Alamea Verwaltungs Gmbh Top Holdings and 13F Report (2026) About Alamea Verwaltungs GmbhInvestment ActivityAlamea Verwaltungs Gmbh has $125.22 million in total holdings as of June 30, 2026.Alamea Verwaltungs Gmbh owns shares of 73 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 14.29% of the portfolio was purchased this quarter.About 18.19% of the portfolio was sold this quarter.This quarter, Alamea Verwaltungs Gmbh has purchased 82 new stocks and bought additional shares in 17 stocks.Alamea Verwaltungs Gmbh sold shares of 10 stocks and completely divested from 34 stocks this quarter.Largest Holdings SPDR Gold Shares $48,283,198GeneDx $12,768,145FIDELITY WISE ORIGIN BITCOIN $6,012,210ISHARES BITCOIN TRUST ETF $4,823,455SPDR S&P 500 ETF Trust $3,958,628 Largest New Holdings this Quarter 969457100 - Williams Companies $1,225,867 Holding883556102 - Thermo Fisher Scientific $1,128,060 Holding443510607 - Hubbell $955,363 Holding955306105 - West Pharmaceutical Services $924,784 Holding038222105 - Applied Materials $816,267 Holding Largest Purchases this Quarter Williams Companies 16,490 shares (about $1.23M)Thermo Fisher Scientific 2,250 shares (about $1.13M)Hubbell 1,826 shares (about $955.36K)West Pharmaceutical Services 2,576 shares (about $924.78K)Applied Materials 1,129 shares (about $816.27K) Largest Sales this Quarter MYR Group 907 shares (about $453.86K)Natera 506 shares (about $137.35K)CSX 2,571 shares (about $122.20K)Guardant Health 810 shares (about $121.52K)Quanta Services 160 shares (about $115.21K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlamea Verwaltungs Gmbh Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLDSPDR Gold Shares$48,283,1980.0%131,06938.6%ETFWGSGeneDx$12,768,1450.0%185,98910.2%HealthcareFIDELITY WISE ORIGIN BITCOIN$6,012,2100.0%117,7714.8%SHSISHARES BITCOIN TRUST ETF$4,823,4550.0%144,8923.9%SHS BEN INTSPYSPDR S&P 500 ETF Trust$3,958,6280.0%5,3013.2%ETFXARSPDR S&P Aerospace & Defense ETF$1,986,5300.0%7,0001.6%ETFSLViShares Silver Trust$1,789,1060.0%33,4601.4%ETFIWMiShares Russell 2000 ETF$1,509,7610.0%5,0251.2%ETFLABCORP HOLDINGS INC$1,306,200$448,560 â–²52.3%4,6651.0%COM SHSWMBWilliams Companies$1,225,867$1,225,867 â–²New Holding16,4901.0%EnergyDGXQuest Diagnostics$1,214,262$343,571 â–²39.5%5,7291.0%HealthcareAMEAMETEK$1,193,006$114,680 â–²10.6%4,9311.0%TechnologyORLYO'Reilly Automotive$1,159,781$222,581 â–²23.7%12,5940.9%Consumer DiscretionaryCSXCSX$1,141,480$122,200 â–¼-9.7%24,0160.9%IndustrialsXLUUtilities Select Sector SPDR Fund$1,133,5000.0%25,0000.9%ETFTMOThermo Fisher Scientific$1,128,060$1,128,060 â–²New Holding2,2500.9%HealthcareFTVFortive$1,038,347$218,641 â–²26.7%16,9970.8%IndustrialsAITApplied Industrial Technologies$1,033,386$117,000 â–²12.8%3,0560.8%IndustrialsCASYCasey's General Stores$1,031,637$89,016 â–¼-7.9%1,2980.8%Consumer StaplesCPCanadian Pacific Kansas City$1,027,409$102,594 â–²11.1%11,8570.8%IndustrialsGRAYSCALE BITCOIN TRUST ETF$1,021,7420.0%22,4460.8%SHS REP COM UTVVVValvoline$1,018,550$244,476 â–²31.6%25,7600.8%Consumer DiscretionaryHUBBHubbell$955,363$955,363 â–²New Holding1,8260.8%IndustrialsTTTrane Technologies$947,939$3,438 â–²0.4%1,9300.8%IndustrialsWSTWest Pharmaceutical Services$924,784$924,784 â–²New Holding2,5760.7%HealthcareAZOAutoZone$920,431$210,932 â–²29.7%2880.7%Consumer DiscretionaryAMATApplied Materials$816,267$816,267 â–²New Holding1,1290.7%TechnologyKLACKLA$814,617$814,617 â–²New Holding2,7000.7%TechnologyXHSSPDR S&P Health Care Services ETF$792,6000.0%6,0000.6%ETFCNMCore & Main$790,239$310,585 â–²64.8%16,3780.6%IndustrialsCWCurtiss-Wright$762,307$762,307 â–²New Holding1,0060.6%IndustrialsEMREmerson Electric$758,266$111,084 â–²17.2%5,2970.6%IndustrialsFXLFirst Trust Technology AlphaDEX Fund$740,7200.0%3,4100.6%ETFIEViShares Europe ETF$728,5000.0%10,0000.6%ETFNEONeoGenomics$683,702$42,369 