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Alpha Family Trust

Portfolio Manager
Alpha Family Trust
Performance
+2.83% (2025 Q4)
AUM (13F)
$206.06M
# of Holdings
203
Performance Rank
Allocation (Top 20)
58.94%

Alpha Family Trust Holdings Map

Top 50 Alpha Family Trust Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
9.63%113.8K$19.8M
-4.76%(-5.69K)
2025-Q1: 119.5K shares2025-Q2: 119.5K shares2025-Q3: 119.5K shares2025-Q4: 119.5K shares2026-Q1: 113.8K shares
$14.72(+1501.84%)
2026-03-31
AAPL
APPLE INC.
7.48%60.8K$15.4M
+0.00%(+0)
2025-Q1: 64.3K shares2025-Q2: 57.5K shares2025-Q3: 60.8K shares2025-Q4: 60.8K shares2026-Q1: 60.8K shares
$169.29(+76.16%)
2026-03-31
GOOGL
ALPHABET INC.
7.31%52.4K$15.1M
-1.26%(-669)
2025-Q1: 53.0K shares2025-Q2: 53.0K shares2025-Q3: 53.0K shares2025-Q4: 53.0K shares2026-Q1: 52.4K shares
$80.57(+397.80%)
2026-03-31
MSFT
MICROSOFT CORPORATION
5.76%32.1K$11.9M
-3.13%(-1.03K)
2025-Q1: 32.1K shares2025-Q2: 33.1K shares2025-Q3: 33.1K shares2025-Q4: 33.1K shares2026-Q1: 32.1K shares
$261.02(+56.86%)
2026-03-31
AMZN
AMAZON.COM INC
4.64%45.9K$9.6M
+0.00%(+0)
2025-Q1: 45.9K shares2025-Q2: 45.9K shares2025-Q3: 45.9K shares2025-Q4: 45.9K shares2026-Q1: 45.9K shares
$160.54(+66.45%)
2026-03-31
AVGO
BROADCOM INC.
3.79%25.2K$7.8M
-5.08%(-1.35K)
2025-Q1: 26.6K shares2025-Q2: 26.6K shares2025-Q3: 26.6K shares2025-Q4: 26.6K shares2026-Q1: 25.2K shares
$55.73(+689.16%)
2026-03-31
META
META PLATFORMS INC-CLASS A
3.1%11.2K$6.4M
+0.00%(+0)
2025-Q1: 11.2K shares2025-Q2: 11.2K shares2025-Q3: 11.2K shares2025-Q4: 11.2K shares2026-Q1: 11.2K shares
$177.58(+248.25%)
2026-03-31
TSLA
TESLA, INC.
2.73%15.1K$5.6M
+7.05%(+995)
2025-Q1: 13.7K shares2025-Q2: 14.1K shares2025-Q3: 14.1K shares2025-Q4: 14.1K shares2026-Q1: 15.1K shares
$235.00(+88.64%)
2026-03-31
WMT
WALMART INC
1.67%27.6K$3.4M
+191.30%(+18.14K)
2025-Q1: 9.5K shares2025-Q2: 9.5K shares2025-Q3: 9.5K shares2025-Q4: 9.5K shares2026-Q1: 27.6K shares
$92.92(+42.55%)
2026-03-31
MU
MICRON TECHNOLOGY, INC.
1.47%8.9K$3.0M
+0.00%(+0)
2025-Q1: 6.3K shares2025-Q2: 8.9K shares2025-Q3: 8.9K shares2025-Q4: 8.9K shares2026-Q1: 8.9K shares
$80.00(+980.03%)
2026-03-31

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