MondegarAI
FOCUSED ALPHA, LLC

Q4 2025 · 13F-HR

FOCUSED ALPHA, LLCholdings as filed

Filed 2026-02-13 · accession 0001104659-26-014890

$340.3M
Reported value
243
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · FOCUSED ALPHA, LLC · Q4 2025

AI · grounded in 13F

FOCUSED ALPHA, LLC established a new position in MSFT valued at $16.99M. The fund also initiated new stakes in VTI for $14.66M and IVV for $14.52M. Additional new positions include GOOGL at $12.45M and AMZN at $8.96M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$17.0M4.99%35,121CommonNONE
922908769VTIVANGUARD INDEX FDS$14.7M4.31%43,728CommonNONE
464287200IVVISHARES TR$14.5M4.27%21,192CommonNONE
02079K305GOOGLALPHABET INC$12.5M3.66%39,781CommonNONE
023135106AMZNAMAZON COM INC$9.0M2.63%38,818CommonNONE
037833100AAPLAPPLE INC$8.7M2.56%32,013CommonNONE
69344A107PULSPGIM ETF TR$8.5M2.50%171,673CommonNONE
922908744VTVVANGUARD INDEX FDS$7.6M2.24%39,860CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$7.6M2.22%15,057CommonNONE
381430230GSSTGOLDMAN SACHS ETF TR$7.6M2.22%149,621CommonNONE
67066G104NVDANVIDIA CORPORATION$6.7M1.96%35,703CommonNONE
57636Q104MAMASTERCARD INCORPORATED$6.2M1.83%10,890CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$6.0M1.77%18,722CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$5.8M1.71%8,548CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$5.8M1.70%62,299CommonNONE
00039J830SYFIAB ACTIVE ETFS INC$5.7M1.67%158,612CommonNONE
75526L886FEGERBB FUND TRUST$5.5M1.61%119,168CommonNONE
36087T411PCHIFUNDVANTAGE TR$5.0M1.47%200,000CommonNONE
88160R101TSLATESLA INC$4.4M1.29%9,793CommonNONE
11135F101AVGOBROADCOM INC$4.1M1.19%11,712CommonNONE
92189H730SMOTVANECK ETF TRUST$3.8M1.12%105,350CommonNONE
46434V621DGROISHARES TR$3.7M1.09%53,274CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$3.6M1.07%132,606CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$3.6M1.07%144,382CommonNONE
78410K667SEPISCM TRUST$3.6M1.06%137,735CommonNONE
02079K107GOOGALPHABET INC$3.6M1.06%11,462CommonNONE
31423L305FDVFEDERATED HERMES ETF TRUST$3.6M1.05%125,149CommonNONE
92826C839VVISA INC$3.5M1.02%9,945CommonNONE
53656F847CCORLISTED FDS TR$3.0M0.87%112,983CommonNONE
949746101WMT2WELLS FARGO CO NEW$2.8M0.81%29,595CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.8M0.81%12,538CommonNONE
38149W622GPIXGOLDMAN SACHS ETF TR$2.8M0.81%52,148CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2.7M0.80%19,014CommonNONE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$2.6M0.78%138,592CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$2.6M0.76%79,048CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.5M0.75%2,955CommonNONE
060505104BACBANK AMERICA CORP$2.5M0.73%45,452CommonNONE
464287309IVWISHARES TR$2.3M0.67%18,516CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$2.3M0.67%3CommonNONE
464287408IVEISHARES TR$2.1M0.62%9,977CommonNONE
922908736VUGVANGUARD INDEX FDS$2.0M0.58%4,018CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$1.9M0.56%50,571CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.9M0.55%9,710CommonNONE
46432F842IEFAISHARES TR$1.7M0.49%18,508CommonNONE
09260D107BXBLACKSTONE INC$1.6M0.46%10,182CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.5M0.43%8,313CommonNONE
46090E103QQQINVESCO QQQ TR$1.3M0.39%2,180CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1.3M0.39%5,462CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.3M0.38%4,321CommonNONE
090572207BIOBIO RAD LABS INC$1.3M0.37%4,203CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.3M0.37%4,173CommonNONE
464285204IAUISHARES GOLD TR$1.3M0.37%15,552CommonNONE
74347X831TQQQPROSHARES TR$1.2M0.37%23,692CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.2M0.37%5,830CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.2M0.35%1,369CommonNONE
369604301GEGE AEROSPACE$1.2M0.35%3,812CommonNONE
219350105GLWCORNING INC$1.2M0.34%13,339CommonNONE
75513E101RTXRTX CORPORATION$1.2M0.34%6,304CommonNONE
69374H436QDPLPACER FDS TR$1.2M0.34%27,083CommonNONE
629377508NRGNRG ENERGY INC$1.1M0.33%7,034CommonNONE
15102K100CELCCELCUITY INC$1.1M0.32%11,009CommonNONE
375558103GILDGILEAD SCIENCES INC$1.1M0.32%8,946CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$1.0M0.30%13,626CommonNONE
931142103WMTWALMART INC$1.0M0.30%9,164CommonNONE
37960A438CLIPGLOBAL X FDS$1.0M0.30%10,030CommonNONE
88579Y101MMM3M CO$1.0M0.29%6,259CommonNONE
458140100INTCINTEL CORP$992,8780.29%26,907CommonNONE
172967424CCITIGROUP INC$971,0720.29%8,322CommonNONE
46436E387IBHHISHARES TR$950,7630.28%40,159CommonNONE
617446448MSMORGAN STANLEY$933,1370.27%5,256CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$900,5640.26%3,561CommonNONE
46436E478IBHGISHARES TR$895,9530.26%40,141CommonNONE
78409V104SPGIS&P GLOBAL INC$891,7130.26%1,706CommonNONE
46436E379IBHIISHARES TR$885,5400.26%37,475CommonNONE
46428Q109SLVISHARES SILVER TR$882,1670.26%13,694CommonNONE
46435GAA0IBDRISHARES TR$879,6790.26%36,305CommonNONE
98149E303GLDMWORLD GOLD TR$857,1150.25%10,040CommonNONE
02081G201ATECALPHATEC HLDGS INC$846,2290.25%40,220CommonNONE
46436E528IBHFISHARES TR$839,9470.25%36,393CommonNONE
17275R102CSCOCISCO SYS INC$828,6420.24%10,757CommonNONE
46435U515IBDTISHARES TR$827,3180.24%32,501CommonNONE
46435UAA9IBDSISHARES TR$817,0990.24%33,653CommonNONE
166764100CVXCHEVRON CORP NEW$809,1210.24%5,309CommonNONE
595112103MUMICRON TECHNOLOGY INC$798,6090.23%2,798CommonNONE
97717X669DGRWWISDOMTREE TR$779,3640.23%8,715CommonNONE
27829U105ETXEATON VANCE MUN INCOME 2028$763,6100.22%40,835CommonNONE
19761L839NJNKCOLUMBIA ETF TR I$758,2180.22%37,400CommonNONE
833445109SNOWSNOWFLAKE INC$750,2110.22%3,420CommonNONE
464287499IWRISHARES TR$741,9960.22%7,707CommonNONE
092528504CLOABLACKROCK ETF TRUST II$739,0280.22%14,282CommonNONE
47103U845JAAAJANUS DETROIT STR TR$735,1620.22%14,535CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$730,9610.21%2,654CommonNONE
56146T103MAMAMAMAS CREATIONS INC$724,0490.21%53,673CommonNONE
532457108LLYELI LILLY & CO$723,1680.21%673CommonNONE
922908363VOOVANGUARD INDEX FDS$713,4930.21%1,138CommonNONE
46436E312IBDXISHARES TR$694,3670.20%27,198CommonNONE
064058100BKBANK NEW YORK MELLON CORP$693,7100.20%5,976CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$681,1610.20%23,635CommonNONE
031162100AMGNAMGEN INC$679,3660.20%2,076CommonNONE
922908629VOVANGUARD INDEX FDS$671,2950.20%2,313CommonNONE
049560105ATOATMOS ENERGY CORP$664,0950.20%3,962CommonNONE
30303M102METAMETA PLATFORMS INC$663,0370.19%1,004CommonNONE
464287465EFAISHARES TR$652,7690.19%6,798CommonNONE
882508104TXNTEXAS INSTRS INC$650,4070.19%3,749CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$648,3120.19%2,257CommonNONE
464287234EEMISHARES TR$646,4930.19%11,817CommonNONE
384556106GHMGRAHAM CORP$629,7110.19%9,804CommonNONE
96924N100WLDNWILLDAN GROUP INC$627,2470.18%6,051CommonNONE
512807306LRCXLAM RESEARCH CORP$625,8510.18%3,656CommonNONE
651639106NEMNEWMONT CORP$625,5190.18%6,265CommonNONE
857477103STTSTATE STR CORP$620,9570.18%4,813CommonNONE
18915M107NETCLOUDFLARE INC$619,8400.18%3,144CommonNONE
67066V101NADNUVEEN QUALITY MUNCP INCOME$609,0040.18%50,666CommonNONE
37045V100GMGENERAL MTRS CO$602,7490.18%7,412CommonNONE
958102105WDCWESTERN DIGITAL CORP$593,6400.17%3,446CommonNONE
464289438IWYISHARES TR$593,5090.17%2,143CommonNONE
149123101CATCATERPILLAR INC$583,6210.17%1,019CommonNONE
609207105MDLZMONDELEZ INTL INC$583,5370.17%10,840CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$583,2180.17%109CommonNONE
