MondegarAI
Alpha Family Trust

Q3 2025 · 13F-HR

Alpha Family Trustholdings as filed

Filed 2025-11-12 · accession 0001193125-25-277455

$213.2M
Reported value
191
Positions
2025-09-30
Period end
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The Brief · Alpha Family Trust · Q3 2025

AI · grounded in 13F

Alpha Family Trust established a new position in NVDA valued at $22.3M. The fund also initiated new stakes in MSFT for $17.1M and AAPL for $15.5M. Additional new positions included GOOGL at $12.9M and AMZN at $10.1M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$22.3M10.5%119,500CommonSHARED
594918104MSFTMICROSOFT CORPORATION$17.1M8.04%33,105CommonSHARED
037833100AAPLAPPLE INC.$15.5M7.26%60,770CommonSHARED
02079K305GOOGLALPHABET INC.$12.9M6.05%53,044CommonSHARED
023135106AMZNAMAZON.COM INC$10.1M4.72%45,875CommonSHARED
11135F101AVGOBROADCOM INC.$8.8M4.11%26,550CommonSHARED
30303M102METAMETA PLATFORMS INC-CLASS A$8.2M3.84%11,162CommonSHARED
88160R101TSLATESLA, INC.$6.3M2.94%14,110CommonSHARED
M84137104SMWBSimilarWeb$6.1M2.87%658,935CommonSHARED
64110L106NFLXNETFLIX, INC.$3.4M1.59%2,825CommonSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC.$3.0M1.39%16,280CommonSHARED
22160K105COSTCOSTCO WHOLESALE CORPORATION$2.6M1.20%2,765CommonSHARED
17275R102CSCOCISCO SYSTEMS, INC.$2.1M0.97%30,345CommonSHARED
007903107AMDADVANCED MICRO DEVICES, INC.$2.0M0.93%12,315CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC.$1.9M0.90%3,820CommonSHARED
46625H100JPMJPMORGAN CHASE & CO CMN$1.9M0.88%5,950CommonSHARED
512807306LRCXLAM RESEARCH CORPORATION$1.5M0.72%11,500CommonSHARED
595112103MUMICRON TECHNOLOGY, INC.$1.5M0.70%8,950CommonSHARED
461202103INTUINTUIT INC$1.5M0.69%2,150CommonSHARED
92826C839VVISA INC.$1.4M0.67%4,190CommonSHARED
532457108LLYELI LILLY & CO$1.4M0.64%1,790CommonSHARED
713448108PEPPEPSICO, INC.$1.3M0.63%9,570CommonSHARED
038222105AMATAPPLIED MATERIALS INC$1.3M0.62%6,445CommonSHARED
031162100AMGNAMGEN INC.$1.3M0.62%4,670CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC.$1.3M0.61%240CommonSHARED
30231G102XOMEXXON MOBIL CORPORATION$1.2M0.55%10,437CommonSHARED
747525103QCOMQUALCOMM INC$1.2M0.55%7,060CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$1.2M0.55%2,050CommonSHARED
G54950103LINLINDE PLC$1.2M0.55%2,450CommonSHARED
00206R102TAT&T INC.$1.1M0.53%40,365CommonSHARED
68389X105ORCLORACLE CORPORATION$1.1M0.53%4,040CommonSHARED
438516106HONHONEYWELL INTL INC$1.1M0.52%5,280CommonSHARED
872590104TMUST-MOBILE US, INC.$1.1M0.52%4,600CommonSHARED
437076102HDTHE HOME DEPOT, INC.$1.1M0.52%2,715CommonSHARED
91332U101UUnity$1.1M0.51%27,252CommonSHARED
00724F101ADBEADOBE INC$1.1M0.50%3,032CommonSHARED
00287Y109ABBVABBVIE INC.$1.0M0.48%4,375CommonSHARED
482480100KLACKLA CORP$1.0M0.47%930CommonSHARED
931142103WMTWALMART INC$977,0090.46%9,480CommonSHARED
375558103GILDGILEAD SCIENCES$955,1550.45%8,605CommonSHARED
46120E602ISRGINTUITIVE SURGICAL, INC.$950,3640.45%2,125CommonSHARED
478160104JNJJOHNSON & JOHNSON$945,6420.44%5,100CommonSHARED
458140100INTCINTEL CORPORATION$923,6320.43%27,530CommonSHARED
