Alpha Cubed Investments, LLC 13F Holdings · last filed Q4 2025
Alpha Cubed Investments, LLC reported 298 securities worth $2.92B in its SEC 13F filing for Q4 2025 (period ended 2025-12-31). Top holdings: AAPL (6.41%), NVDA (6.04%), MSFT (5.04%). Among its top 25 positions this quarter: 13 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $187.3M | 6.41% | 688,984 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $176.4M | 6.04% | 946,019 | Added |
| 3 | MSFT | MICROSOFT CORP | $147.2M | 5.04% | 304,424 | Added |
| 4 | AMZN | AMAZON COM INC | $141.4M | 4.84% | 612,612 | Added |
| 5 | GOOGL | ALPHABET INC | $139.1M | 4.76% | 444,568 | Trimmed |
| 6 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $113.3M | 3.88% | 372,811 | Trimmed |
| 7 | PWR | QUANTA SVCS INC | $112.2M | 3.84% | 265,745 | Added |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $105.2M | 3.60% | 209,372 | Added |
| 9 | PANW | PALO ALTO NETWORKS INC | $99.3M | 3.40% | 539,031 | Trimmed |
| 10 | AVGO | BROADCOM INC | $94.0M | 3.22% | 271,576 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO. | $92.6M | 3.17% | 287,260 | Trimmed |
| 12 | GS | GOLDMAN SACHS GROUP INC | $89.9M | 3.08% | 102,288 | Added |
| 13 | META | META PLATFORMS INC | $80.7M | 2.76% | 122,236 | Trimmed |
| 14 | AEP | AMERICAN ELEC PWR CO INC | $74.3M | 2.54% | 644,401 | Trimmed |
| 15 | NEE | NEXTERA ENERGY INC | $72.2M | 2.47% | 898,899 | Added |
| 16 | CAT | CATERPILLAR INC | $71.7M | 2.46% | 125,238 | Trimmed |
| 17 | ISRG | INTUITIVE SURGICAL INC | $58.2M | 1.99% | 102,781 | Added |
| 18 | UNH | UNITEDHEALTH GROUP INC | $42.7M | 1.46% | 129,302 | Added |
| 19 | ICE | INTERCONTINENTAL EXCHANGE IN | $42.1M | 1.44% | 260,129 | Added |
| 20 | AMD | ADVANCED MICRO DEVICES INC | $32.4M | 1.11% | 151,310 | Trimmed |
| 21 | LMT | LOCKHEED MARTIN CORP | $30.0M | 1.03% | 61,945 | Added |
| 22 | LLY | ELI LILLY & CO | $29.4M | 1.01% | 27,402 | Added |
| 23 | CSCO | CISCO SYS INC | $27.9M | 0.96% | 362,454 | Trimmed |
| 24 | ASML | ASML HOLDING N V | $27.8M | 0.95% | 25,943 | Trimmed |
| 25 | CVX | CHEVRON CORP NEW | $27.3M | 0.94% | 179,445 | Added |
Source: SEC Form 13F filings · as of 2025-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR