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Holders — by stockHoldings — by fund

Alpha Family Trust

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001568991

$248.6M

disclosed book value

200

positions

9.2%

largest position share

Positions, as of 2026-06-30

top 100 of 200 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORPORATION113,810$22.8M9.2%
2GOOGLALPHABET INC.52,375$18.7M7.5%
3AAPLAPPLE INC.60,770$17.6M7.1%
4MSFTMICROSOFT CORPORATION32,070$12.0M4.8%
5AMZNAMAZON.COM INC45,875$10.9M4.4%
6MUMICRON TECHNOLOGY, INC.8,950$10.3M4.2%
7AVGOBROADCOM INC.25,200$9.5M3.8%
8AMDADVANCED MICRO DEVICES, INC.12,315$7.2M2.9%
9TSLATESLA, INC.15,105$6.4M2.6%
10METAMETA PLATFORMS INC-CLASS A11,162$6.3M2.5%
11LRCXLAM RESEARCH CORPORATION11,500$5.0M2%
12AMATAPPLIED MATERIALS INC6,445$4.7M1.9%
13SimilarWeb658,935$4.0M1.6%
14INTCINTEL CORPORATION28,710$4.0M1.6%
15CSCOCISCO SYSTEMS, INC.30,345$3.6M1.4%
16WDCWESTERN DIGITAL CORPORATION4,910$3.1M1.3%
17KLACKLA CORP9,300$2.8M1.1%
18COSTCOSTCO WHOLESALE CORPORATION2,765$2.6M1%
19SNDKSANDISK CORPORATION955$2.2M0.9%
20WMTWALMART INC19,020$2.2M0.9%
21LLYELI LILLY & CO1,790$2.1M0.9%
22JPMJPMORGAN CHASE & CO5,950$1.9M0.8%
23PLTRPALANTIR TECHNOLOGIES INC.16,280$1.9M0.8%
24PANWPALO ALTO NETWORKS INC.5,510$1.9M0.8%
25BRK/BBERKSHIRE HATHAWAY INC.3,750$1.9M0.8%
26NFLXNETFLIX, INC.25,050$1.8M0.7%
27AMGNAMGEN INC.4,670$1.7M0.7%
28VVISA INC.4,190$1.4M0.6%
29CATCATERPILLAR INC (DELAWARE)1,270$1.4M0.5%
30JNJJOHNSON & JOHNSON5,100$1.3M0.5%
31CRWDCROWDSTRIKE HOLDINGS, INC.1,630$1.2M0.5%
32ADIANALOG DEVICES, INC.2,970$1.2M0.5%
33ABBVABBVIE INC.4,375$1.1M0.4%
34GILDGILEAD SCIENCES8,605$1.1M0.4%
35BKNGBOOKING HOLDINGS INC.6,000$1.1M0.4%
36UNHUNITEDHEALTH GROUP INCORPORATED2,550$1.1M0.4%
37KOCOCA-COLA COMPANY (THE)13,020$1.1M0.4%
38MAMASTERCARD INCORPORATED2,050$1.1M0.4%
39APPAPPLOVIN CORPORATION2,025$1.0M0.4%
40PEPPEPSICO, INC.7,600$1.0M0.4%
41TMUST-MOBILE US, INC.5,935$995,4780.4%
42AEPAMERICAN ELECTRIC POWER INC6,650$909,7870.4%
43LINDE PLC1,690$877,0090.4%
44HDTHE HOME DEPOT, INC.2,435$858,7760.3%
45GEGENERAL ELECTRIC COMPANY2,265$846,4980.3%
46ISRGINTUITIVE SURGICAL, INC.2,125$845,0700.3%
47MSMORGAN STANLEY4,025$841,3860.3%
48TAT&T INC.40,365$835,5560.3%
49QCOMQUALCOMM INC4,375$808,4560.3%
50DELLDELL TECHNOLOGIES INC.1,790$772,3130.3%
51FTNTFORTINET, INC.5,020$771,1720.3%
52MRKMERCK & CO., INC.5,975$767,7880.3%
53ADPAUTOMATIC DATA PROCESSING INC3,400$761,4300.3%
54PMPHILIP MORRIS INTL INC4,110$743,5400.3%
55VRTXVERTEX PHARMACEUTICALS INCORPORATED1,485$737,6440.3%
56CDNSCADENCE DESIGN SYSTEMS INC1,945$729,9970.3%
57SBUXSTARBUCKS CORP.6,850$700,0020.3%
58ORCLORACLE CORPORATION4,720$691,7160.3%
59GEVGE VERNOVA LLC566$664,9710.3%
60RTXRTX CORP3,440$652,6710.3%
61ANETARISTA NETWORKS, INC.3,820$648,9420.3%
62NTAPNETAPP, INC.4,160$643,8020.3%
63ASML HOLDING N.V. ADR315$626,6740.3%
64IBMINTL BUSINESS MACHINES CORP2,165$608,8200.2%
65BKRBAKER HUGHES CO10,950$607,7250.2%
66WFCWELLS FARGO & COMPANY7,220$596,6610.2%
67MNSTMONSTER BEVERAGE CORPORATION6,150$591,1380.2%
68HONHONEYWELL INTERNATIONAL INC2,640$591,0960.2%
69HONAHONEYWELL AEROSPACE INC.2,640$583,6510.2%
70CSXCSX CORPORATION12,270$583,1930.2%
71CRMSALESFORCE INC3,710$581,2090.2%
72SCHWCHARLES SCHWAB CORPORATION6,070$560,0790.2%
73APHAMPHENOL CORP CL-A (NEW)3,150$555,4080.2%
74SNPSSYNOPSYS, INC.1,245$555,3570.2%
75CEGCONSTELLATION ENERGY CORP2,220$551,3810.2%
76NOWSERVICENOW INC5,425$538,5940.2%
77COPCONOCOPHILLIPS5,150$535,3940.2%
78MARMARRIOTT INTERNATIONAL, INC1,440$533,6500.2%
79SYYSYSCO CORPORATION6,270$524,0470.2%
80BACBANK OF AMERICA CORP8,860$504,8430.2%
81FITBFIFTH THIRD BANCORP8,855$499,1560.2%
82STZCONSTELLATION BRANDS INC3,520$489,5970.2%
83CNCCENTENE CORPORATION7,590$487,2020.2%
84ORLYO'REILLY AUTOMOTIVE, INC.5,250$483,4730.2%
85DDOGDATADOG, INC.1,840$479,0620.2%
86CMICUMMINS INC COMMON STOCK661$471,4320.2%
87JOHNSON CONTROLS INTERNATIONAL PUBLIC LIMITED COMPANY3,115$455,1330.2%
88DDOMINION ENERGY INC6,540$446,6170.2%
89ROSTROSS STORES,INC2,085$443,7920.2%
90KRKROGER COMPANY7,965$442,2960.2%
91AXPAMERICAN EXPRESS CO.1,305$441,4160.2%
92CCITIGROUP INC.3,100$433,8760.2%
93UNPUNION PACIFIC CORP. JSE UNPI INT EQTY DN CASH BASE 1 FUTURE1,595$433,8400.2%
94WMBTHE WILLIAMS COMPANIES, INC.5,715$424,8530.2%
95EATON CORP PLC985$419,7280.2%
96TJXTJX COMPANIES INC (NEW)2,755$417,3830.2%
97HPEHEWLETT PACKARD ENTERPRISE CO9,150$412,7570.2%
98GDGENERAL DYNAMICS CORP.1,160$410,9180.2%
99REGNREGENERON PHARMACEUTICAL INC645$402,1830.2%
100PFEPFIZER INC.16,620$400,2100.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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