Arkolith/Funds/Systematic Alpha Investments, LLC

Systematic Alpha Investments, LLC

CIK: 1806755Q1 2026
Active Filer
Portfolio Value
$2.8B
Positions
241
New Buys
12
7 sold
Changes
3 ↑ / 1 ↓

Top HoldingsQ1 2026

241 total positions
#SecurityValueShares% PortChangeΔ Shares
1Vanguard S&P 500 ETF
ETF
$676.8M1.13M23.8%
HELD
0
2Vanguard Value ETF
ETF
$175.6M894.9K6.2%
HELD
0
3NVIDIA Corporation
COM
$156.1M895.2K5.5%
HELD
0
4Apple Inc.
COM
$146.2M576.1K5.1%
HELD
0
5Applied Materials, Inc.
COM
$108.6M317.6K3.8%
HELD
0
6Microsoft Corporation
COM
$93.1M251.4K3.3%
HELD
0
7Alphabet Inc. Class A
COM
$88.7M308.6K3.1%
HELD
0
8Vanguard Dividend Appreciation ETF
ETF
$75.9M353.0K2.7%
HELD
0
9Travelers Companies, Inc.
COM
$62.8M215.2K2.2%
HELD
0
10Vanguard Information Technology ETF
ETF
$57.4M658.4K2.0%
ADDED
+576.1K
11Vanguard Growth ETF
ETF
$57.1M784.0K2.0%
ADDED
+653.4K
12Merck and Co., Inc.
COM
$49.4M410.7K1.7%
HELD
0
13State Street SPDR S&P 500 ETF
ETF
$47.5M73.0K1.7%
HELD
0
14Amazon.com, Inc.
COM
$47.0M225.5K1.7%
HELD
0
15Alphabet Inc. Class C
COM
$45.5M158.8K1.6%
HELD
0
16Meta Platforms Inc Class A
COM
$42.0M73.5K1.5%
HELD
0
17Invesco S&P Smallcap 600 Pure Value ETF
ETF
$38.1M306.5K1.3%
HELD
0
18Waste Management, Inc.
COM
$34.3M149.2K1.2%
HELD
0
19PepsiCo, Inc.
COM
$30.0M193.4K1.1%
HELD
0
20Mastercard Incorporated Class A
COM
$29.9M59.9K1.1%
HELD
0
21McDonald's Corporation
COM
$29.8M96.0K1.0%
HELD
0
22American Electric Power Company, Inc.
COM
$28.4M217.0K1.0%
HELD
0
23Allstate Corporation
COM
$26.3M126.9K0.9%
HELD
0
24RTX Corporation
COM
$25.9M134.2K0.9%
HELD
0
25Home Depot, Inc.
COM
$24.8M75.3K0.9%
HELD
0
Showing top 25 of 241 positions

Filing History

Q1 2026234 pos
$2.8B
Q4 2025229 pos
$3.2B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: May 18, 2026