Alpha Family Trust Top Holdings and 13F Report (2025)

About Alpha Family Trust

Investment Activity

Alpha Family Trust has $171.34 million in total holdings as of March 31, 2025.
Alpha Family Trust owns shares of 169 different stocks, but just 62 companies or ETFs make up 80% of its holdings.
Approximately 11.92% of the portfolio was purchased this quarter.
About 4.73% of the portfolio was sold this quarter.
This quarter, Alpha Family Trust has purchased 156 new stocks and bought additional shares in 36 stocks.
Alpha Family Trust sold shares of 6 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Apple: $14,285,180
NVIDIA: $12,951,410
Microsoft: $12,039,508
Amazon.com: $8,728,178
Alphabet: $8,202,724

Largest New Holdings this Quarter

69608A108 - PALANTIR TECHNOLOGIES INC. CMN: $1,311,576 Holding
713448108 - PepsiCo: $1,160,536 Holding
855244109 - Starbucks: $717,038 Holding
458140100 - Intel: $628,613 Holding
776696106 - Roper Technologies: $548,309 Holding

Largest Purchases this Quarter

Apple: 7,610 shares (about $1.69M)
PALANTIR TECHNOLOGIES INC. CMN: 15,540 shares (about $1.31M)
PepsiCo: 7,740 shares (about $1.16M)
Texas Instruments: 4,130 shares (about $742.16K)
Starbucks: 7,310 shares (about $717.04K)

