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Funds / Alpha Family Trust
Institutional Fund

Alpha Family Trust

Los Angeles, CACIK 15689915 filings on record

Portfolio Value
$206.06M
Q1 2026
Holdings
203
Reported positions
New Buys
28
Opened this quarter
QoQ Change
-6.1%
from $219.48M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Nvidia Corporation9.6%
  • Apple Inc7.5%
  • Alphabet Inc7.3%
  • Microsoft Corp5.8%
  • Amazon Com Inc4.6%
  • Broadcom Inc3.8%
  • Other61.4%

Portfolio Holdings

203 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Nvidia Corporation113.8K$19.85M9.6%5.7KReduced
2Apple Inc60.8K$15.42M7.5%0Held
3Alphabet Inc52.4K$15.06M7.3%669Reduced
4Microsoft Corp32.1K$11.87M5.8%1.0KReduced
5Amazon Com Inc45.9K$9.55M4.6%0Held
6Broadcom Inc25.2K$7.80M3.8%1.4KReduced
7Meta Platforms Inc11.2K$6.39M3.1%0Held
8Tesla Inc15.1K$5.62M2.7%+995Added
9Walmart Inc27.6K$3.43M1.7%+18.1KAdded
10Micron Technology Inc8.9K$3.02M1.5%0Held

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