M No change
AMGN Amgen Inc. 0.80% 4,670 $1.6M No change
KLAC KLA Corp. 0.66% 930 $1.4M No change
WDC Western Digital Corp. 0.64% 4,910 $1.3M No change
V Visa Inc. Class A 0.61% 4,190 $1.3M No change
JNJ Johnson & Johnson 0.60% 5,100 $1.2M No change
INTC Intel Corp. 0.59% 27,530 $1.2M No change
GILD Gilead Sciences Inc. 0.58% 8,605 $1.2M No change
HON Honeywell International Inc. 0.58% 5,280 $1.2M No change
PEP Pepsico Inc. 0.57% 7,600 $1.2M Reduce -20.6%
T AT&T Inc. 0.57% 40,365 $1.2M No change
INTU Intuit Inc. 0.51% 2,425 $1.0M Add +12.8%
MA Mastercard Inc. Class A 0.50% 2,050 $1.0M No change
BKNG Booking Holdings Inc. 0.49% 240 $1.0M No change
KO The Coca-Cola Co. 0.48% 13,020 $990K No change
ISRG Intuitive Surgical Inc. 0.48% 2,125 $980K No change
ABBV Abbvie Inc. 0.46% 4,375 $952K No change
TMUS T-Mobile US Inc. 0.46% 4,530 $951K Add +14.0%
LIN Linde PLC 0.46% 1,910 $947K Add +64.7%
ADI Analog Devices Inc. 0.46% 2,970 $945K No change
CAT Caterpillar Inc. 0.44% 1,270 $900K No change
AEP American Electric Power 0.42% 6,650 $872K No change
PANW Palo Alto Networks Inc. 0.41% 5,320 $853K Add +47.8%
APP AppLovin Corp. Class A 0.36% 1,875 $746K Add +38.9%
VRTX Vertex Pharmaceuticals Inc. 0.35% 1,635 $730K Add +10.1%
MRK Merck & Co. Inc. 0.35% 5,975 $719K No change
CMCSA Comcast Corp. Class A 0.34% 24,540 $696K Reduce -38.9%
ADP Automatic Data Processing 0.34% 3,400 $691K Add +30.0%
UNH Unitedhealth Group Inc. 0.33% 2,550 $690K Add +3.0%
COP Conocophillips 0.33% 5,150 $680K No change
PM Philip Morris International 0.33% 4,110 $680K No change
BKR Baker Hughes Co. 0.32% 10,950 $668K No change
RTX RTX Corp. 0.32% 3,440 $664K No change
MS Morgan Stanley 0.32% 4,025 $662K No change
HD Home Depot Inc. 0.32% 1,975 $650K Reduce -27.3%
GE General Electric filed as GE AEROSPACE 0.31% 2,265 $643K No change
ORCL Oracle Corp. 0.29% 4,040 $594K No change
WFC Wells Fargo & Co. 0.28% 7,220 $575K No change
SCHW Schwab (charles) Corp. 0.28% 6,070 $570K No change
QCOM Qualcomm Inc. 0.27% 4,375 $563K Reduce -38.0%
CEG Constellation Energy 0.27% 2,005 $560K No change
SBUX Starbucks Corp. 0.27% 6,130 $549K No change
CRM Salesforce Inc. 0.27% 2,935 $548K No change
REGN Regeneron Pharmaceuticals 0.26% 700 $541K Reduce -9.7%
CDNS Cadence Design SYS Inc. 0.26% 1,945 $540K No change
STZ Constellation Brands Inc. Class A 0.26% 3,520 $528K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.25% 2,165 $525K No change
CSX CSX Corp. 0.24% 12,270 $504K No change
CRWD CrowdStrike Holdings Inc. Class A 0.24% 1,285 $502K Reduce -25.3%
GEV GE Vernova Inc. 0.24% 566 $494K No change
SNPS Synopsys Inc. 0.24% 1,245 $494K No change
VRSK Verisk Analytics Inc. 0.24% 2,555 $485K Add +63.3%
