Data as of Q4 2025 (Dec 31, 2025)

Systematic Alpha Investments, LLC

•CIK: 1806755•Filing: Q4 2025

Systematic Alpha Investments, LLC, managed by a team known for quantitative strategies, holds $3.2 billion in assets with a focus on large-cap growth stocks, notably VOO and LLY. Recently, the fund has increased positions in WDC and LLY significantly, while exiting FITBM and SFM, and has added CNYA and RMBS to its portfolio.

Total AUM
$3.2B
QoQ Performance
+5.4%
Positions
229
Top 10 Concentration
60.8%
Latest Filing
Q4 2025

Top Holdings Allocation

VOO
LLY
VTV
NVDA
VOO22.2%
LLY9.4%
VTV5.3%
NVDA5.2%
AAPL4.9%
MSFT3.8%
GOOGL3.0%
AMAT2.5%

📈 Biggest Buys

NFLX
Netflix, Inc.
+900.0%
0.5% of portfolio
CNYA
iShares MSCI China A ETF
NEW
0.1% of portfolio
NOW
ServiceNow, Inc.
+399.9%
0.0% of portfolio
RMBS*
Rambus Inc.
NEW
0.0% of portfolio
—
National Energy Services Reunited Corp.
NEW
0.0% of portfolio

📉 Biggest Sells

SPY
State Street SPDR S&P 500 ETF
-2.9%
1.6% of portfolio
TMUS
T-Mobile US, Inc.
-4.9%
0.5% of portfolio
PYPL
PayPal Holdings, Inc.
-37.2%
0.0% of portfolio

Sector Breakdown

Other29.4%
ETF23.8%
Technology23.0%
Healthcare13.0%
Consumer4.1%
Financial2.2%
Consumer Staples1.7%
Industrial1.6%

🚪 Exited Positionssold since Q3 2025

UL
Unilever PLC Sponsored ADR
SOLD
$8.8M
SFM
Sprouts Farmers Market, Inc.
SOLD
$606.6K
ALG
Alamo Group Inc.
SOLD
$553.6K
CTVA
Corteva Inc
SOLD
$500.5K
LRN
Stride, Inc.
SOLD
$439.4K
+26 more exited positions

Changes from Q3 2025

NEW4 new positions
↑3 increased
↓11 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VOO22.2%
Vanguard S&P 500 ETF
$710.3M
LLY9.4%
Eli Lilly and Company
$300.2M
VTV5.3%
Vanguard Value ETF
$170.9M
NVDA5.2%
NVIDIA Corporation
$167.0M
AAPL4.9%
Apple Inc.
$156.6M

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