Fund Holdings — Alpha Family Trust

Total Portfolio Value
$206.06M
Total Bought
$12.82M
Total Sold
$19.47M
Net Transaction
-$6.65M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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WALMART INC(WMT)9,48027,615+18,1351,0563,4321.67%+2,376
COSTCO WHOLESALE CORPORATION(COST)2,7652,975+2102,3842,9641.44%+580
APPLIED MATERIALS INC6,4456,44501,6562,2031.07%+547
EXXON MOBIL CORPORATION10,43710,43701,2561,7710.86%+515
LAM RESEARCH CORPORATION(LRCX)11,50011,50001,9692,4571.19%+489
WESTERN DIGITAL CORPORATION(WDC)4,9104,91008461,3280.64%+482
MICRON TECHNOLOGY, INC.(MU)8,9508,95002,5543,0241.47%+469
LINDE PLC(LIN)1,1601,910+7504959470.46%+452
FIFTH THIRD BANCORP(FITB)08,855+8,85504110.20%+411
LYONDELLBASELL INDUSTRIES N.V.
SHS - A -
04,565+4,56503680.18%+368
ROPER TECHNOLOGIES INC(ROP)0945+94503340.16%+334
TEXAS PACIFIC LAND CORPORATION(TPL)0680+68003230.16%+323
MONDELEZ INTERNATIONAL, INC.(MDLZ)05,535+5,53503190.15%+319
CHURCH & DWIGHT CO., INC.(CHD)03,180+3,18002970.14%+297
MARSH ORD(MRSH)01,485+1,48502580.12%+258
REUTERS CORPORATION(TRI)02,860+2,86002570.12%+257
TYLER TECHNOLOGIES, INC.(TYL)0730+73002500.12%+250
APA CORPORATION(APA)05,865+5,86502490.12%+249
CORTEVA, INC.(CTVA)02,960+2,96002480.12%+248
QUANTA SERVICES INC0440+44002420.12%+242
KINDER MORGAN INC(KMI)07,165+7,16502400.12%+240
CHIPOTLE MEXICAN GRILL, INC.(CMG)07,500+7,50002400.12%+240
KLA CORP(KLAC)93093001,1301,3690.66%+239
TELEDYNE TECHNOLOGIES INCORPORATED(TDY)0390+39002360.11%+236
BLACKSTONE GROUP INC/THE(BX)01,965+1,96502260.11%+226
ARTHUR J GALLAGHER & CO(AJG)01,025+1,02502220.11%+222
ASTRAZENECA PLC(AZN)01,120+1,12002210.11%+221
THE KRAFT HEINZ CO(KHC)09,770+9,77002200.11%+220
COSTAR GROUP, INC.(CSGP)05,410+5,41002180.11%+218
KEURIG DR PEPPER INC(KDP)08,210+8,21002160.10%+216
POOL CORP(POOL)01,060+1,06002140.10%+214
MARATHON PETROLEUM CORPORATION(MPC)0875+87502140.10%+214
CONSOLIDATED EDISON INC(ED)01,860+1,86002110.10%+211
VERIZON COMMUNICATIONS INC.(VZ)04,070+4,07002040.10%+204
FREEPORT-MCMORAN INC(FCX)03,445+3,44502020.10%+202
DUKE ENERGY CORPORATION(DUK)01,530+1,53002000.10%+200
INTEL CORPORATION(INTC)27,53027,53001,0161,2150.59%+199
CONOCOPHILLIPS(COP)5,1505,15004826800.33%+198
JOHNSON & JOHNSON(JNJ)5,1005,10001,0551,2470.60%+191
PALO ALTO NETWORKS INC.(PANW)3,6005,320+1,7206638530.41%+190
BAXTER INTERNATIONAL INC.010,860+10,86001820.09%+182
CATERPILLAR INC (DELAWARE)(CAT)1,2701,27007289000.44%+172
BAKER HUGHES CO(BKR)10,95010,95004996680.32%+170
AT&T INC.(T)40,36540,36501,0031,1700.57%+168
HONEYWELL INTL INC(HON)5,2805,28001,0301,1930.58%+163
T-MOBILE US, INC.(TMUS)3,9754,530+5558079510.46%+144
GILEAD SCIENCES(GILD)8,6058,60501,0561,1990.58%+143
ANALOG DEVICES, INC.(ADI)2,9702,97008059450.46%+139
