Top 50 Alpha Family Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 9.63% | 113.8K | $19.8M | -4.76%(-5.69K) | $14.72(+1501.84%) | 2026-03-31 | |
| AAPL | APPLE INC. | 7.48% | 60.8K | $15.4M | +0.00%(+0) | $169.29(+76.16%) | 2026-03-31 | |
| GOOGL | ALPHABET INC. | 7.31% | 52.4K | $15.1M | -1.26%(-669) | $80.57(+397.80%) | 2026-03-31 | |
| MSFT | MICROSOFT CORPORATION | 5.76% | 32.1K | $11.9M | -3.13%(-1.03K) | $261.02(+56.86%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 4.64% | 45.9K | $9.6M | +0.00%(+0) | $160.54(+66.45%) | 2026-03-31 | |
| AVGO | BROADCOM INC. | 3.79% | 25.2K | $7.8M | -5.08%(-1.35K) | $55.73(+689.16%) | 2026-03-31 | |
| META | META PLATFORMS INC-CLASS A | 3.1% | 11.2K | $6.4M | +0.00%(+0) | $177.58(+248.25%) | 2026-03-31 | |
| TSLA | TESLA, INC. | 2.73% | 15.1K | $5.6M | +7.05%(+995) | $235.00(+88.64%) | 2026-03-31 | |
| WMT | WALMART INC | 1.67% | 27.6K | $3.4M | +191.30%(+18.14K) | $92.92(+42.55%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY, INC. | 1.47% | 8.9K | $3.0M | +0.00%(+0) | $80.00(+980.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +33.38% | +137.28% |
| Top 20 Holdings Unweighted | +34.62% | +143.95% |
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