Fund HoldingsAlpha Family Trust

Total Portfolio Value
$171.34M
Total Bought
$23.91M
Total Sold
$17.33M
Net Transaction
+$6.58M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CISCO SYSTEMS, INC. CMN(CSCO)031,305+31,30501,9321.13%+1,932
PALANTIR TECHNOLOGIES INC. CMN(PLTR)015,540+15,54001,3120.77%+1,312
PEPSICO, INC. CMN(PEP)07,740+7,74001,1610.68%+1,161
TEXAS INSTRUMENTS INC. CMN(TXN)05,730+5,73001,0300.60%+1,030
STARBUCKS CORP. CMN(SBUX)07,310+7,31007170.42%+717
LINDE PLC CMN(LIN)02,450+2,45001,1410.67%+1,141
INTEL CORPORATION CMN(INTC)027,680+27,68006290.37%+629
ROPER TECHNOLOGIES INC CMN(ROP)0930+93005480.32%+548
T-MOBILE US, INC. CMN(TMUS)3,9755,340+1,3658771,4240.83%+547
JOHNSON & JOHNSON CMN(JNJ)03,225+3,22505350.31%+535
COSTCO WHOLESALE CORPORATION CMN(COST)2,2752,765+4902,0852,6151.53%+531
THE PROCTER & GAMBLE COMPANY CMN(PG)05,205+5,20508870.52%+887
COCA-COLA COMPANY (THE) CMN(KO)013,020+13,02009320.54%+932
BERKSHIRE HATHAWAY INC. CLASS B3,4503,820+3701,5642,0341.19%+471
CHEVRON CORPORATION CMN(CVX)1,3853,800+2,4152016360.37%+435
AMGEN INC. CMN(AMGN)04,670+4,67001,4550.85%+1,455
QUALCOMM INC CMN(QCOM)06,950+6,95001,0680.62%+1,068
THERMO FISHER SCIENTIFIC INC CMN(TMO)0740+74003680.21%+368
PALO ALTO NETWORKS INC. CMN(PANW)2,7705,020+2,2505048570.50%+353
CDW CORPORATION CMN(CDW)02,190+2,19003510.20%+351
PDD HOLDINGS INC SPONSORED ADR CMN(PDD)02,815+2,81503330.19%+333
CHUBB LIMITED CMN
COM
01,080+1,08003260.19%+326
MEDTRONIC PUBLIC LIMITED COMPANY CMN(MDT)03,620+3,62003250.19%+325
MICROSTRATEGY INCORPORATED CMN CLASS A(MSTR)01,110+1,11003200.19%+320
UBER TECHNOLOGIES, INC. CMN(UBER)04,380+4,38003190.19%+319
FASTENAL COMPANY CMN(FAST)04,010+4,01003110.18%+311
NETFLIX, INC. CMN(NFLX)2,5052,710+2052,2332,5271.47%+294
DOORDASH INC CMN CLASS A(DASH)01,590+1,59002910.17%+291
COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A(CTSH)03,790+3,79002900.17%+290
ARTHUR J GALLAGHER & CO CMN(AJG)0820+82002830.17%+283
PROLOGIS INC CMN(PLD)02,505+2,50502800.16%+280
GE HEALTHCARE TECHNOLOGIES INC. CMN(GEHC)03,415+3,41502760.16%+276
ELI LILLY & CO CMN(LLY)01,745+1,74501,4410.84%+1,441
BLACKSTONE GROUP INC(BX)01,780+1,78002490.15%+249
DIAMONDBACK ENERGY INC CMN(FANG)01,485+1,48502370.14%+237
INTUIT INC CMN(INTU)1,2501,665+4157861,0220.60%+237
VERTEX PHARMACEUTICALS INCORPORATED CMN(VRTX)01,720+1,72008340.49%+834
W.R. BERKLEY CORPORATION CMN03,195+3,19502270.13%+227
EXELON CORPORATION CMN(EXC)04,880+4,88002250.13%+225
CENCORA INC CMN0800+80002220.13%+222
AT&T INC. CMN(T)40,36540,36509191,1420.67%+222
ENTERGY CORPORATION CMN(ETR)02,560+2,56002190.13%+219
DEERE & COMPANY CMN(DE)0460+46002160.13%+216
CIGNA GROUP/THE CMN(CI)0655+65502150.13%+215
DOLLAR GENERAL CORPORATION CMN(DG)02,450+2,45002150.13%+215
CVS HEALTH CORP CMN(CVS)03,170+3,17002150.13%+215
AMEREN CORPORATION CMN(AEE)02,110+2,11002120.12%+212
CHURCH & DWIGHT CO., INC. CMN(CHD)01,905+1,90502100.12%+210