Largest Sales this Quarter

Similarweb: 283,890 shares (about $2.35M)
Merck & Co., Inc.: 3,020 shares (about $271.08K)
Monster Beverage: 1,890 shares (about $110.60K)
Danaher: 460 shares (about $94.30K)
Meta Platforms: 84 shares (about $48.41K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$14,285,180	$1,690,409 ▲	13.4%	64,310	8.3%	Computer and Technology
NVDA NVIDIA	$12,951,410		0.0%	119,500	7.6%	Computer and Technology
MSFT Microsoft	$12,039,508	$751 ▲	0.0%	32,072	7.0%	Computer and Technology
AMZN Amazon.com	$8,728,178		0.0%	45,875	5.1%	Retail/Wholesale
GOOGL Alphabet	$8,202,724		0.0%	53,044	4.8%	Computer and Technology
SMWB Similarweb	$7,043,302	$2,347,770 ▼	-25.0%	851,669	4.1%	Computer and Technology
META Meta Platforms	$6,433,330	$48,414 ▼	-0.7%	11,162	3.8%	Computer and Technology
U Unity Software	$5,405,525		0.0%	275,933	3.2%	Computer and Technology
AVGO Broadcom	$4,445,267		0.0%	26,550	2.6%	Computer and Technology
TSLA Tesla	$3,556,971		0.0%	13,725	2.1%	Auto/Tires/Trucks
COST Costco Wholesale	$2,615,082	$463,432 ▲	21.5%	2,765	1.5%	Retail/Wholesale
NFLX Netflix	$2,527,156	$191,169 ▲	8.2%	2,710	1.5%	Consumer Discretionary
BRK.B Berkshire Hathaway	$2,034,456	$197,055 ▲	10.7%	3,820	1.2%	Finance
CSCO Cisco Systems	$1,931,832	$59,242 ▲	3.2%	31,305	1.1%	Computer and Technology
V Visa	$1,468,427		0.0%	4,190	0.9%	Business Services
JPM JPMorgan Chase & Co.	$1,459,535		0.0%	5,950	0.9%	Finance
AMGN Amgen	$1,454,939	$233,663 ▲	19.1%	4,670	0.8%	Medical
LLY Eli Lilly and Company	$1,441,213	$177,571 ▲	14.1%	1,745	0.8%	Medical
TMUS T-Mobile US	$1,424,231	$364,059 ▲	34.3%	5,340	0.8%	Computer and Technology
PALANTIR TECHNOLOGIES INC. CMN	$1,311,576	$1,311,576 ▲	New Holding	15,540	0.8%	CMN
ADBE Adobe	$1,284,442	$152,645 ▲	13.5%	3,349	0.7%	Computer and Technology
XOM Exxon Mobil	$1,241,272		0.0%	10,437	0.7%	Energy
PEP PepsiCo	$1,160,536	$1,160,536 ▲	New Holding	7,740	0.7%	Consumer Staples
T AT&T	$1,141,522		0.0%	40,365	0.7%	Computer and Technology
LINDE PLC CMN	$1,140,818	$600,676 ▲	111.2%	2,450	0.7%	CMN
MA Mastercard	$1,123,646		0.0%	2,050	0.7%	Business Services
HON Honeywell International	$1,118,040		0.0%	5,280	0.7%	Multi-Sector Conglomerates
BKNG Booking	$1,105,658		0.0%	240	0.6%	Retail/Wholesale
QCOM QUALCOMM	$1,067,590	$395,546 ▲	58.9%	6,950	0.6%	Computer and Technology
ISRG Intuitive Surgical	$1,052,449		0.0%	2,125	0.6%	Medical
TXN Texas Instruments	$1,029,681	$742,161 ▲	258.1%	5,730	0.6%	Computer and Technology
INTU Intuit	$1,022,293	$254,806 ▲	33.2%	1,665	0.6%	Computer and Technology
CMCSA Comcast	$992,610		0.0%	26,900	0.6%	Consumer Discretionary
AMD Advanced Micro Devices	$967,811		0.0%	9,420	0.6%	Computer and Technology
GILD Gilead Sciences	$964,190		0.0%	8,605	0.6%	Medical
UNH UnitedHealth Group	$953,225		0.0%	1,820	0.6%	Medical
AMAT Applied Materials	$935,298		0.0%	6,445	0.5%	Computer and Technology
KO Coca-Cola	$932,492	$427,929 ▲	84.8%	13,020	0.5%	Consumer Staples
ABBV AbbVie	$916,650		0.0%	4,375	0.5%	Medical
ADP Automatic Data Processing	$889,092	$90,131 ▲	11.3%	2,910	0.5%	Business Services
PG Procter & Gamble	$887,036	$501,035 ▲	129.8%	5,205	0.5%	Consumer Staples
MDLZ Mondelez International	$884,764		0.0%	13,040	0.5%	Consumer Staples
PANW Palo Alto Networks	$856,613	$383,940 ▲	81.2%	5,020	0.5%	Computer and Technology
FI Fiserv	$840,258		0.0%	3,805	0.5%	Business Services
LAM RESEARCH CORPORATION CMN	$836,050		0.0%	11,500	0.5%	CMN
VRTX Vertex Pharmaceuticals	$833,890	$113,933 ▲	15.8%	1,720	0.5%	Medical
WMT Walmart	$832,249		0.0%	9,480	0.5%	Retail/Wholesale
BMY Bristol-Myers Squibb	$787,991		0.0%	12,920	0.5%	Medical
CRM Salesforce	$787,637		0.0%	2,935	0.5%	Computer and Technology
AEP American Electric Power	$726,646		0.0%	6,650	0.4%	Utilities
