Fund HoldingsAlpha Family Trust

Total Portfolio Value
$248.58M
Total Bought
$44.92M
Total Sold
$39.36M
Net Transaction
+$5.56M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ALPHABET INC.(GOOG)052,375+52,375018,7177.53%+18,717
MICRON TECHNOLOGY, INC.(MU)8,9508,95003,02410,3314.16%+7,307
META PLATFORMS INC-CLASS A(META)011,162+11,16206,2872.53%+6,287
ADVANCED MICRO DEVICES, INC.(AMD)012,315+12,31507,1542.88%+7,154
NVIDIA CORPORATION(NVDA)0113,810+113,810022,7729.16%+22,772
INTEL CORPORATION(INTC)27,53028,710+1,1801,2154,0091.61%+2,794
LAM RESEARCH CORPORATION(LRCX)11,50011,50002,4574,9832.00%+2,526
APPLIED MATERIALS INC6,4456,44502,2034,6601.87%+2,457
SANDISK CORPORATION(SNDK)0955+95502,1710.87%+2,171
APPLE INC.(AAPL)060,770+60,770017,5847.07%+17,584
PALANTIR TECHNOLOGIES INC.(PLTR)016,280+16,28001,8990.76%+1,899
WESTERN DIGITAL CORPORATION(WDC)4,9104,91001,3283,1361.26%+1,808
SimilarWeb0658,935+658,93504,0391.62%+4,039
BROADCOM INC.(AVGO)025,200+25,20009,5193.83%+9,519
KLA CORP(KLAC)9309,300+8,3701,3692,8061.13%+1,437
AMAZON.COM INC(AMZN)045,875+45,875010,9344.40%+10,934
CROWDSTRIKE HOLDINGS, INC.(CRWD)01,630+1,63001,2440.50%+1,244
CISCO SYSTEMS, INC.(CSCO)030,345+30,34503,5641.43%+3,564
APPLOVIN CORPORATION(APP)02,025+2,02501,0430.42%+1,043
PALO ALTO NETWORKS INC.(PANW)5,3205,510+1908531,8790.76%+1,026
TESLA, INC.(TSLA)015,105+15,10506,3532.56%+6,353
HONEYWELL INTERNATIONAL INC02,640+2,64005910.24%+591
HONEYWELL AEROSPACE INC.02,640+2,64005840.23%+584
SERVICENOW INC(NOW)05,425+5,42505390.22%+539
SYSCO CORPORATION(SYY)06,270+6,27005240.21%+524
ELI LILLY & CO(LLY)01,790+1,79002,1470.86%+2,147
DELL TECHNOLOGIES INC.(DELL)1,7901,79002947720.31%+479
CATERPILLAR INC (DELAWARE)(CAT)1,2701,27009001,3520.54%+453
KROGER COMPANY(KR)07,965+7,96504420.18%+442
PAYCHEX, INC.(PAYX)04,020+4,02003950.16%+395
UNITEDHEALTH GROUP INCORPORATED(UNH)02,550+2,55001,0600.43%+1,060
AIRBNB, INC.02,530+2,53003620.15%+362
FORTINET, INC.(FTNT)5,0205,02004107710.31%+361
THOMSON REUTERS CORPORATION(TRI)04,135+4,13503380.14%+338
KIMBERLY-CLARK CORPORATION(KMB)02,730+2,73003000.12%+300
UNITED RENTALS, INC.(URI)0245+24502780.11%+278
MARVELL TECHNOLOGY, INC.(MRVL)0920+92002740.11%+274
WARNER BROS DISCOVERY INC(WBD)010,160+10,16002710.11%+271
THE CAMPBELL'S COMPANY(CPB)011,930+11,93002660.11%+266
INVITATION HOMES INC.(INVH)08,710+8,71002630.11%+263
DATADOG, INC.(DDOG)01,840+1,84004790.19%+479
DEXCOM, INC.(DXCM)03,830+3,83002580.10%+258
HUMANA INC.(HUM)0635+63502520.10%+252
QUALCOMM INC(QCOM)04,375+4,37508080.33%+808
QNITY ELECTRONICS, INC.(Q)01,485+1,48502430.10%+243
CENTENE CORPORATION(CNC)07,590+7,59004870.20%+487
ANALOG DEVICES, INC.(ADI)2,9702,97009451,1800.47%+235
DELTA AIR LINES, INC.(DAL)02,390+2,39002240.09%+224