ORLY O'reilly Automotive Inc. 0.24% 5,250 $485K No change
MAR Marriott International Class A 0.23% 1,440 $471K No change
ANET Arista Networks Inc. 0.23% 3,820 $469K No change
PFE Pfizer Inc. 0.23% 16,620 $467K No change
ABT Abbott Laboratories 0.23% 4,520 $464K Reduce -7.8%
ROST Ross Stores Inc. 0.22% 2,085 $452K No change
MNST Monster Beverage Corp. 0.22% 6,150 $446K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.21% 2,755 $440K No change
MCD McDonald's Corp. 0.21% 1,415 $440K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.21% 8,860 $432K No change
NTAP Netapp Inc. 0.21% 4,160 $426K No change
IDXX Idexx Laboratories Inc. 0.20% 750 $421K No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.20% 315 $416K No change
WMB Williams Cos Inc. 0.20% 5,715 $416K No change
FITB Fifth Third Bancorp 0.20% 8,855 $411K New
FTNT Fortinet Inc. 0.20% 5,020 $410K Add +34.0%
JCI Johnson Controls Internation 0.20% 3,115 $408K No change
D Dominion Energy Inc. 0.20% 6,540 $404K No change
OKE Oneok Inc. 0.20% 4,470 $404K No change
GD General Dynamics Corp. 0.19% 1,160 $398K No change
APH Amphenol Corp. Class A 0.19% 3,150 $398K No change
AXP American Express Co. 0.19% 1,305 $395K No change
SPGI S&P Global Inc. 0.19% 920 $391K No change
UNP Union Pacific Corp. 0.19% 1,595 $387K No change
NOC Northrop Grumman Corp. 0.19% 560 $382K No change
ES Eversource Energy 0.18% 5,440 $377K No change
CTAS Cintas Corp. 0.18% 2,220 $375K No change

Show all 203 holdings

Portfolio Sells Q4 2025 → Q1 2026
MSFT Microsoft Corp. Reduce -3.1% 5.76% −1.53
ADBE Adobe Inc. Sold out 0.00% −0.54
NVDA Nvidia Corp. Reduce -4.8% 9.63% −0.52
STX Seagate Technology Holdings Sold out 0.00% −0.44
AVGO Broadcom Inc. Reduce -5.1% 3.79% −0.40
QCOM Qualcomm Inc. Reduce -38.0% 0.27% −0.28
GOOGL Alphabet Inc. Class A Reduce -1.3% 7.31% −0.26
DHR Danaher Corp. Sold out 0.00% −0.24
CMCSA Comcast Corp. Class A Reduce -38.9% 0.34% −0.21
ADSK Autodesk Inc. Sold out 0.00% −0.18
CTSH Cognizant Tech Solutions-A Sold out 0.00% −0.14
CMA Comerica Inc. Sold out 0.00% −0.13
LULU Lululemon Athletica Inc. Sold out 0.00% −0.13
CRWD CrowdStrike Holdings Inc. Class A Reduce -25.3% 0.24% −0.12
JKHY Jack Henry & Associates Inc. Sold out 0.00% −0.12
GEHC GE Healthcare Technology Sold out 0.00% −0.11
DASH DoorDash Inc. Class A Reduce -18.1% 0.16% −0.11
HD Home Depot Inc. Reduce -27.3% 0.32% −0.11
UPS United Parcel Service Class B Sold out 0.00% −0.11
PAYX Paychex Inc. Sold out 0.00% −0.11
NOW ServiceNow Inc. Sold out 0.00% −0.11
BXP BXP Inc. Sold out 0.00% −0.11
BDX Becton Dickinson and Co. Sold out 0.00% −0.11
FDS Factset Research Systems Inc. Reduce -33.5% 0.11% −0.10
