Terra Alpha Investments LLC
Filing Date
Global Rank
#5,911
/ 8,662
▼ 218
· as of Dec 2025
Top Industry
Semiconductors
16.1%
3Y Alpha vs SPY
-6.8%
Period ended 6 months ago
Filed Feb 5, 2026 · 5mo
5 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+14.2%
SPY
+24.4%
Annualised alpha
-7.0%
Max drawdown
−20.2%
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
32 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Top Position
7.8%
+0.3 pts
Top 5
32.8%
−0.2 pts
Top 10
55.1%
−2.2 pts
HHI
433
Diversified−13
Portfolio Trend
5 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.7% | $38,814,028 |
| Industrials | 28.8% | $28,124,560 |
| Healthcare | 13.3% | $12,981,503 |
| Consumer Cyclical | 8.7% | $8,542,147 |
| Financial Services | 4.8% | $4,740,196 |
| Communication Services | 2.0% | $1,914,934 |
| Utilities | 1.4% | $1,348,978 |
| Consumer Defensive | 1.3% | $1,277,297 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SYY | Sysco Corp | −10,595 | 8,843 | $651,640 | |
| GIS | General Mills Inc | −10,442 | 13,455 | $625,657 | |
| EW | Edwards Lifesciences Corp | −8,767 | 13,283 | $1,132,375 | |
| IQV | Iqvia Holdings Inc. | −3,102 | 8,791 | $1,981,579 | |
| SBUX | Starbucks Corp | −951 | 41,322 | $3,479,725 | |
| XYL | Xylem Inc. | −774 | 33,817 | $4,605,199 | |
| NVDA | Nvidia Corp | −688 | 37,186 | $6,935,189 | |
| A | Agilent Technologies, Inc. | −570 | 27,439 | $3,733,624 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −502 | 25,168 | $7,648,303 | |
| TTEK | Tetra Tech Inc | −494 | 47,464 | $1,591,942 | |
| WM | Waste Management Inc | −446 | 20,043 | $4,403,647 | |
| AVY | Avery Dennison Corp | −393 | 19,179 | $3,488,276 | |
| CARR | CARRIER GLOBAL Corp | −341 | 32,732 | $1,729,558 | |
| DHR | Danaher Corp /De/ | −340 | 16,373 | $3,748,107 | |
| ACN | Accenture plc | −325 | 13,744 | $3,687,515 | |
| CSCO | Cisco Systems, Inc. | −324 | 31,111 | $2,396,480 | |
| ETN | Eaton Corp plc | −274 | 13,353 | $4,253,064 | |
| V | Visa Inc. | −274 | 13,516 | $4,740,196 | |
| TT | Trane Technologies plc | −258 | 12,831 | $4,993,825 | |
| NKE | NIKE, Inc. | −257 | 24,708 | $1,574,146 | |
| MSFT | Microsoft Corp | −229 | 11,505 | $5,564,048 | |
| VLTO | Veralto Corp | −193 | 18,536 | $1,849,522 | |
| AWK | American Water Works Company, Inc. | −108 | 10,337 | $1,348,978 | |
| PWR | Quanta Services, Inc. | −62 | 5,961 | $2,515,899 | |
| ROK | Rockwell Automation, Inc | −58 | 5,608 | $2,181,904 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GPK | Graphic Packaging Holding Co | 83,235 | $1,628,908 | |
| No positions match the current search. | ||||
32 positions ·
$97,743,643 total
· as of Dec 31, 2025
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 25,168 | $7,648,303 | 7.82% | |
| AAPL |
Apple Inc.
Technology
|
Added | 25,539 | $6,943,032 | 7.10% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 37,186 | $6,935,189 | 7.10% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 11,505 | $5,564,048 | 5.69% | |
| TT |
Trane Technologies plc
Industrials
|
Reduced | 12,831 | $4,993,825 | 5.11% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 13,516 | $4,740,196 | 4.85% | |
| XYL |
Xylem Inc.
Industrials
|
Reduced | 33,817 | $4,605,199 | 4.71% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 20,043 | $4,403,647 | 4.51% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 13,353 | $4,253,064 | 4.35% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 16,373 | $3,748,107 | 3.83% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
Reduced | 27,439 | $3,733,624 | 3.82% | |
| ACN |
Accenture plc
Technology
|
Reduced | 13,744 | $3,687,515 | 3.77% | |
| AVY |
Avery Dennison Corp
Consumer Cyclical
|
Reduced | 19,179 | $3,488,276 | 3.57% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Reduced | 41,322 | $3,479,725 | 3.56% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 20,415 | $3,127,373 | 3.20% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 5,961 | $2,515,899 | 2.57% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 31,111 | $2,396,480 | 2.45% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
Reduced | 5,608 | $2,181,904 | 2.23% | |
| IQV |
Iqvia Holdings Inc.
Healthcare
|
Reduced | 8,791 | $1,981,579 | 2.03% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
NEW | 6,118 | $1,914,934 | 1.96% | |
| VLTO |
Veralto Corp
Industrials
|
Reduced | 18,536 | $1,849,522 | 1.89% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Reduced | 32,732 | $1,729,558 | 1.77% | |
| TTEK |
Tetra Tech Inc
Industrials
|
Reduced | 47,464 | $1,591,942 | 1.63% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Reduced | 24,708 | $1,574,146 | 1.61% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 5,165 | $1,368,260 | 1.40% | |
| AWK |
American Water Works Company, Inc.
Utilities
|
Reduced | 10,337 | $1,348,978 | 1.38% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
NEW | 1,835 | $1,241,432 | 1.27% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 3,256 | $1,144,386 | 1.17% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 5,341 | $1,143,828 | 1.17% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
Reduced | 13,283 | $1,132,375 | 1.16% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Reduced | 8,843 | $651,640 | 0.67% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Reduced | 13,455 | $625,657 | 0.64% |