Systematic Alpha Investments, LLC 13F Holdings

CIK 0001806755 · PRINCETON, NJ

As of Sep 30, 2025, Systematic Alpha Investments, LLC reported 227 positions worth $3.0B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD 500 INDEX FUNDVOO—1,132,544$693.5M22.86%
ELI LILLY & COLLYHealthcare279,303$213.1M7.02%
NVIDIA CORPNVDATechnology895,220 67.0M5.50%
VANGUARD VALUE INDEX FUNDVTV—894,868 66.9M5.50%
APPLE INCAAPLTechnology576,144 46.7M4.83%
MICROSOFT CORPMSFTTechnology251,402 30.2M4.29%
VANGUARD DIVIDEND APPREC ETFVIG—353,000$76.2M2.51%
ALPHABET INCGOOGLEquity308,600$75.0M2.47%
APPLIED MATERIALS INCAMATTechnology317,598$65.0M2.14%
VANGUARD GROWTH INDEX FUNDVUG—130,672$62.7M2.07%
VANGUARD INFORMATION TECHNOLOGY INDEX FUNDVGT—82,300$61.4M2.03%
TRAVELERS COMPANIES INCTRVFinancial Services215,208$60.1M1.98%
META PLATFORMS INCMETACommunication Services73,470$54.0M1.78%
SPDR S&P 500 ETF TRUSTSPY—75,170$50.1M1.65%
AMAZON.COM INCAMZNEquity225,500$49.5M1.63%
ALPHABET INCGOOGEquity158,760$38.7M1.27%
INVESCO EXCHANGE TRADED FD TRZV—306,488$36.2M1.19%
MERCK & CO INCMRKHealthcare410,682$34.5M1.14%
MASTERCARD INCMAFinancial Services59,876$34.1M1.12%
WASTE MANAGEMENT INCWMIndustrials149,216$33.0M1.09%
HOME DEPOT INCHDConsumer Cyclical75,320$30.5M1.01%
MCDONALDS CORPMCDConsumer Cyclical96,001$29.2M0.96%
ALLSTATE CORPALLFinancial Services126,941$27.2M0.90%
PEPSICO INCPEPConsumer Defensive193,425$27.2M0.90%
AMERICAN ELECTRIC POWERAEPUtilities217,000$24.4M0.80%