Alpha Family Trust

data from 30/09/2025

Capitalization

$ 213.230 M 5.59 %

Average holding period

8 ans

Performance

$ -25.509 M 26.10 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Alpha Family Trust

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 10.46% 22.296 M $ 119500 2022/06/30 3.417 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORPORATION 8.04% 17.147 M $ 33105 2020/12/31 679.976 K $ 4.13 %
2025/09/30 AAPL APPLE INC. 7.26% 15.474 M $ 60770 2021/03/31 2.846 M $ 24.11 %
2025/09/30 GOOGL ALPHABET INC. 6.05% 12.895 M $ 53044 2020/12/31 3.547 M $ 37.94 %
2025/09/30 AMZN AMAZON.COM INC 4.72% 10.073 M $ 45875 2020/12/31 8.257 K $ 0.08 %
2025/09/30 AVGO BROADCOM INC. 4.11% 8.759 M $ 26550 2022/06/30 1.441 M $ 19.68 %
2025/09/30 META META PLATFORMS INC-CLASS A 3.84% 8.197 M $ 11162 2020/12/31 -41.411 K $ -0.50 %
2025/09/30 TSLA TESLA, INC. 2.94% 6.275 M $ 14110 2022/06/30 1.793 M $ 40.00 %
2025/09/30 SMWB SimilarWeb 2.87% 6.128 M $ 658935 2021/06/30 1.243 M $ 18.62 %
2025/09/30 NFLX NETFLIX, INC. 1.59% 3.387 M $ 2825 2022/12/31 -418.526 K $ -10.47 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC. 1.39% 2.970 M $ 16280 2025/03/31 750.507 K $ 33.82 %
2025/09/30 COST COSTCO WHOLESALE CORPORATION 1.20% 2.559 M $ 2765 2022/06/30 -190.679 K $ -6.50 %
2025/09/30 CSCO CISCO SYSTEMS, INC. 0.97% 2.076 M $ 30345 2022/06/30 -29.131 K $ -1.38 %
2025/09/30 AMD ADVANCED MICRO DEVICES, INC. 0.93% 1.992 M $ 12315 2022/12/31 244.945 K $ 14.02 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC. 0.90% 1.920 M $ 3820 2021/12/31 64.825 K $ 3.49 %
2025/09/30 JPM JPMORGAN CHASE & CO CMN 0.88% 1.877 M $ 5950 2022/06/30 151.843 K $ 8.80 %
2025/09/30 LRCX LAM RESEARCH CORPORATION 0.72% 1.540 M $ 11500 2024/12/31 420.440 K $ 37.56 %
2025/09/30 MU MICRON TECHNOLOGY, INC. 0.70% 1.498 M $ 8950 2023/06/30 394.426 K $ 35.76 %
2025/09/30 INTU INTUIT INC 0.69% 1.468 M $ 2150 2022/12/31 -225.148 K $ -13.30 %
2025/09/30 V VISA INC. 0.67% 1.430 M $ 4190 2022/06/30 -57.277 K $ -3.85 %
2025/09/30 LLY ELI LILLY & CO 0.64% 1.366 M $ 1790 2022/06/30 -27.439 K $ -2.12 %
2025/09/30 PEP PEPSICO, INC. 0.63% 1.344 M $ 9570 2022/06/30 63.840 K $ 6.36 %
2025/09/30 AMAT APPLIED MATERIALS INC 0.62% 1.320 M $ 6445 2022/09/30 139.663 K $ 11.84 %
2025/09/30 AMGN AMGEN INC. 0.62% 1.318 M $ 4670 2022/06/30 13.963 K $ 1.07 %
2025/09/30 BKNG BOOKING HOLDINGS INC. 0.61% 1.296 M $ 240 2022/12/31 -93.592 K $ -6.74 %
2025/09/30 XOM EXXON MOBIL CORPORATION 0.55% 1.177 M $ 10437 2022/06/30 51.663 K $ 4.59 %
2025/09/30 QCOM QUALCOMM INC 0.55% 1.175 M $ 7060 2022/12/31 50.126 K $ 4.46 %
2025/09/30 MA MASTERCARD INCORPORATED 0.55% 1.166 M $ 2050 2022/06/30 14.083 K $ 1.22 %
2025/09/30 LIN LINDE PLC 0.55% 1.164 M $ 2450 2023/03/31 14.258 K $ 1.24 %
2025/09/30 T AT&T INC. 0.53% 1.140 M $ 40365 2022/12/31 -28.255 K $ -2.42 %
2025/09/30 ORCL ORACLE CORPORATION 0.53% 1.136 M $ 4040 2022/12/31 252.944 K $ 28.64 %
2025/09/30 HON HONEYWELL INTL INC 0.52% 1.111 M $ 5280 2022/09/30 -118.166 K $ -9.61 %