025816109AXPAMERICAN EXPRESS CO$581,7280.17%1,572CommonNONE
G87052109TELTE CONNECTIVITY PLC$575,5810.17%2,530CommonNONE
73931J109AIOTPOWERFLEET INC$574,7200.17%108,030CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$574,1390.17%4,812CommonNONE
478160104JNJJOHNSON & JOHNSON$571,0620.17%2,759CommonNONE
782011100RSIRUSH STREET INTERACTIVE INC$570,6200.17%29,368CommonNONE
74347R206QLDPROSHARES TR$569,2480.17%8,085CommonNONE
842587107SOSOUTHERN CO$566,0030.17%6,491CommonNONE
46434G103IEMGISHARES INC$565,0570.17%8,406CommonNONE
336433107FSLRFIRST SOLAR INC$557,4650.16%2,134CommonNONE
14149Y108CAHCARDINAL HEALTH INC$555,0680.16%2,701CommonNONE
46436E205IBDUISHARES TR$553,9470.16%23,668CommonNONE
808513105SCHWSCHWAB CHARLES CORP$553,5150.16%5,540CommonNONE
880770102TERTERADYNE INC$553,0010.16%2,857CommonNONE
780259305SHELSHELL PLC$546,2770.16%7,434CommonNONE
032095101APHAMPHENOL CORP NEW$535,9650.16%3,966CommonNONE
717081103PFEPFIZER INC$519,5880.15%20,867CommonNONE
69374H303PTNQPACER FDS TR$518,8930.15%6,598CommonNONE
969904101WSMWILLIAMS SONOMA INC$504,8150.15%2,827CommonNONE
833034101SNASNAP ON INC$501,0550.15%1,454CommonNONE
126650100CVSCVS HEALTH CORP$499,9680.15%6,300CommonNONE
580135101MCDMCDONALDS CORP$499,7600.15%1,635CommonNONE
91913Y100VLOVALERO ENERGY CORP$495,6990.15%3,045CommonNONE
437076102HDHOME DEPOT INC$493,3350.14%1,434CommonNONE
921937835BNDVANGUARD BD INDEX FDS$492,5600.14%6,650CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$486,0780.14%8,455CommonNONE
759509102RSRELIANCE INC$484,4950.14%1,677CommonNONE
001055102AFLAFLAC INC$483,5610.14%4,385CommonNONE
65336K103NXSTNEXSTAR MEDIA GROUP INC$483,0560.14%2,379CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$482,4290.14%4,712CommonNONE
58933Y105MRKMERCK & CO INC$481,1530.14%4,571CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$478,2100.14%4,080CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$477,5550.14%2,752CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$476,5510.14%8,864CommonNONE
053332102AZOAUTOZONE INC$474,8100.14%140CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$473,5720.14%1,435CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$462,5100.14%1,782CommonNONE
64110D104NTAPNETAPP INC$451,7000.13%4,218CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$447,2030.13%3,106CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$445,3870.13%8,159CommonNONE
65339F101NEENEXTERA ENERGY INC$430,2210.13%5,359CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$428,9710.13%3,113CommonNONE
69374H204PTMCPACER FDS TR$424,3300.12%11,896CommonNONE
233051630HDEFDBX ETF TR$407,0850.12%13,136CommonNONE
H42097107UBSUBS GROUP AG$406,2780.12%8,773CommonNONE
46436E122IBHJISHARES TR$403,8340.12%15,176CommonNONE
237194105DRIDARDEN RESTAURANTS INC$401,9000.12%2,184CommonNONE
00287Y109ABBVABBVIE INC$398,7730.12%1,745CommonNONE
244199105DEDEERE & CO$398,4590.12%856CommonNONE
650111107NYTNEW YORK TIMES CO$389,7930.11%5,615CommonNONE
921909768VXUSVANGUARD STAR FDS$383,9090.11%5,089CommonNONE
277276101EGPEASTGROUP PPTYS INC$383,1790.11%2,151CommonNONE
053807103AVTAVNET INC$376,7150.11%7,835CommonNONE
636180101NFGNATIONAL FUEL GAS CO$371,5580.11%4,641CommonNONE
088606108BHPBHP GROUP LTD$371,2640.11%6,150CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$370,4870.11%5,931CommonNONE
464287614IWFISHARES TR$358,0120.11%756CommonNONE
30151E780AMOMEXCHANGE LISTED FDS TR$356,8950.10%7,342CommonNONE
12811T571CAIECALAMOS ETF TR$355,8490.10%13,308CommonNONE
46438G661IBHKISHARES TR$348,6280.10%13,487CommonNONE
02072L300IMOMEA SERIES TRUST$341,9000.10%8,969CommonNONE
33741Q107FTHYFIRST TR HIGH YIELD OPPRT 20$339,9960.10%24,165CommonNONE
50189K103LCIILCI INDS$339,7520.10%2,800CommonNONE