CONSOLIDATED EDISON INC CMN(ED)01,860+1,86002060.12%+206
KINDER MORGAN INC CMN CLASS P(KMI)07,165+7,16502040.12%+204
AIRBNB, INC. CMN CLASS A1,5403,395+1,8552024060.24%+203
GILEAD SCIENCES CMN(GILD)8,6058,60507959640.56%+169
MARSH & MCLENNAN CO INC CMN(MRSH)1,0051,545+5402133770.22%+164
PHILIP MORRIS INTL INC CMN(PM)4,1104,11004956520.38%+158
ILLINOIS TOOL WORKS CMN(ITW)8901,510+6202263740.22%+149
VISA INC. CMN CLASS A(V)4,1904,19001,3241,4680.86%+144
ABBVIE INC. CMN(ABBV)04,375+4,37509170.53%+917
FORTINET, INC. CMN(FTNT)3,7455,120+1,3753544930.29%+139
ABBOTT LABORATORIES CMN4,5204,900+3805116500.38%+139
AUTOMATIC DATA PROCESSING INC CMN2,6152,910+2957658890.52%+124
PACCAR INC CMN(PCAR)2,2773,676+1,3992373580.21%+121
EXXON MOBIL CORPORATION CMN010,437+10,43701,2410.72%+1,241
CROWDSTRIKE HOLDINGS, INC. CMN(CRWD)9951,300+3053404580.27%+118
UNION PACIFIC CORP. CMN(UNP)02,035+2,03504810.28%+481
AMERICAN ELECTRIC POWER INC CMN06,650+6,65007270.42%+727
MONDELEZ INTERNATIONAL, INC. CMN(MDLZ)13,04013,04007798850.52%+106
PAYCHEX, INC. CMN(PAYX)2,1502,635+4853014070.24%+105
GENERAL DYNAMICS CORP. CMN(GD)01,160+1,16003160.18%+316
CITIGROUP INC. CMN(C)3,1004,430+1,3302183140.18%+96
O'REILLY AUTOMOTIVE, INC. CMN(ORLY)35035004155010.29%+86
APPLE INC. CMN(AAPL)56,70064,310+7,61014,19914,2858.34%+86
GE AEROSPACE CMN(GE)02,265+2,26504530.26%+453
AMERICAN TOWER CORPORATION CMN(AMT)01,925+1,92504190.24%+419
INTL BUSINESS MACHINES CORP CMN(IBM)2,1652,16504765380.31%+62
SPOTIFY TECHNOLOGY S.A. CMN(SPOT)59559502663270.19%+61
FISERV, INC. CMN(FISV)3,8053,80507828400.49%+59
RTX CORP CMN(RTX)03,440+3,44004560.27%+456
BRISTOL-MYERS SQUIBB COMPANY CMN(BMY)012,920+12,92007880.46%+788
U.S. BANCORP CMN(USB)5,9258,025+2,1002833390.20%+55
MERCADOLIBRE, INC. CMN(MELI)0215+21504190.24%+419
CINTAS CORPORATION CMN(CTAS)02,220+2,22004560.27%+456
THE PROGRESSIVE CORPORATION CMN(PGR)01,070+1,07003030.18%+303
KLA CORP CMN(KLAC)0930+93006320.37%+632
MASTERCARD INCORPORATED CMN CLASS A(MA)2,0502,05001,0791,1240.66%+44
SCHLUMBERGER LTD CMN(SLB)05,970+5,97002500.15%+250
BOSTON SCIENTIFIC CORP. COMMON STOCK(BSX)3,7303,73003333760.22%+43
MCKESSON CORPORATION CMN(MCK)37537502142520.15%+39
IDEXX LABORATORIES CMN(IDXX)675750+752793150.18%+36
JPMORGAN CHASE & CO CMN(JPM)5,9505,95001,4261,4600.85%+33
UNITEDHEALTH GROUP INCORPORATED CMN(UNH)01,820+1,82009530.56%+953
THE WILLIAMS COMPANIES, INC. CMN(WMB)5,7155,71503093420.20%+32
MC DONALDS CORP CMN(MCD)01,415+1,41504420.26%+442
EVERGY, INC. CMN(EVRG)3,9703,97002442740.16%+29
3M COMPANY CMN(MMM)1,5801,58002042320.14%+28
AON PUBLIC LIMITED COMPANY CMN(AON)69069002482750.16%+28
CHARLES SCHWAB CORPORATION CMN(SCHW)6,0706,07004494750.28%+26
EVERSOURCE ENERGY CMN(ES)05,440+5,44003380.20%+338
WORKDAY, INC. CMN CLASS A(WDAY)1,1351,360+2252933180.19%+25
NORTHROP GRUMMAN CORP CMN(NOC)0560+56002870.17%+287
NXP SEMICONDUCTORS N.V. CMN
COM
01,360+1,36002580.15%+258
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