MondegarAI
Alpha Family Trust

Q4 2025 · 13F-HR

Alpha Family Trustholdings as filed

Filed 2026-02-12 · accession 0001193125-26-048264

$219.5M
Reported value
195
Positions
2025-12-31
Period end
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The Brief · Alpha Family Trust · Q4 2025

AI · grounded in 13F

Alpha Family Trust closed its position in Unity U, reducing its exposure by $1,091,182. The fund also exited positions in Mondelez International, Inc. MDLZ and Fiserv, Inc. FISV. On the buy side, the trust established new positions in Constellation Brands Inc STZ for $485,619 and FactSet Research Systems Inc FDS for $475,912. Additionally, it increased its share count in Starbucks Corp. SBUX by 123.72%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$22.3M10.2%119,500CommonSHARED
02079K305GOOGLALPHABET INC.$16.6M7.56%53,044CommonSHARED
037833100AAPLAPPLE INC.$16.5M7.53%60,770CommonSHARED
594918104MSFTMICROSOFT CORPORATION$16.0M7.29%33,105CommonSHARED
023135106AMZNAMAZON.COM INC$10.6M4.82%45,875CommonSHARED
11135F101AVGOBROADCOM INC.$9.2M4.19%26,550CommonSHARED
30303M102METAMETA PLATFORMS INC-CLASS A$7.4M3.36%11,162CommonSHARED
88160R101TSLATESLA, INC.$6.3M2.89%14,110CommonSHARED
M84137104SMWBSimilarWeb$4.9M2.25%658,935CommonSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC.$2.9M1.32%16,280CommonSHARED
007903107AMDADVANCED MICRO DEVICES, INC.$2.6M1.20%12,315CommonSHARED
64110L106NFLXNETFLIX, INC.$2.6M1.18%27,700CommonSHARED
595112103MUMICRON TECHNOLOGY, INC.$2.6M1.16%8,950CommonSHARED
22160K105COSTCOSTCO WHOLESALE CORPORATION$2.4M1.09%2,765CommonSHARED
17275R102CSCOCISCO SYSTEMS, INC.$2.3M1.07%30,345CommonSHARED
512807306LRCXLAM RESEARCH CORPORATION$2.0M0.90%11,500CommonSHARED
532457108LLYELI LILLY & CO$1.9M0.88%1,790CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC.$1.9M0.87%3,820CommonSHARED
46625H100JPMJPMORGAN CHASE & CO$1.9M0.87%5,950CommonSHARED
038222105AMATAPPLIED MATERIALS INC$1.7M0.75%6,445CommonSHARED
031162100AMGNAMGEN INC.$1.5M0.70%4,670CommonSHARED
92826C839VVISA INC.$1.5M0.67%4,190CommonSHARED
461202103INTUINTUIT INC$1.4M0.65%2,150CommonSHARED
713448108PEPPEPSICO, INC.$1.4M0.63%9,570CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC.$1.3M0.59%240CommonSHARED
30231G102XOMEXXON MOBIL CORPORATION$1.3M0.57%10,437CommonSHARED
747525103QCOMQUALCOMM INC$1.2M0.55%7,060CommonSHARED
46120E602ISRGINTUITIVE SURGICAL, INC.$1.2M0.55%2,125CommonSHARED
20030N101CMCSACOMCAST CORPORATION$1.2M0.55%40,145CommonSHARED
00724F101ADBEADOBE INC$1.2M0.54%3,391CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$1.2M0.53%2,050CommonSHARED
482480100KLACKLA CORP$1.1M0.51%930CommonSHARED
375558103GILDGILEAD SCIENCES$1.1M0.48%8,605CommonSHARED
931142103WMTWALMART INC$1.1M0.48%9,480CommonSHARED
478160104JNJJOHNSON & JOHNSON$1.1M0.48%5,100CommonSHARED
438516106HONHONEYWELL INTL INC$1.0M0.47%5,280CommonSHARED
458140100INTCINTEL CORPORATION$1.0M0.46%27,530CommonSHARED
00206R102TAT&T INC.$1.0M0.46%40,365CommonSHARED
00287Y109ABBVABBVIE INC.$999,6440.46%4,375CommonSHARED
G7997R103STXSEAGATE TECHNOLOGY HOLDIN PLC$959,7340.44%3,485CommonSHARED
437076102HDTHE HOME DEPOT, INC.$934,2320.43%2,715CommonSHARED
191216100KOCOCA-COLA COMPANY (THE)$910,2280.41%13,020CommonSHARED
