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

About Alpha Family Trust

Investment Activity

Alpha Family Trust has $248.58 million in total holdings as of June 30, 2026.
Alpha Family Trust owns shares of 200 different stocks, but just 59 companies or ETFs make up 80% of its holdings.
Approximately 5.81% of the portfolio was purchased this quarter.
About 5.17% of the portfolio was sold this quarter.
This quarter, Alpha Family Trust has purchased 203 new stocks and bought additional shares in 13 stocks.
Alpha Family Trust sold shares of 8 stocks and completely divested from 27 stocks this quarter.

Largest Holdings

NVIDIA: $22,772,243
Alphabet: $18,717,254
Apple: $17,584,407
Microsoft: $11,962,751
Amazon.com: $10,933,848

Largest New Holdings this Quarter

80004C200 - SANDISK CORPORATION: $2,171,412 Holding
438516205 - HONEYWELL INTERNATIONAL INC: $591,096 Holding
43849R105 - HONEYWELL AEROSPACE INC.: $583,651 Holding
81762P102 - ServiceNow: $538,594 Holding
871829107 - Sysco: $524,047 Holding

Largest Purchases this Quarter

KLA: 8,370 shares (about $2.53M)
SANDISK CORPORATION: 955 shares (about $2.17M)
Booking: 5,760 shares (about $1.03M)
HONEYWELL INTERNATIONAL INC: 2,640 shares (about $591.10K)
HONEYWELL AEROSPACE INC.: 2,640 shares (about $583.65K)

Largest Sales this Quarter

WALMART INC: 8,595 shares (about $973.47K)
Netflix: 3,050 shares (about $217.77K)
Verisk Analytics: 1,175 shares (about $210.95K)
Costco Wholesale: 210 shares (about $196.45K)
LINDE PLC: 220 shares (about $114.17K)

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	$22,772,243		0.0%	113,810	9.2%	Technology
GOOGL Alphabet	$18,717,254		0.0%	52,375	7.5%	Communication Services
AAPL Apple	$17,584,407		0.0%	60,770	7.1%	Technology
MSFT Microsoft	$11,962,751		0.0%	32,070	4.8%	Technology
AMZN Amazon.com	$10,933,848		0.0%	45,875	4.4%	Consumer Discretionary
MU Micron Technology	$10,330,896		0.0%	8,950	4.2%	Technology
AVGO Broadcom	$9,519,300		0.0%	25,200	3.8%	Technology
AMD Advanced Micro Devices	$7,153,907		0.0%	12,315	2.9%	Technology
TSLA Tesla	$6,353,163		0.0%	15,105	2.6%	Consumer Discretionary
META Meta Platforms	$6,287,443		0.0%	11,162	2.5%	Communication Services
LAM RESEARCH CORPORATION	$4,983,295		0.0%	11,500	2.0%	CMN
AMAT Applied Materials	$4,659,735		0.0%	6,445	1.9%	Technology
SMWB Similarweb	$4,039,272		0.0%	658,935	1.6%	Technology
INTC Intel	$4,008,777	$164,763 â–²	4.3%	28,710	1.6%	Technology
CSCO Cisco Systems	$3,564,324		0.0%	30,345	1.4%	Technology
WDC Western Digital	$3,136,115		0.0%	4,910	1.3%	Technology
KLAC KLA	$2,805,903	$2,525,313 â–²	900.0%	9,300	1.1%	Technology
COST Costco Wholesale	$2,586,575	$196,449 â–¼	-7.1%	2,765	1.0%	Consumer Staples
SANDISK CORPORATION	$2,171,412	$2,171,412 â–²	New Holding	955	0.9%	CMN
WALMART INC	$2,154,205	$973,470 â–¼	-31.1%	19,020	0.9%	CMN
LLY Eli Lilly and Company	$2,146,980		0.0%	1,790	0.9%	Healthcare
JPM JPMorgan Chase & Co.	$1,947,614		0.0%	5,950	0.8%	Finance
PALANTIR TECHNOLOGIES INC.	$1,899,388		0.0%	16,280	0.8%	CMN CLASS A
PANW Palo Alto Networks	$1,879,020	$64,794 â–²	3.6%	5,510	0.8%	Technology
BRK.B Berkshire Hathaway	$1,876,463		0.0%	3,750	0.8%	Finance
NFLX Netflix	$1,788,570	$217,770 â–¼	-10.9%	25,050	0.7%	Communication Services
AMGN Amgen	$1,691,100		0.0%	4,670	0.7%	Healthcare
V Visa	$1,437,547		0.0%	4,190	0.6%	Finance
CAT Caterpillar	$1,352,423		0.0%	1,270	0.5%	Industrials
JNJ Johnson & Johnson	$1,295,247		0.0%	5,100	0.5%	Healthcare
CRWD CrowdStrike	$1,243,918	$263,283 â–²	26.8%	1,630	0.5%	Technology
ADI Analog Devices	$1,179,595		0.0%	2,970	0.5%	Technology
ABBV AbbVie	$1,100,925		0.0%	4,375	0.4%	Healthcare
GILD Gilead Sciences	$1,087,156		0.0%	8,605	0.4%	Healthcare
BKNG Booking	$1,069,440	$1,026,662 â–²	2,400.0%	6,000	0.4%	Consumer Discretionary
UNH UnitedHealth Group	$1,059,857		0.0%	2,550	0.4%	Healthcare
KO CocaCola	$1,058,135		0.0%	13,020	0.4%	Consumer Staples
MA Mastercard	$1,052,880		0.0%	2,050	0.4%	Finance
APPLOVIN CORPORATION	$1,043,341	$77,285 â–²	8.0%	2,025	0.4%	CMN CLASS A
PEP PepsiCo	$1,029,040		0.0%	7,600	0.4%	Consumer Staples
TMUS T-Mobile US	$995,478	$235,661 â–²	31.0%	5,935	0.4%	Communication Services
AEP American Electric Power	$909,787		0.0%	6,650	0.4%	Utilities
LINDE PLC	$877,009	$114,167 â–¼	-11.5%	1,690	0.4%	CMN
HD Home Depot	$858,776	$162,233 â–²	23.3%	2,435	0.3%	Consumer Discretionary
GE GE Aerospace	$846,498		0.0%	2,265	0.3%	Industrials
ISRG Intuitive Surgical	$845,070		0.0%	2,125	0.3%	Healthcare
MS Morgan Stanley	$841,386		0.0%	4,025	0.3%	Finance
T AT&T	$835,556		0.0%	40,365	0.3%	Communication Services
QCOM Qualcomm	$808,456		0.0%	4,375	0.3%	Technology
DELL Dell Technologies	$772,313		0.0%	1,790	0.3%	Technology
FTNT Fortinet	$771,172		0.0%	5,020	0.3%	Technology
MRK Merck & Co., Inc.	$767,788		0.0%	5,975	0.3%	Healthcare
ADP Automatic Data Processing	$761,430		0.0%	3,400	0.3%	Industrials
PM Philip Morris International	$743,540		0.0%	4,110	0.3%	Consumer Staples
VRTX Vertex Pharmaceuticals	$737,644	$74,509 â–¼	-9.2%	1,485	0.3%	Healthcare
CDNS Cadence Design Systems	$729,997		0.0%	1,945	0.3%	Technology
SBUX Starbucks	$700,002	$73,577 â–²	11.7%	6,850	0.3%	Consumer Discretionary
ORCL Oracle	$691,716	$99,654 â–²	16.8%	4,720	0.3%	Technology
GE VERNOVA LLC	$664,971		0.0%	566	0.3%	CMN
RTX RTX	$652,671		0.0%	3,440	0.3%	Industrials
ARISTA NETWORKS, INC.	$648,942		0.0%	3,820	0.3%	CMN
NTAP NetApp	$643,802		0.0%	4,160	0.3%	Technology
ASML ASML	$626,674		0.0%	315	0.3%	Technology
IBM International Business Machines	$608,820		0.0%	2,165	0.2%	Technology
BKR Baker Hughes	$607,725		0.0%	10,950	0.2%	Energy
WFC Wells Fargo & Company	$596,661		0.0%	7,220	0.2%	Finance
MNST Monster Beverage	$591,138		0.0%	6,150	0.2%	Consumer Staples
HONEYWELL INTERNATIONAL INC	$591,096	$591,096 â–²	New Holding	2,640	0.2%	CMN
HONEYWELL AEROSPACE INC.	$583,651	$583,651 â–²	New Holding	2,640	0.2%	CMN
CSX CSX	$583,193		0.0%	12,270	0.2%	Industrials
CRM Salesforce	$581,209	$121,412 â–²	26.4%	3,710	0.2%	Technology
SCHW Charles Schwab	$560,079		0.0%	6,070	0.2%	Finance
APH Amphenol	$555,408		0.0%	3,150	0.2%	Technology
SNPS Synopsys	$555,357		0.0%	1,245	0.2%	Technology
CEG Constellation Energy	$551,381	$53,400 â–²	10.7%	2,220	0.2%	Utilities
NOW ServiceNow	$538,594	$538,594 â–²	New Holding	5,425	0.2%	Technology
COP ConocoPhillips	$535,394		0.0%	5,150	0.2%	Energy
MAR Marriott International	$533,650		0.0%	1,440	0.2%	Consumer Discretionary
SYY Sysco	$524,047	$524,047 â–²	New Holding	6,270	0.2%	Consumer Staples
BAC Bank of America	$504,843		0.0%	8,860	0.2%	Finance
FITB Fifth Third Bancorp	$499,156		0.0%	8,855	0.2%	Finance
STZ Constellation Brands	$489,597		0.0%	3,520	0.2%	Consumer Staples
CNC Centene	$487,202		0.0%	7,590	0.2%	Healthcare
ORLY O'Reilly Automotive	$483,473		0.0%	5,250	0.2%	Consumer Discretionary
DDOG Datadog	$479,062		0.0%	1,840	0.2%	Technology
CMI Cummins	$471,432		0.0%	661	0.2%	Industrials
JCI Johnson Controls International	$455,133		0.0%	3,115	0.2%	Industrials
D Dominion Energy	$446,617		0.0%	6,540	0.2%	Utilities
ROST Ross Stores	$443,792		0.0%	2,085	0.2%	Consumer Discretionary
KR Kroger	$442,296	$442,296 â–²	New Holding	7,965	0.2%	Consumer Staples
AXP American Express	$441,416		0.0%	1,305	0.2%	Finance
C Citigroup	$433,876		0.0%	3,100	0.2%	Finance
UNP Union Pacific	$433,840		0.0%	1,595	0.2%	Industrials
WMB Williams Companies	$424,853		0.0%	5,715	0.2%	Energy
ETN Eaton	$419,728		0.0%	985	0.2%	Industrials
TJX TJX Companies	$417,383		0.0%	2,755	0.2%	Consumer Discretionary
HPE Hewlett Packard Enterprise	$412,757		0.0%	9,150	0.2%	Technology
GD General Dynamics	$410,918		0.0%	1,160	0.2%	Industrials
REGN Regeneron Pharmaceuticals	$402,183	$34,295 â–¼	-7.9%	645	0.2%	Healthcare
PFE Pfizer	$400,210		0.0%	16,620	0.2%	Healthcare

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

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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