§ 13F · FUND PROFILE
Alpha Cubed Investments, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.9B (13F)Positions · 297Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$37M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 689K | $187M | 6.4% | −2% |
| 2 | NVDA | NVIDIA CORPORATION | 946K | $176M | 6.0% | +2% |
| 3 | MSFT | MICROSOFT CORP | 304K | $147M | 5.0% | +4% |
| 4 | AMZN | AMAZON COM INC | 613K | $141M | 4.8% | +6% |
| 5 | GOOGL | ALPHABET INC | 445K | $139M | 4.8% | −6% |
| 6 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 373K | $113M | 3.9% | −5% |
| 7 | PWR | QUANTA SVCS INC | 266K | $112M | 3.8% | +1% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 209K | $105M | 3.6% | +12% |
| 9 | PANW | PALO ALTO NETWORKS INC | 539K | $99M | 3.4% | −3% |
| 10 | AVGO | BROADCOM INC | 272K | $94M | 3.2% | −19% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALPHA SIGNAL
AC read
Alpha Cubed Investments, LLC is a Other fund managing $2.9 billion in assets. The fund runs a broad portfolio of 297 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed