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Portfolio (Quarterly) Guide ↗

Alpha Family Trust

· CIK 0001568991
13F Portfolio $206M AUM 203 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 20 Added 16 Reduced 20 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KDP KEURIG DR PEPPER INC Consumer Defensive 8,210.0 $216K 0.10% NEW $26.33 +15.4%
22 POOL POOL CORP Industrials 1,060.0 $214K 0.10% NEW $202.33 -8.9%
23 MPC MARATHON PETROLEUM CORPORATION Energy 875.0 $214K 0.10% NEW $244.18 +2.1%
24 ED CONSOLIDATED EDISON INC Utilities 1,860.0 $211K 0.10% NEW $113.18 -4.3%
25 VZ VERIZON COMMUNICATIONS INC. Communication Services 4,070.0 $204K 0.10% NEW $50.20 -3.2%
26 FCX FREEPORT-MCMORAN INC Basic Materials 3,445.0 $202K 0.10% NEW $58.78 +8.1%
27 DUK DUKE ENERGY CORPORATION Utilities 1,530.0 $200K 0.10% NEW $130.94 -4.4%
28 BAX BAXTER INTERNATIONAL INC. Healthcare 10,860.0 $182K 0.09% NEW $16.80 +15.3%
Page 2 of 2  ·  28 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.3%
Communication Services 14.9%
Consumer Cyclical 10.9%
Healthcare 7.3%
Consumer Defensive 6.5%
Financial Services 5.8%
Industrials 5.8%
Energy 2.8%
Utilities 2.2%
Basic Materials 1.1%