HD Home Depot	$723,818		0.0%	1,975	0.4%	Retail/Wholesale
SBUX Starbucks	$717,038	$717,038 ▲	New Holding	7,310	0.4%	Retail/Wholesale
PM Philip Morris International	$652,380		0.0%	4,110	0.4%	Consumer Staples
ABT Abbott Laboratories	$649,985	$50,407 ▲	8.4%	4,900	0.4%	Medical
CVX Chevron	$635,702	$404,005 ▲	174.4%	3,800	0.4%	Energy
KLAC KLA	$632,214		0.0%	930	0.4%	Computer and Technology
INTC Intel	$628,613	$628,613 ▲	New Holding	27,680	0.4%	Computer and Technology
ADI Analog Devices	$598,960		0.0%	2,970	0.3%	Computer and Technology
ROP Roper Technologies	$548,309	$548,309 ▲	New Holding	930	0.3%	Computer and Technology
MU Micron Technology	$544,366		0.0%	6,265	0.3%	Computer and Technology
IBM International Business Machines	$538,349		0.0%	2,165	0.3%	Computer and Technology
JNJ Johnson & Johnson	$534,834	$534,834 ▲	New Holding	3,225	0.3%	Medical
SNPS Synopsys	$533,918		0.0%	1,245	0.3%	Computer and Technology
WFC Wells Fargo & Company	$518,324		0.0%	7,220	0.3%	Finance
ORLY O'Reilly Automotive	$501,403		0.0%	350	0.3%	Retail/Wholesale
CDNS Cadence Design Systems	$494,672		0.0%	1,945	0.3%	Computer and Technology
FTNT Fortinet	$492,851	$132,357 ▲	36.7%	5,120	0.3%	Computer and Technology
UNP Union Pacific	$480,748	$103,946 ▲	27.6%	2,035	0.3%	Transportation
SCHW Charles Schwab	$475,160		0.0%	6,070	0.3%	Finance
SPGI S&P Global	$467,452		0.0%	920	0.3%	Business Services
CRWD CrowdStrike	$458,354	$107,537 ▲	30.7%	1,300	0.3%	Computer and Technology
CTAS Cintas	$456,277		0.0%	2,220	0.3%	Business Services
RTX RTX	$455,662		0.0%	3,440	0.3%	Aerospace
GE GE Aerospace	$453,340		0.0%	2,265	0.3%	Industrials
MCD McDonald's	$442,004		0.0%	1,415	0.3%	Retail/Wholesale
PYPL PayPal	$422,820		0.0%	6,480	0.2%	Computer and Technology
CSX CSX	$421,438		0.0%	14,320	0.2%	Transportation
MELI MercadoLibre	$419,437		0.0%	215	0.2%	Retail/Wholesale
AMT American Tower	$418,880		0.0%	1,925	0.2%	Finance
CAT Caterpillar	$418,846		0.0%	1,270	0.2%	Industrials
PAYX Paychex	$406,528	$74,826 ▲	22.6%	2,635	0.2%	Business Services
ABNB Airbnb	$405,567	$221,598 ▲	120.5%	3,395	0.2%	Consumer Discretionary
ORCL Oracle	$391,468		0.0%	2,800	0.2%	Computer and Technology
REGN Regeneron Pharmaceuticals	$377,367		0.0%	595	0.2%	Medical
MMC Marsh & McLennan Companies	$377,026	$131,776 ▲	53.7%	1,545	0.2%	Finance
BSX Boston Scientific	$376,282		0.0%	3,730	0.2%	Medical
ITW Illinois Tool Works	$374,495	$153,766 ▲	69.7%	1,510	0.2%	Industrials
MRK Merck & Co., Inc.	$372,953	$271,075 ▼	-42.1%	4,155	0.2%	Medical
TMO Thermo Fisher Scientific	$368,224	$368,224 ▲	New Holding	740	0.2%	Medical
MET MetLife	$367,728		0.0%	4,580	0.2%	Finance
D Dominion Energy	$366,698		0.0%	6,540	0.2%	Utilities
MNST Monster Beverage	$359,898	$110,603 ▼	-23.5%	6,150	0.2%	Consumer Staples
BLACKROCK FUNDING, INC. CMN	$359,662		0.0%	380	0.2%	CMN
PCAR PACCAR	$357,932	$136,221 ▲	61.4%	3,676	0.2%	Auto/Tires/Trucks
AXP American Express	$351,110		0.0%	1,305	0.2%	Finance
CDW CDW	$350,969	$350,969 ▲	New Holding	2,190	0.2%	Computer and Technology
KDP Keurig Dr Pepper	$343,911		0.0%	10,050	0.2%	Consumer Staples
ACN Accenture	$343,244		0.0%	1,100	0.2%	Computer and Technology
MAR Marriott International	$343,008		0.0%	1,440	0.2%	Consumer Discretionary
WMB Williams Companies	$341,528		0.0%	5,715	0.2%	Energy

Showing largest 100 holdings. View all holdings.

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Alpha Family Trust Top Holdings and 13F Report (2025)

About Alpha Family Trust

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Alpha Family Trust Top Holdings and 13F Report (2025)

About Alpha Family Trust

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAlpha Family Trust

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools