Institutions / Alpha Cubed Investments, LLC
Alpha Cubed Investments, LLC
CIK 1580830 · Institution · as of Dec 31, 2025
Portfolio value
$2.92B
Positions
298
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 298 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $187.31M | 6.4% |
| NVIDIA Corp | $176.41M | 6.0% |
| Microsoft Corp | $147.23M | 5.0% |
| Amazon.com Inc | $141.40M | 4.8% |
| Alphabet Inc. | $139.15M | 4.8% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $113.29M | 3.9% |
| Quanta Services Inc | $112.16M | 3.8% |
| Warren E. Buffett | $105.24M | 3.6% |
| Palo Alto Networks Inc | $99.29M | 3.4% |
| Broadcom Inc. | $93.99M | 3.2% |
| JPMorgan Chase & Co | $92.56M | 3.2% |
| The Goldman Sachs Group, Inc. | $89.91M | 3.1% |
| Meta Platforms Inc | $80.69M | 2.8% |
| American Electric Power Co Inc | $74.31M | 2.5% |
| Nextera Energy Inc | $72.16M | 2.5% |
| Caterpillar Inc | $71.75M | 2.5% |
| Intuitive Surgical Inc | $58.21M | 2.0% |
| Unitedhealth Group Inc | $42.68M | 1.5% |
| Intercontinental Exchange, Inc. | $42.13M | 1.4% |
| Advanced Micro Devices Inc | $32.40M | 1.1% |
| Lockheed Martin Corp | $29.96M | 1.0% |
| ELI LILLY & Co | $29.45M | 1.0% |
| Cisco Systems, Inc. | $27.92M | 1.0% |
| Asml Holding N V | $27.76M | 0.9% |
| Chevron Corp | $27.35M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.