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Institutional

Alpha Family Trust

CIK 0001568991
$206.1M
Reported AUM
203
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · Alpha Family Trust · Q1 2026

AI · grounded in 13F

Alpha Family Trust closed its position in ADBE for a reduction of $1,186,816. The fund also exited STX and trimmed holdings in AVGO and NVDA. On the buy side, the trust increased its stake in WMT by 191.3% and established new positions in FITB and LYB.

Portfolio · Q1 2026

NVDA$19.8MAAPL$15.4MGOOGL$15.1MMSFT$11.9MAMZNAVGOMETATSLAOther$102.4MAT

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$195.042.65%12.42%774.16%$19.8M9.63%HELD
2AAPLAPPLE INC.$333.43-1.41%65.41%124.96%$15.4M7.48%HELD
3GOOGLALPHABET INC.$333.66-0.91%76.18%131.67%$15.1M7.31%HELD
4MSFTMICROSOFT CORPORATION$451.1015.51%-13.24%55.41%$11.9M5.76%HELD
5AMZNAMAZON.COM INC$235.503.90%9.66%35.70%$9.6M4.64%HELD
6AVGOBROADCOM INC.$387.844.73%34.78%753.17%$7.8M3.79%HELD
7METAMETA PLATFORMS INC-CLASS A$539.03-7.95%-27.89%43.33%$6.4M3.10%HELD
8TSLATESLA, INC.$308.853.53%2.06%25.94%$5.6M2.73%HELD
9WMTWALMART INC$111.10-2.73%13.75%139.00%$3.4M1.67%HELD
10MUMICRON TECHNOLOGY, INC.$874.6618.36%662.58%1011.70%$3.0M1.47%HELD
11COSTCOSTCO WHOLESALE CORPORATION$954.17-2.04%0.49%120.47%$3.0M1.44%HELD
12NFLXNETFLIX, INC.$73.17-0.62%-36.85%28.55%$2.7M1.31%HELD
13AMDADVANCED MICRO DEVICES, INC.$485.3913.00%188.39%347.27%$2.5M1.22%HELD
14LRCXLAM RESEARCH CORPORATION$297.7217.98%210.64%418.55%$2.5M1.19%HELD
15PLTRPALANTIR TECHNOLOGIES INC.$122.26-0.60%-20.75%364.16%$2.4M1.16%HELD
16CSCOCISCO SYSTEMS, INC.$113.560.96%71.43%119.60%$2.4M1.14%HELD
17SMWBSimilarWeb$7.220.84%-9.48%-62.51%$2.3M1.10%HELD
18AMATAPPLIED MATERIALS INC$501.7714.97%179.14%284.62%$2.2M1.07%HELD
19BRK/BBERKSHIRE HATHAWAY INC.$1.8M0.87%HELD
20XOMEXXON MOBIL CORPORATION$156.970.14%47.45%240.22%$1.8M0.86%HELD
21JPMJPMORGAN CHASE & CO$350.851.78%23.57%148.58%$1.8M0.85%HELD
22LLYELI LILLY & CO$1154.97-4.55%54.61%373.33%$1.6M0.80%HELD
23AMGNAMGEN INC.$387.640.00%34.50%99.65%$1.6M0.80%HELD
24KLACKLA CORP$180.335.96%104.70%456.24%$1.4M0.66%HELD
25WDCWESTERN DIGITAL CORPORATION$533.0415.37%598.22%1020.95%$1.3M0.64%HELD
26VVISA INC.$366.27-0.67%8.37%65.12%$1.3M0.61%HELD
27JNJJOHNSON & JOHNSON$255.82-3.66%56.99%69.37%$1.2M0.60%HELD
28INTCINTEL CORPORATION$91.1311.30%371.93%83.02%$1.2M0.59%HELD
29GILDGILEAD SCIENCES$131.28-1.09%20.33%118.88%$1.2M0.58%HELD
30HONHONEYWELL INTL INC$241.910.33%12.79%14.50%$1.2M0.58%HELD
31PEPPEPSICO, INC.$140.20-2.30%$1.2M0.57%HELD
32TAT&T INC.$23.21-3.05%$1.2M0.57%HELD
33INTUINTUIT INC$315.50-5.29%$1.0M0.51%HELD
