Alpha Family Trust Top Holdings and 13F Report (2026)

About Alpha Family Trust

Investment Activity

Alpha Family Trust has $206.06 million in total holdings as of March 31, 2026.
Alpha Family Trust owns shares of 203 different stocks, but just 70 companies or ETFs make up 80% of its holdings.
Approximately 5.83% of the portfolio was purchased this quarter.
About 5.30% of the portfolio was sold this quarter.
This quarter, Alpha Family Trust has purchased 195 new stocks and bought additional shares in 20 stocks.
Alpha Family Trust sold shares of 16 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

NVIDIA: $19,848,464
Apple: $15,422,818
Alphabet: $15,060,955
Microsoft: $11,871,352
Amazon.com: $9,554,386

Largest New Holdings this Quarter

316773100 - Fifth Third Bancorp: $411,403 Holding
N53745100 - LyondellBasell Industries: $367,756 Holding
776696106 - ROPER TECHNOLOGIES INC: $334,398 Holding
88262P102 - Texas Pacific Land: $322,701 Holding
609207105 - Mondelez International: $319,037 Holding

Largest Purchases this Quarter

WALMART INC: 18,135 shares (about $2.25M)
Fifth Third Bancorp: 8,855 shares (about $411.40K)
LINDE PLC: 750 shares (about $371.82K)
Tesla: 995 shares (about $369.89K)
LyondellBasell Industries: 4,565 shares (about $367.76K)

Largest Sales this Quarter

NVIDIA: 5,690 shares (about $992.34K)
Comcast: 15,605 shares (about $442.87K)
Broadcom: 1,350 shares (about $417.84K)
Microsoft: 1,035 shares (about $383.13K)
Qualcomm: 2,685 shares (about $345.77K)

