§ 13F · FUND PROFILE
Systematic Alpha Investments, LLC.
Institutional filer · behavioral pattern: Systematic / Quant. Summary pending.
AUM · $3.0B (13F)Positions · 227Turnover · — · Q1Filed · May 18, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 500 ETF | 1.13M | $677M | 23.8% | ±0% |
| 2 | VTV | Vanguard Value ETF | 895K | $176M | 6.2% | ±0% |
| 3 | NVDA | NVIDIA Corporation | 895K | $156M | 5.5% | ±0% |
| 4 | AAPL | Apple Inc. | 576K | $146M | 5.1% | ±0% |
| 5 | AMAT | Applied Materials, Inc. | 318K | $109M | 3.8% | ±0% |
| 6 | MSFT | Microsoft Corporation | 251K | $93M | 3.3% | ±0% |
| 7 | GOOGL | Alphabet Inc. Class A | 309K | $89M | 3.1% | ±0% |
| 8 | VIG | Vanguard Dividend Appreciation ETF | 353K | $76M | 2.7% | ±0% |
| 9 | TRV | Travelers Companies, Inc. | 215K | $63M | 2.2% | ±0% |
| 10 | VGT | Vanguard Information Technology ETF | 658K | $57M | 2.0% | +700% |
§ 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 $3.0 billion in assets. The fund runs a broad portfolio of 227 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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