StockDriftsStockDriftsTop 50 Alpha Cubed Investments, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.41% | 689.0K | $187.3M | -2.05%(-14.43K) | $100.99(+163.81%) | 2025-12-31 | |
| NVDA | NVIDIA CORPORATION | 6.04% | 945.9K | $176.4M | +1.53%(+14.27K) | $62.72(+217.06%) | 2025-12-31 | |
| MSFT | MICROSOFT CORP | 5.04% | 304.4K | $147.2M | +4.27%(+12.46K) | $241.68(+70.15%) | 2025-12-31 | |
| AMZN | AMAZON COM INC | 4.84% | 612.6K | $141.4M | +5.57%(+32.30K) | $136.82(+81.63%) | 2025-12-31 | |
| GOOGL | ALPHABET INC | 4.76% | 444.6K | $139.1M | -6.09%(-28.84K) | $109.08(+209.05%) | 2025-12-31 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3.88% | 372.8K | $113.3M | -4.96%(-19.46K) | $187.43(+100.13%) | 2025-12-31 | |
| PWR | QUANTA SVCS INC | 3.84% | 265.7K | $112.2M | +0.91%(+2.39K) | $230.29(+156.98%) | 2025-12-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.6% | 209.4K | $105.2M | +11.89%(+22.25K) | $345.93(+37.05%) | 2025-12-31 | |
| PANW | PALO ALTO NETWORKS INC | 3.4% | 539.0K | $99.3M | -2.80%(-15.55K) | $121.36(+35.22%) | 2025-12-31 | |
| AVGO | BROADCOM INC | 3.22% | 271.6K | $94.0M | -19.05%(-63.90K) | $215.82(+83.82%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.53% | +97.80% | +14.41% | +96.04% |
| Top 20 Holdings Unweighted | +24.84% | +94.57% | +14.18% | +94.03% |
Alpha Cubed Investments, Llc reports $2.92B in US-listed equity holdings across 299 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.4%), NVDA (6.0%) and MSFT (5.0%). The top 20 holdings account for 67.51% of reported assets. Its disclosed equity book has returned +97.80% on a three-year cumulative basis. Figures reflect the Q4 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Alpha Cubed Investments, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1580830). View Alpha Cubed Investments, Llc’s 13F filings on SEC