American Alpha Advisors, LLC holds a focused book of 85 stocks worth $171.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened CROWDSTRIKE HLDGS INC and trimmed LEGG MASON ETF INVT. Their largest long position is GLOBALSTAR INC at 17% of the equity book. They also disclosed $14.3M in put options (a bearish bet) and $2.8M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +29% (+17.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2041441/holdings"
Use Arkolith to show American Alpha Advisors, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.7 points over this window.
Growth of $10,000 cloning American Alpha Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
6% 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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Globalstar Inc COM NEW | $28.8M | 433.3K | 16.8% | —Held | |
| 2 | Schwab Strategic TR US DIVIDEND EQ | $11.7M | 382.2K | 6.9% | ▲+0.4% Added · +2K sh | |
| 3 | Ishares TR MSCI EAFE ETF | $11.6M | 119.6K | 6.8% | ▲+0.7% Added · +857 sh | |
| 4 | ALPS ETF TR INTL SEC DV DOG | $5.6M | 134.4K | 3.3% | ▲+13% Added · +15K sh | |
| 5 | Pacer FDS TR EMRG MKT CASH | $5.5M | 205.1K | 3.2% | ▲+13% Added · +24K sh | |
| 6 | Pacer FDS TR DEVELOPED MRKT | $5.4M | 128.3K | 3.2% | ▲+4.0% Added · +5K sh | |
| 7 | Vanguard Index FDS VALUE ETF | $5.4M | 27.6K | 3.2% | ▲+9.5% Added · +2K sh | |
| 8 | Legg Mason ETF Invt FRANKLIN INTL LW | $5.4M | 132.6K | 3.1% | ▼−3.4% Reduced · −5K sh | |
| 9 | Pgim ETF TR ACTV HY BD ETF | $5.3M | 153.5K | 3.1% | ▲+4.5% Added · +7K sh | |
| 10 | Goldman Sachs ETF TR S&P 500 PREMIUM | $5.3M | 105.4K | 3.1% | ▲+2.2% Added · +2K sh | |
| 11 | Wisdomtree TR ITL HIGH DIV FD | $5.3M | 97.5K | 3.1% | ▲+11% Added · +10K sh | |
| 12 | State STR SPDR S&P 500 ETF T TR UNIT | $5.1M | 7.8K | 3.0% | ▼−2.5% Reduced · −197 sh | |
| 13 | Vanguard Index FDS SMALL CP ETF | $5.0M | 19.2K | 2.9% | —Held | |
| 14 | Pacer FDS TR US CASH COWS 100 | $4.0M | 63.8K | 2.3% | ▼−28% Reduced · −25K sh | |
| 15 | E L F Beauty Inc COM | $3.5M | 58.0K | 2.1% | —Held | |
| 16 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $3.4M | 62.5K | 2.0% | ▼−6.7% Reduced · −4K sh | |
| 17 | Bny Mellon ETF Trust II DYNAMIC VALUE | $2.4M | 81.0K | 1.4% | ▲+23% Added · +15K sh | |
| 18 | Advanced Micro Devices Inc COM | $2.1M | 10.2K | 1.2% | ▲+100% Added · +5K sh | |
| 19 | Invesco Exchange Traded FD T S&P500 EQL WGT | $2.0M | 10.3K | 1.2% | ▼−14% Reduced · −2K sh | |
| 20 | ETF Ser Solutions DISTILLATE US | $1.9M | 33.1K | 1.1% | ▲+30% Added · +8K sh | |
| 21 | Ishares TR 20 YR TR BD ETF | $1.7M | 19.4K | 1.0% | ▲+8.5% Added · +2K sh | |
| 22 | Crowdstrike Hldgs Inc CL A | $1.6M | 4.0K | 0.9% | ▲New New position | |
| 23 | Servicenow Inc COM | $1.6M | 15.0K | 0.9% | ▲+50% Added · +5K sh | |
| 24 | Centrus Energy Corp CL A | $1.5M | 8.8K | 0.9% | ▲+5.1% Added · +427 sh | |
