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
$61.1B
$11.3 Million 0.43% of portfolio
140,334
Q2 2025 Reduced 52.54%
$135B
$11 Million 0.42% of portfolio
47,622
Q2 2025 Reduced 59.8%
$245B
$11.1 Million 0.42% of portfolio
35,577
Q2 2025 Added 16.17%
$1.24T
$8.36 Million 0.32% of portfolio
47,150
Q2 2025 Reduced 1.13%
$16.9B
$8.02 Million 0.31% of portfolio
25,545
Q4 2024 Added 0.05%
$0
$7.96 Million 0.3% of portfolio
43,703
Q2 2025 Reduced 2.52%
$0
$7.73 Million 0.29% of portfolio
13,605
Q2 2025 Added 0.86%
$23.6B
$7.3 Million 0.28% of portfolio
30,721
Q2 2025 Reduced 2.9%
$152B
$5.52 Million 0.21% of portfolio
19,774
Q2 2025 Added 0.84%
$203B
$5.27 Million 0.2% of portfolio
66,626
Q2 2025 Reduced 2.4%
$281B
$4.98 Million 0.19% of portfolio
50,963
Q2 2025 Added 7.1%
$0
$5.1 Million 0.19% of portfolio
8,253
Q2 2025 Added 0.36%
$0
$4.89 Million 0.19% of portfolio
184,522
Q2 2025 Added 4.02%
$442B
$4.54 Million 0.17% of portfolio
42,100
Q2 2025 Reduced 21.54%
$0
$3.83 Million 0.15% of portfolio
10,470
Q2 2025 Reduced 8.85%
$95.5B
$3.89 Million 0.15% of portfolio
41,514
Q2 2025 New
$0
$3.98 Million 0.15% of portfolio
99,134
Q2 2025 Reduced 21.33%
$70.1B
$4.03 Million 0.15% of portfolio
25,852
Q2 2025 Reduced 1.49%
$0
$3.62 Million 0.14% of portfolio
15,260
Q2 2025 Reduced 86.32%
$162B
$3.59 Million 0.14% of portfolio
19,630
Q2 2025 Added 0.32%
$302B
$3.53 Million 0.13% of portfolio
44,000
Q2 2025 Added 3.17%
$0
$3.36 Million 0.13% of portfolio
25,621
Q2 2025 Reduced 3.78%
$0
$3.1 Million 0.12% of portfolio
23,246
Q2 2025 Added 1.97%
$173B
$3.28 Million 0.12% of portfolio
20,570
Q2 2025 Reduced 87.2%
$178B
$3.14 Million 0.12% of portfolio
27,251
Q2 2025 Added 2.22%
$0
$2.8 Million 0.11% of portfolio
39,247
Q2 2025 Added 0.18%
$179B
$2.79 Million 0.11% of portfolio
30,536
Q2 2025 Reduced 2.27%
$381B
$2.56 Million 0.1% of portfolio
54,050
Q2 2025 Reduced 16.89%
$61.8B
$2.6 Million 0.1% of portfolio
11,616
Q2 2025 Reduced 1.55%
$0
$2.65 Million 0.1% of portfolio
8,732
Q2 2025 Reduced 6.2%
$108B
$2.43 Million 0.09% of portfolio
26,491
Q2 2025 Reduced 2.03%
$0
$2.36 Million 0.09% of portfolio
6,936
Q2 2025 Added 0.78%
$16.5B
$2.4 Million 0.09% of portfolio
19,319
Q2 2025 Added 14.54%
$133B
$2.42 Million 0.09% of portfolio
2,707
Q2 2025 Reduced 0.59%
$0
$2.43 Million 0.09% of portfolio
47,553
Q2 2025 Added 2.33%
$210B
$2.37 Million 0.09% of portfolio
8,033
Q2 2025 Added 7.01%
$229B
$2.12 Million 0.08% of portfolio
14,488
Q2 2025 Reduced 25.73%
$0
$2.06 Million 0.08% of portfolio
11,356
Q2 2025 Added 0.76%
$548B
$2.04 Million 0.08% of portfolio
3,637
Q2 2025 Reduced 6.24%
$118B
$2.02 Million 0.08% of portfolio
774
Q2 2025 Reduced 2.76%
$43.6B
$2.21 Million 0.08% of portfolio
27,167
Q2 2025 Reduced 88.58%
$0
$2.21 Million 0.08% of portfolio
3,553
Q2 2025 Reduced 4.95%
$368B
$1.96 Million 0.07% of portfolio
12,271
Q2 2025 Added 8.8%
$20.5B
$1.93 Million 0.07% of portfolio
53,799
Q2 2025 Reduced 2.67%
$0
$1.72 Million 0.07% of portfolio
15,619
Q2 2025 Reduced 0.51%
$0
$1.79 Million 0.07% of portfolio
10,153
Q2 2025 Reduced 3.29%
$22.7B
$1.51 Million 0.06% of portfolio
6,771
Q2 2025 Added 0.15%
$0
$1.45 Million 0.06% of portfolio
3,306
Q2 2025 Reduced 2.16%
$306B
$1.23 Million 0.05% of portfolio
4,764
Q2 2025 Reduced 6.75%

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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