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
NVDA NVIDIA	$19,848,464	$992,336 â–¼	-4.8%	113,810	9.6%	Computer and Technology
AAPL Apple	$15,422,818		0.0%	60,770	7.5%	Computer and Technology
GOOGL Alphabet	$15,060,955	$192,378 â–¼	-1.3%	52,375	7.3%	Computer and Technology
MSFT Microsoft	$11,871,352	$383,126 â–¼	-3.1%	32,070	5.8%	Computer and Technology
AMZN Amazon.com	$9,554,386		0.0%	45,875	4.6%	Retail/Wholesale
AVGO Broadcom	$7,799,652	$417,839 â–¼	-5.1%	25,200	3.8%	Computer and Technology
META Meta Platforms	$6,386,115		0.0%	11,162	3.1%	Computer and Technology
TSLA Tesla	$5,615,284	$369,891 â–²	7.1%	15,105	2.7%	Auto/Tires/Trucks
WALMART INC	$3,431,992	$2,253,818 â–²	191.3%	27,615	1.7%	CMN
MU Micron Technology	$3,023,668		0.0%	8,950	1.5%	Computer and Technology
COST Costco Wholesale	$2,964,379	$209,250 â–²	7.6%	2,975	1.4%	Retail/Wholesale
NFLX Netflix	$2,701,815	$38,460 â–²	1.4%	28,100	1.3%	Consumer Discretionary
AMD Advanced Micro Devices	$2,505,240		0.0%	12,315	1.2%	Computer and Technology
LAM RESEARCH CORPORATION	$2,457,090		0.0%	11,500	1.2%	CMN
PALANTIR TECHNOLOGIES INC.	$2,381,438		0.0%	16,280	1.2%	CMN
CSCO Cisco Systems	$2,354,469		0.0%	30,345	1.1%	Computer and Technology
SMWB Similarweb	$2,260,148		0.0%	658,935	1.1%	Computer and Technology
AMAT Applied Materials	$2,202,837		0.0%	6,445	1.1%	Computer and Technology
BRK.B Berkshire Hathaway	$1,797,000	$33,544 â–¼	-1.8%	3,750	0.9%	Finance
XOM ExxonMobil	$1,770,741		0.0%	10,437	0.9%	Energy
JPM JPMorgan Chase & Co.	$1,750,252		0.0%	5,950	0.8%	Finance
LLY Eli Lilly and Company	$1,646,388		0.0%	1,790	0.8%	Medical
AMGN Amgen	$1,643,140		0.0%	4,670	0.8%	Medical
KLAC KLA	$1,369,341		0.0%	930	0.7%	Computer and Technology
WDC Western Digital	$1,328,106		0.0%	4,910	0.6%	Computer and Technology
V Visa	$1,266,386		0.0%	4,190	0.6%	Business Services
JNJ Johnson & Johnson	$1,246,644		0.0%	5,100	0.6%	Medical
INTC Intel	$1,214,899		0.0%	27,530	0.6%	Computer and Technology
GILD Gilead Sciences	$1,199,279		0.0%	8,605	0.6%	Medical
HON Honeywell International	$1,193,438		0.0%	5,280	0.6%	Multi-Sector Conglomerates
PEP PepsiCo	$1,180,204	$305,921 â–¼	-20.6%	7,600	0.6%	Consumer Staples
T AT&T	$1,170,181		0.0%	40,365	0.6%	Computer and Technology
INTU Intuit	$1,048,522	$118,905 â–²	12.8%	2,425	0.5%	Computer and Technology
MA Mastercard	$1,024,303		0.0%	2,050	0.5%	Business Services
BKNG Booking	$1,010,477		0.0%	240	0.5%	Retail/Wholesale
KO CocaCola	$990,171		0.0%	13,020	0.5%	Consumer Staples
ISRG Intuitive Surgical	$979,604		0.0%	2,125	0.5%	Medical
ABBV AbbVie	$951,519		0.0%	4,375	0.5%	Medical
TMUS T-Mobile US	$951,436	$116,567 â–²	14.0%	4,530	0.5%	Computer and Technology
LINDE PLC	$946,902	$371,820 â–²	64.7%	1,910	0.5%	CMN
ADI Analog Devices	$944,876		0.0%	2,970	0.5%	Computer and Technology
CAT Caterpillar	$899,744		0.0%	1,270	0.4%	Industrials
AEP American Electric Power	$871,682		0.0%	6,650	0.4%	Utilities
PANW Palo Alto Networks	$852,902	$275,750 â–²	47.8%	5,320	0.4%	Computer and Technology
APPLOVIN CORPORATION	$746,250	$208,950 â–²	38.9%	1,875	0.4%	CMN CLASS A
VRTX Vertex Pharmaceuticals	$730,093	$66,981 â–²	10.1%	1,635	0.4%	Medical
MRK Merck & Co., Inc.	$718,733		0.0%	5,975	0.3%	Medical
CMCSA Comcast	$696,445	$442,870 â–¼	-38.9%	24,540	0.3%	Consumer Discretionary
ADP Automatic Data Processing	$690,812	$159,496 â–²	30.0%	3,400	0.3%	Computer and Technology
UNH UnitedHealth Group	$690,005	$20,294 â–²	3.0%	2,550	0.3%	Medical
COP ConocoPhillips	$679,800		0.0%	5,150	0.3%	Energy
