Alpha Cubed Investments, LLC

CIK: 0001580830SEC EDGAR →

Portfolio Value

$2.9B

Holdings

298

As of

Q4 2025

New Positions

298

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	AAPL APPLE INC	688,984	$187.3M	6.41%
2	NVDACall NVIDIA CORPORATION	946,019	$176.4M	6.04%
3	MSFT MICROSOFT CORP	304,424	$147.2M	5.04%
4	AMZN AMAZON COM INC	612,612	$141.4M	4.84%
5	GOOGL ALPHABET INC	444,568	$139.1M	4.76%
6	TSM TAIWAN SEMICONDUCTOR MFG LTD	372,811	$113.3M	3.88%
7	PWR QUANTA SVCS INC	265,745	$112.2M	3.84%
8	BRK/B BERKSHIRE HATHAWAY INC DEL	209,372	$105.2M	3.60%
9	PANW PALO ALTO NETWORKS INC	539,031	$99.3M	3.40%
10	AVGO BROADCOM INC	271,576	$94.0M	3.22%

Quarterly Changes

Top Buys

AAPLNEW

$187.3M

NVDANEW

$176.4M

MSFTNEW

$147.2M

AMZNNEW

$141.4M

GOOGLNEW

$139.1M

Top Sells

No sells this quarter

New Positions (298)

