EdgeMarket › What Alpha Cubed Investments, Llc reported owning
What Alpha Cubed Investments, Llc reported owning
As filed on Form 13F for the quarter ending 2025-12-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.9BPositions
299Quarter
2025-12-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 187.3M | 6.4% | 689.0K | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 176.4M | 6.0% | 945.9K | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 147.2M | 5.0% | 304.4K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 141.4M | 4.8% | 612.6K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 139.1M | 4.8% | 444.6K | 344.82 | +73.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 113.3M | 3.9% | 372.8K | 418.95 | +83.3% |
| PWR QUANTA SERVICES, INC. | 112.2M | 3.8% | 265.7K | 639.34 | +70.1% |
| unmapped CUSIP 084670702 | 105.2M | 3.6% | 209.4K | — | — |
| PANW Palo Alto Networks Inc | 99.3M | 3.4% | 539.0K | 357.87 | +94.0% |
| AVGO Broadcom Inc. | 94.0M | 3.2% | 271.6K | 368.45 | +26.5% |
| JPM JPMORGAN CHASE & CO | 92.6M | 3.2% | 287.3K | 351.58 | +20.3% |
| GS GOLDMAN SACHS GROUP INC | 89.9M | 3.1% | 102.3K | 1,039.28 | +44.2% |
| META Meta Platforms, Inc. | 80.7M | 2.8% | 122.2K | 549.90 | -26.5% |
| AEP AMERICAN ELECTRIC POWER CO INC | 74.3M | 2.5% | 644.4K | — | — |
| NEE NEXTERA ENERGY INC | 72.2M | 2.5% | 898.9K | 83.65 | +9.8% |
| CAT CATERPILLAR INC | 71.7M | 2.5% | 125.2K | 827.90 | +96.8% |
| ISRG INTUITIVE SURGICAL INC | 58.2M | 2.0% | 102.8K | 378.81 | -21.2% |
| UNH UNITEDHEALTH GROUP INC | 42.7M | 1.5% | 129.3K | 390.11 | +30.1% |
| ICE Intercontinental Exchange, Inc. | 42.1M | 1.4% | 260.1K | 161.25 | -11.1% |
| AMD ADVANCED MICRO DEVICES INC | 32.4M | 1.1% | 151.3K | 473.25 | +186.5% |
| LMT LOCKHEED MARTIN CORP | 30.0M | 1.0% | 61.9K | 563.57 | +26.4% |
| LLY ELI LILLY & Co | 29.4M | 1.0% | 27.4K | 1,255.40 | +78.0% |
| CSCO CISCO SYSTEMS, INC. | 27.9M | 1.0% | 362.5K | 111.04 | +65.5% |
| ASML ASML HOLDING NV | 27.8M | 0.9% | 25.9K | 1,763.76 | +135.3% |
| CVX CHEVRON CORP | 27.3M | 0.9% | 179.4K | 205.27 | +34.0% |
| COST COSTCO WHOLESALE CORP /NEW | 27.0M | 0.9% | 31.3K | 947.74 | -4.7% |
| VZ VERIZON COMMUNICATIONS INC | 26.4M | 0.9% | 649.4K | 49.45 | +9.7% |
| ETN Eaton Corp plc | 25.5M | 0.9% | 80.1K | 419.20 | +21.1% |
| LQD iShares iBoxx $ Investment Grade Corporate Bon | 24.9M | 0.9% | 225.9K | 105.92 | -3.5% |
| CME CME GROUP INC. | 24.7M | 0.8% | 90.6K | 274.98 | +0.1% |
| NFLX NETFLIX INC | 24.1M | 0.8% | 256.6K | 79.59 | -34.4% |
| V VISA INC. | 23.5M | 0.8% | 66.9K | 371.04 | +7.9% |
| CRWD CrowdStrike Holdings, Inc. | 23.2M | 0.8% | 49.4K | 191.95 | +83.2% |
| MCD MCDONALDS CORP | 23.0M | 0.8% | 75.3K | 270.95 | -13.5% |
| ORCL ORACLE CORP | 22.4M | 0.8% | 114.7K | 146.47 | -37.7% |
| BOND PIMCO Active Bond Exchange-Traded Fund Exchang | 22.3M | 0.8% | 239.5K | 90.50 | -1.7% |
| JNJ JOHNSON & JOHNSON | 21.5M | 0.7% | 103.8K | 270.24 | +51.1% |
| VXUS Vanguard Total International Stock ETF | 20.9M | 0.7% | 276.9K | 87.71 | +22.7% |
| KO COCA COLA CO | 20.4M | 0.7% | 291.6K | 91.10 | +28.9% |
| TSLA Tesla, Inc. | 20.0M | 0.7% | 44.5K | 362.86 | +12.0% |
| PLTR Palantir Technologies Inc. | 18.7M | 0.6% | 104.9K | 179.94 | +15.3% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 18.6M | 0.6% | 222.2K | 81.05 | -2.5% |
| UL UNILEVER PLC | 15.9M | 0.5% | 242.6K | 64.14 | -10.3% |
| VMC Vulcan Materials CO | 15.6M | 0.5% | 54.6K | 276.04 | -3.6% |
| HD HOME DEPOT, INC. | 15.3M | 0.5% | 44.4K | 335.61 | -16.5% |
| DLR DIGITAL REALTY TRUST, INC. | 15.2M | 0.5% | 98.5K | 190.62 | +15.3% |
| GOOG Alphabet Inc. | 15.0M | 0.5% | 47.8K | 341.75 | +70.7% |
| TXN TEXAS INSTRUMENTS INC | 14.6M | 0.5% | 84.3K | 264.36 | +31.7% |
| ACN Accenture plc | 14.4M | 0.5% | 53.8K | 185.28 | -27.4% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 13.0M | 0.4% | 21.2K | 713.44 | +26.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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