PM Philip Morris International	$679,547		0.0%	4,110	0.3%	Consumer Staples
BKR Baker Hughes	$668,498		0.0%	10,950	0.3%	Energy
RTX RTX	$663,576		0.0%	3,440	0.3%	Aerospace
MS Morgan Stanley	$662,394		0.0%	4,025	0.3%	Finance
HD Home Depot	$649,558	$243,379 â–¼	-27.3%	1,975	0.3%	Retail/Wholesale
GE GE Aerospace	$642,739		0.0%	2,265	0.3%	Aerospace
ORCL Oracle	$594,324		0.0%	4,040	0.3%	Computer and Technology
WFC Wells Fargo & Company	$574,784		0.0%	7,220	0.3%	Finance
SCHW Charles Schwab	$570,459		0.0%	6,070	0.3%	Finance
QCOM Qualcomm	$563,413	$345,775 â–¼	-38.0%	4,375	0.3%	Computer and Technology
CEG Constellation Energy	$559,896		0.0%	2,005	0.3%	Energy
SBUX Starbucks	$549,187		0.0%	6,130	0.3%	Retail/Wholesale
CRM Salesforce	$547,876		0.0%	2,935	0.3%	Computer and Technology
REGN Regeneron Pharmaceuticals	$540,848	$57,948 â–¼	-9.7%	700	0.3%	Medical
CDNS Cadence Design Systems	$540,457		0.0%	1,945	0.3%	Computer and Technology
STZ Constellation Brands	$528,000		0.0%	3,520	0.3%	Consumer Staples
IBM International Business Machines	$524,774		0.0%	2,165	0.3%	Computer and Technology
CSX CSX	$503,684		0.0%	12,270	0.2%	Transportation
CRWD CrowdStrike	$501,677	$169,828 â–¼	-25.3%	1,285	0.2%	Computer and Technology
GE VERNOVA LLC	$494,061		0.0%	566	0.2%	CMN
SNPS Synopsys	$493,618		0.0%	1,245	0.2%	Computer and Technology
VRSK Verisk Analytics	$484,811	$187,852 â–²	63.3%	2,555	0.2%	Business Services
ORLY O'Reilly Automotive	$484,628		0.0%	5,250	0.2%	Retail/Wholesale
MAR Marriott International	$470,981		0.0%	1,440	0.2%	Consumer Discretionary
ARISTA NETWORKS, INC.	$469,020		0.0%	3,820	0.2%	CMN
PFE Pfizer	$466,690		0.0%	16,620	0.2%	Medical
ABT Abbott Laboratories	$464,068	$39,015 â–¼	-7.8%	4,520	0.2%	Medical
ROST Ross Stores	$451,674		0.0%	2,085	0.2%	Retail/Wholesale
MNST Monster Beverage	$445,629		0.0%	6,150	0.2%	Consumer Staples
TJX TJX Companies	$439,974		0.0%	2,755	0.2%	Retail/Wholesale
MCD McDonald's	$439,768		0.0%	1,415	0.2%	Retail/Wholesale
BAC Bank of America	$431,925		0.0%	8,860	0.2%	Finance
NTAP NetApp	$425,942		0.0%	4,160	0.2%	Computer and Technology
IDXX IDEXX Laboratories	$421,418		0.0%	750	0.2%	Medical
ASML ASML	$416,061		0.0%	315	0.2%	Computer and Technology
WMB Williams Companies	$415,938		0.0%	5,715	0.2%	Energy
FITB Fifth Third Bancorp	$411,403	$411,403 â–²	New Holding	8,855	0.2%	Finance
FTNT Fortinet	$410,234	$104,193 â–²	34.0%	5,020	0.2%	Computer and Technology
JCI Johnson Controls International	$407,909		0.0%	3,115	0.2%	Construction
D Dominion Energy	$404,303		0.0%	6,540	0.2%	Utilities
OKE ONEOK	$404,043		0.0%	4,470	0.2%	Energy
GD General Dynamics	$398,135		0.0%	1,160	0.2%	Aerospace
APH Amphenol	$398,003		0.0%	3,150	0.2%	Computer and Technology
AXP American Express	$394,736		0.0%	1,305	0.2%	Finance
SPGI S&P Global	$391,313		0.0%	920	0.2%	Finance
UNP Union Pacific	$386,979		0.0%	1,595	0.2%	Transportation
NOC Northrop Grumman	$382,054		0.0%	560	0.2%	Aerospace
ES Eversource Energy	$376,883		0.0%	5,440	0.2%	Utilities
CTAS Cintas	$375,491		0.0%	2,220	0.2%	Business Services

Showing largest 100 holdings. View all holdings.

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Alpha Family Trust Top Holdings and 13F Report (2026)

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

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Advanced Stock Screeners and Research Tools

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Alpha Family Trust Top Holdings and 13F Report (2026)

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