Alpha Cubed Investments, LLC 13F Holdings

CIK 0001580830 · NEWPORT BEACH, CA

As of Sep 30, 2025, Alpha Cubed Investments, LLC reported 297 positions worth $2.8B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology703,416 79.1M6.30%
NVIDIA CORPNVDATechnology931,646 73.8M6.11%
MICROSOFT CORPMSFTTechnology291,960 51.2M5.32%
AMAZON.COM INCAMZNEquity580,316 27.4M4.48%
ALPHABET INCGOOGLEquity473,413 15.1M4.05%
PALO ALTO NETWORKS INCPANWTechnology554,585 12.9M3.97%
BROADCOM INCAVGOTechnology335,479 10.7M3.89%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology392,270 09.6M3.85%
QUANTA SERVICES INCPWRIndustrials263,353 09.1M3.84%
JPMORGAN CHASE & COJPMFinancial Services331,476 04.6M3.68%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services187,122$94.1M3.31%
META PLATFORMS INCMETACommunication Services122,722$90.1M3.17%
GOLDMAN SACHS GROUP INCGSFinancial Services98,946$78.8M2.77%
CATERPILLAR INCCATIndustrials160,764$76.7M2.70%
AMERICAN ELECTRIC POWERAEPUtilities665,602$74.9M2.63%
NEXTERA ENERGY INCNEEUtilities879,298$66.4M2.33%
AMERICAN TOWER CORPAMTReal Estate237,591$45.7M1.61%
UNITEDHEALTH GROUP INCUNHHealthcare124,682$43.1M1.51%
INTUITIVE SURGICAL INCISRGHealthcare92,600$41.4M1.46%
ADVANCED MICRO DEVICES INCAMDEquity206,849$33.5M1.18%
NETFLIX INCNFLXCommunication Services26,351$31.6M1.11%
EATON CORP PLCETNIndustrials81,173$30.4M1.07%
LOCKHEED MARTIN CORPLMTIndustrials60,601$30.3M1.06%
COSTCO WHOLESALE CORPCOSTConsumer Defensive31,946$29.6M1.04%
VERIZON COMMUNICATIONS INCBACCommunication Services671,442$29.5M1.04%