AF
| |
Alpha Family Trust13F | |
| Alpha Family Trust | |
| Last update 2025-05-13 | 169 Stocks (31 new) |
| Value $171.00 Mil | Turnover 12 % |
Alpha Family Trust Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 64,310 | 14,285.2 | +13.42% | 8.340 | +0.99% | 0.000 | +5.05% | -14.08% | 3,205,870.5 | Hardware | |
NVDA | NVIDIA Corp | 119,500 | 12,951.4 | 0% | 7.560 | 0% | 0.000 | +66.22% | +27.14% | 4,163,321.8 | Semiconductors | |
MSFT | Microsoft Corp | 32,072 | 12,039.5 | +0.01% | 7.030 | 0% | 0.000 | +35.12% | +20.26% | 3,753,137.3 | Software | |
AMZN | Amazon.com Inc | 45,875 | 8,728.2 | 0% | 5.090 | 0% | 0.000 | +26.46% | +4.10% | 2,424,669.8 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 53,044 | 8,202.7 | 0% | 4.790 | 0% | 0.000 | +22.63% | +0.76% | 2,313,180.6 | Interactive Media | |
SMWB | Similarweb Ltd | 851,669 | 7,043.3 | -25.00% | 4.110 | -2.26% | 1.030 | +28.85% | -35.07% | 768.5 | Software | |
META | Meta Platforms Inc | 11,162 | 6,433.3 | -0.75% | 3.750 | -0.03% | 0.000 | +37.20% | +22.02% | 1,793,419.3 | Interactive Media | |
U | Unity Software Inc | 275,933 | 5,405.5 | 0% | 3.150 | 0% | 0.070 | +57.49% | +46.84% | 13,715.8 | Software | |
AVGO | Broadcom Inc | 26,550 | 4,445.3 | 0% | 2.590 | 0% | 0.000 | +59.05% | +21.73% | 1,320,311.3 | Semiconductors | |
TSLA | Tesla Inc | 13,725 | 3,557.0 | 0% | 2.080 | 0% | 0.000 | +32.64% | -17.64% | 1,071,257.8 | Vehicles & Parts |
Alpha Family Trust's Historical Top Holdings Breakdowns
Alpha Family Trust's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SMWB | Similarweb Ltd | 2025-03-31 | Reduce Reduce | -2.26% | 8.27 ($12.33) 17.46 | $9.20 | -25.39% | Reduce -25% | 851,669 | -283,890 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.99% | 209.68 ($231.67) 247.1 | $214.53 | -7.40% | Add 13.42% | 64,310 | 7,610 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | New Buy New Buy | +0.77% | 64.98 ($87.82) 124.62 | $153.59 | 74.89% | New holding | 15,540 | 15,540 | |
PEP | PepsiCo Inc | 2025-03-31 | New Buy New Buy | +0.68% | 142.64 ($148.84) 156.42 | $145.32 | -2.36% | New holding | 7,740 | 7,740 | |
TXN | Texas Instruments Inc | 2025-03-31 | Add Add | +0.43% | 173.6 ($187.2) 203.96 | $185.92 | -0.68% | Add 258.13% | 5,730 | 4,130 | |
SBUX | Starbucks Corp | 2025-03-31 | New Buy New Buy | +0.42% | 92.17 ($103.37) 115.81 | $96.29 | -6.85% | New holding | 7,310 | 7,310 | |
INTC | Intel Corp | 2025-03-31 | New Buy New Buy | +0.37% | 19.1 ($21.88) 27.39 | $23.50 | 7.38% | New holding | 27,680 | 27,680 | |
LIN | Linde PLC | 2025-03-31 | Add Add | +0.35% | 412.91 ($450.21) 468.77 | $471.02 | 4.62% | Add 111.21% | 2,450 | 1,290 | |
ROP | Roper Technologies Inc | 2025-03-31 | New Buy New Buy | +0.32% | 502.71 ($561.16) 593.81 | $561.43 | 0.05% | New holding | 930 | 930 | |
JNJ | Johnson & Johnson | 2025-03-31 | New Buy New Buy | +0.31% | 142.06 ($156.47) 167.7 | $168.28 | 7.55% | New holding | 3,225 | 3,225 |
Alpha Family Trust Total Holding History ($B)
Alpha Family Trust's Asset Allocation
Alpha Family Trust Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Alpha Family Trust's Hypothetical Growth since 2025-03-31
Alpha Family Trust's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Alpha Family Trust's Holdings Heat Map
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Alpha Family Trust's Holdings Bubble Chart
Alpha Family Trust News
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