Alpha Cubed Investments, LLC
CIK
1580830
City
COSTA MESA
State / Country
CA
Top Portfolio Positions
216 positions ·
$2,703,228,465 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
688,984 | $187,307,190 | 6.93% | |
| NVDA |
Nvidia Corp
Technology
|
946,019 | $176,432,543 | 6.53% | |
| MSFT |
Microsoft Corp
Technology
|
304,424 | $147,225,534 | 5.45% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
612,612 | $141,403,101 | 5.23% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
444,568 | $139,149,784 | 5.15% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
372,811 | $113,293,534 | 4.19% | |
| PWR |
Quanta Services, Inc.
Industrials
|
265,745 | $112,160,334 | 4.15% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
209,372 | $105,240,835 | 3.89% | |
| PANW |
Palo Alto Networks Inc
Technology
|
539,031 | $99,289,510 | 3.67% | |
| AVGO |
Broadcom Inc.
Technology
|
271,576 | $93,992,453 | 3.48% |
Portfolio Trend
24 quarters · across all stocks
Holdings in NAZ
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,417,284 | 119,300 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,407,495 | 118,776 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,383,663 | 118,363 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,008,529 | 83,626 | Shares | Sole | 2025-04-30 | |
| 2022-12-31 | $151,095 | 13,539 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $169,508 | 13,539 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,919,567 | 149,499 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,033,186 | 149,499 | Shares | Sole | 2022-04-22 | |
| No 13F history on record for this holder in this stock. | ||||||