â–²6.6%46,8610.5%HealthcareDHRDanaher$671,823$671,823 â–²New Holding3,5270.5%HealthcareRGENRepligen$662,007$662,007 â–²New Holding4,8520.5%HealthcareODFLOld Dominion Freight Line$647,417$100,286 â–²18.3%2,9890.5%IndustrialsPWRQuanta Services$643,716$115,206 â–¼-15.2%8940.5%IndustrialsILMNIllumina$638,615$638,615 â–²New Holding3,6320.5%HealthcareMTZMasTec$636,572$114,833 â–¼-15.3%1,5300.5%IndustrialsASMLASML$634,631$634,631 â–²New Holding3190.5%TechnologyGE VERNOVA INC$630,900$630,900 â–²New Holding5370.5%COMMUSAMurphy USA$619,701$106,696 â–¼-14.7%1,1500.5%Consumer DiscretionaryNTRANatera$612,120$137,354 â–¼-18.3%2,2550.5%HealthcareMYRGMYR Group$577,962$453,863 â–¼-44.0%1,1550.5%IndustrialsAMPLIFY ETF TR$576,1710.0%5,4910.5%AMPLIFY CYBERSECLAM RESEARCH CORP$566,796$566,796 â–²New Holding1,3080.5%COM NEWSTVNStevanato Group$564,127$564,127 â–²New Holding31,2190.5%HealthcareVCYTVeracyte$552,708$96,552 â–¼-14.9%9,4110.4%HealthcareARCBArcBest$550,7630.0%3,8370.4%IndustrialsDXPEDXP Enterprises$543,6800.0%3,2220.4%IndustrialsROADConstruction Partners$540,166$108,793 â–²25.2%4,5480.4%IndustrialsXPOXPO$533,343$98,129 â–²22.5%2,5980.4%IndustrialsADPTAdaptive Biotechnologies$517,460$152,166 â–²41.7%24,1240.4%HealthcareGHGuardant Health$504,551$121,524 â–¼-19.4%3,3630.4%HealthcareTXG10x Genomics$500,759$500,759 â–²New Holding13,0610.4%HealthcareSAIASaia$475,490$4,633 â–¼-1.0%1,1290.4%IndustrialsCCJCameco$465,296$465,296 â–²New Holding4,5680.4%EnergyBRKRBruker$459,113$459,113 â–²New Holding7,6290.4%HealthcareTEMPUS AI INC$437,5450.0%7,5530.3%CL ADDOGDatadog$393,144$393,144 â–²New Holding1,5100.3%TechnologyMDBMongoDB$356,054$356,054 â–²New Holding1,0600.3%TechnologyMUMicron Technology$348,596$348,596 â–²New Holding3020.3%TechnologyNETCloudflare$318,128$318,128 â–²New Holding1,2970.3%TechnologyPSNLPersonalis$311,885$311,885 â–²New Holding23,2750.2%HealthcareNOWServiceNow$305,882$305,882 â–²New Holding3,0810.2%TechnologySNOWSnowflake$285,040$285,040 â–²New Holding1,1200.2%TechnologyCHARGEPOINT HOLDINGS INC$213,4460.0%36,1160.2%COM SHSGRAIL INC$206,380$206,380 â–²New Holding3,0230.2%COMGRAYSCALE ETHEREUM STAKING E$191,2980.0%14,9920.2%SHSGRAYSCALE BITCOIN MINI TR ET$60,3340.0%2,3250.0%SHS NEWGRAYSCALE ETHEREUM STAKING$22,5150.0%1,4980.0%SHS NEWOGEOGE Energy$0$1,452,708 â–¼-100.0%00.0%UtilitiesAEEAmeren$0$1,366,196 â–¼-100.0%00.0%UtilitiesNINiSource$0$1,275,871 â–¼-100.0%00.0%UtilitiesETREntergy$0$1,210,454 â–¼-100.0%00.0%UtilitiesCMECME Group$0$1,154,228 â–¼-100.0%00.0%FinanceAEPAmerican Electric Power$0$1,134,891 â–¼-100.0%00.0%UtilitiesCBOECboe Global Markets$0$1,131,588 â–¼-100.0%00.0%FinanceSTTState Street$0$912,244 â–¼-100.0%00.0%FinanceMSIMotorola Solutions$0$876,619 â–¼-100.0%00.0%TechnologyVIRTU FINL INC$0$817,148 â–¼-100.0%00.0%CL ALHXL3Harris Technologies$0$729,302 â–¼-100.0%00.0%IndustrialsPROSHARES TR II$0$687,000 â–¼-100.0%00.0%VIX SHT TERM FUTFERGUSON ENTERPRISES INC$0$664,791 â–¼-100.0%00.0%COMMON STOCK NEWWSOWatsco$0$650,820 â–¼-100.0%00.0%IndustrialsBIOBio-Rad Laboratories$0$603,215 â–¼-100.0%00.0%HealthcareRVTYRevvity$0$556,324 â–¼-100.0%00.0%HealthcareQIAGEN NV$0$532,052 â–¼-100.0%00.0%ORD SHARESTECHBio-Techne$0$527,878 â–¼-100.0%00.0%HealthcareZZillow Group$0$448,394 â–¼-100.0%00.0%Communication ServicesCLBTCellebrite DI$0$444,198 â–¼-100.0%00.0%TechnologyBLDTopBuild$0$429,640 â–¼-100.0%00.0%Consumer DiscretionaryCDRECadre$0$375,400 â–¼-100.0%00.0%IndustrialsBLDRBuilders FirstSource$0$321,334 â–¼-100.0%00.0%IndustrialsCOINCoinbase Global$0$319,012 â–¼-100.0%00.0%FinanceMRCYMercury Systems$0$317,450 â–¼-100.0%00.0%IndustrialsPFSIPennyMac Financial Services$0$297,859 â–¼-100.0%00.0%FinanceKARMAN HLDGS INC$0$288,740 â–¼-100.0%00.0%COMMON STOCKShowing largest 100 holdings. 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