AAPL

$187.3M · 689K shares

NVDA

$176.4M · 946K shares

MSFT

$147.2M · 304K shares

AMZN

$141.4M · 613K shares

GOOGL

$139.1M · 445K shares

TSM

$113.3M · 373K shares

PWR

$112.2M · 266K shares

BRK/B

$105.2M · 209K shares

PANW

$99.3M · 539K shares

AVGO

$94.0M · 272K shares

JPM

$92.6M · 287K shares

$89.9M · 102K shares

$80.7M · 122K shares

$74.3M · 644K shares

$72.2M · 899K shares

$71.7M · 125K shares

$58.2M · 103K shares

$42.7M · 129K shares

$42.1M · 260K shares

$32.4M · 151K shares

$30.0M · 62K shares

$29.4M · 27K shares

$27.9M · 362K shares

$27.8M · 26K shares

$27.3M · 179K shares

$27.0M · 31K shares

$26.4M · 649K shares

$25.5M · 80K shares

$24.9M · 226K shares

$24.7M · 91K shares

$24.1M · 257K shares

$23.5M · 67K shares

$23.2M · 49K shares

$23.0M · 75K shares

$22.4M · 115K shares

$22.3M · 239K shares

$21.5M · 104K shares

$20.9M · 277K shares

$20.4M · 292K shares

TSLA

$20.0M · 44K shares

PLTR

$18.7M · 105K shares

VCIT

$18.6M · 222K shares

$15.9M · 243K shares

VMC

$15.6M · 55K shares

$15.3M · 44K shares

$15.2M · 98K shares

$15.0M · 48K shares

$14.6M · 84K shares

$14.4M · 54K shares

$13.0M · 21K shares

$12.7M · 56K shares

$12.1M · 70K shares

$10.4M · 45K shares

$10.2M · 129K shares

$9.7M · 55K shares

$9.5M · 15K shares

$8.7M · 40K shares

$6.8M · 65K shares

$6.4M · 22K shares

$5.9M · 53K shares

$5.0M · 19K shares

$4.8M · 40K shares

$4.6M · 7K shares

$4.5M · 165K shares

$4.3M · 27K shares

$4.1M · 13K shares

$4.0M · 16K shares

$4.0M · 10K shares

$3.9M · 49K shares

$3.8M · 41K shares

$3.6M · 90K shares

$3.3M · 3K shares

$3.3M · 23K shares

$3.1M · 22K shares

$3.1M · 18K shares

$2.9M · 53K shares

$2.9M · 10K shares

$2.9M · 4K shares

$2.8M · 8K shares

$2.7M · 15K shares

$2.4M · 32K shares

$2.4M · 6K shares

$2.3M · 23K shares

$2.3M · 44K shares

$2.1M · 13K shares

$2.0M · 16K shares

$1.9M · 10K shares

$1.9M · 22K shares

$1.8M · 3K shares

$1.8M · 10K shares

$1.6M · 3K shares

$1.5M · 768 shares

$1.5M · 15K shares

$1.5M · 26K shares

$1.5M · 10K shares

$1.4M · 17K shares

$1.4M · 119K shares

$1.4M · 12K shares

$1.4M · 10K shares

$1.4M · 5K shares

$1.4M · 4K shares

$1.4M · 6K shares

$1.4M · 32K shares

$1.4M · 34K shares

$1.3M · 7K shares

$1.3M · 30K shares

$1.3M · 20K shares

$1.2M · 11K shares

$1.2M · 8K shares

MAR

$1.2M · 4K shares

$1.2M · 6K shares

$1.2M · 6K shares

$1.2M · 5K shares

$1.2M · 26K shares

$1.1M · 3K shares

$1.1M · 11K shares

$1.1M · 9K shares

$1.1M · 5K shares

$991K · 11K shares

$987K · 2K shares

$981K · 1K shares

$919K · 2K shares

SDY

$916K · 7K shares

IYZ

$908K · 27K shares

TRV

$904K · 3K shares

$884K · 16K shares

$880K · 30K shares

$860K · 2K shares

$849K · 5K shares

$830K · 6K shares

$828K · 8K shares

$828K · 10K shares

$812K · 7K shares

$794K · 470 shares

$774K · 49K shares

$769K · 4K shares

$765K · 2K shares

$760K · 8K shares

$754K · 1 shares

$749K · 11K shares

$739K · 1K shares

$738K · 8K shares

$726K · 29K shares

$725K · 20K shares

$724K · 1K shares

$721K · 13K shares

$718K · 38K shares

$717K · 9K shares

$706K · 3K shares

$689K · 1K shares

$680K · 5K shares

$669K · 8K shares

$665K · 1K shares

$663K · 4K shares

$656K · 7K shares

$652K · 6K shares

$644K · 1K shares

$637K · 5K shares

$635K · 5K shares

$635K · 51K shares

$624K · 3K shares

$618K · 9K shares

$615K · 19K shares

$599K · 2K shares

$580K · 3K shares

$571K · 4K shares

$570K · 4K shares

$562K · 4K shares

$561K · 8K shares

$558K · 19K shares

$558K · 2K shares

$546K · 4K shares

$537K · 5K shares

$532K · 4K shares

$530K · 1K shares

$522K · 30K shares

$517K · 10K shares

$512K · 5K shares

$511K · 2K shares

$499K · 1K shares

$491K · 30K shares

$479K · 3K shares

$470K · 9K shares

$465K · 10K shares

$462K · 5K shares

$461K · 10K shares

$460K · 7K shares

$457K · 1K shares

$446K · 1K shares

$442K · 33K shares

$439K · 2K shares

$439K · 4K shares

$438K · 2K shares

$436K · 2K shares

$436K · 14K shares

$434K · 6K shares

$417K · 1K shares

$417K · 7K shares

$413K · 15K shares

$412K · 17K shares

$408K · 5K shares

$406K · 2K shares

$406K · 2K shares

$405K · 2K shares

$404K · 3K shares

$403K · 2K shares

$402K · 498 shares

$395K · 10K shares

$392K · 2K shares

$390K · 1K shares

$381K · 2K shares

$374K · 5K shares

$365K · 3K shares

$357K · 2K shares

$355K · 4K shares

$350K · 2K shares

$345K · 3K shares

$343K · 5K shares

$340K · 7K shares

$334K · 5K shares

$330K · 11K shares

$321K · 9K shares

$317K · 3K shares

$312K · 1K shares

XNTK

$312K · 1K shares

$306K · 4K shares

MPLX

$302K · 6K shares

$299K · 1K shares

$295K · 7K shares

$295K · 1K shares

$293K · 8K shares

$291K · 5K shares

$291K · 3K shares

$288K · 3K shares

$285K · 6K shares

$285K · 2K shares

$283K · 1K shares

$275K · 3K shares

UBER

$274K · 3K shares

$274K · 5K shares

SCHX

$273K · 10K shares

6RJ0

$267K · 4K shares

MMM

$267K · 2K shares

$266K · 3K shares

$264K · 3K shares

$262K · 5K shares

$261K · 1K shares

$259K · 507 shares

$259K · 677 shares

$256K · 1K shares

$251K · 47 shares

$246K · 4K shares

$245K · 1K shares

$240K · 2K shares

$240K · 6K shares

$239K · 9K shares

$238K · 21K shares

$238K · 1K shares

$234K · 2K shares

$233K · 1K shares

$232K · 4K shares

$225K · 2K shares

$223K · 2K shares

$223K · 5K shares

$223K · 6K shares

$222K · 336 shares

$221K · 10K shares

$220K · 29K shares

$218K · 1K shares

$214K · 371 shares

$214K · 1K shares

$213K · 603 shares

$212K · 4K shares

$211K · 9K shares

$210K · 4K shares

$210K · 3K shares

$206K · 2K shares

$206K · 900 shares

$205K · 3K shares

$204K · 3K shares

$204K · 813 shares

$203K · 1K shares

$203K · 6K shares

$202K · 969 shares

$201K · 680 shares

$200K · 353 shares

$176K · 17K shares

$175K · 271K shares

$163K · 18K shares

$130K · 16K shares

$120K · 23K shares

$116K · 23K shares

$102K · 21K shares

$93K · 10K shares

$91K · 26K shares

$70K · 35K shares

$69K · 13K shares

$66K · 12K shares

Sector Breakdown

Sector	# Holdings	Value	%
Technology	53	$1.0B	35.4%
Financial Services	114	$522.9M	17.9%
Industrials	27	$263.1M	9.0%
Communication Services	10	$262.2M	9.0%
Consumer Cyclical	15	$207.3M	7.1%
Healthcare	20	$193.1M	6.6%
Utilities	12	$151.7M	5.2%
Unknown	16	$142.1M	4.9%
Consumer Defensive	10	$74.1M	2.5%
Energy	10	$34.9M	1.2%
Basic Materials	7	$24.3M	0.8%
Real Estate	4	$11.7M	0.4%