Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Systematic Alpha Investments, LLC (CIK 1806755) reported $2.84B across 234 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($676.8M, 23.79%), VTV ($175.6M, 6.17%), NVDA ($156.1M, 5.49%), AAPL ($146.2M, 5.14%), AMAT ($108.6M, 3.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 500 ETF | $676.8M | 23.79% | 1.1M | Hold |
| 2 | VTV | Vanguard Value ETF | $175.6M | 6.17% | 894,868 | Hold |
| 3 | NVDA | NVIDIA Corporation | $156.1M | 5.49% | 895,219 | Hold |
| 4 | AAPL | Apple Inc. | $146.2M | 5.14% | 576,144 | Hold |
| 5 | AMAT | Applied Materials, Inc. | $108.6M | 3.82% | 317,598 | Hold |
| 6 | MSFT | Microsoft Corporation | $93.1M | 3.27% | 251,402 | Hold |
| 7 | GOOGL | Alphabet Inc. Class A | $88.7M | 3.12% | 308,599 | Hold |
| 8 | VIG | Vanguard Dividend Appreciation ETF | $75.9M | 2.67% | 353,000 | Hold |
| 9 | TRV | Travelers Companies, Inc. | $62.8M | 2.21% | 215,208 | Hold |
| 10 | VGT | Vanguard Information Technology ETF | $57.4M | 2.02% | 658,400 | Added |
| 11 | VUG | Vanguard Growth ETF | $57.1M | 2.01% | 784,030 | Added |
| 12 | MRK | Merck and Co., Inc. | $49.4M | 1.74% | 410,682 | Hold |
| 13 | SPY | State Street SPDR S&P 500 ETF | $47.5M | 1.67% | 72,970 | Hold |
| 14 | AMZN | Amazon.com, Inc. | $47.0M | 1.65% | 225,499 | Hold |
| 15 | GOOG | Alphabet Inc. Class C | $45.5M | 1.60% | 158,759 | Hold |
| 16 | META | Meta Platforms Inc Class A | $42.0M | 1.48% | 73,470 | Hold |
| 17 | RZV | Invesco S&P Smallcap 600 Pure Value ETF | $38.1M | 1.34% | 306,488 | Hold |
| 18 | WM | Waste Management, Inc. | $34.3M | 1.21% | 149,216 | Hold |
| 19 | PEP | PepsiCo, Inc. | $30.0M | 1.06% | 193,425 | Hold |
| 20 | MCD | McDonald's Corporation | $29.8M | 1.05% | 96,001 | Hold |
| 21 | MA | Mastercard Incorporated Class A | $29.9M | 1.05% | 59,876 | Hold |
| 22 | AEP | American Electric Power Company, Inc. | $28.4M | 1.00% | 217,000 | Hold |
| 23 | ALL | Allstate Corporation | $26.3M | 0.93% | 126,941 | Hold |
| 24 | RTX | RTX Corporation | $25.9M | 0.91% | 134,190 | Hold |
| 25 | HD | Home Depot, Inc. | $24.8M | 0.87% | 75,320 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31