03831W108APPAPPLOVIN CORPORATION$909,6570.41%1,350CommonSHARED
958102105WDCWESTERN DIGITAL CORPORATION$845,8460.39%4,910CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INCORPORATED$817,0220.37%2,475CommonSHARED
872590104TMUST-MOBILE US, INC.$807,0840.37%3,975CommonSHARED
22788C105CRWDCROWDSTRIKE HOLDINGS, INC.$806,2670.37%1,720CommonSHARED
032654105ADIANALOG DEVICES, INC.$805,4640.37%2,970CommonSHARED
68389X105ORCLORACLE CORPORATION$787,4360.36%4,040CommonSHARED
79466L302CRMSALESFORCE INC$777,5110.35%2,935CommonSHARED
025537101AEPAMERICAN ELECTRIC POWER INC$766,8120.35%6,650CommonSHARED
149123101CATCATERPILLAR INC (DELAWARE)$727,5450.33%1,270CommonSHARED
617446448MSMORGAN STANLEY$714,5580.33%4,025CommonSHARED
21037T109CEGCONSTELLATION ENERGY CORP$708,3060.32%2,005CommonSHARED
369604301GEGENERAL ELECTRIC COMPANY$697,6880.32%2,265CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INCORPORATED$673,2400.31%1,485CommonSHARED
949746101WMT2WELLS FARGO & COMPANY$672,9040.31%7,220CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING INC$672,6560.31%2,615CommonSHARED
697435105PANWPALO ALTO NETWORKS INC.$663,1200.30%3,600CommonSHARED
718172109PMPHILIP MORRIS INTL INC$659,2440.30%4,110CommonSHARED
459200101IBMINTL BUSINESS MACHINES CORP$641,2950.29%2,165CommonSHARED
75513E101RTXRTX CORP$630,8960.29%3,440CommonSHARED
58933Y105MRKMERCK & CO., INC.$628,9290.29%5,975CommonSHARED
002824100ABTABBOTT LABORATORIES$613,9210.28%4,900CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEMS INC$607,9680.28%1,945CommonSHARED
808513105SCHWCHARLES SCHWAB CORPORATION$606,4540.28%6,070CommonSHARED
75886F107REGNREGENERON PHARMACEUTICAL INC$598,1990.27%775CommonSHARED
25809K105DASHDOORDASH INC$588,8480.27%2,600CommonSHARED
871607107SNPSSYNOPSYS, INC.$584,8010.27%1,245CommonSHARED
235851102DHRDANAHER CORPORATION$531,0940.24%2,320CommonSHARED
855244109SBUXSTARBUCKS CORP.$516,2070.24%6,130CommonSHARED
45168D104IDXXIDEXX LABORATORIES$507,3980.23%750CommonSHARED
040413205ANETARISTA NETWORKS, INC.$500,5350.23%3,820CommonSHARED
05722G100BKRBAKER HUGHES CO$498,6630.23%10,950CommonSHARED
G54950103LINLINDE PLC$494,6120.23%1,160CommonSHARED
060505104BACBANK OF AMERICA CORP$487,3000.22%8,860CommonSHARED
21036P108STZCONSTELLATION BRANDS INC$485,6190.22%3,520CommonSHARED
025816109AXPAMERICAN EXPRESS CO.$482,7850.22%1,305CommonSHARED
20825C104COPCONOCOPHILLIPS$482,0920.22%5,150CommonSHARED
78409V104SPGIS&P GLOBAL INC.$480,7830.22%920CommonSHARED
67103H107ORLYO'REILLY AUTOMOTIVE, INC.$478,8530.22%5,250CommonSHARED
303075105FDSFACTSET RESEARCH SYSTEMS INC$475,9120.22%1,640CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORPORATION$471,5210.21%6,150CommonSHARED
82509L107SHOPSHOPIFY INC.$453,9350.21%2,820CommonSHARED
571903202MARMARRIOTT INTERNATIONAL, INC$446,7460.20%1,440CommonSHARED
64110D104NTAPNETAPP, INC.$445,4940.20%4,160CommonSHARED
126408103CSXCSX CORPORATION$444,7880.20%12,270CommonSHARED
58733R102MELIMERCADOLIBRE, INC.$433,0660.20%215CommonSHARED
580135101MCDMC DONALDS CORP$432,4660.20%1,415CommonSHARED
032095101APHAMPHENOL CORP CL-A (NEW)$425,6910.19%3,150CommonSHARED
872540109TJXTJX COMPANIES INC (NEW)$423,1960.19%2,755CommonSHARED
172908105CTASCINTAS CORPORATION$417,5150.19%2,220CommonSHARED
217204106CPRTCOPART, INC.$416,9480.19%10,650CommonSHARED
