Systematic Alpha Investments, LLC Portfolio Holdings

Systematic Alpha Investments, LLC

  • $2.79 Billion
  • Q2 2025

Systematic Alpha Investments, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.79 Billion distributed in 223 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 $643M, Eli Lilly & CO with a value of $218M, Vanguard Value ETF with a value of $158M, Nvidia Corp with a value of $141M, and Microsoft Corp with a value of $125M.

Examining the 13F form we can see an increase of $187M in the current position value, from $2.6B to 2.79B.

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 $2.79 Billion
ETFs: $1.1 Billion
Technology: $530 Million
Healthcare: $322 Million
Financial Services: $223 Million
Communication Services: $194 Million
Consumer Cyclical: $151 Million
Industrials: $105 Million
Consumer Defensive: $95.3 Million
Other: $68 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.18M
$5,000 0.0% of portfolio
46,600
Q4 2020 New

Summary

  • Portfolio
  • No. of Stocks 223
  • Current Value $2.79 Billion
  • Prior Value $2.6 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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