Alpha Family Trust Top Holdings and 13F Report (2025) About Alpha Family TrustInvestment ActivityAlpha Family Trust has $201.95 million in total holdings as of June 30, 2025.Alpha Family Trust owns shares of 189 different stocks, but just 66 companies or ETFs make up 80% of its holdings.Approximately 7.24% of the portfolio was purchased this quarter.About 3.91% of the portfolio was sold this quarter.This quarter, Alpha Family Trust has purchased 169 new stocks and bought additional shares in 23 stocks.Alpha Family Trust sold shares of 23 stocks and completely divested from 10 stocks this quarter.Largest Holdings NVIDIA $18,879,805Microsoft $16,466,758Apple $11,807,534Amazon.com $10,064,516Alphabet $9,347,944 Largest New Holdings this Quarter 617446448 - Morgan Stanley $566,962 Holding20825C104 - ConocoPhillips $462,161 Holding03831W108 - APPLOVIN CORPORATION $446,352 Holding64110D104 - NetApp $443,248 Holding05722G100 - Baker Hughes $419,823 Holding Largest Purchases this Quarter Morgan Stanley 4,025 shares (about $566.96K)Microsoft 1,033 shares (about $513.82K)ConocoPhillips 5,150 shares (about $462.16K)APPLOVIN CORPORATION 1,275 shares (about $446.35K)NetApp 4,160 shares (about $443.25K) Largest Sales this Quarter Apple 6,760 shares (about $1.39M)Texas Instruments 2,770 shares (about $575.11K)Palo Alto Networks 1,630 shares (about $333.56K)Adobe 647 shares (about $250.31K)Procter & Gamble 1,515 shares (about $241.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlpha Family Trust Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$18,879,8050.0%119,5009.3%Computer and TechnologyMSFTMicrosoft$16,466,758$513,825 ▲3.2%33,1058.2%Computer and TechnologyAAPLApple$11,807,534$1,386,949 ▼-10.5%57,5505.8%Computer and TechnologyAMZNAmazon.com$10,064,5160.0%45,8755.0%Retail/WholesaleGOOGLAlphabet$9,347,9440.0%53,0444.6%Computer and TechnologyMETAMeta Platforms$8,238,5610.0%11,1624.1%Computer and TechnologyAVGOBroadcom$7,318,5080.0%26,5503.6%Computer and TechnologyUUnity Software$6,677,5750.0%275,9333.3%Computer and TechnologySMWBSimilarweb$6,677,0840.0%851,6693.3%Computer and TechnologyTSLATesla$4,482,183$122,299 ▲2.8%14,1102.2%Auto/Tires/TrucksNFLXNetflix$3,997,303$368,261 ▲10.1%2,9852.0%Consumer DiscretionaryCOSTCostco Wholesale$2,935,172$197,988 ▲7.2%2,9651.5%Retail/WholesalePALANTIR TECHNOLOGIES INC.$2,219,290$100,877 ▲4.8%16,2801.1%Class BCSCOCisco Systems$2,105,336$66,605 ▼-3.1%30,3451.0%Computer and TechnologyBRK.BBerkshire Hathaway$1,855,6410.0%3,8200.9%FinanceAMDAdvanced Micro Devices$1,747,499$410,801 ▲30.7%12,3150.9%Computer and TechnologyJPMJPMorgan Chase & Co.$1,724,9650.0%5,9500.9%FinanceINTUIntuit$1,693,405$382,001 ▲29.1%2,1500.8%Computer and TechnologyVVisa$1,487,6600.0%4,1900.7%Business ServicesBKNGBooking$1,389,4180.0%2400.7%Retail/WholesaleISRGIntuitive Surgical$1,377,544$222,798 ▲19.3%2,5350.7%MedicalAMGNAmgen$1,303,9110.0%4,6700.6%MedicalLLYEli Lilly and Company$1,294,020$66,260 ▼-4.9%1,6600.6%MedicalHONHoneywell International$1,229,6060.0%5,2800.6%Multi-Sector ConglomeratesAMATApplied Materials$1,179,8860.0%6,4450.6%Computer and TechnologyTAT&T$1,168,1630.0%40,3650.6%Computer and TechnologyMAMastercard$1,151,9770.0%2,0500.6%Business ServicesLINDE PLC$1,149,4910.0%2,4500.6%CMNXOMExxon Mobil$1,125,1090.0%10,4370.6%EnergyQCOMQUALCOMM$1,124,376$17,519 ▲1.6%7,0600.6%Computer and TechnologyLAM RESEARCH CORPORATION$1,119,4100.0%11,5000.6%CMNMUMicron Technology$1,103,088$330,926 ▲42.9%8,9500.5%Computer and TechnologyTMUST-Mobile US$1,095,996$176,312 ▼-13.9%4,6000.5%Computer and TechnologyADBEAdobe$1,045,350$250,311 ▼-19.3%2,7020.5%Computer and TechnologyPEPPepsiCo$1,003,504$18,486 ▼-1.8%7,6000.5%Consumer StaplesHDHome Depot$995,428$271,314 ▲37.5%2,7150.5%Retail/WholesaleCMCSAComcast$960,0610.0%26,9000.5%Consumer