Alpha Cubed Investments, LLC
•CIK: 1580830•Filing: Q4 2025
**Alpha Cubed Investments, LLC** manages $2.7B across a diversified portfolio of 298 positions. The firm exhibits a significant concentration in mega-cap technology and industrials, with top holdings including AAPL ($187.3M), MSFT ($147.2M), and AMZN ($141.4M). Notable allocations also include GOOGL ($139.1M) and TSM ($113.3M), suggesting a core focus on established growth leaders and semiconductor value chains. This positioning reflects a conviction in resilient, market-leading technology infrastructure.
Total AUM
$2.7B
+ $7.0K in options
QoQ Performance
-4.3%
Positions
239
+ 1 option
Top 10 Concentration
45.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
MSFT
AMZN
GOOGL
AAPL6.8%
MSFT5.4%
AMZN5.1%
GOOGL5.1%
TSM4.1%
PWR4.1%
BRK/B3.8%
PANW3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other35.0%
Technology28.9%
Financial12.9%
Consumer8.7%
Healthcare4.4%
Industrial4.4%
Utilities2.7%
Communication1.0%
🚪 Exited Positionssold since Q3 2025
+97 more exited positions
Changes from Q3 2025
NEW6 new positions
↑84 increased
↓92 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023