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
+17.21%
+7.08%
654,655.2
 
LLY
Eli Lilly and Co
279,303
230,679.1
0%
8.810
0%
0.030
+8.50%
+3.11%
711,913.3
Drug Manufacturers
VTV
Vanguard Value ETF
894,868
154,579.5
0%
5.910
0%
0.110
+10.76%
+6.49%
132,298.5
 
AAPL
Apple Inc
576,144
127,978.9
0%
4.890
0%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
NVDA
NVIDIA Corp
895,219
97,023.9
0%
3.710
0%
0.000
+48.68%
+22.83%
4,021,995.9
Semiconductors
MSFT
Microsoft Corp
251,402
94,373.8
0%
3.610
0%
0.000
+29.81%
+19.87%
3,740,948.0
Software
VIG
Vanguard Dividend Appreciation FTF
353,000
68,478.5
0%
2.620
0%
0.080
+11.94%
+6.12%
88,455.6
 
TRV
The Travelers Companies Inc
215,208
56,913.9
0%
2.170
0%
0.090
+4.24%
+6.51%
57,657.2
Insurance
VUG
Vanguard Growth ETF
130,672
48,455.8
0%
1.850
0%
0.040
+22.75%
+7.86%
164,480.8
 
GOOGL
Alphabet Inc
308,599
47,721.9
0%
1.820
0%
0.000
+14.81%
-4.59%
2,192,674.9
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
$29.70
1.12%
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
$63.08
13.62%
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
$167.73
-7.73%
Sold Out
0
-1,162
PRG
PROG Holdings Inc
2025-03-31
Sold Out
Sold Out
-0.01%
●
25.94 ($35.33) 43.82
$29.97
-15.17%
Sold Out
0
-4,944
FLR
Fluor Corp
2025-03-31
Sold Out
Sold Out
-0.01%
●
34.29 ($43.19) 55.28
$52.27
21.02%
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
$84.72
46.70%
Sold Out
0
-3,600
LC
LendingClub Corp
2025-03-31
Sold Out
Sold Out
-0.01%
●
10.25 ($13.41) 17.51
$12.70
-5.29%
Sold Out
0
-10,100
MOD
Modine Manufacturing Co
2025-03-31
Sold Out
Sold Out
-0.01%
●
76.06 ($98.54) 142.68
$91.91
-6.73%
Sold Out
0
-2,300
SYF
Synchrony Financial
2025-03-31
Sold Out
Sold Out
-0.01%
●
51.9 ($61.84) 70.63
$70.61
14.18%
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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