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
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