Fund HoldingsAlpha Family Trust

Total Portfolio Value
$178.09M
Total Bought
$33.30M
Total Sold
$40.20M
Net Transaction
-$6.90M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SimilarWeb01,135,559+1,135,559016,0919.04%+16,091
Unity(U)0275,933+275,93306,2003.48%+6,200
TESLA, INC. CMN(TSLA)12,98013,725+7453,3965,5433.11%+2,147
BROADCOM INC. CMN(AVGO)26,55026,55004,5806,1553.46%+1,575
BERKSHIRE HATHAWAY INC. CLASS B03,450+3,45001,5640.88%+1,564
NVIDIA CORPORATION CMN(NVDA)0119,500+119,500016,0489.01%+16,048
AMAZON.COM INC CMN(AMZN)045,875+45,875010,0655.65%+10,065
ALPHABET INC. CMN CLASS A(GOOG)53,04453,04408,79710,0415.64%+1,244
APPLE INC. CMN(AAPL)56,70056,700013,21114,1997.97%+988
LAM RESEARCH CORPORATION CMN(LRCX)011,500+11,50008310.47%+831
BOEING COMPANY CMN(BA)02,940+2,94005200.29%+520
NETFLIX, INC. CMN(NFLX)2,5052,50501,7772,2331.25%+456
ARISTA NETWORKS, INC. CMN(ANET)03,820+3,82004220.24%+422
BLACKROCK FUNDING, INC. CMN(BLK)0380+38003900.22%+390
THE KRAFT HEINZ CO CMN(KHC)011,960+11,96003670.21%+367
CONSTELLATION BRANDS INC CMN CLASS A(STZ)01,500+1,50003320.19%+332
ARCHER-DANIELS-MIDLAND COMPANY CMN06,355+6,35503210.18%+321
ZOETIS INC. CMN CLASS A(ZTS)1,0903,270+2,1802135330.30%+320
DEXCOM, INC. CMN(DXCM)03,555+3,55502760.16%+276
WALGREENS BOOTS ALLIANCE, INC. CMN028,350+28,35002650.15%+265
AMERICAN WATER WORKS CO, INC. CMN02,080+2,08002590.15%+259
UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK(UPS)01,995+1,99502520.14%+252
GENERAL MOTORS COMPANY CMN(GM)04,420+4,42002350.13%+235
LAMB WESTON HOLDINGS, INC. CMN(LW)03,360+3,36002250.13%+225
INTUIT INC CMN(INTU)01,250+1,25007860.44%+786
ATLASSIAN CORP CMN0915+91502230.13%+223
CITIGROUP INC. CMN(C)03,100+3,10002180.12%+218
LULULEMON ATHLETICA INC. CMN(LULU)0570+57002180.12%+218
MCKESSON CORPORATION CMN(MCK)0375+37502140.12%+214
COMERICA INCORPORATED CMN03,360+3,36002080.12%+208
AIRBNB, INC. CMN CLASS A01,540+1,54002020.11%+202
CHEVRON CORPORATION CMN(CVX)01,385+1,38502010.11%+201
ADOBE INC CMN(ADBE)02,951+2,95101,3120.74%+1,312
BOOKING HOLDINGS INC. CMN(BKNG)24024001,0111,1920.67%+182
CISCO SYSTEMS, INC. CMN(CSCO)30,34530,34501,6151,7961.01%+181
SALESFORCE INC CMN(CRM)2,9352,93508039810.55%+178
VISA INC. CMN CLASS A(V)4,1904,19001,1521,3240.74%+172
JPMORGAN CHASE & CO CMN(JPM)5,9505,95001,2551,4260.80%+172
META PLATFORMS INC-CLASS A CMN CLASS A(META)11,24611,24606,4386,5853.70%+147
MONSTER BEVERAGE CORPORATION CMN(MNST)08,040+8,04004230.24%+423
HONEYWELL INTL INC CMN(HON)05,280+5,28001,1930.67%+1,193
WELLS FARGO & COMPANY CMN(WFC)07,220+7,22005070.28%+507
FISERV, INC. CMN(FISV)3,8053,80506847820.44%+98
MONDELEZ INTERNATIONAL, INC. CMN(MDLZ)013,040+13,04007790.44%+779
WALMART INC CMN(WMT)9,4809,48007668570.48%+91
MERCK & CO., INC. CMN(MRK)07,175+7,17507140.40%+714
GILEAD SCIENCES CMN(GILD)8,6058,60507217950.45%+73
COSTCO WHOLESALE CORPORATION CMN(COST)2,2752,27502,0172,0851.17%+68
