Institutions / Systematic Alpha Investments, LLC
Systematic Alpha Investments, LLC
CIK 1806755 · Institution · as of Dec 31, 2025
Portfolio value
$3.21B
Positions
229
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 229 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard S&P 500 ETF | $710.25M | 22.2% |
| ELI LILLY & Co | $300.16M | 9.4% |
| Vanguard Value ETF | $170.91M | 5.3% |
| NVIDIA Corp | $166.96M | 5.2% |
| Apple Inc. | $156.63M | 4.9% |
| Microsoft Corp | $121.58M | 3.8% |
| Alphabet Inc. | $96.59M | 3.0% |
| Applied Materials Inc /De | $81.62M | 2.5% |
| Vanguard Dividend Appreciation ETF | $77.58M | 2.4% |
| Vanguard Growth ETF | $63.75M | 2.0% |
| Travelers Companies, Inc. | $62.42M | 1.9% |
| Vanguard Information Technology ETF | $62.04M | 1.9% |
| Amazon.com Inc | $52.05M | 1.6% |
| Alphabet Inc. | $49.82M | 1.6% |
| State Street SPDR S&P 500 ETF | $49.76M | 1.6% |
| Meta Platforms Inc | $48.50M | 1.5% |
| Merck & Co., Inc. | $43.23M | 1.3% |
| Invesco S&P Smallcap 600 Pure Value ETF | $36.45M | 1.1% |
| Mastercard Inc | $34.18M | 1.1% |
| Waste Management Inc | $32.78M | 1.0% |
| Mcdonald'S Corp | $29.34M | 0.9% |
| Pepsico Inc | $27.76M | 0.9% |
| Allstate Corp | $26.42M | 0.8% |
| Home Depot, Inc. | $25.92M | 0.8% |
| American Electric Power Co Inc | $25.02M | 0.8% |
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.