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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 7 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GM GENERAL MOTORS COMPANY Consumer Cyclical 4,420.0 $329K 0.16% $74.50 +12.9%
122 PG THE PROCTER & GAMBLE COMPANY Consumer Defensive 2,265.0 $327K 0.16% $144.44 +2.1%
123 EVRG EVERGY, INC. Utilities 3,970.0 $325K 0.16% $81.92 +2.7%
124 MCK MCKESSON CORPORATION Healthcare 375.0 $325K 0.16% $865.36 -12.6%
125 MET METLIFE, INC. Financial Services 4,580.0 $324K 0.16% $70.72 +17.6%
126 TPL TEXAS PACIFIC LAND CORPORATION Energy 680.0 $323K 0.16% NEW $474.56 -14.4%
127 DASH DOORDASH INC Communication Services 2,130.0 $320K 0.15% -470.0 -18.1% $150.15 +4.9%
128 MDLZ MONDELEZ INTERNATIONAL, INC. Consumer Defensive 5,535.0 $319K 0.15% NEW $57.64 +8.0%
129 HAS HASBRO, INC. Consumer Cyclical 3,360.0 $314K 0.15% $93.60 -6.0%
130 BA BOEING COMPANY Industrials 1,580.0 $314K 0.15% $199.03 +12.7%
131 MDT MEDTRONIC PUBLIC LIMITED COMPANY Healthcare 3,620.0 $314K 0.15% $86.65 -12.3%
132 LOW LOWES COMPANIES INC Consumer Cyclical 1,320.0 $312K 0.15% $236.28 -8.2%
133 TGT TARGET CORPORATION Consumer Defensive 2,550.0 $309K 0.15% $121.20 +5.9%
134 CHD CHURCH & DWIGHT CO., INC. Consumer Defensive 3,180.0 $297K 0.14% NEW $93.32 +5.0%
135 DELL DELL TECHNOLOGIES INC. Technology 1,790.0 $294K 0.14% $164.13 +85.8%
136 FANG DIAMONDBACK ENERGY INC Energy 1,485.0 $294K 0.14% $197.79 -2.5%
137 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 7,875.0 $291K 0.14% $37.01 +13.3%
138 DG DOLLAR GENERAL CORPORATION Consumer Defensive 2,450.0 $291K 0.14% $118.73 -12.1%
139 SPOT SPOTIFY TECHNOLOGY S.A. Communication Services 595.0 $289K 0.14% $484.91 +5.8%
140 ENTERGY CORPORATION 2,560.0 $288K 0.14% $112.36
Page 7 of 11  ·  203 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%