Alpha Cubed Investments, LLC
Annual return '25
+15.6%
SPY '25
+17.7%
Alpha
-2.1ptsvs SPY
Invested
$2.9B
Holdings
297
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2024: New position (650.6k shares)
6.4%
02
$NVDA
NVIDIA CORPORATION
Q4 2024: New position (612.1k shares)
6.0%
03
$MSFT
MICROSOFT CORP
Q4 2024: New position (268.0k shares)
5.0%
04
$AMZN
AMAZON COM INC
Q4 2024: New position (489.8k shares)
4.8%
05
$GOOGL
ALPHABET INC
Q4 2024: New position (537.2k shares)
4.8%
06
$TSM
TAIWAN SEMICONDUCTOR MFG LTD
Q4 2024: New position (50.6k shares)
3.9%
07
$PWR
QUANTA SVCS INC
Q4 2024: New position (188.3k shares)
3.8%
08
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q4 2024: New position (182.0k shares)
3.6%
09
$PANW
PALO ALTO NETWORKS INC
Q4 2024: New position (467.5k shares)
3.4%
10
$AVGO
BROADCOM INC
Q4 2024: New position (16.8k shares)
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:39 UTC.