American Alpha Advisors, LLC

CIK

2041441

Location

NEW YORK, NY

Portfolio Value

Micro $86,536,966

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,975 / 8,603 ▲ 352 · as of Mar 2026

Top Industry

Telecom Services 53.8%

3Y Alpha vs SPY

+28.0%

Period ended 3 months ago

Filed May 15, 2026 · 55d

7 quarters · since Sep 2024

Clone Performance

Nov 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+82.5%

SPY

+27.9%

Annualised alpha

+28.0%

Max drawdown

−25.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

62 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

44.8%

−1.2 pts

Top 5

62.9%

−2.7 pts

Top 10

72.1%

−4.2 pts

HHI

2,131

Moderately concentrated−127

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Communication Services	47.8%	$41,375,632	6
Unclassified	13.4%	$11,622,407	4
Technology	11.9%	$10,286,162	13
Consumer Defensive	7.7%	$6,640,223	9
Healthcare	6.7%	$5,759,718	10
Energy	5.8%	$5,034,285	8
Consumer Cyclical	4.3%	$3,689,149	7
Industrials	1.7%	$1,456,617	4
Basic Materials	0.8%	$672,773	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PTON	Peloton Interactive, Inc.	+17,500	30,850	$132,346
UBER	Uber Technologies, Inc	+13,274	16,525	$1,188,643
QQQ	Invesco Qqq Trust, Series 1	+6,300	8,700	$5,021,466
NOW	ServiceNow, Inc.	+5,000	15,000	$1,568,250
KHC	Kraft Heinz Co	+3,995	12,879	$289,648
T	At&T Inc.	+2,725	20,864	$604,847
AMZN	Amazon Com Inc	+2,500	10,000	$2,082,700
DIS	Walt Disney Co	+1,741	5,955	$573,942
ACN	Accenture plc	+1,074	1,854	$367,629
CRM	Salesforce, Inc.	+939	1,881	$351,126
ADBE	Adobe Inc.	+715	1,367	$332,290
PFE	Pfizer Inc	+668	21,814	$612,537
MO	Altria Group, Inc.	+544	9,290	$613,047
FANG	Diamondback Energy, Inc.	+483	2,792	$552,229
BMY	Bristol Myers Squibb Co	+374	11,268	$683,404
ABNB	Airbnb, Inc.	+311	3,213	$405,737
CVX	Chevron Corp	+261	3,694	$764,288
AAPL	Apple Inc.	+214	1,365	$346,423
TJX	Tjx Companies Inc /De/	+210	1,714	$273,725
GILD	Gilead Sciences, Inc.	+205	4,460	$621,590
GD	General Dynamics Corp	+175	1,362	$467,465
DHI	Horton D R Inc /De/	+117	1,997	$274,028
AMD	Advanced Micro Devices Inc	+116	10,226	$2,080,275
AMGN	Amgen Inc	+72	1,812	$637,552
DIA	Spdr Dow Jones Industrial Average ETF Trust	+60	2,801	$1,297,395
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
TGT	Target Corp	−9,262	4,345	$526,614
WBD	Warner Bros. Discovery, Inc.	−8,762	17,993	$494,087
LEU	Centrus Energy Corp	−4,273	8,770	$1,522,384
F	Ford Motor Co	−3,759	43,421	$501,078
AMAT	Applied Materials Inc /De	−2,170	724	$247,455
SLB	Slb Limited/Nv	−1,814	10,601	$544,785
UAL	United Airlines Holdings, Inc.	−701	3,722	$342,684
NEM	NEWMONT Corp /DE/	−458	6,215	$672,773
MRK	Merck & Co., Inc.	−411	5,641	$678,555
PCAR	Paccar Inc	−248	2,989	$345,229
SPY	Spdr S&P 500 ETF Trust	−197	7,809	$5,078,505
HCA	HCA Healthcare, Inc.	−5	1,114	$527,189
CL	Colgate Palmolive Co	−5	4,326	$368,704
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
SHOP	Shopify Inc.	10,300	$1,221,786
BSX	Boston Scientific Corp	10,000	$627,500
COP	Conocophillips	4,393	$579,876
ODD	Oddity Tech Ltd	40,000	$535,200
VZ	Verizon Communications Inc	9,938	$498,887
CMCSA	Comcast Corp	15,986	$458,958
MPC	Marathon Petroleum Corp	1,607	$392,397
CRWD	CrowdStrike Holdings, Inc.	4,020	$392,362
ADM	Archer-Daniels-Midland Co	5,280	$383,803
OXY	Occidental Petroleum Corp /De/	5,814	$377,910
EL	Estee Lauder Companies Inc	5,000	$358,850
MSFT	Microsoft Corp	847	$313,533
CAH	Cardinal Health Inc	1,478	$312,316
UPS	United Parcel Service Inc	3,062	$301,239
EOG	Eog Resources Inc	2,078	$300,416
GLD	Spdr Gold Trust	523	$225,041
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
JEF	Jefferies Financial Group Inc.	17,500	$1,084,475
CSCO	Cisco Systems, Inc.	7,508	$578,341
LULU	lululemon athletica inc.	1,250	$259,762
PLTR	Palantir Technologies Inc.	1,400	$248,850
HPQ	Hp Inc	9,366	$208,674
OLPX	Olaplex Holdings, Inc.	50,000	$67,000
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

62 positions · $86,536,966 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Healthcare Industrials Technology

