§ 13F · FUND PROFILE
Systematic Alpha Investments, LLC.
Institutional filer · behavioral pattern: Systematic / Quant. Summary pending.
AUM · $3040.1T (13F)Positions · 227Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.5T 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 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 500 ETF | 1.13M | $710.3T | 22.2% | ±0% |
| 2 | LLY | Eli Lilly and Company | 279K | $300.2T | 9.4% | ±0% |
| 3 | VTV | Vanguard Value ETF | 895K | $170.9T | 5.3% | ±0% |
| 4 | NVDA | NVIDIA Corporation | 895K | $167.0T | 5.2% | ±0% |
| 5 | AAPL | Apple Inc. | 576K | $156.6T | 4.9% | ±0% |
| 6 | MSFT | Microsoft Corporation | 251K | $121.6T | 3.8% | ±0% |
| 7 | GOOGL | Alphabet Inc. Class A | 309K | $96.6T | 3.0% | ±0% |
| 8 | AMAT | Applied Materials, Inc. | 318K | $81.6T | 2.5% | ±0% |
| 9 | VIG | Vanguard Dividend Appreciation ETF | 353K | $77.6T | 2.4% | ±0% |
| 10 | VUG | Vanguard Growth ETF | 131K | $63.7T | 2.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SYSTEMATIC SIGNAL
AC read
Systematic Alpha Investments, LLC is a Systematic / Quant fund managing $3040055.0 trillion in assets. The fund runs a broad portfolio of 227 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed