Systematic Alpha Investments, LLC Portfolio Holdings

Systematic Alpha Investments, LLC

  • $2.7 Billion
  • Q4 2024

Systematic Alpha Investments, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.7 Billion distributed in 228 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $610M, Eli Lilly & CO with a value of $216M, Vanguard Value ETF with a value of $152M, Apple Inc. with a value of $144M, and Nvidia Corp with a value of $120M.

Examining the 13F form we can see an decrease of $21.6M in the current position value, from $2.72B to 2.7B.

Systematic Alpha Investments, LLC is based out at Princeton, NJ

Below you can find more details about Systematic Alpha Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.7 Billion
ETFs: $1.05 Billion
Technology: $501 Million
Healthcare: $342 Million
Financial Services: $208 Million
Communication Services: $179 Million
Consumer Cyclical: $154 Million
Consumer Defensive: $99.5 Million
Industrials: $95.2 Million
Other: $67.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.27B
$319,000 0.01% of portfolio
2,400
Q3 2024 New
$68.7B
$310,000 0.01% of portfolio
5,830
Q4 2024 New
$11.1B
$326,000 0.01% of portfolio
12,708
Q3 2021 New
$6.88B
$108,000 0.0% of portfolio
10,428
Q4 2021 Reduced 2.23%
-
$0 0.0% of portfolio
-
Q2 2024 Added 30.0%
$3.18M
$5,000 0.0% of portfolio
46,600
Q4 2020 New
$306B
$0 0.0% of portfolio
-
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 228
  • Current Value $2.7 Billion
  • Prior Value $2.72 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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