VERISK ANALYTICS, INC.(VRSK)1,5652,555+9903504850.24%+135
GE VERNOVA LLC(GEV)56656603704940.24%+124
AMGEN INC.(AMGN)4,6704,67001,5291,6430.80%+115
FORTINET, INC.(FTNT)3,7455,020+1,2752974100.20%+113
AMERICAN ELECTRIC POWER INC6,6506,65007678720.42%+105
NETFLIX, INC.(NFLX)27,70028,100+4002,5972,7021.31%+105
WORKDAY, INC.(WDAY)1,1352,595+1,4602443370.16%+93
CHEVRON CORPORATION(CVX)1,6871,68702573490.17%+92
MERCK & CO., INC.(MRK)5,9755,97506297190.35%+90
COCA-COLA COMPANY (THE)(KO)13,02013,02009109900.48%+80
ASML HOLDING N.V. ADR
N Y REGISTRY SHS
31531503374160.20%+79
ROSS STORES,INC(ROST)2,0852,08503764520.22%+76
ONEOK INC(OKE)4,4704,47003294040.20%+75
THE WILLIAMS COMPANIES, INC.(WMB)5,7155,71503444160.20%+72
DIAMONDBACK ENERGY INC(FANG)1,4851,48502232940.14%+70
DELL TECHNOLOGIES INC.(DELL)1,7901,79002252940.14%+68
LOCKHEED MARTIN CORPORATION(LMT)55555502683350.16%+67
NORTHROP GRUMMAN CORP(NOC)56056003193820.19%+63
TARGET CORPORATION(TGT)2,5502,55002493090.15%+60
ALBEMARLE CORP(ALB)1,5651,56502212810.14%+60
CSX CORPORATION(CSX)12,27012,27004455040.24%+59
VERTEX PHARMACEUTICALS INCORPORATED(VRTX)1,4851,635+1506737300.35%+57
L3HARRIS TECHNOLOGIES INC(LHX)1,0801,08003173730.18%+56
PFIZER INC.(PFE)16,62016,62004144670.23%+53
ENTERGY CORPORATION(ETR)2,5602,56002372880.14%+51
FASTENAL COMPANY(FAST)8,0208,02003223720.18%+50
NEXTERA ENERGY, INC.(NEE)3,6603,66002943400.16%+46
DEERE & COMPANY(DE)46046002142590.13%+45
MONOLITHIC POWER SYSTEMS, INC.(MPWR)23523502132570.12%+44
CONSTELLATION BRANDS INC(STZ)3,5203,52004865280.26%+42
HASBRO, INC.(HAS)3,3603,36002763140.15%+39
EATON CORP PLC(ETN)98598503143520.17%+39
EVERGY, INC.(EVRG)3,9703,97002883250.16%+37
JOHNSON CONTROLS INTERNATIONAL PUBLIC LIMITED COMPANY
SHS
3,1153,11503734080.20%+35
STARBUCKS CORP.(SBUX)6,1306,13005165490.27%+33
RTX CORP(RTX)3,4403,44006316640.32%+33
FIRSTENERGY CORP.(FE)5,4355,43502432750.13%+32
GENERAL MILLS INC(GIS)6,4958,865+2,3703023300.16%+28
BRISTOL-MYERS SQUIBB COMPANY(BMY)4,1604,16002242520.12%+28
EXELON CORPORATION(EXC)4,8804,88002132390.12%+26
MARRIOTT INTERNATIONAL, INC(MAR)1,4401,44004474710.23%+24
AMEREN CORPORATION(AEE)2,1102,11002112320.11%+21
DOMINION ENERGY INC(D)6,5406,54003834040.20%+21
PHILIP MORRIS INTL INC(PM)4,1104,11006596800.33%+20
REALTY INCOME CORPORATION(O)3,9303,93002222400.12%+19
CUMMINS INC COMMON STOCK(CMI)66166103373560.17%+18
AUTOMATIC DATA PROCESSING INC2,6153,400+7856736910.34%+18
UNION PACIFIC CORP.(UNP)1,5951,59503693870.19%+18
CISCO SYSTEMS, INC.(CSCO)30,34530,34502,3372,3541.14%+17
MCKESSON CORPORATION(MCK)37537503083250.16%+17
TJX COMPANIES INC (NEW)(TJX)2,7552,75504234400.21%+17
TRANE TECHNOLOGIES PUBLIC LIMITED COMPANY(TT)60560502352520.12%+17
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Alpha Family Trust — 13F Holdings — Q1 2026 | TickerTrail