Alpha Family Trust
Top Portfolio Positions
203 positions ·
$205,526,376 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
113,810 | $19,848,464 | 9.66% | |
| AAPL |
Apple Inc.
Technology
|
60,770 | $15,422,818 | 7.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
52,375 | $15,060,955 | 7.33% | |
| MSFT |
Microsoft Corp
Technology
|
32,070 | $11,871,351 | 5.78% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
45,875 | $9,554,386 | 4.65% | |
| AVGO |
Broadcom Inc.
Technology
|
25,200 | $7,799,652 | 3.79% | |
| META |
Meta Platforms, Inc.
Communication Services
|
11,162 | $6,386,115 | 3.11% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
15,105 | $5,615,283 | 2.73% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
27,615 | $3,431,992 | 1.67% | |
| MU |
Micron Technology Inc
Technology
|
8,950 | $3,023,668 | 1.47% |
Portfolio Trend
22 quarters · across all stocks
Holdings in SMWB
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,719,820 | 658,935 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $4,935,423 | 658,935 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $6,128,095 | 658,935 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $6,677,084 | 851,669 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $7,043,302 | 851,669 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $16,090,871 | 1,135,559 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $14,574,640 | 1,648,715 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $13,067,407 | 1,681,777 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $15,135,993 | 1,681,777 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $8,963,871 | 1,681,777 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $10,897,914 | 1,681,777 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $11,032,457 | 1,681,777 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $11,368,812 | 1,681,777 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $10,813,826 | 1,681,777 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $9,855,213 | 1,681,777 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $13,874,660 | 1,681,777 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $21,779,012 | 1,681,777 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $30,120,626 | 1,681,777 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $35,199,592 | 1,681,777 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $33,230,590 | 1,686,832 | Shares | Defined | 2021-08-10 | |
| No 13F history on record for this holder in this stock. | ||||||