34MAMASTERCARD INCORPORATED$577.352.49%$1.0M0.50%HELD
35BKNGBOOKING HOLDINGS INC.$193.24-4.00%$1.0M0.49%HELD
36KOCOCA-COLA COMPANY (THE)$88.49-0.66%$990K0.48%HELD
37ISRGINTUITIVE SURGICAL, INC.$352.97-0.04%$980K0.48%HELD
38ABBVABBVIE INC.$257.41-2.24%$952K0.46%HELD
39TMUST-MOBILE US, INC.$173.34-4.51%$951K0.46%HELD
40LINLINDE PLC$508.64-0.49%$947K0.46%HELD
41ADIANALOG DEVICES, INC.$366.673.76%$945K0.46%HELD
42CATCATERPILLAR INC (DELAWARE)$809.143.38%$900K0.44%HELD
43AEPAMERICAN ELECTRIC POWER INC$127.78-1.25%$872K0.42%HELD
44PANWPALO ALTO NETWORKS INC.$325.683.67%$853K0.41%HELD
45APPAPPLOVIN CORPORATION$403.871.10%$746K0.36%HELD
46VRTXVERTEX PHARMACEUTICALS INCORPORATED$481.70-0.34%$730K0.35%HELD
47MRKMERCK & CO., INC.$129.79-0.44%$719K0.35%HELD
48CMCSACOMCAST CORPORATION$23.67-3.82%$696K0.34%HELD
49ADPAUTOMATIC DATA PROCESSING INC$263.87-3.48%$691K0.34%HELD
50UNHUNITEDHEALTH GROUP INCORPORATED$421.470.21%$690K0.33%HELD
51COPCONOCOPHILLIPS$119.030.82%$680K0.33%HELD
52PMPHILIP MORRIS INTL INC$192.00-3.25%$680K0.33%HELD
53BKRBAKER HUGHES CO$59.902.01%$668K0.32%HELD
54RTXRTX CORP$214.38-0.40%$664K0.32%HELD
55MSMORGAN STANLEY$210.063.41%$662K0.32%HELD
56HDTHE HOME DEPOT, INC.$333.35-1.45%$650K0.32%HELD
57GEGENERAL ELECTRIC COMPANY$355.041.26%$643K0.31%HELD
58ORCLORACLE CORPORATION$127.568.34%$594K0.29%HELD
59WMT2WELLS FARGO & COMPANY$575K0.28%HELD
60SCHWCHARLES SCHWAB CORPORATION$104.33-0.13%$570K0.28%HELD
61QCOMQUALCOMM INC$151.60-2.62%$563K0.27%HELD
62CEGCONSTELLATION ENERGY CORP$263.562.17%$560K0.27%HELD
63SBUXSTARBUCKS CORP.$105.851.64%$549K0.27%HELD
64CRMSALESFORCE INC$180.71-4.07%$548K0.27%HELD
65REGNREGENERON PHARMACEUTICAL INC$738.346.17%$541K0.26%HELD
66CDNSCADENCE DESIGN SYSTEMS INC$332.820.02%$540K0.26%HELD
67STZCONSTELLATION BRANDS INC$130.38-1.04%$528K0.26%HELD
68IBMINTL BUSINESS MACHINES CORP$221.74-2.08%$525K0.25%HELD
69CSXCSX CORPORATION$50.19-1.08%$504K0.24%HELD
70CRWDCROWDSTRIKE HOLDINGS, INC.$185.223.26%$502K0.24%HELD
71GEVGE VERNOVA LLC$981.989.07%$494K0.24%HELD
72SNPSSYNOPSYS, INC.$372.33-0.36%$494K0.24%HELD
73VRSKVERISK ANALYTICS, INC.$200.35-6.01%$485K0.24%HELD
74ORLYO'REILLY AUTOMOTIVE, INC.$87.36-3.61%$485K0.24%HELD
75MARMARRIOTT INTERNATIONAL, INC$375.48-1.48%$471K0.23%HELD
76ANETARISTA NETWORKS, INC.$171.028.26%$469K0.23%HELD
77PFEPFIZER INC.$24.91-0.95%$467K0.23%HELD
78ABTABBOTT LABORATORIES$105.61-2.21%$464K0.23%HELD
79ROSTROSS STORES,INC$252.570.24%$452K0.22%HELD
80MNSTMONSTER BEVERAGE CORPORATION$97.650.43%$446K0.22%HELD
81TJXTJX COMPANIES INC (NEW)$159.26-1.47%$440K0.21%HELD
82MCDMC DONALDS CORP$268.44-1.13%$440K0.21%HELD
83BACBANK OF AMERICA CORP$61.731.08%$432K0.21%HELD