DiscretionaryGILDGilead Sciences$954,0360.0%8,6050.5%MedicalWMTWalmart$926,9540.0%9,4800.5%Retail/WholesaleKOCocaCola$921,1650.0%13,0200.5%Consumer StaplesADPAutomatic Data Processing$897,4440.0%2,9100.4%Computer and TechnologyORCLOracle$883,265$271,101 ▲44.3%4,0400.4%Computer and TechnologyMDLZMondelez International$879,4180.0%13,0400.4%Consumer StaplesCRWDCrowdStrike$876,013$213,910 ▲32.3%1,7200.4%Computer and TechnologyKLACKLA$833,0380.0%9300.4%Computer and TechnologyABBVAbbVie$812,0880.0%4,3750.4%MedicalCRMSalesforce$800,3450.0%2,9350.4%Computer and TechnologyJNJJohnson & Johnson$779,025$286,406 ▲58.1%5,1000.4%MedicalVRTXVertex Pharmaceuticals$765,7440.0%1,7200.4%MedicalPMPhilip Morris International$748,5540.0%4,1100.4%Consumer StaplesADIAnalog Devices$706,9190.0%2,9700.4%Computer and TechnologyPANWPalo Alto Networks$693,730$333,563 ▼-32.5%3,3900.3%Computer and TechnologyAEPAmerican Electric Power$690,0040.0%6,6500.3%UtilitiesABTAbbott Laboratories$666,4490.0%4,9000.3%MedicalFIFiserv$656,0200.0%3,8050.3%Business ServicesCEGConstellation Energy$647,134$185,587 ▲40.2%2,0050.3%EnergyDOORDASH INC$640,926$248,975 ▲63.5%2,6000.3%CMNSNPSSynopsys$638,2870.0%1,2450.3%Computer and TechnologyIBMInternational Business Machines$638,1990.0%2,1650.3%Computer and TechnologyINTCIntel$616,000$4,032 ▼-0.7%27,5000.3%Computer and TechnologyTXNTexas Instruments$614,555$575,107 ▼-48.3%2,9600.3%Computer and TechnologyCDNSCadence Design Systems$599,3520.0%1,9450.3%Computer and TechnologyDHRDanaher$592,620$355,572 ▲150.0%3,0000.3%MedicalPGProcter & Gamble$587,891$241,370 ▼-29.1%3,6900.3%Consumer StaplesGEGE Aerospace$582,9880.0%2,2650.3%AerospaceWFCWells Fargo & Company$578,4660.0%7,2200.3%FinanceMSMorgan Stanley$566,962$566,962 ▲New Holding4,0250.3%FinanceMELIMercadoLibre$561,9300.0%2150.3%Retail/WholesaleSBUXStarbucks$560,776$109,040 ▼-16.3%6,1200.3%Retail/WholesaleSCHWCharles Schwab$553,8270.0%6,0700.3%FinanceFTNTFortinet$541,2860.0%5,1200.3%Computer and TechnologySTXSeagate Technology$502,9900.0%3,4850.2%Computer and TechnologyRTXRTX$502,3090.0%3,4400.2%AerospaceCTASCintas$494,7710.0%2,2200.2%Business ServicesCATCaterpillar$493,0270.0%1,2700.2%IndustrialsUNHUnitedHealth Group$491,353$76,433 ▼-13.5%1,5750.2%MedicalSPGIS&P Global$485,1070.0%9200.2%FinancePYPLPayPal$481,5940.0%6,4800.2%Business ServicesORLYO'Reilly Automotive$473,183$441,637 ▲1,400.0%5,2500.2%Retail/WholesaleMRKMerck & Co., Inc.$472,981$144,071 ▲43.8%5,9750.2%MedicalCOPConocoPhillips$462,161$462,161 ▲New Holding5,1500.2%EnergySPOTSpotify Technology$456,5670.0%5950.2%Computer and TechnologyMSTRMicroStrategy$448,6950.0%1,1100.2%Computer and TechnologyAPPLOVIN CORPORATION$446,352$446,352 ▲New Holding1,2750.2%CMNNTAPNetApp$443,248$443,248 ▲New Holding4,1600.2%Computer and TechnologyABNBAirbnb$440,031$9,264 ▼-2.1%3,3250.2%Consumer DiscretionaryROPRoper Technologies$430,798$96,363 ▼-18.3%7600.2%Computer and TechnologyAMTAmerican Tower$425,4640.0%1,9250.2%FinanceBKRBaker Hughes$419,823$419,823 ▲New Holding10,9500.2%EnergyBACBank of America$419,255$419,255 ▲New Holding8,8600.2%FinanceADSKAutodesk$417,920$417,920 ▲New Holding1,3500.2%Computer and TechnologyAXPAmerican Express$416,2690.0%1,3050.2%FinanceMCDMcDonald's$413,4210.0%1,4150.2%Retail/WholesaleUBERUber Technologies$408,6540.0%4,3800.2%Computer and TechnologyPFEPfizer$402,869$402,869 ▲New Holding16,6200.2%MedicalIDXXIDEXX Laboratories$402,2550.0%7500.2%MedicalBSXBoston Scientific$400,6390.0%3,7300.2%MedicalCSXCSX$400,370$66,891 ▼-14.3%12,2700.2%TransportationBLACKROCK FUNDING, INC.$398,7150.0%3800.2%CMN CLASS AMARMarriott International$393,4220.0%1,4400.2%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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