2025/09/30 TMUS T-MOBILE US, INC. 0.52% 1.101 M $ 4600 2022/12/31 5.152 K $ 0.47 %
2025/09/30 HD THE HOME DEPOT, INC. 0.52% 1.100 M $ 2715 2022/06/30 104.663 K $ 10.51 %
2025/09/30 U Unity 0.51% 1.091 M $ 27252 2022/12/31 4.371 M $ 65.45 %
2025/09/30 ADBE ADOBE INC 0.50% 1.070 M $ 3032 2021/03/31 -92.219 K $ -8.82 %
2025/09/30 ABBV ABBVIE INC. 0.48% 1.013 M $ 4375 2022/06/30 200.899 K $ 24.74 %
2025/09/30 KLAC KLA CORP 0.47% 1.003 M $ 930 2022/12/31 170.059 K $ 20.41 %
2025/09/30 WMT WALMART INC 0.46% 977.009 K $ 9480 2022/06/30 50.054 K $ 5.40 %
2025/09/30 GILD GILEAD SCIENCES 0.45% 955.155 K $ 8605 2022/12/31 1.118 K $ 0.12 %
2025/09/30 ISRG INTUITIVE SURGICAL, INC. 0.45% 950.364 K $ 2125 2022/12/31 -243.816 K $ -17.70 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.44% 945.642 K $ 5100 2022/06/30 166.616 K $ 21.39 %
2025/09/30 INTC INTEL CORPORATION 0.43% 923.632 K $ 27530 2025/03/31 306.624 K $ 49.78 %
2025/09/30 KO COCA-COLA COMPANY (THE) 0.41% 863.486 K $ 13020 2022/06/30 -57.678 K $ -6.26 %
2025/09/30 UNH UNITEDHEALTH GROUP INCORPORATED 0.40% 854.618 K $ 2475 2022/06/30 52.494 K $ 10.68 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING INC 0.40% 854.085 K $ 2910 2022/09/30 -43.358 K $ -4.83 %
2025/09/30 CMCSA COMCAST CORPORATION 0.40% 845.198 K $ 26900 2022/06/30 -114.862 K $ -11.96 %
2025/09/30 CRWD CROWDSTRIKE HOLDINGS, INC. 0.40% 843.454 K $ 1720 2023/12/31 -32.559 K $ -3.72 %
2025/09/30 STX SEAGATE TECHNOLOGY HOLDIN PLC 0.39% 822.669 K $ 3485 2023/03/31 319.679 K $ 63.56 %
2025/09/30 PANW PALO ALTO NETWORKS INC. 0.38% 816.516 K $ 4010 2023/09/30 -3.457 K $ -0.50 %
2025/09/30 MDLZ MONDELEZ INTERNATIONAL, INC. 0.38% 814.609 K $ 13040 2022/12/31 -64.808 K $ -7.37 %
2025/09/30 APP APPLOVIN CORPORATION 0.35% 754.467 K $ 1050 2025/06/30 469.786 K $ 105.25 %
2025/09/30 AEP AMERICAN ELECTRIC POWER INC 0.35% 748.125 K $ 6650 2022/12/31 58.120 K $ 8.42 %
2025/09/30 ADI ANALOG DEVICES, INC. 0.34% 729.729 K $ 2970 2022/12/31 22.809 K $ 3.23 %
2025/09/30 DASH DOORDASH INC 0.33% 707.174 K $ 2600 2025/03/31 66.248 K $ 10.34 %
2025/09/30 CRM SALESFORCE INC 0.33% 695.595 K $ 2935 2022/12/31 -104.750 K $ -13.09 %
2025/09/30 CDNS CADENCE DESIGN SYSTEMS INC 0.32% 683.201 K $ 1945 2022/12/31 83.848 K $ 13.99 %
2025/09/30 GE GENERAL ELECTRIC COMPANY 0.32% 681.357 K $ 2265 2023/03/31 98.368 K $ 16.87 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.31% 666.642 K $ 4110 2022/12/31 -81.912 K $ -10.94 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.31% 659.785 K $ 2005 2024/03/31 12.651 K $ 1.96 %
2025/09/30 ABT ABBOTT LABORATORIES 0.31% 656.306 K $ 4900 2022/06/30 -10.142 K $ -1.52 %
2025/09/30 MS MORGAN STANLEY 0.30% 639.814 K $ 4025 2025/06/30 72.852 K $ 12.85 %
2025/09/30 SNPS SYNOPSYS, INC. 0.29% 614.271 K $ 1245 2022/12/31 -24.016 K $ -3.76 %
2025/09/30 IBM INTL BUSINESS MACHINES CORP 0.29% 610.876 K $ 2165 2023/12/31 -27.322 K $ -4.28 %
2025/09/30 CAT CATERPILLAR INC (DELAWARE) 0.28% 605.981 K $ 1270 2022/12/31 112.953 K $ 22.91 %
2025/09/30 WFC WELLS FARGO & COMPANY 0.28% 605.180 K $ 7220 2022/09/30 26.713 K $ 4.62 %
