Fund HoldingsAlpha Family Trust

Total Portfolio Value
$131.40M
Total Bought
$9.67M
Total Sold
$20.57M
Net Transaction
-$10.89M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
COMCAST CORPORATION(CCZ)026,900+26,90001,1930.91%+1,193
AMERICAN ELECTRIC POWER INC08,635+8,63506500.49%+650
AT&T INC.(T)040,365+40,36506060.46%+606
ABBVIE INC(ABBV)03,850+3,85005740.44%+574
T-MOBILE US, INC.(TMUS)03,970+3,97005560.42%+556
Applovin(APP)26,35826,35806781,0530.80%+375
DANAHER CORPORATION(DHR)01,480+1,48003670.28%+367
QUALCOMM INC(QCOM)2,7756,210+3,4353306900.52%+359
3M COMPANY(MMM)03,660+3,66003430.26%+343
AIRBNB, INC.02,450+2,45003360.26%+336
BANK OF AMERICA CORP011,970+11,97003280.25%+328
PALO ALTO NETWORKS INC.(PANW)01,385+1,38503250.25%+325
THERMO FISHER SCIENTIFIC INC(TMO)0575+57502910.22%+291
COCA-COLA COMPANY (THE)(KO)6,26511,900+5,6353776660.51%+289
DUKE ENERGY CORPORATION(DUK)05,500+5,50004850.37%+485
CHEVRON CORPORATION(CVX)2,7754,125+1,3504376960.53%+259
COGNIZANT TECHNOLOGY SOLUTIONS CORP(CTSH)03,790+3,79002570.20%+257
CHARLES SCHWAB CORPORATION(SCHW)04,660+4,66002560.19%+256
HALLIBURTON COMPANY(HAL)06,030+6,03002440.19%+244
UNION PACIFIC CORP.(UNP)01,165+1,16502370.18%+237
THE SOUTHERN CO.(SO)03,520+3,52002280.17%+228
SCHLUMBERGER LTD(SLB)03,695+3,69502150.16%+215
EATON CORP PLC(ETN)0985+98502100.16%+210
AMGEN INC.(AMGN)3,9203,92008701,0540.80%+183
COSTCO WHOLESALE CORPORATION(COST)2,1552,370+2151,1601,3391.02%+179
UNITEDHEALTH GROUP INCORPORATE(UNH)1,8201,970+1508759930.76%+118
EXXON MOBIL CORPORATION8,4608,705+2459071,0240.78%+116
CROWN CASTLE INTL CORP(CCI)2,1803,850+1,6702483540.27%+106
ELI LILLY & CO(LLY)1,5301,53007188220.63%+104
INTEL CORPORATION(INTC)19,76521,505+1,7406617650.58%+104
META PLATFORMS INC-CLASS A(META)11,42211,246-1763,2783,3762.57%+98
BOOKING HOLDINGS INC.(BKNG)24024006487400.56%+92
LUCID GROUP INC(LCID)011,215+11,2150630.05%+63
CHARTER COMMUNICATIONS, INC.(CHTR)83083003053650.28%+60
CVS HEALTH CORP(CVS)4,1254,900+7752853420.26%+57
AUTOMATIC DATA PROCESSING INC2,6152,61505756290.48%+54
CISCO SYSTEMS, INC.(CSCO)25,06525,06501,2971,3471.03%+51
AMERICAN TOWER CORPORATION(AMT)1,3751,925+5502673170.24%+50
INTUIT INC(INTU)90590504154620.35%+48
CONOCOPHILLIPS(COP)2,7902,79002893340.25%+45
ADOBE INC(ADBE)2,1482,14801,0501,0950.83%+45
REGENERON PHARMACEUTICAL INC(REGN)620595-254454900.37%+44
CATERPILLAR INC (DELAWARE)(CAT)1,2701,27003123470.26%+34
BERKSHIRE HATHAWAY INC. CLASS B3,4503,45001,1761,2090.92%+32
SYNOPSYS INC.(SNPS)1,2451,24505425710.43%+29
METLIFE, INC.(MET)4,5804,58002592880.22%+29
DOMINION ENERGY INC(D)6,7208,430+1,7103483770.29%+29
ACTIVISION BLIZZARD, INC02,670+2,67002500.19%+250
