SA

Systematic Alpha Investments, LLC

13F
Systematic Alpha Investments, LLC
Last update 2025-05-16 222 Stocks (3 new)
Value $2.62 Bil Turnover 0 %
Countries:
Top Holdings: VOO(22.23%)LLY(8.81%)VTV(5.91%)AAPL(4.89%)NVDA(3.71%)
Summary Stock Picks Current Portfolio
Systematic Alpha Investments, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
1,132,544
582,025.8
0%
22.230
0%
0.100
+18.51%
+8.60%
661,891.8
 
LLY
Eli Lilly and Co
279,303
230,679.1
0%
8.810
0%
0.030
-4.65%
+2.62%
708,551.3
Drug Manufacturers
VTV
Vanguard Value ETF
894,868
154,579.5
0%
5.910
0%
0.110
+10.79%
+7.52%
135,086.0
 
AAPL
Apple Inc
576,144
127,978.9
0%
4.890
0%
0.000
+4.50%
-14.53%
3,189,097.6
Hardware
NVDA
NVIDIA Corp
895,219
97,023.9
0%
3.710
0%
0.000
+64.86%
+26.11%
4,129,306.0
Semiconductors
MSFT
Microsoft Corp
251,402
94,373.8
0%
3.610
0%
0.000
+35.01%
+20.16%
3,750,090.0
Software
VIG
Vanguard Dividend Appreciation FTF
353,000
68,478.5
0%
2.620
0%
0.080
+12.23%
+7.01%
90,016.8
 
TRV
The Travelers Companies Inc
215,208
56,913.9
0%
2.170
0%
0.090
+1.89%
+10.04%
59,187.7
Insurance
VUG
Vanguard Growth ETF
130,672
48,455.8
0%
1.850
0%
0.040
+24.63%
+9.59%
164,774.8
 
GOOGL
Alphabet Inc
308,599
47,721.9
0%
1.820
0%
0.000
+22.42%
+0.58%
2,309,108.1
Interactive Media

Systematic Alpha Investments, LLC's Historical Top Holdings Breakdowns

Systematic Alpha Investments, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LTH
Life Time Group Holdings Inc
2025-03-31
New Buy
New Buy
+0.01%
●
22.39 ($29.37) 33.23
$28.73
-2.18%
New holding
7,500
7,500
TBBK
The Bancorp Inc
2025-03-31
New Buy
New Buy
+0.01%
●
49.74 ($55.52) 62.75
$69.54
25.25%
New holding
3,800
3,800
BKZHY
Santander Bank Polska SA
2025-03-31
New Buy
New Buy
+0.01%
●
23.93 ($23.93) 23.93
$25.87
8.09%
New holding
9,000
9,000
ODFL
Old Dominion Freight Line Inc
2025-03-31
Sold Out
Sold Out
-0.01%
●
161.13 ($181.79) 209.29
$166.50
-8.41%
Sold Out
0
-1,162
PRG
PROG Holdings Inc
2025-03-31
Sold Out
Sold Out
-0.01%
●
25.94 ($35.33) 43.82
$32.02
-9.37%
Sold Out
0
-4,944
FLR
Fluor Corp
2025-03-31
Sold Out
Sold Out
-0.01%
●
34.29 ($43.19) 55.28
$55.88
29.38%
Sold Out
0
-4,400
KB
KB Financial Group Inc
2025-03-31
Sold Out
Sold Out
-0.01%
●
53.14 ($57.75) 62.87
$84.07
45.58%
Sold Out
0
-3,600
LC
LendingClub Corp
2025-03-31
Sold Out
Sold Out
-0.01%
●
10.25 ($13.41) 17.51
$13.25
-1.19%
Sold Out
0
-10,100
MOD
Modine Manufacturing Co
2025-03-31
Sold Out
Sold Out
-0.01%
●
76.06 ($98.54) 142.68
$98.24
-0.30%
Sold Out
0
-2,300
SYF
Synchrony Financial
2025-03-31
Sold Out
Sold Out
-0.01%
●
51.9 ($61.84) 70.63
$72.16
16.69%
Sold Out
0
-3,258

Systematic Alpha Investments, LLC Total Holding History ($B)

To

Systematic Alpha Investments, LLC's Asset Allocation

To

Systematic Alpha Investments, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Systematic Alpha Investments, LLC's Hypothetical Growth since 2025-03-31

Systematic Alpha Investments, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Systematic Alpha Investments, LLC's Holdings Heat Map

Size field:

Systematic Alpha Investments, LLC's Holdings Bubble Chart

Systematic Alpha Investments, LLC News

  • 1

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