84NTAPNETAPP, INC.$173.980.43%$426K0.21%HELD
85IDXXIDEXX LABORATORIES$558.80-1.93%$421K0.20%HELD
86ASMLASML HOLDING N.V. ADR$1651.446.50%$416K0.20%HELD
87WMBTHE WILLIAMS COMPANIES, INC.$70.911.11%$416K0.20%HELD
88FITBFIFTH THIRD BANCORP$56.590.04%$411K0.20%HELD
89FTNTFORTINET, INC.$154.250.67%$410K0.20%HELD
90JCIJOHNSON CONTROLS INTERNATIONAL PUBLIC LIMITED COMPANY$143.883.20%$408K0.20%HELD
91DDOMINION ENERGY INC$69.73-1.16%$404K0.20%HELD
92OKEONEOK INC$89.07-1.03%$404K0.20%HELD
93GDGENERAL DYNAMICS CORP.$382.200.33%$398K0.19%HELD
94APHAMPHENOL CORP CL-A (NEW)$159.826.33%$398K0.19%HELD
95AXPAMERICAN EXPRESS CO.$337.521.82%$395K0.19%HELD
96SPGIS&P GLOBAL INC.$415.00-1.11%$391K0.19%HELD
97UNPUNION PACIFIC CORP.$289.46-0.93%$387K0.19%HELD
98NOCNORTHROP GRUMMAN CORP$534.85-0.04%$382K0.19%HELD
99ESEVERSOURCE ENERGY$73.84-1.23%$377K0.18%HELD
100CTASCINTAS CORPORATION$206.79-4.50%$375K0.18%HELD
101LHXL3HARRIS TECHNOLOGIES INC$373K0.18%HELD
102FASTFASTENAL COMPANY$372K0.18%HELD
103MELIMERCADOLIBRE, INC.$372K0.18%HELD
104LYBLYONDELLBASELL INDUSTRIES N.V.$368K0.18%HELD
105CPRTCOPART, INC.$366K0.18%HELD
106BLKBLACKROCK FUNDING, INC.$365K0.18%HELD
107CMICUMMINS INC COMMON STOCK$356K0.17%HELD
108ETNEATON CORP PLC$352K0.17%HELD
109CCITIGROUP INC.$352K0.17%HELD
110CVXCHEVRON CORPORATION$349K0.17%HELD
111TMOTHERMO FISHER SCIENTIFIC INC$347K0.17%HELD
112NEENEXTERA ENERGY, INC.$340K0.16%HELD
113WDAYWORKDAY, INC.$337K0.16%HELD
114LMTLOCKHEED MARTIN CORPORATION$335K0.16%HELD
115PYPLPAYPAL HOLDINGS, INC.$335K0.16%HELD
116SHOPSHOPIFY INC.$335K0.16%HELD
117ROPROPER TECHNOLOGIES INC$334K0.16%HELD
118AMTAMERICAN TOWER CORPORATION$332K0.16%HELD
119USBU.S. BANCORP$332K0.16%HELD
120GISGENERAL MILLS INC$330K0.16%HELD
121GMGENERAL MOTORS COMPANY$329K0.16%HELD
122PGTHE PROCTER & GAMBLE COMPANY$327K0.16%HELD
123EVRGEVERGY, INC.$325K0.16%HELD
124MCKMCKESSON CORPORATION$325K0.16%HELD
125METMETLIFE, INC.$324K0.16%HELD
126TPLTEXAS PACIFIC LAND CORPORATION$323K0.16%HELD
127DASHDOORDASH INC$320K0.16%HELD
128MDLZMONDELEZ INTERNATIONAL, INC.$319K0.15%HELD
129HASHASBRO, INC.$314K0.15%HELD
130BABOEING COMPANY$314K0.15%HELD
131MDTMEDTRONIC PUBLIC LIMITED COMPANY$314K0.15%HELD
132LOWLOWES COMPANIES INC$312K0.15%HELD
133TGTTARGET CORPORATION$309K0.15%HELD
134CHDCHURCH & DWIGHT CO., INC.$297K0.14%HELD
135DELLDELL TECHNOLOGIES INC.$294K0.14%HELD
136FANGDIAMONDBACK ENERGY INC$294K0.14%HELD
137MGMMGM RESORTS INTERNATIONAL$291K0.14%HELD
138DGDOLLAR GENERAL CORPORATION$291K0.14%HELD
139SPOTSPOTIFY TECHNOLOGY S.A.$289K0.14%HELD
140ETRENTERGY CORPORATION$288K0.14%HELD
141PDDPDD HOLDINGS INC SPONSORED ADR$288K0.14%HELD
142DLTRDOLLAR TREE STORES, INC.$287K0.14%HELD