717081103PFEPFIZER INC.$413,8380.19%16,620CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$408,5120.19%705CommonSHARED
09290D101BLKBLACKROCK FUNDING, INC.$406,7290.19%380CommonSHARED
052769106ADSKAUTODESK, INC.$399,6140.18%1,350CommonSHARED
369550108GDGENERAL DYNAMICS CORP.$390,5260.18%1,160CommonSHARED
25746U109DDOMINION ENERGY INC$383,1790.17%6,540CommonSHARED
70450Y103PYPLPAYPAL HOLDINGS, INC.$378,3020.17%6,480CommonSHARED
778296103ROSTROSS STORES,INC$375,5920.17%2,085CommonSHARED
G51502105JCIJOHNSON CONTROLS INTERNATIONAL PUBLIC LIMITED COMPANY$373,0210.17%3,115CommonSHARED
36828A101GEVGE VERNOVA LLC$369,9210.17%566CommonSHARED
907818108UNPUNION PACIFIC CORP. JSE UNPI INT EQTY$368,9550.17%1,595CommonSHARED
30040W108ESEVERSOURCE ENERGY$366,2750.17%5,440CommonSHARED
172967424CCITIGROUP INC.$361,7390.16%3,100CommonSHARED
59156R108METMETLIFE, INC.$361,5450.16%4,580CommonSHARED
37045V100GMGENERAL MOTORS COMPANY$359,4340.16%4,420CommonSHARED
90353T100UBERUBER TECHNOLOGIES, INC.$357,8900.16%4,380CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP.$355,6560.16%3,730CommonSHARED
92345Y106VRSKVERISK ANALYTICS, INC.$350,0750.16%1,565CommonSHARED
G5960L103MDTMEDTRONIC PUBLIC LIMITED COMPANY$347,7370.16%3,620CommonSHARED
L8681T102SPOTSPOTIFY TECHNOLOGY S.A.$345,5220.16%595CommonSHARED
743315103PGRTHE PROGRESSIVE CORPORATION$343,8570.16%1,510CommonSHARED
969457100WMBTHE WILLIAMS COMPANIES, INC.$343,5290.16%5,715CommonSHARED
097023105BABOEING COMPANY$343,0500.16%1,580CommonSHARED
902973304USBU.S. BANCORP$340,1700.15%6,375CommonSHARED
03027X100AMTAMERICAN TOWER CORPORATION$337,9720.15%1,925CommonSHARED
231021106CMICUMMINS INC$337,4070.15%661CommonSHARED
N07059210ASMLASML HOLDING N.V. ADR$337,0060.15%315CommonSHARED
682680103OKEONEOK INC$328,5450.15%4,470CommonSHARED
30212P303EXPEEXPEDIA GROUP INC$325,8070.15%1,150CommonSHARED
256677105DGDOLLAR GENERAL CORPORATION$325,2870.15%2,450CommonSHARED
742718109PGTHE PROCTER & GAMBLE COMPANY$324,5970.15%2,265CommonSHARED
256746108DLTRDOLLAR TREE STORES, INC.$322,2860.15%2,620CommonSHARED
311900104FASTFASTENAL COMPANY$321,8430.15%8,020CommonSHARED
666807102NOCNORTHROP GRUMMAN CORP$319,3180.15%560CommonSHARED
722304102PDDPDD HOLDINGS INC SPONSORED ADR$319,1930.15%2,815CommonSHARED
548661107LOWLOWES COMPANIES INC$318,3310.15%1,320CommonSHARED
502431109LHXL3HARRIS TECHNOLOGIES INC$317,0560.14%1,080CommonSHARED
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP$314,5700.14%3,790CommonSHARED
G29183103ETNEATON CORP PLC$313,7320.14%985CommonSHARED
15135B101CNCCENTENE CORPORATION$312,3290.14%7,590CommonSHARED
58155Q103MCKMCKESSON CORPORATION$307,6090.14%375CommonSHARED
370334104GISGENERAL MILLS INC$302,0180.14%6,495CommonSHARED
34959E109FTNTFORTINET, INC.$297,3900.14%3,745CommonSHARED
65339F101NEENEXTERA ENERGY, INC.$293,8250.13%3,660CommonSHARED
863667101SYKSTRYKER CORPORATION$293,4770.13%835CommonSHARED
934423104WBDWARNER BROS DISCOVERY INC$292,8110.13%10,160CommonSHARED
200340107CMACOMERICA INCORPORATED$292,0850.13%3,360CommonSHARED
30034W106EVRGEVERGY, INC.$287,7850.13%3,970CommonSHARED
552953101MGMMGM RESORTS INTERNATIONAL$287,3590.13%7,875CommonSHARED
418056107HASHASBRO, INC.$275,5200.13%3,360CommonSHARED
550021109LULULULULEMON ATHLETICA INC.$274,3090.12%1,320CommonSHARED