191216100KOCOCA-COLA COMPANY (THE)$863,4860.40%13,020CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INCORPORATED$854,6180.40%2,475CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING INC$854,0850.40%2,910CommonSHARED
20030N101CMCSACOMCAST CORPORATION$845,1980.40%26,900CommonSHARED
22788C105CRWDCROWDSTRIKE HOLDINGS, INC.$843,4540.40%1,720CommonSHARED
G7997R103STXSEAGATE TECHNOLOGY HOLDIN PLC$822,6690.39%3,485CommonSHARED
697435105PANWPALO ALTO NETWORKS INC.$816,5160.38%4,010CommonSHARED
609207105MDLZMONDELEZ INTERNATIONAL, INC.$814,6090.38%13,040CommonSHARED
03831W108APPAPPLOVIN CORPORATION$754,4670.35%1,050CommonSHARED
025537101AEPAMERICAN ELECTRIC POWER INC$748,1250.35%6,650CommonSHARED
032654105ADIANALOG DEVICES, INC.$729,7290.34%2,970CommonSHARED
25809K105DASHDOORDASH INC$707,1740.33%2,600CommonSHARED
79466L302CRMSALESFORCE INC$695,5950.33%2,935CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEMS INC$683,2010.32%1,945CommonSHARED
369604301GEGENERAL ELECTRIC COMPANY$681,3570.32%2,265CommonSHARED
718172109PMPHILIP MORRIS INTL INC$666,6420.31%4,110CommonSHARED
21037T109CEGCONSTELLATION ENERGY CORP$659,7850.31%2,005CommonSHARED
002824100ABTABBOTT LABORATORIES$656,3060.31%4,900CommonSHARED
617446448MSMORGAN STANLEY$639,8140.30%4,025CommonSHARED
871607107SNPSSYNOPSYS, INC.$614,2710.29%1,245CommonSHARED
459200101IBMINTL BUSINESS MACHINES CORP$610,8760.29%2,165CommonSHARED
149123101CATCATERPILLAR INC (DELAWARE)$605,9810.28%1,270CommonSHARED
949746101WMT2WELLS FARGO & COMPANY$605,1800.28%7,220CommonSHARED
958102105WDCWESTERN DIGITAL CORPORATION$589,4950.28%4,910CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INCORPORATED$581,5850.27%1,485CommonSHARED
808513105SCHWCHARLES SCHWAB CORPORATION$579,5030.27%6,070CommonSHARED
75513E101RTXRTX CORP$575,6150.27%3,440CommonSHARED
67103H107ORLYO'REILLY AUTOMOTIVE, INC.$566,0030.27%5,250CommonSHARED
040413205ANETARISTA NETWORKS, INC.$556,6120.26%3,820CommonSHARED
05722G100BKRBAKER HUGHES CO$533,4840.25%10,950CommonSHARED
58733R102MELIMERCADOLIBRE, INC.$502,4420.24%215CommonSHARED
58933Y105MRKMERCK & CO., INC.$501,4820.24%5,975CommonSHARED
64110D104NTAPNETAPP, INC.$492,7940.23%4,160CommonSHARED
337738108FISVFISERV, INC.$490,5790.23%3,805CommonSHARED
20825C104COPCONOCOPHILLIPS$487,1390.23%5,150CommonSHARED
45168D104IDXXIDEXX LABORATORIES$479,1680.22%750CommonSHARED
235851102DHRDANAHER CORPORATION$459,9630.22%2,320CommonSHARED
060505104BACBANK OF AMERICA CORP$457,0870.21%8,860CommonSHARED
172908105CTASCINTAS CORPORATION$455,6770.21%2,220CommonSHARED
78409V104SPGIS&P GLOBAL INC.$447,7730.21%920CommonSHARED
09290D101BLKBLACKROCK FUNDING, INC.$443,0310.21%380CommonSHARED
126408103CSXCSX CORPORATION$435,7080.20%12,270CommonSHARED
70450Y103PYPLPAYPAL HOLDINGS, INC.$434,5490.20%6,480CommonSHARED
025816109AXPAMERICAN EXPRESS CO.$433,4690.20%1,305CommonSHARED
580135101MCDMC DONALDS CORP$430,0040.20%1,415CommonSHARED
90353T100UBERUBER TECHNOLOGIES, INC.$429,1090.20%4,380CommonSHARED
052769106ADSKAUTODESK, INC.$428,8550.20%1,350CommonSHARED
717081103PFEPFIZER INC.$423,4780.20%16,620CommonSHARED
82509L107SHOPSHOPIFY INC.$419,0800.20%2,820CommonSHARED