464287507IJHISHARES TR$336,6340.10%5,101CommonNONE
40090E106CIBGRUPO CIBEST SA$331,5990.10%5,213CommonNONE
723484101PNWPINNACLE WEST CAP CORP$324,3760.10%3,657CommonNONE
36828A101GEVGE VERNOVA INC$318,9420.09%488CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$313,3990.09%5,392CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$312,7800.09%7,043CommonNONE
58155Q103MCKMCKESSON CORP$301,0460.09%367CommonNONE
464288885EFGISHARES TR$299,9580.09%2,633CommonNONE
09789C671PCMMBONDBLOXX ETF TRUST$299,8380.09%5,982CommonNONE
464287762IYHISHARES TR$289,4350.09%4,446CommonNONE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$289,1900.08%6,909CommonNONE
464288877EFVISHARES TR$289,0760.08%4,048CommonNONE
767204100RIORIO TINTO PLC$286,9630.08%3,586CommonNONE
059520106BCHBANCO DE CHILE$284,7420.08%7,493CommonNONE
654902204NOKNOKIA CORP$284,6660.08%43,998CommonNONE
464287713IYZISHARES TR$281,3020.08%8,298CommonNONE
05965X109BSACBANCO SANTANDER CHILE NEW$279,6920.08%8,990CommonNONE
746729508PBDCPUTNAM ETF TRUST$276,6090.08%9,040CommonNONE
464287697IDUISHARES TR$275,4510.08%2,542CommonNONE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$274,4310.08%28,438CommonNONE
464287721IYWISHARES TR$274,1610.08%1,373CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$273,2620.08%20,686CommonNONE
41151J505HGERHARBOR ETF TRUST$269,4310.08%10,855CommonNONE
904767803ULUNILEVER PLC$265,1970.08%4,055CommonNONE
92189H409HYDVANECK ETF TRUST$262,3450.08%5,132CommonNONE
110448107BTIBRITISH AMERN TOB PLC$256,8820.08%4,537CommonNONE
31423L404FTRBFEDERATED HERMES ETF TRUST$256,2300.08%10,092CommonNONE
922908553VNQVANGUARD INDEX FDS$252,9410.07%2,858CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$249,2690.07%1,737CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$248,5360.07%1,795CommonNONE
15234Q207AXIACENTRAIS ELET BRAS SA$248,0300.07%27,077CommonNONE
37733W204GSKGSK PLC$246,8360.07%5,033CommonNONE
464287887IJTISHARES TR$246,6480.07%1,747CommonNONE
91912E105VALEVALE S A$246,4950.07%18,917CommonNONE
87807B107TRPTC ENERGY CORP$241,4630.07%4,389CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$241,1840.07%6,961CommonNONE
46434V290SMLFISHARES TR$240,1480.07%3,207CommonNONE
46436E726IBDVISHARES TR$238,7760.07%10,819CommonNONE
464287655IWMISHARES TR$231,1300.07%939CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$229,0680.07%4,528CommonNONE
46435G672IAGGISHARES TR$226,8860.07%4,537CommonNONE
37954Y459RYLDGLOBAL X FDS$225,0970.07%14,712CommonNONE
636274409NGGNATIONAL GRID PLC$224,3640.07%2,901CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$223,4430.07%2,783CommonNONE
464287879IJSISHARES TR$221,8400.07%1,951CommonNONE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$221,0680.06%14,180CommonNONE
910873405UMCUNITED MICROELECTRONICS CORP$220,9310.06%28,108CommonNONE
46435G334EWUISHARES TR$215,2200.06%4,894CommonNONE
015857105AQNALGONQUIN PWR UTILS CORP$213,5360.06%34,721CommonNONE
30231G102XOMEXXON MOBIL CORP$212,5490.06%1,766CommonNONE
191216100KOCOCA COLA CO$212,3570.06%3,038CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$209,9370.06%8,019CommonNONE
80105N105SNYSANOFI SA$207,9560.06%4,291CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$201,7310.06%2,241CommonNONE
02319V103ABEVAMBEV SA$197,8890.06%80,117CommonNONE
45782N108INSEINSPIRED ENTMT INC$191,6650.06%20,477CommonNONE
71654V101PBR/APETROLEO BRASILEIRO SA PETRO$177,8070.05%15,777CommonNONE
N82405106STLASTELLANTIS N.V$177,3150.05%16,282CommonNONE
87971M103TUTELUS CORPORATION$155,3820.05%11,798CommonNONE
670663103NMCONUVEEN MUN CR OPPORTUNITIES$154,8570.05%15,138CommonNONE
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$103,6280.03%10,874CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.