NETAPP, INC.(NTAP)04,160+4,16006440.26%+644
MID-AMERICA APT CMNTYS INC(MAA)01,545+1,54502150.09%+215
LENNAR CORPORATION(LEN)02,333+2,33302110.08%+211
ASML HOLDING N.V. ADR
N Y REGISTRY SHS
31531504166270.25%+211
THE HOME DEPOT, INC.(HD)02,435+2,43508590.35%+859
SIMON PROPERTY GROUP INC(SPG)0920+92002060.08%+206
CHUBB LIMITED
COM
0600+60002040.08%+204
GENERAL ELECTRIC COMPANY(GE)02,265+2,26508460.34%+846
ELECTRONIC ARTS(EA)0980+98002010.08%+201
JPMORGAN CHASE & CO(JPM)05,950+5,95001,9480.78%+1,948
HEWLETT PACKARD ENTERPRISE CO(HPE)09,150+9,15004130.17%+413
CADENCE DESIGN SYSTEMS INC(CDNS)01,945+1,94507300.29%+730
ARISTA NETWORKS, INC.(ANET)03,820+3,82006490.26%+649
MORGAN STANLEY(MS)04,025+4,02508410.34%+841
VISA INC.(V)04,190+4,19001,4380.58%+1,438
GE VERNOVA LLC(GEV)56656604946650.27%+171
AMPHENOL CORP CL-A (NEW)03,150+3,15005550.22%+555
STARBUCKS CORP.(SBUX)6,1306,850+7205497000.28%+151
ABBVIE INC.(ABBV)04,375+4,37501,1010.44%+1,101
MONSTER BEVERAGE CORPORATION(MNST)06,150+6,15005910.24%+591
FACTSET RESEARCH SYSTEMS INC(FDS)01,635+1,63503760.15%+376
PARAMOUNT SKYDANCE CORPORATION(PSKY)012,330+12,33001220.05%+122
CUMMINS INC COMMON STOCK(CMI)66166103564710.19%+116
ORACLE CORPORATION(ORCL)04,720+4,72006920.28%+692
NXP SEMICONDUCTORS N.V.
COM
01,140+1,14003200.13%+320
MICROSOFT CORPORATION(MSFT)032,070+32,070011,9634.81%+11,963
CVS HEALTH CORP(CVS)02,840+2,84002940.12%+294
FIFTH THIRD BANCORP(FITB)8,8558,85504114990.20%+88
MGM RESORTS INTERNATIONAL(MGM)07,875+7,87503770.15%+377
INTL BUSINESS MACHINES CORP(IBM)02,165+2,16506090.24%+609
CITIGROUP INC.(C)03,100+3,10004340.17%+434
CSX CORPORATION(CSX)12,27012,27005045830.23%+80
BERKSHIRE HATHAWAY INC.03,750+3,75001,8760.75%+1,876
QUANTA SERVICES INC44044002423170.13%+75
BANK OF AMERICA CORP08,860+8,86005050.20%+505
AUTOMATIC DATA PROCESSING INC3,4003,40006917610.31%+71
COCA-COLA COMPANY (THE)(KO)13,02013,02009901,0580.43%+68
MONOLITHIC POWER SYSTEMS, INC.(MPWR)23523502573250.13%+68
EATON CORP PLC(ETN)98598503524200.17%+67
PHILIP MORRIS INTL INC(PM)4,1104,11006807440.30%+64
METLIFE, INC.(MET)04,580+4,58003880.16%+388
NORTHERN TRUST CORP(NTRS)01,850+1,85003220.13%+322
MARRIOTT INTERNATIONAL, INC(MAR)1,4401,44004715340.21%+63
SYNOPSYS, INC.(SNPS)01,245+1,24505550.22%+555
BOOKING HOLDINGS INC.(BKNG)06,000+6,00001,0690.43%+1,069
U.S. BANCORP(USB)06,375+6,37503850.15%+385
KEURIG DR PEPPER INC(KDP)8,2108,21002162690.11%+53
BIOGEN INC.(BIIB)01,540+1,54003330.13%+333
MERCK & CO., INC.(MRK)5,9755,97507197680.31%+49
JOHNSON & JOHNSON(JNJ)5,1005,10001,2471,2950.52%+49
AMGEN INC.(AMGN)4,6704,67001,6431,6910.68%+48
JOHNSON CONTROLS INTERNATIONAL PUBLIC LIMITED COMPANY
SHS
3,1153,11504084550.18%+47
Page 1 of 1