L8681T102SPOTSPOTIFY TECHNOLOGY S.A.$415,3100.19%595CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORPORATION$413,9570.19%6,150CommonSHARED
25746U109DDOMINION ENERGY INC$400,0520.19%6,540CommonSHARED
872540109TJXTJX COMPANIES INC (NEW)$398,2080.19%2,755CommonSHARED
369550108GDGENERAL DYNAMICS CORP.$395,5600.19%1,160CommonSHARED
311900104FASTFASTENAL COMPANY$393,3010.18%8,020CommonSHARED
032095101APHAMPHENOL CORP CL-A (NEW)$389,8130.18%3,150CommonSHARED
30040W108ESEVERSOURCE ENERGY$387,0020.18%5,440CommonSHARED
59156R108METMETLIFE, INC.$377,2550.18%4,580CommonSHARED
907818108UNPUNION PACIFIC CORP. JSE UNPI INT EQTY$377,0100.18%1,595CommonSHARED
75886F107REGNREGENERON PHARMACEUTICAL INC$376,7210.18%670CommonSHARED
571903202MARMARRIOTT INTERNATIONAL, INC$375,0340.18%1,440CommonSHARED
722304102PDDPDD HOLDINGS INC SPONSORED ADR$372,0590.17%2,815CommonSHARED
03027X100AMTAMERICAN TOWER CORPORATION$370,2160.17%1,925CommonSHARED
G29183103ETNEATON CORP PLC$368,6360.17%985CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP.$364,1600.17%3,730CommonSHARED
969457100WMBTHE WILLIAMS COMPANIES, INC.$362,0450.17%5,715CommonSHARED
36828A101GEVGE VERNOVA LLC$348,0330.16%566CommonSHARED
742718109PGTHE PROCTER & GAMBLE COMPANY$348,0170.16%2,265CommonSHARED
G5960L103MDTMEDTRONIC PUBLIC LIMITED COMPANY$344,7690.16%3,620CommonSHARED
539830109LMTLOCKHEED MARTIN CORPORATION$344,4550.16%690CommonSHARED
G51502105JCIJOHNSON CONTROLS INTERNATIONAL PUBLIC LIMITED COMPANY$342,4940.16%3,115CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$341,9390.16%705CommonSHARED
666807102NOCNORTHROP GRUMMAN CORP$341,2190.16%560CommonSHARED
097023105BABOEING COMPANY$341,0110.16%1,580CommonSHARED
548661107LOWLOWES COMPANIES INC$331,7290.16%1,320CommonSHARED
502431109LHXL3HARRIS TECHNOLOGIES INC$329,8430.15%1,080CommonSHARED
70432V102PAYCPAYCOM SOFTWARE, INC.$321,5760.15%1,545CommonSHARED
778296103ROSTROSS STORES,INC$317,7330.15%2,085CommonSHARED
34959E109FTNTFORTINET, INC.$314,8800.15%3,745CommonSHARED
172967424CCITIGROUP INC.$314,6500.15%3,100CommonSHARED
863667101SYKSTRYKER CORPORATION$308,6740.14%835CommonSHARED
902973304USBU.S. BANCORP$308,1040.14%6,375CommonSHARED
N07059210ASMLASML HOLDING N.V. ADR$304,9480.14%315CommonSHARED
30034W106EVRGEVERGY, INC.$301,7990.14%3,970CommonSHARED
882508104TXNTEXAS INSTRUMENTS INC.$293,9680.14%1,600CommonSHARED
98980G102ZSZSCALER, INC.$293,6670.14%980CommonSHARED
81762P102NOWSERVICENOW INC$289,8880.14%315CommonSHARED
58155Q103MCKMCKESSON CORPORATION$289,7030.14%375CommonSHARED
231021106CMICUMMINS INC$279,1870.13%661CommonSHARED
824348106SHWSHERWIN-WILLIAMS CO$278,7390.13%805CommonSHARED
65339F101NEENEXTERA ENERGY, INC.$276,2930.13%3,660CommonSHARED
98138H101WDAYWORKDAY, INC.$273,2290.13%1,135CommonSHARED
552953101MGMMGM RESORTS INTERNATIONAL$272,9480.13%7,875CommonSHARED
704326107PAYXPAYCHEX, INC.$272,5340.13%2,150CommonSHARED
15135B101CNCCENTENE CORPORATION$270,8110.13%7,590CommonSHARED
37045V100GMGENERAL MOTORS COMPANY$269,4870.13%4,420CommonSHARED
594972408MSTRSTRATEGY INC$265,8230.12%825CommonSHARED
101121101BXPBXP INC$265,3940.12%3,570CommonSHARED
743315103PGRTHE PROGRESSIVE CORPORATION$264,2370.12%1,070CommonSHARED
