Alpha Cubed Investments, LLC Portfolio Holdings
Alpha Cubed Investments, LLC
- $2.86 Billion
- Q3 2025
Alpha Cubed Investments, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.86 Billion distributed in 297 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $179M, Nvidia Corp with a value of $174M, Microsoft Corp with a value of $151M, Amazon Com Inc with a value of $127M, and Alphabet Inc. with a value of $115M.
Examining the 13F form we can see an increase of $235M in the current position value, from $2.62B to 2.86B.
Below you can find more details about Alpha Cubed Investments, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.86 Billion
Technology: $1.03 Billion
Financial Services: $373 Million
Communication Services: $284 Million
Industrials: $271 Million
Consumer Cyclical: $204 Million
ETFs: $196 Million
Healthcare: $155 Million
Utilities: $146 Million
Other: $199 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 297
- Current Value $2.86 Billion
- Prior Value $2.62 Billion
- Filing
- Period Q3 2025
- Filing Date November 03, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 19 stocks
- Additional Purchases 85 stocks
- Sold out of 0 stocks
- Reduced holdings in 146 stocks