Alpha Cubed Investments, LLC Portfolio Holdings

Alpha Cubed Investments, LLC

  • $2.62 Billion
  • Q2 2025

Alpha Cubed Investments, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.62 Billion distributed in 297 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $149M, Nvidia Corp with a value of $148M, Apple Inc. with a value of $138M, Amazon Com Inc with a value of $124M, and Quanta Services, Inc. with a value of $108M.

Examining the 13F form we can see an increase of $388M in the current position value, from $2.23B to 2.62B.

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

Portfolio value $2.62 Billion
Technology: $930 Million
Financial Services: $349 Million
Communication Services: $257 Million
Industrials: $240 Million
Consumer Cyclical: $199 Million
ETFs: $191 Million
Utilities: $128 Million
Healthcare: $113 Million
Other: $214 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$149 Million 5.67% of portfolio
298,567
Q2 2025 Added 5.9%
$456B
$148 Million 5.65% of portfolio
937,423
Q2 2025 Added 17.91%
$3.69T
$138 Million 5.25% of portfolio
670,450
Q2 2025 Added 3.1%
$2.26T
$124 Million 4.73% of portfolio
564,862
Q2 2025 Added 16.97%
$56B
$108 Million 4.13% of portfolio
286,572
Q2 2025 Added 20.57%
$52.5B
$105 Million 4.02% of portfolio
514,610
Q2 2025 Added 7.19%
$127B
$102 Million 3.88% of portfolio
368,561
Q2 2025 Added 1,217.89%
$859B
$97.9 Million 3.74% of portfolio
337,830
Q2 2025 Added 1.63%
$1.27T
$90.9 Million 3.47% of portfolio
401,263
Q2 2025 Added 106.81%
$1.78T
$89.4 Million 3.41% of portfolio
121,183
Q2 2025 Added 18.35%
$1.21T
$84.9 Million 3.24% of portfolio
481,800
Q2 2025 Reduced 2.13%
$621B
$80 Million 3.05% of portfolio
164,751
Q2 2025 Reduced 12.17%
$254B
$70.2 Million 2.68% of portfolio
99,128
Q2 2025 Added 35.22%
$57.5B
$68.4 Million 2.61% of portfolio
658,938
Q2 2025 Added 12.18%
$218B
$63.4 Million 2.42% of portfolio
163,211
Q2 2025 Added 17.25%
$141B
$55.8 Million 2.13% of portfolio
803,552
Q2 2025 Added 19.53%
$169B
$44.5 Million 1.7% of portfolio
81,923
Q2 2025 Added 24.06%
$545B
$36.8 Million 1.4% of portfolio
27,502
Q2 2025 Reduced 9.18%
$306B
$35.3 Million 1.35% of portfolio
499,328
Q2 2025 Reduced 24.24%
$439B
$32.2 Million 1.23% of portfolio
32,506
Q2 2025 Added 5.21%
$145B
$30.5 Million 1.16% of portfolio
85,426
Q2 2025 Added 0.28%
$182B
$29.7 Million 1.13% of portfolio
685,908
Q2 2025 Reduced 0.33%
$282B
$27.3 Million 1.04% of portfolio
192,355
Q2 2025 Added 392.36%
$293B
$27.2 Million 1.04% of portfolio
392,569
Q2 2025 Reduced 0.83%
$99.2B
$25.9 Million 0.99% of portfolio
94,083
Q2 2025 Reduced 45.34%
$551B
$25.6 Million 0.98% of portfolio
72,067
Q2 2025 Reduced 2.31%
$684B
$24.4 Million 0.93% of portfolio
111,539
Q2 2025 Added 142.76%
$222B
$23.2 Million 0.89% of portfolio
79,430
Q2 2025 Reduced 1.96%
$452B
$23.3 Million 0.89% of portfolio
152,741
Q2 2025 Added 0.44%
$295B
$22.9 Million 0.87% of portfolio
28,528
Q2 2025 Reduced 42.1%
$0
$22.8 Million 0.87% of portfolio
208,215
Q2 2025 Added 16.85%
$302B
$21.6 Million 0.82% of portfolio
150,791
Q2 2025 Added 74.54%
$0
$20.2 Million 0.77% of portfolio
219,571
Q2 2025 Added 17.13%
$48.7B
$18 Million 0.69% of portfolio
103,524
Q2 2025 Reduced 74.28%
$177B
$18 Million 0.69% of portfolio
92,677
Q2 2025 Reduced 0.38%
$0
$18 Million 0.69% of portfolio
217,129
Q2 2025 Reduced 2.27%
$155B
$17.5 Million 0.67% of portfolio
286,901
Q2 2025 Added 0.3%
$79.5B
$16 Million 0.61% of portfolio
127,610
Q2 2025 Added 544.56%
$102B
$15.3 Million 0.58% of portfolio
83,151
Q2 2025 Reduced 4.34%
$0
$15.2 Million 0.58% of portfolio
220,185
Q2 2025 Added 8.42%
$93.6B
$14.3 Million 0.55% of portfolio
28,152
Q2 2025 Added 0.41%
$367B
$14.3 Million 0.54% of portfolio
104,637
Q2 2025 Added 1.34%
$0
$13.7 Million 0.52% of portfolio
24,775
Q2 2025 Added 7.75%
$113B
$13.7 Million 0.52% of portfolio
29,568
Q2 2025 Reduced 2.2%
$38.8B
$12.8 Million 0.49% of portfolio
48,902
Q2 2025 Added 577.22%
$405B
$13 Million 0.49% of portfolio
35,373
Q2 2025 Reduced 46.83%
$1.19B
$11.7 Million 0.45% of portfolio
207,831
Q2 2025 Added 3.28%
$608B
$11.6 Million 0.44% of portfolio
14,852
Q2 2025 Added 6.54%
$1.08T
$11.2 Million 0.43% of portfolio
35,119
Q2 2025 Reduced 28.91%

Summary

  • Portfolio
  • No. of Stocks 297
  • Current Value $2.62 Billion
  • Prior Value $2.23 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 27 stocks
  • Additional Purchases 117 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 119 stocks
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