Showing 1–50 of 62 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GSAT	Globalstar, Inc. Communication Services	Held	583,332	0	$38,744,911	+8.8%	44.77%
SPY	Spdr S&P 500 ETF Trust	Reduced	7,809	-197	$5,078,505	−7.0%	5.87%
QQQ	Invesco Qqq Trust, Series 1	Added	8,700	+6,300	$5,021,466	+240.6%	5.80%
ELF	e.l.f. Beauty, Inc. Consumer Defensive	Held	57,979	0	$3,514,107	−20.3%	4.06%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,000	+2,500	$2,082,700	+20.3%	2.41%
AMD	Advanced Micro Devices Inc Technology	Added	10,226	+116	$2,080,275	−3.9%	2.40%
NOW	ServiceNow, Inc. Technology	Added	15,000	+5,000	$1,568,250	+2.4%	1.81%
LEU	Centrus Energy Corp Energy	Reduced	8,770	-4,273	$1,522,384	−51.9%	1.76%
IONQ	IonQ, Inc. Technology	Held	50,000	0	$1,441,500	−35.7%	1.67%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	2,801	+60	$1,297,395	−1.5%	1.50%
SHOP	Shopify Inc. Technology	NEW	10,300	NEW	$1,221,786	NEW	1.41%
UBER	Uber Technologies, Inc Technology	Added	16,525	+13,274	$1,188,643	+347.5%	1.37%
CVX	Chevron Corp Energy	Added	3,694	+261	$764,288	+46.1%	0.88%
MCK	Mckesson Corp Healthcare	Added	806	+44	$697,480	+11.6%	0.81%
BMY	Bristol Myers Squibb Co Healthcare	Added	11,268	+374	$683,404	+16.3%	0.79%
MRK	Merck & Co., Inc. Healthcare	Reduced	5,641	-411	$678,555	+6.5%	0.78%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	6,215	-458	$672,773	+1.0%	0.78%
AMGN	Amgen Inc Healthcare	Added	1,812	+72	$637,552	+11.9%	0.74%
BSX	Boston Scientific Corp Healthcare	NEW	10,000	NEW	$627,500	NEW	0.73%
GILD	Gilead Sciences, Inc. Healthcare	Added	4,460	+205	$621,590	+19.0%	0.72%
MO	Altria Group, Inc. Consumer Defensive	Added	9,290	+544	$613,047	+21.6%	0.71%
PFE	Pfizer Inc Healthcare	Added	21,814	+668	$612,537	+16.3%	0.71%
T	At&T Inc. Communication Services	Added	20,864	+2,725	$604,847	+34.2%	0.70%
COP	Conocophillips Energy	NEW	4,393	NEW	$579,876	NEW	0.67%
DIS	Walt Disney Co Communication Services	Added	5,955	+1,741	$573,942	+19.7%	0.66%
FANG	Diamondback Energy, Inc. Energy	Added	2,792	+483	$552,229	+59.1%	0.64%
SLB	Slb Limited/Nv Energy	Reduced	10,601	-1,814	$544,785	+14.3%	0.63%
ODD	Oddity Tech Ltd Consumer Defensive	NEW	40,000	NEW	$535,200	NEW	0.62%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	1,114	-5	$527,189	+0.9%	0.61%
TGT	Target Corp Consumer Defensive	Reduced	4,345	-9,262	$526,614	−60.4%	0.61%
F	Ford Motor Co Consumer Cyclical	Reduced	43,421	-3,759	$501,078	−19.1%	0.58%
VZ	Verizon Communications Inc Communication Services	NEW	9,938	NEW	$498,887	NEW	0.58%
WBD	Warner Bros. Discovery, Inc. Communication Services	Reduced	17,993	-8,762	$494,087	−35.9%	0.57%
GD	General Dynamics Corp Industrials	Added	1,362	+175	$467,465	+17.0%	0.54%
CMCSA	Comcast Corp Communication Services	NEW	15,986	NEW	$458,958	NEW	0.53%
QCOM	Qualcomm Inc/De Technology	Added	3,377	+15	$434,890	−24.4%	0.50%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	3,213	+311	$405,737	+3.0%	0.47%
MPC	Marathon Petroleum Corp Energy	NEW	1,607	NEW	$392,397	NEW	0.45%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	4,020	NEW	$392,362	NEW	0.45%
ADM	Archer-Daniels-Midland Co Consumer Defensive	NEW	5,280	NEW	$383,803	NEW	0.44%
OXY	Occidental Petroleum Corp /De/ Energy	NEW	5,814	NEW	$377,910	NEW	0.44%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	4,326	-5	$368,704	+7.7%	0.43%
ACN	Accenture plc Technology	Added	1,854	+1,074	$367,629	+75.7%	0.42%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	468	+2	$361,595	+0.5%	0.42%
EL	Estee Lauder Companies Inc Consumer Defensive	NEW	5,000	NEW	$358,850	NEW	0.41%
CRM	Salesforce, Inc. Technology	Added	1,881	+939	$351,126	+40.7%	0.41%
AAPL	Apple Inc. Technology	Added	1,365	+214	$346,423	+10.7%	0.40%
PCAR	Paccar Inc Industrials	Reduced	2,989	-248	$345,229	−2.6%	0.40%
UAL	United Airlines Holdings, Inc. Industrials	Reduced	3,722	-701	$342,684	−30.7%	0.40%
ADBE	Adobe Inc. Technology	Added	1,367	+715	$332,290	+45.6%	0.38%