ZS Zscaler Inc. Sold out 0.00% −0.10
BF.B Brown-Forman Corp. Class B Sold out 0.00% −0.10
NEM Newmont Corp. Sold out 0.00% −0.10
ABNB Airbnb Inc. Class A Sold out 0.00% −0.10
EA Electronic Arts Inc. Sold out 0.00% −0.09
ABT Abbott Laboratories Reduce -7.8% 0.23% −0.05
UBER Uber Technologies Inc. Reduce -29.0% 0.11% −0.05
PGR Progressive Corp. Reduce -29.1% 0.10% −0.05
PEP Pepsico Inc. Reduce -20.6% 0.57% −0.05
REGN Regeneron Pharmaceuticals Reduce -9.7% 0.26% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.8% 0.87% −0.00

Portfolio Buys Q4 2025 → Q1 2026
WMT Walmart Inc. Add +191.3% 1.67% +1.18
COST Costco Wholesale Corp. Add +7.6% 1.44% +0.35
LIN Linde PLC Add +64.7% 0.46% +0.23
FITB Fifth Third Bancorp New 0.20% +0.20
LYB Lyondellbasell Indu Class A New 0.18% +0.18
ROP Roper Technologies Inc. New 0.16% +0.16
TPL Texas Pacific Land Corp. New 0.16% +0.16
MDLZ Mondelez International Inc. Class A New 0.15% +0.15
CHD Church & Dwight Co. Inc. New 0.14% +0.14
NFLX Netflix Inc. Add +1.4% 1.31% +0.13
MRSH Marsh & McLennan Cos New 0.13% +0.13
TRI Thomson Reuters Corp. New 0.12% +0.12
TYL Tyler Technologies Inc. New 0.12% +0.12
APA Apa Corp. New 0.12% +0.12
CTVA Corteva Inc. New 0.12% +0.12
PWR Quanta Services Inc. New 0.12% +0.12
KMI Kinder Morgan Inc. New 0.12% +0.12
CMG Chipotle Mexican Grill Inc. New 0.12% +0.12
TDY Teledyne Technologies Inc. New 0.11% +0.11
PANW Palo Alto Networks Inc. Add +47.8% 0.41% +0.11
BX Blackstone Inc. New 0.11% +0.11
AJG Arthur J Gallagher & Co. New 0.11% +0.11
KHC The Kraft Heinz Co. New 0.11% +0.11
CSGP Costar Group Inc. New 0.11% +0.11
KDP Keurig Dr Pepper Inc. New 0.10% +0.10
POOL Pool Corp. New 0.10% +0.10
MPC Marathon Petroleum Corp. New 0.10% +0.10
ED Consolidated Edison Inc. New 0.10% +0.10
VZ Verizon Communications Inc. New 0.10% +0.10
FCX Freeport-McMoran Inc. New 0.10% +0.10
DUK Duke Energy Corp. New 0.10% +0.10
TMUS T-Mobile US Inc. Add +14.0% 0.46% +0.09
BAX Baxter International Inc. New 0.09% +0.09
VRSK Verisk Analytics Inc. Add +63.3% 0.24% +0.08
FTNT Fortinet Inc. Add +34.0% 0.20% +0.06
WDAY Workday Inc. Class A Add +128.6% 0.16% +0.05
VRTX Vertex Pharmaceuticals Inc. Add +10.1% 0.35% +0.05
ADP Automatic Data Processing Add +30.0% 0.34% +0.03
GIS General Mills Inc. Add +36.5% 0.16% +0.02
IT Gartner Inc. Add +71.6% 0.11% +0.01
PAYC Paycom Software Inc. Add +30.7% 0.12% +0.01
PYPL PayPal Holdings Inc. Add +14.3% 0.16% −0.01
CPRT Copart Inc. Add +3.4% 0.18% −0.01
UNH Unitedhealth Group Inc. Add +3.0% 0.33% −0.04
APP AppLovin Corp. Class A Add +38.9% 0.36% −0.05
INTU Intuit Inc. Add +12.8% 0.51% −0.14
TSLA Tesla Inc. Add +7.0% 2.73% −0.17

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