MASTERCARD INCORPORATED CMN CLASS A(MA)2,0502,05001,0121,0790.61%+67
INTUITIVE SURGICAL, INC. CMN2,1252,12501,0441,1090.62%+65
FORTINET, INC. CMN(FTNT)3,7453,74502903540.20%+63
CROWDSTRIKE HOLDINGS, INC. CMN(CRWD)0995+99503400.19%+340
PAYCOM SOFTWARE, INC. CMN(PAYC)1,5451,54502573170.18%+59
CADENCE DESIGN SYSTEMS INC CMN(CDNS)01,945+1,94505840.33%+584
T-MOBILE US, INC. CMN(TMUS)3,9753,97508208770.49%+57
CHARLES SCHWAB CORPORATION CMN(SCHW)06,070+6,07004490.25%+449
SERVICENOW INC CMN(NOW)31531502823340.19%+52
THE WILLIAMS COMPANIES, INC. CMN(WMB)05,715+5,71503090.17%+309
PAYPAL HOLDINGS, INC. CMN(PYPL)6,4806,48005065530.31%+47
SPOTIFY TECHNOLOGY S.A. CMN(SPOT)59559502192660.15%+47
IDEXX LABORATORIES CMN(IDXX)0675+67502790.16%+279
MARRIOTT INTERNATIONAL, INC CMN CLASS A(MAR)1,4401,44003584020.23%+44
AUTOMATIC DATA PROCESSING INC CMN2,6152,61507247650.43%+42
AMERICAN EXPRESS CO. CMN(AXP)1,3051,30503543870.22%+33
AT&T INC. CMN(T)40,36540,36508889190.52%+31
PALO ALTO NETWORKS INC. CMN(PANW)02,770+2,77005040.28%+504
AMERIPRISE FINANCIAL, INC. CMN(AMP)0470+47002500.14%+250
COPART, INC. CMN(CPRT)05,510+5,51003160.18%+316
BOSTON SCIENTIFIC CORP. COMMON STOCK(BSX)3,7303,73003133330.19%+21
CUMMINS INC COMMON STOCK(CMI)66166102142300.13%+16
WORKDAY, INC. CMN CLASS A(WDAY)1,1351,13502772930.16%+15
ANSYS, INC. CMN0760+76002560.14%+256
AMPHENOL CORP CL-A (NEW) CMN CLASS A3,1503,15002052190.12%+14
PAYCHEX, INC. CMN(PAYX)2,1502,15002893010.17%+13
U.S. BANCORP CMN(USB)5,9255,92502712830.16%+12
PACCAR INC CMN(PCAR)02,277+2,27702370.13%+237
O'REILLY AUTOMOTIVE, INC. CMN(ORLY)35035004034150.23%+12
AON PUBLIC LIMITED COMPANY CMN(AON)69069002392480.14%+9
TJX COMPANIES INC (NEW) CMN(TJX)02,755+2,75503330.19%+333
VERISK ANALYTICS, INC. CMN(VRSK)0905+90502490.14%+249
ILLUMINA, INC CMN(ILMN)1,6951,69502212270.13%+5
KEYCORP CMN(KEY)12,81012,81002152200.12%+5
JOHNSON CONTROLS INTERNATIONAL PUBLIC LIMITED COMPANY CMN
SHS
3,1153,11502422460.14%+4
ROSS STORES,INC CMN(ROST)02,085+2,08503150.18%+315
ESTEE LAUDER COS INC CL-A CMN CLASS A(EL)2,7453,660+9152742740.15%+1
EATON CORP PLC CMN(ETN)0985+98503270.18%+327
STRYKER CORPORATION CMN(SYK)0835+83503010.17%+301
COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A(CTSH)3,7903,79002932910.16%-1
EVERGY, INC. CMN(EVRG)3,9703,97002462440.14%-2
ACCENTURE PLC CMN CLASS A
SHS CLASS A
1,1001,10003893870.22%-2
INTL BUSINESS MACHINES CORP CMN(IBM)2,1652,16504794760.27%-3
METLIFE, INC. CMN(MET)4,5804,58003783750.21%-3
ABBOTT LABORATORIES CMN4,5204,52005155110.29%-4
PHILIP MORRIS INTL INC CMN(PM)4,1104,11004994950.28%-4
DELL TECHNOLOGIES INC. CMN(DELL)01,790+1,79002060.12%+206
ILLINOIS TOOL WORKS CMN(ITW)89089002332260.13%-8
ORACLE CORPORATION CMN(ORCL)2,8002,80004774670.26%-11
MARSH & MCLENNAN CO INC CMN(MRSH)01,005+1,00502130.12%+213
TRANE TECHNOLOGIES PUBLIC LIMITED COMPANY CMN(TT)60560502352230.13%-12
3M COMPANY CMN(MMM)1,5801,58002162040.11%-12
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