Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Alpha Family Trust
  City: Los Angeles
  State: CA
  Zip: 90046
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $148,140,000
  Total Value Change : $16,731,000
  Securities Held Change : 16
   
All Securities Held : 144
  New Positions : 23
  Closed Positions : 15
  Increased Positions : 25
  Unchanged Positions : 83
  Decreased Positions : 13

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 23     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (KDP)1 Year Chart         KDP Keurig Dr Pepper Inc 65 New $34.03 $420,000 12,600 0.28% 420,000 12,600 0.001    Beverage Soft Drinks...
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 71 New $62.93 $398,000 6,480 0.27% 398,000 6,480 0.001    N/A
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 78 New $44.94 $365,000 7,110 0.25% 365,000 7,110 0    Drug Manufacturers - ...
   (IBM)1 Year Chart         IBM International Business Mach... 81 New $167.15 $354,000 2,165 0.24% 354,000 2,165 0    Diversified Computer ...
   (NKE)1 Year Chart         NKE Nike Inc B 106 New $90.94 $269,000 2,475 0.18% 269,000 2,475 0    Textile - Apparel Foo...
   (PDD)1 Year Chart         PDD Bloom Energy Corp 108 New $136.27 $266,000 1,820 0.18% 266,000 1,820 0    N/A
   (PAYX)1 Year Chart         PAYX Paychex Inc 114 New $122.55 $256,000 2,150 0.17% 256,000 2,150 0    Staffing & Outsourcin...
   (USB)1 Year Chart         USB US Bancorp Delaware 113 New $41.85 $256,000 5,925 0.17% 256,000 5,925 0.001    Domestic Regional Banks
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 116 New $320.76 $254,000 995 0.17% 254,000 995 0.001    N/A
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 122 New $0.00 $238,000 315 0.16% 238,000 315 0    Semiconductor Equipme...
   (DVN)1 Year Chart         DVN Devon Energy Corp 124 New $50.12 $237,000 5,240 0.16% 237,000 5,240 0    Independent Oil & Gas
   (AES)1 Year Chart         AES AES Corporation 125 New $19.94 $236,000 12,250 0.16% 236,000 12,250 0.003    Electric Utilities
   (ILMN)1 Year Chart         ILMN Illumina Inc 126 New $110.53 $236,000 1,695 0.16% 236,000 1,695 0    Scientific & Technica...
   (LULU)1 Year Chart         LULU Lululemon Athletica Inc 127 New $352.96 $235,000 460 0.16% 235,000 460 0.001    Textile - Apparel Clo...
   (LHX)1 Year Chart         LHX L3harris Technologies Inc 130 New $219.60 $227,000 1,080 0.15% 227,000 1,080 0.001    Communication Equipment
   (O)1 Year Chart         O Realty Income Corp 131 New $55.01 $226,000 3,930 0.15% 226,000 3,930 0.001    REIT - Retail
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 133 New $314.03 $225,000 955 0.15% 225,000 955 0    Diversified Computer ...
   (NOW)1 Year Chart         NOW Servicenow, Inc. 134 New $729.79 $223,000 315 0.15% 223,000 315 0    Information Technolog...
   (PCAR)1 Year Chart         PCAR Paccar Inc 136 New $106.11 $222,000 2,277 0.15% 222,000 2,277 0.001    Trucks & Other Vehicles
   (EW)1 Year Chart         EW Edwards Lifesciences Corp 135 New $29.33 $222,000 2,910 0.15% 222,000 2,910 0.001    Medical Appliances & ...
   (TEAM)1 Year Chart         TEAM Atlassian Corporation Plc 137 New $179.75 $218,000 915 0.15% 218,000 915 0.001    N/A
   (JCI)1 Year Chart         JCI Johnson Controls Internatio... 141 New $65.59 $213,000 3,690 0.14% 213,000 3,690 0    Conglomerates
   (GD)1 Year Chart         GD General Dynamics Corp 142 New $296.44 $209,000 805 0.14% 209,000 805 0    Aerospace/Defense - M...

      23 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results