Alpha Family Trust holds a focused book of 200 stocks worth $248.6M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Sandisk Corp and trimmed Costco Wholesale Corp. Their largest long position is Nvidia Corp at 9% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Alpha Family Trust
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Integrated Wealth Concepts LLC | 80 / 80 | $2.8B |
| GEODE CAPITAL MANAGEMENT, LLC | 79 / 80 | $1.0T |
| Daiwa Securities Group Inc. | 79 / 80 | $25.9B |
| Rafferty Asset Management, LLC | 79 / 80 | $24.4B |
| CREDIT AGRICOLE S A | 79 / 80 | $23.6B |
| NEOS Investment Management LLC | 79 / 80 | $17.9B |
| BLAIR WILLIAM & CO/IL | 79 / 80 | $16.7B |
| Allspring Global Investments Holdings, LLC | 79 / 80 | $16.6B |
Ranked by how many of Alpha Family Trust's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation CMN | $22.8M | 113.8K | 9.2% | —Held | |
| 2 | Alphabet Inc. CMN CLASS A | $18.7M | 52.4K | 7.5% | —Held | |
| 3 | Apple Inc. CMN | $17.6M | 60.8K | 7.1% | —Held | |
| 4 | Microsoft Corporation CMN | $12.0M | 32.1K | 4.8% | —Held | |
| 5 | Amazon.com Inc CMN | $10.9M | 45.9K | 4.4% | —Held | |
| 6 | Micron Technology, Inc. CMN | $10.3M | 8.9K | 4.2% | —Held | |
| 7 | Broadcom Inc. CMN | $9.5M | 25.2K | 3.8% | —Held | |
| 8 | Advanced Micro Devices, Inc. CMN | $7.2M | 12.3K | 2.9% | —Held | |
| 9 | Tesla, Inc. CMN | $6.4M | 15.1K | 2.6% | —Held | |
| 10 | Meta Platforms Inc-Class A CMN CLASS A | $6.3M | 11.2K | 2.5% | —Held | |
| 11 | Lam Research Corporation CMN | $5.0M | 11.5K | 2.0% | —Held | |
| 12 | Applied Materials Inc CMN | $4.7M | 6.4K | 1.9% | —Held | |
| 13 | SimilarWeb SHS | $4.0M | 658.9K | 1.6% | —Held | |
| 14 | Intel Corporation CMN | $4.0M | 28.7K | 1.6% | ▲+4.3% Added · +1K sh | |
| 15 | Cisco Systems, Inc. CMN | $3.6M | 30.3K | 1.4% | —Held | |
| 16 | Western Digital Corporation CMN | $3.1M | 4.9K | 1.3% | —Held | |
| 17 | Kla Corp CMN | $2.8M | 9.3K | 1.1% | ▲10× Added · +8K sh | |
| 18 | Costco Wholesale Corporation CMN | $2.6M | 2.8K | 1.0% | ▼−7.0% Reduced · −210 sh | |
| 19 | Sandisk Corporation CMN | $2.2M | 955 | 0.9% | ▲New New position | |
| 20 | Walmart Inc CMN | $2.2M | 19.0K | 0.9% | ▼−31% Reduced · −9K sh | |
| 21 | Eli Lilly & Co CMN | $2.1M | 1.8K | 0.9% | —Held | |
| 22 | JPMorgan Chase & Co CMN | $1.9M | 6.0K | 0.8% | —Held | |
| 23 | Palantir Technologies Inc. CMN CLASS A | $1.9M | 16.3K | 0.8% | —Held | |
| 24 | Palo Alto Networks Inc. CMN | $1.9M | 5.5K | 0.8% | ▲+3.6% Added · +190 sh | |
| 25 | Berkshire Hathaway Inc. CLASS B | $1.9M | 3.8K | 0.8% | —Held | |
| 26 | Netflix, Inc. CMN | $1.8M | 25.1K | 0.7% | ▼−11% Reduced · −3K sh | |
| 27 | Amgen Inc. CMN | $1.7M | 4.7K | 0.7% | —Held | |
| 28 | Visa Inc. CMN CLASS A | $1.4M | 4.2K | 0.6% | —Held | |
| 29 | Caterpillar Inc (Delaware) CMN | $1.4M | 1.3K | 0.5% | —Held | |
| 30 | Johnson & Johnson CMN | $1.3M | 5.1K | 0.5% | —Held | |
| 31 | Crowdstrike Holdings, Inc. CMN CLASS A | $1.2M | 1.6K | 0.5% | ▲+27% Added · +345 sh | |
| 32 | Analog Devices, Inc. CMN | $1.2M | 3.0K | 0.5% | —Held | |
| 33 | Abbvie Inc. CMN | $1.1M | 4.4K | 0.4% | —Held | |
| 34 | Gilead Sciences CMN | $1.1M | 8.6K | 0.4% | —Held | |
| 35 | Booking Holdings Inc. CMN | $1.1M | 6.0K | 0.4% | ▲25× Added · +6K sh | |
| 36 | Unitedhealth Group Incorporated CMN | $1.1M | 2.5K | 0.4% | —Held | |
| 37 | Coca-Cola Company (The) CMN | $1.1M | 13.0K | 0.4% | —Held | |
| 38 | Mastercard Incorporated CMN CLASS A | $1.1M | 2.0K | 0.4% | —Held | |
| 39 | Applovin Corporation CMN CLASS A | $1.0M | 2.0K | 0.4% | ▲+8.0% Added · +150 sh | |
| 40 | Pepsico, Inc. CMN | $1.0M | 7.6K | 0.4% | —Held | |
| 41 | T-Mobile US, Inc. CMN | $995K | 5.9K | 0.4% | ▲+31% Added · +1K sh | |
| 42 | American Electric Power Inc CMN | $910K | 6.7K | 0.4% | —Held | |
| 43 | Linde PLC CMN | $877K | 1.7K | 0.4% | ▼−12% Reduced · −220 sh | |
| 44 | The Home Depot, Inc. CMN | $859K | 2.4K | 0.3% | ▲+23% Added · +460 sh | |
| 45 | General Electric Company CMN | $846K | 2.3K | 0.3% | —Held | |
| 46 | Intuitive Surgical, Inc. CMN | $845K | 2.1K | 0.3% | —Held | |
| 47 | Morgan Stanley CMN | $841K | 4.0K | 0.3% | —Held | |
| 48 | AT&T Inc. CMN | $836K | 40.4K | 0.3% | —Held | |
| 49 | Qualcomm Inc CMN | $808K | 4.4K | 0.3% | —Held | |
| 50 | Dell Technologies Inc. CMN CLASS C | $772K | 1.8K | 0.3% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1568991/holdings"
Use Arkolith to show Alpha Family Trust's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.