Alpha Family Trust Portfolio Stock Holdings

According to the SEC 13F filed on August 10, 2026, Alpha Family Trust disclosed 194 stock positions valued at approximately $248.58M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, ALPHABET INC., and APPLE INC..

Report Period
June 30, 2026
No. of Stocks
194
Portfolio Value
$248.58M
Holdings by Sector
Alpha Family Trust Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology9.16%113,810--$22,772,243
ALPHABET INC.GOOGLCommunication Services7.53%52,375--$18,717,254
APPLE INC.AAPLTechnology7.07%60,770--$17,584,407
MICROSOFT CORPORATIONMSFTTechnology4.81%32,070--$11,962,751
AMAZON.COM INCAMZNConsumer Cyclical4.40%45,875--$10,933,848
MICRON TECHNOLOGY, INC.MUTechnology4.16%8,950--$10,330,896
BROADCOM INC.AVGOTechnology3.83%25,200--$9,519,300
ADVANCED MICRO DEVICES, INC.AMDTechnology2.88%12,315--$7,153,907
TESLA, INC.TSLAConsumer Cyclical2.56%15,105--$6,353,163
META PLATFORMS INC-CLASS AMETACommunication Services2.53%11,162--$6,287,443
LAM RESEARCH CORPORATIONLRCXOther2.00%11,500--$4,983,295
APPLIED MATERIALS INCAMATTechnology1.87%6,445--$4,659,735
SimilarWebSMWBTechnology1.62%658,935--$4,039,272
INTEL CORPORATIONINTCTechnology1.61%28,710+1,180+4.29%$4,008,777
CISCO SYSTEMS, INC.CSCOTechnology1.43%30,345--$3,564,324
WESTERN DIGITAL CORPORATIONWDCTechnology1.26%4,910--$3,136,115
KLA CORPKLACTechnology1.13%9,300+8,370+900.00%$2,805,903
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive1.04%2,765-210-7.06%$2,586,575
SANDISK CORPORATIONSNDKOther0.87%955+955+100.00%$2,171,412
WALMART INCWMTConsumer Defensive0.87%19,020-8,595-31.12%$2,154,205
ELI LILLY & COLLYHealthcare0.86%1,790--$2,146,980
JPMORGAN CHASE & COJPMFinancial Services0.78%5,950--$1,947,614
PALANTIR TECHNOLOGIES INC.PLTRTechnology0.76%16,280--$1,899,388
PALO ALTO NETWORKS INC.PANWTechnology0.76%5,510+190+3.57%$1,879,020
BERKSHIRE HATHAWAY INC.BRK-BFinancial Services0.75%3,750--$1,876,463
NETFLIX, INC.NFLXCommunication Services0.72%25,050-3,050-10.85%$1,788,570
AMGEN INC.AMGNHealthcare0.68%4,670--$1,691,100
VISA INC.VFinancial Services0.58%4,190--$1,437,547
CATERPILLAR INC (DELAWARE)CATIndustrials0.54%1,270--$1,352,423
JOHNSON & JOHNSONJNJHealthcare0.52%5,100--$1,295,247
Showing 30 of 194 holdings in the latest reporting period.
Alpha Family Trust Portfolio Stock Holdings | InsiderSet