UNITED PARCEL SERVICE, INC.(UPS)1,4651,840+3752632870.22%+24
NORTHROP GRUMMAN CORP(NOC)0560+56002470.19%+247
MODERNA, INC.(MRNA)02,350+2,35002430.18%+243
KEYCORP(KEY)012,810+12,81001380.10%+138
MARRIOTT INTERNATIONAL, INC(MAR)1,4401,44002652830.22%+19
MERCADOLIBRE, INC.(MELI)21521502552730.21%+18
SEAGATE TECHNOLOGY HOLDIN PLC
ORD SHS
03,485+3,48502300.17%+230
TJX COMPANIES INC (NEW)(TJX)02,755+2,75502450.19%+245
VERISK ANALYTICS, INC.(VRSK)0905+90502140.16%+214
WALMART INC(WMT)3,1603,16004975050.38%+9
MASTERCARD INCORPORATED(MA)2,0502,05008068120.62%+5
ALPHABET INC.(GOOG)60,46155,334-5,1277,2377,2415.51%+4
ROSS STORES,INC(ROST)02,085+2,08502360.18%+236
GENERAL ELECTRIC COMPANY(GE)2,2652,26502492500.19%+2
CADENCE DESIGN SYSTEMS INC(CDNS)1,9451,94504564560.35%-0
ACCENTURE PLC
SHS CLASS A
1,1001,10003393380.26%-2
JPMORGAN CHASE & CO(JPM)5,9505,95008658630.66%-2
NXP SEMICONDUCTORS N.V.
COM
01,140+1,14002280.17%+228
VERTEX PHARMACEUTICALS INCORPO(VRTX)1,4851,48505235160.39%-6
SHERWIN-WILLIAMS CO(SHW)0805+80502050.16%+205
MEDTRONIC PUBLIC LIMITED COMPA(MDT)3,3203,620+3002922840.22%-9
CINTAS CORPORATION(CTAS)55555502762670.20%-9
LINDE PLC(LIN)1,1601,16004424320.33%-10
CIGNA GROUP/THE(CI)0785+78502250.17%+225
WORKDAY, INC.(WDAY)1,1351,13502562440.19%-13
WELLS FARGO & CO (NEW)(WFC)7,2207,22003082950.22%-13
COPART, INC.(CPRT)2,7555,510+2,7552512370.18%-14
GILEAD SCIENCES(GILD)6,5456,54505044900.37%-14
DEERE & COMPANY(DE)0530+53002000.15%+200
O'REILLY AUTOMOTIVE, INC.(ORLY)35035003343180.24%-16
MORGAN STANLEY(MS)4,4054,40503763600.27%-16
THE HOME DEPOT, INC.(HD)1,9751,97506145970.45%-17
BLACKROCK, INC.(BLK)38038002632460.19%-17
ILLINOIS TOOL WORKS(ITW)0890+89002050.16%+205
LAM RESEARCH CORPORATION(LRCX)1,1501,15007397210.55%-19
PROCTER & GAMBLE COMPANY (THE)(PG)3,3003,30005014810.37%-19
PHILIP MORRIS INTL INC(PM)4,1104,11004013810.29%-21
LOWES COMPANIES INC(LOW)1,3201,32002982740.21%-24
KLA CORP(KLAC)93093004514270.32%-25
ANSYS, INC.76076002512260.17%-25
SALESFORCE INC(CRM)2,9352,93506205950.45%-25
WARNER BROS DISCOVERY INC(WBD)015,000+15,00001630.12%+163
STRYKER CORPORATION(SYK)83583502552280.17%-27
MONSTER BEVERAGE CORPORATION(MNST)6,1506,15003533260.25%-28
IDEXX LABORATORIES(IDXX)0460+46002010.15%+201
HONEYWELL INTL INC(HON)4,1604,510+3508638330.63%-30
VISA INC.(V)4,1904,19009959640.73%-31
S&P GLOBAL INC.(SPGI)92092003693360.26%-33
MONDELEZ INTERNATIONAL, INC.(MDLZ)9,2859,28506776440.49%-33
IQVIA HOLDINGS INC(IQV)1,2201,22002742400.18%-34
ORACLE CORPORATION(ORCL)2,8002,80003332970.23%-37
ABBOTT LABORATORIES3,2203,22003513120.24%-39
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