| 25 | Alphabet Inc CAP STK CL C | $1.5M | 5.2K | 0.9% | ▲+3.2% Added · +160 sh | |
| 26 | Ionq Inc COM | $1.4M | 50.0K | 0.8% | —Held | |
| 27 | Berkshire Hathaway Inc Del CL A | $1.4M | 2 | 0.8% | —Held | |
| 28 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.4M | 21.6K | 0.8% | ▼−2.6% Reduced · −568 sh | |
| 29 | First TR Exchng Traded FD VI FT VEST US EQT | $1.4M | 33.0K | 0.8% | ▲+0.7% Added · +225 sh | |
| 30 | State STR SPDR Dow Jones Ind UT SER 1 | $1.3M | 2.8K | 0.8% | ▲+2.2% Added · +60 sh | |
| 31 | Shopify Inc CL A SUB VTG SHS | $1.2M | 10.3K | 0.7% | ▲New New position | |
| 32 | Uber Technologies Inc COM | $1.2M | 16.5K | 0.7% | ▲+408% Added · +13K sh | |
| 33 | First TR Exchng Traded FD VI FT VEST US EQT | $1.1M | 22.5K | 0.7% | ▼~0% Reduced · −8 sh | |
| 34 | The Alger ETF Trust CONCENTRATED EQT | $979K | 31.4K | 0.6% | ▲+1.6% Added · +500 sh | |
| 35 | Select Sector SPDR TR STATE STREET UTI | $976K | 21.3K | 0.6% | ▲+3.4% Added · +708 sh | |
| 36 | Vanguard World FD CONSUM STP ETF | $934K | 4.2K | 0.5% | ▲+16% Added · +559 sh | |
| 37 | John Hancock Exchange Traded DYNAMIC MUNICIP | $909K | 35.0K | 0.5% | —Held | |
| 38 | Exxon Mobil Corp COM | $875K | 5.2K | 0.5% | ▲+11% Added · +500 sh | |
| 39 | Chevron Corporation COM | $764K | 3.7K | 0.4% | ▲+7.6% Added · +261 sh | |
| 40 | McKesson Corp COM | $697K | 806 | 0.4% | ▲+5.8% Added · +44 sh | |
| 41 | Bristol-Myers Squibb Co COM | $683K | 11.3K | 0.4% | ▲+3.4% Added · +374 sh | |
| 42 | Merck & Co Inc COM | $679K | 5.6K | 0.4% | ▼−6.8% Reduced · −411 sh | |
| 43 | Newmont Corp COM | $673K | 6.2K | 0.4% | ▼−6.9% Reduced · −458 sh | |
| 44 | SPDR Series Trust STATE STREET SPD | $645K | 26.0K | 0.4% | —Held | |
| 45 | Amgen Inc COM | $638K | 1.8K | 0.4% | ▲+4.1% Added · +72 sh | |
| 46 | Boston Scientific Corp COM | $628K | 10.0K | 0.4% | ▲New New position | |
| 47 | Gilead Sciences Inc COM | $622K | 4.5K | 0.4% | ▲+4.8% Added · +205 sh | |
| 48 | Altria Group Inc COM | $613K | 9.3K | 0.4% | ▲+6.2% Added · +544 sh | |
| 49 | Pfizer Inc COM | $613K | 21.8K | 0.4% | ▲+3.1% Added · +668 sh | |
| 50 | AT&T Inc COM | $605K | 20.9K | 0.4% | ▲+15% Added · +3K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | GLOBALSTAR INC | $6.0M | 150K |
| PUT · bearish | INVESCO QQQ TR | $4.4M | 8K |
| PUT · bearish | ISHARES INC | $3.9M | 70K |
| CALL · bullish | AMAZON COM INC | $2.0M | 10K |
| CALL · bullish | INVESCO QQQ TR | $756K | 1K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 96 | $188.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 87 | $169.1M | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 91 | $144.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 86 | $127.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 86 | $119.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 67 | $113.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 83 | $109.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.