2025/09/30 WDC WESTERN DIGITAL CORPORATION 0.28% 589.495 K $ 4910 2025/06/30 275.303 K $ 87.62 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INCORPORATED 0.27% 581.585 K $ 1485 2023/03/31 -92.123 K $ -12.03 %
2025/09/30 SCHW CHARLES SCHWAB CORPORATION 0.27% 579.503 K $ 6070 2023/09/30 25.676 K $ 4.64 %
2025/09/30 RTX RTX CORP 0.27% 575.615 K $ 3440 2022/06/30 73.306 K $ 14.59 %
2025/09/30 ORLY O'REILLY AUTOMOTIVE, INC. 0.27% 566.003 K $ 5250 2022/12/31 92.820 K $ 19.62 %
2025/09/30 ANET ARISTA NETWORKS, INC. 0.26% 556.612 K $ 3820 2024/12/31 165.788 K $ 42.42 %
2025/09/30 BKR BAKER HUGHES CO 0.25% 533.484 K $ 10950 2025/06/30 113.660 K $ 27.07 %
2025/09/30 MELI MERCADOLIBRE, INC. 0.24% 502.442 K $ 215 2020/12/31 -59.488 K $ -10.59 %
2025/09/30 MRK MERCK & CO., INC. 0.24% 501.482 K $ 5975 2022/06/30 28.500 K $ 6.03 %
2025/09/30 NTAP NETAPP, INC. 0.23% 492.794 K $ 4160 2025/06/30 49.545 K $ 11.18 %
2025/09/30 FI FISERV, INC. 0.23% 490.579 K $ 3805 2022/12/31 -165.441 K $ -25.22 %
2025/09/30 COP CONOCOPHILLIPS 0.23% 487.139 K $ 5150 2022/06/30 24.977 K $ 5.40 %
2025/09/30 IDXX IDEXX LABORATORIES 0.22% 479.168 K $ 750 2023/03/31 76.912 K $ 19.12 %
2025/09/30 DHR DANAHER CORPORATION 0.22% 459.963 K $ 2320 2023/09/30 2.159 K $ 0.36 %
2025/09/30 BAC BANK OF AMERICA CORP 0.21% 457.087 K $ 8860 2025/06/30 37.832 K $ 9.02 %
2025/09/30 CTAS CINTAS CORPORATION 0.21% 455.677 K $ 2220 2022/12/31 -39.094 K $ -7.90 %
2025/09/30 SPGI S&P GLOBAL INC. 0.21% 447.773 K $ 920 2022/12/31 -37.333 K $ -7.70 %
2025/09/30 BLK BLACKROCK FUNDING, INC. 0.21% 443.031 K $ 380 2024/12/31 44.315 K $ 11.11 %
2025/09/30 CSX CSX CORPORATION 0.20% 435.708 K $ 12270 2022/12/31 35.337 K $ 8.83 %
2025/09/30 PYPL PAYPAL HOLDINGS, INC. 0.20% 434.549 K $ 6480 2023/12/31 -47.044 K $ -9.77 %
2025/09/30 AXP AMERICAN EXPRESS CO. 0.20% 433.469 K $ 1305 2023/03/31 17.199 K $ 4.13 %
2025/09/30 MCD MC DONALDS CORP 0.20% 430.004 K $ 1415 2022/06/30 16.583 K $ 4.01 %
2025/09/30 UBER UBER TECHNOLOGIES, INC. 0.20% 429.109 K $ 4380 2025/03/31 20.454 K $ 5.01 %
2025/09/30 ADSK AUTODESK, INC. 0.20% 428.855 K $ 1350 2025/06/30 10.935 K $ 2.62 %
2025/09/30 PFE PFIZER INC. 0.20% 423.478 K $ 16620 2025/06/30 20.608 K $ 5.12 %
2025/09/30 SHOP SHOPIFY INC. 0.20% 419.080 K $ 2820 2025/06/30 93.793 K $ 28.83 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S.A. 0.19% 415.310 K $ 595 2024/09/30 -41.257 K $ -9.04 %
2025/09/30 MNST MONSTER BEVERAGE CORPORATION 0.19% 413.957 K $ 6150 2022/12/31 28.720 K $ 7.46 %
2025/09/30 D DOMINION ENERGY INC 0.19% 400.052 K $ 6540 2023/06/30 30.410 K $ 8.23 %
2025/09/30 TJX TJX COMPANIES INC (NEW) 0.19% 398.208 K $ 2755 2022/12/31 57.992 K $ 17.05 %
2025/09/30 GD GENERAL DYNAMICS CORP. 0.19% 395.560 K $ 1160 2023/12/31 57.234 K $ 16.92 %
2025/09/30 FAST FASTENAL COMPANY 0.18% 393.301 K $ 8020 2025/03/31 56.460 K $ 16.76 %
2025/09/30 APH AMPHENOL CORP CL-A (NEW) 0.18% 389.813 K $ 3150 2024/06/30 78.750 K $ 25.32 %
2025/09/30 ES EVERSOURCE ENERGY 0.18% 387.002 K $ 5440 2024/03/31 40.908 K $ 11.82 %