09062X103BIIBBIOGEN INC.$271,0250.12%1,540CommonSHARED
03073E105CORCENCORA INC$270,2000.12%800CommonSHARED
539830109LMTLOCKHEED MARTIN CORPORATION$268,4370.12%555CommonSHARED
426281101JKHYJACK HENRY & ASSOC INC$266,4210.12%1,460CommonSHARED
493267108KEYKEYCORP$264,3980.12%12,810CommonSHARED
824348106SHWSHERWIN-WILLIAMS CO$260,8440.12%805CommonSHARED
166764100CVXCHEVRON CORPORATION$257,1160.12%1,687CommonSHARED
88579Y101MMM3M COMPANY$252,9580.12%1,580CommonSHARED
665859104NTRSNORTHERN TRUST CORP$252,6920.12%1,850CommonSHARED
23804L103DDOGDATADOG, INC.$250,2220.11%1,840CommonSHARED
693718108PCARPACCAR INC$249,3540.11%2,277CommonSHARED
87612E106TGTTARGET CORPORATION$249,2630.11%2,550CommonSHARED
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC.$248,5210.11%3,030CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N.V.$247,4480.11%1,140CommonSHARED
70432V102PAYCPAYCOM SOFTWARE, INC.$246,2110.11%1,545CommonSHARED
98138H101WDAYWORKDAY, INC.$243,7750.11%1,135CommonSHARED
G0403H108AONAON PUBLIC LIMITED COMPANY$243,4870.11%690CommonSHARED
337932107FEFIRSTENERGY CORP.$243,3250.11%5,435CommonSHARED
911312106UPSUNITED PARCEL SERVICE, INC.$242,0240.11%2,440CommonSHARED
81762P102NOWSERVICENOW INC$241,2740.11%1,575CommonSHARED
704326107PAYXPAYCHEX, INC.$241,1870.11%2,150CommonSHARED
101121101BXPBXP INC$240,9040.11%3,570CommonSHARED
29364G103ETRENTERGY CORPORATION$236,6210.11%2,560CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PUBLIC LIMITED COMPANY$235,4660.11%605CommonSHARED
49177J102KVUEKENVUE INC.$235,2900.11%13,640CommonSHARED
631103108NDAQNASDAQ INC.$233,1120.11%2,400CommonSHARED
075887109BDXBECTON, DICKINSON AND COMPANY$230,9430.11%1,190CommonSHARED
03076C106AMPAMERIPRISE FINANCIAL, INC.$230,4600.11%470CommonSHARED
40412C101HCAHCA HEALTHCARE, INC$228,7610.10%490CommonSHARED
126650100CVSCVS HEALTH CORP$225,3820.10%2,840CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC.$225,3250.10%1,790CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB COMPANY$224,3900.10%4,160CommonSHARED
084423102WRBW.R. BERKLEY CORPORATION$224,0330.10%3,195CommonSHARED
25278X109FANGDIAMONDBACK ENERGY INC$223,2400.10%1,485CommonSHARED
756109104OREALTY INCOME CORPORATION$221,5340.10%3,930CommonSHARED
012653101ALBALBEMARLE CORP$221,3540.10%1,565CommonSHARED
98980G102ZSZSCALER, INC.$220,4220.10%980CommonSHARED
42824C109HPEHEWLETT PACKARD ENTERPRISE CO$219,7830.10%9,150CommonSHARED
452308109ITWILLINOIS TOOL WORKS$219,2070.10%890CommonSHARED
244199105DEDEERE & COMPANY$214,1620.10%460CommonSHARED
115637209BF/BBROWN FORMAN CORP CL B$213,4310.10%8,190CommonSHARED
609839105MPWRMONOLITHIC POWER SYSTEMS, INC.$212,9950.10%235CommonSHARED
30161N101EXCEXELON CORPORATION$212,7190.10%4,880CommonSHARED
651639106NEMNEWMONT CORP$212,1810.10%2,125CommonSHARED
023608102AEEAMEREN CORPORATION$210,7050.10%2,110CommonSHARED
009066101ABNBAIRBNB, INC.$209,0090.10%1,540CommonSHARED
701094104PHPARKER-HANNIFIN CORP.$206,5560.09%235CommonSHARED
194162103CLCOLGATE-PALMOLIVE CO$206,2420.09%2,610CommonSHARED
046353108AZNNASTRAZENECA PLC SPONS ADR SPONSORED ADR$205,9230.09%2,240CommonSHARED
366651107ITGARTNER, INC.$204,3470.09%810CommonSHARED
285512109EAELECTRONIC ARTS$200,2430.09%980CommonSHARED

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.