Alpha Family Trust Portfolio Holdings
Alpha Family Trust
- $168 Million
- Q1 2025
Alpha Family Trust has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $168 Million distributed in 169 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.3M, Nvidia Corp with a value of $13M, Microsoft Corp with a value of $12M, Amazon Com Inc with a value of $8.73M, and Alphabet Inc. with a value of $8.2M.
Examining the 13F form we can see an decrease of $7.43M in the current position value, from $175M to 168M.
Alpha Family Trust is based out at Los Angeles, CA
Below you can find more details about Alpha Family Trust portfolio as well as his latest detailed transactions.
Portfolio value
$168 Million
Technology: $69.9 Million
Communication Services: $28.6 Million
Consumer Cyclical: $18.7 Million
Healthcare: $13.1 Million
Financial Services: $11.8 Million
Industrials: $9.36 Million
Consumer Defensive: $9.09 Million
Utilities: $3.33 Million
Other: $4.11 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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