Alpha Family Trust

Q2 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
200
Total value ($000)
$248,583
Net value change ($000)
+42,524 (20.6%)
New positions
24
Sold out positions
27
Turnover %
8.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MU 7,307 241.6%
AMD 4,649 185.6%
GOOGL 3,656 24.3%
NVDA 2,924 14.7%
INTC 2,794 230.0%
LRCX 2,526 102.8%
AMAT 2,457 111.5%
SNDK 2,171 NEW
AAPL 2,161 14.0%
WDC 1,808 136.1%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,771 -100.0%
WMT -1,278 -37.2%
HON -1,193 -100.0%
INTU -1,049 -100.0%
NFLX -913 -33.8%
CMCSA -696 -100.0%
PLTR -482 -20.2%
ABT -464 -100.0%
COST -377 -12.7%
CPRT -366 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type