Arkolith/Funds/Systematic Alpha Investments, LLC

Systematic Alpha Investments, LLC

CIK 1806755
Holdings as of Mar 31, 2026·disclosed May 18, 2026·~48-day 13F lag·13F-HR
Active Filer

Systematic Alpha Investments, LLC holds a focused book of 234 stocks worth $2.8B as of Q1 2026 (disclosed May 18, 2026, a ~45-day 13F lag). This quarter they opened KT Corp-SP ADR and trimmed Taiwan Semiconductor-SP ADR. Their largest long position is Vanguard S&P 500 ETF at 24% of the equity book.

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Use Arkolith to show Systematic Alpha Investments, LLC's latest
holdings, largest changes, and filing provenance.
Opened
12
new positions
Added to
3
existing
Trimmed
1
reduced
Sold out
7
exited

Concentration

Top-heavy: focused book

Top 5 holdings
44%
Top 10 holdings
58%
Top 20 holdings
72%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

58% mapped to company sectors

ETF / fund or unclassified
42%
Information Technology
28%
Financials
8%
Consumer Discretionary
6%
Health Care
4%
Industrials
3%
Utilities
3%
Consumer Staples
2%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

234 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard S&P 500 ETF
ETF
$676.8M1.13M
23.8%
—Held
2Vanguard Value ETF
ETF
$175.6M894.9K
6.2%
—Held
3NVIDIA Corporation
COM
$156.1M895.2K
5.5%
—Held
4Apple Inc.
COM
$146.2M576.1K
5.1%
—Held
5Applied Materials, Inc.
COM
$108.6M317.6K
3.8%
—Held
6Microsoft Corporation
COM
$93.1M251.4K
3.3%
—Held
7Alphabet Inc. Class A
COM
$88.7M308.6K
3.1%
—Held
8Vanguard Dividend Appreciation ETF
ETF
$75.9M353.0K
2.7%
—Held
9Travelers Companies, Inc.
COM
$62.8M215.2K
2.2%
—Held
10Vanguard Information Technology ETF
ETF
$57.4M658.4K
2.0%
▲+700%
Added · +576K sh
11Vanguard Growth ETF
ETF
$57.1M784.0K
2.0%
▲+500%
Added · +653K sh
12Merck and Co., Inc.
COM
$49.4M410.7K
1.7%
—Held
13State Street SPDR S&P 500 ETF
ETF
$47.5M73.0K
1.7%
—Held
14Amazon.com, Inc.
COM
$47.0M225.5K
1.7%
—Held
15Alphabet Inc. Class C
COM
$45.5M158.8K
1.6%
—Held
16Meta Platforms Inc Class A
COM
$42.0M73.5K
1.5%
—Held
17Invesco S&P Smallcap 600 Pure Value ETF
ETF
$38.1M306.5K
1.3%
—Held
18Waste Management, Inc.
COM
$34.3M149.2K
1.2%
—Held
19PepsiCo, Inc.
COM
$30.0M193.4K
1.1%
—Held
20Mastercard Incorporated Class A
COM
$29.9M59.9K
1.1%
—Held
21McDonald's Corporation
COM
$29.8M96.0K
1.0%
—Held
22American Electric Power Company, Inc.
COM
$28.4M217.0K
1.0%
—Held
23Allstate Corporation
COM
$26.3M126.9K
0.9%
—Held
24RTX Corporation
COM
$25.9M134.2K
0.9%
—Held
25Home Depot, Inc.
COM
$24.8M75.3K
0.9%
—Held
26Cisco Systems, Inc.
COM
$24.4M314.6K
0.9%
—Held
27Union Pacific Corporation
COM
$22.6M93.3K
0.8%
—Held
28Lam Research Corporation
COM
$22.3M104.4K
0.8%
—Held
29Broadcom Inc.
COM
$21.7M70.1K
0.8%
—Held
30AbbVie, Inc.
COM
$21.4M98.3K
0.8%
—Held
31Acadian Asset Management Inc.
COM
$20.1M370.1K
0.7%
—Held
32MetLife, Inc.
COM
$19.8M280.5K
0.7%
—Held
33Bristol-Myers Squibb Company
COM
$18.0M296.3K
0.6%
—Held
34Netflix, Inc.
COM
$16.1M167.6K
0.6%
—Held
35Sun Life Financial Inc.
COM
$15.7M250.8K
0.6%
—Held
36Eversource Energy
COM
$15.7M226.2K
0.6%
—Held
37UnitedHealth Group Incorporated
COM
$15.5M57.3K
0.5%
—Held
38Verizon Communications Inc.
COM
$15.5M308.9K
0.5%
—Held
39Yum! Brands, Inc.
COM
$15.4M99.2K
0.5%
—Held
40T Mobile US, Inc.
COM
$15.3M73.0K
0.5%
—Held
41Altria Group, Inc.
COM
$14.0M212.6K
0.5%
—Held
42Target Corporation
COM
$13.9M114.8K
0.5%
—Held
43Coca-Cola Company
COM
$13.1M172.3K
0.5%
—Held
44Kimberly-Clark Corporation
COM
$12.7M131.9K
0.4%
—Held
45State Street Financial Select Sector SPDR ETF
ETF
$12.3M248.4K
0.4%
—Held
46Avery Dennison Corporation
COM
$12.2M70.6K
0.4%
—Held
47Pfizer Inc.
COM
$11.9M424.5K
0.4%
—Held
48Advanced Micro Devices, Inc.
COM
$11.1M54.6K
0.4%
—Held
49JPMorgan Chase Co.
COM
$10.8M36.8K
0.4%
—Held
50Truist Financial Corporation
COM
$10.8M233.9K
0.4%
—Held
Showing 50 of 234 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 18, 2026234$2.8B13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026229$3.2B13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025227$3.0B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025230$2.8B13F-HR
Q1 2025Mar 31, 2025May 16, 2025222$2.6B13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025228$2.7B13F-HR
Q3 2024Sep 30, 2024Nov 13, 2024222$2.7B13F-HR
Q2 2024Jun 30, 2024Aug 12, 2024216$2.6B13F-HR
Q1 2024Mar 31, 2024May 13, 2024220$2.5B13F-HR
Q4 2023Dec 31, 2023Feb 13, 2024287$2.2B13F-HR
Q3 2023Sep 30, 2023Nov 13, 2023298$2.0B13F-HR
Q2 2023Jun 30, 2023Aug 8, 2023260$2.1B13F-HR
Q1 2023Mar 31, 2023May 15, 2023303$1.9B13F-HR
Q4 2022Dec 31, 2022Feb 7, 2023215$2.0B13F-HR
Q3 2022Sep 30, 2022Nov 9, 2022210$1.7B13F-HR
Q2 2022Jun 30, 2022Aug 18, 2022208$1.8B13F-HR
Q1 2022Mar 31, 2022May 10, 2022229$2.1B13F-HR
Q4 2021Dec 31, 2021Feb 15, 2022229$2.2B13F-HR
Q3 2021Sep 30, 2021Nov 10, 2021512$2.3B13F-HR
Q2 2021Jun 30, 2021Aug 12, 2021317$2.2B13F-HR
Q1 2021Mar 31, 2021Apr 16, 2021240$1.6B13F-HR
Q4 2020Dec 31, 2020Apr 16, 2021193$918.2M13F-HR

Data source

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. Price-derived performance is withheld until the price-source policy and freshness gate are green.