143BIIBBIOGEN INC.$282K0.14%HELD
144ALBALBEMARLE CORP$281K0.14%HELD
145WBDWARNER BROS DISCOVERY INC$279K0.14%HELD
146FEFIRSTENERGY CORP.$275K0.13%HELD
147SYKSTRYKER CORPORATION$274K0.13%HELD
148EXPEEXPEDIA GROUP INC$266K0.13%HELD
149PCARPACCAR INC$263K0.13%HELD
150DEDEERE & COMPANY$259K0.13%HELD
151NTRSNORTHERN TRUST CORP$258K0.13%HELD
152SHWSHERWIN-WILLIAMS CO$258K0.13%HELD
153MRSHMARSH ORD$258K0.12%HELD
154TRI4EURREUTERS CORPORATION$257K0.12%HELD
155MPWRMONOLITHIC POWER SYSTEMS, INC.$257K0.12%HELD
156KEYKEYCORP$257K0.12%HELD
157BMYBRISTOL-MYERS SQUIBB COMPANY$252K0.12%HELD
158TTTRANE TECHNOLOGIES PUBLIC LIMITED COMPANY$252K0.12%HELD
159CORCENCORA INC$251K0.12%HELD
160TYLTYLER TECHNOLOGIES, INC.$250K0.12%HELD
161APAAPA CORPORATION$249K0.12%HELD
162CNCCENTENE CORPORATION$248K0.12%HELD
163CTVACORTEVA, INC.$248K0.12%HELD
164PAYCPAYCOM SOFTWARE, INC.$246K0.12%HELD
165QUREQUANTA SERVICES INC$242K0.12%HELD
166OREALTY INCOME CORPORATION$240K0.12%HELD
167KMIKINDER MORGAN INC$240K0.12%HELD
168CMGCHIPOTLE MEXICAN GRILL, INC.$240K0.12%HELD
169EXCEXELON CORPORATION$239K0.12%HELD
170FDSFACTSET RESEARCH SYSTEMS INC$237K0.11%HELD
171TDYTELEDYNE TECHNOLOGIES INCORPORATED$236K0.11%HELD
172KVUEKENVUE INC.$235K0.11%HELD
173BSXBOSTON SCIENTIFIC CORP.$234K0.11%HELD
174AEEAMEREN CORPORATION$232K0.11%HELD
175HCAHCA HEALTHCARE, INC$232K0.11%HELD
176ITWILLINOIS TOOL WORKS$232K0.11%HELD
177MMM3M COMPANY$229K0.11%HELD
178BXBLACKSTONE GROUP INC/THE$226K0.11%HELD
179NXPINXP SEMICONDUCTORS N.V.$224K0.11%HELD
180UBERUBER TECHNOLOGIES, INC.$224K0.11%HELD
181AONAON PUBLIC LIMITED COMPANY$223K0.11%HELD
182CLCOLGATE-PALMOLIVE CO$222K0.11%HELD
183AJGARTHUR J GALLAGHER & CO$222K0.11%HELD
184AZNASTRAZENECA PLC$221K0.11%HELD
185ITGARTNER, INC.$220K0.11%HELD
186KHCTHE KRAFT HEINZ CO$220K0.11%HELD
187CSGPCOSTAR GROUP, INC.$218K0.11%HELD
188HPEHEWLETT PACKARD ENTERPRISE CO$218K0.11%HELD
189DDOGDATADOG, INC.$217K0.11%HELD
190KDPKEURIG DR PEPPER INC$216K0.10%HELD
191POOLPOOL CORP$214K0.10%HELD
192MPCMARATHON PETROLEUM CORPORATION$214K0.10%HELD
193PGRTHE PROGRESSIVE CORPORATION$212K0.10%HELD
194WRBW.R. BERKLEY CORPORATION$212K0.10%HELD
195EDCONSOLIDATED EDISON INC$211K0.10%HELD
196PHPARKER-HANNIFIN CORP.$210K0.10%HELD
197AMPAMERIPRISE FINANCIAL, INC.$209K0.10%HELD
198VZVERIZON COMMUNICATIONS INC.$204K0.10%HELD
199CVSCVS HEALTH CORP$204K0.10%HELD
200NDAQNASDAQ INC.$204K0.10%HELD
201FCXFREEPORT-MCMORAN INC$202K0.10%HELD
202DUKDUKE ENERGY CORPORATION$200K0.10%HELD
203BAXBAXTER INTERNATIONAL INC.$182K0.09%HELD

Source: SEC EDGAR · accession 0001193125-26-221997. 13F discloses long positions only — shorts, foreign equities, and options are excluded.