23804L103DDOGDATADOG, INC.$262,0160.12%1,840CommonSHARED
166764100CVXCHEVRON CORPORATION$261,9740.12%1,687CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N.V.$259,6120.12%1,140CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PUBLIC LIMITED COMPANY$255,2860.12%605CommonSHARED
418056107HASHASBRO, INC.$254,8560.12%3,360CommonSHARED
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS$254,1950.12%3,790CommonSHARED
363576109AJGARTHUR J GALLAGHER & CO$253,9870.12%820CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC.$253,7680.12%1,790CommonSHARED
256677105DGDOLLAR GENERAL CORPORATION$253,2080.12%2,450CommonSHARED
03073E105CORCENCORA INC$250,0240.12%800CommonSHARED
337932107FEFIRSTENERGY CORP.$249,0320.12%5,435CommonSHARED
665859104NTRSNORTHERN TRUST CORP$249,0100.12%1,850CommonSHARED
217204106CPRTCOPART, INC.$247,7850.12%5,510CommonSHARED
256746108DLTRDOLLAR TREE STORES, INC.$247,2490.12%2,620CommonSHARED
366651107ITGARTNER, INC.$247,0980.12%940CommonSHARED
G0403H108AONAON PUBLIC LIMITED COMPANY$246,0400.12%690CommonSHARED
30212P303EXPEEXPEDIA GROUP INC$245,8130.12%1,150CommonSHARED
88579Y101MMM3M COMPANY$245,1840.11%1,580CommonSHARED
084423102WRBW.R. BERKLEY CORPORATION$244,8010.11%3,195CommonSHARED
493267108KEYKEYCORP$239,4190.11%12,810CommonSHARED
756109104OREALTY INCOME CORPORATION$238,9050.11%3,930CommonSHARED
29364G103ETRENTERGY CORPORATION$238,5660.11%2,560CommonSHARED
911363109URIUNITED RENTALS, INC.$233,8920.11%245CommonSHARED
452308109ITWILLINOIS TOOL WORKS$232,0760.11%890CommonSHARED
855244109SBUXSTARBUCKS CORP.$231,8040.11%2,740CommonSHARED
26614N102DDDUPONT DE NEMOURS INC$231,3630.11%2,970CommonSHARED
03076C106AMPAMERIPRISE FINANCIAL, INC.$230,8880.11%470CommonSHARED
200340107CMACOMERICA INCORPORATED$230,2270.11%3,360CommonSHARED
879360105TDYTELEDYNE TECHNOLOGIES INCORPORATED$228,5560.11%390CommonSHARED
92345Y106VRSKVERISK ANALYTICS, INC.$227,6170.11%905CommonSHARED
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC.$227,5530.11%3,030CommonSHARED
42824C109HPEHEWLETT PACKARD ENTERPRISE CO$224,7240.11%9,150CommonSHARED
693718108PCARPACCAR INC$223,8750.10%2,277CommonSHARED
075887109BDXBECTON, DICKINSON AND COMPANY$222,7320.10%1,190CommonSHARED
189054109CLXCLOROX CO (THE) (DELAWARE)$221,3240.10%1,795CommonSHARED
023608102AEEAMEREN CORPORATION$220,2420.10%2,110CommonSHARED
30161N101EXCEXELON CORPORATION$219,6490.10%4,880CommonSHARED
372460105GPCGENUINE PARTS CO.$218,9880.10%1,580CommonSHARED
609839105MPWRMONOLITHIC POWER SYSTEMS, INC.$216,3500.10%235CommonSHARED
911312106UPSUNITED PARCEL SERVICE, INC.$216,3430.10%2,590CommonSHARED
09062X103BIIBBIOGEN INC.$215,7230.10%1,540CommonSHARED
126650100CVSCVS HEALTH CORP$214,1080.10%2,840CommonSHARED
631103108NDAQNASDAQ INC.$212,2800.10%2,400CommonSHARED
244199105DEDEERE & COMPANY$210,3400.10%460CommonSHARED
40412C101HCAHCA HEALTHCARE, INC$208,8380.10%490CommonSHARED
49456B101KMIKINDER MORGAN INC$202,8410.10%7,165CommonSHARED
571748102MRSHMARSH & MCLENNAN CO INC$202,5380.09%1,005CommonSHARED
22052L104CTVACORTEVA, INC.$200,1850.09%2,960CommonSHARED
934423104WBDWARNER BROS DISCOVERY INC$198,4250.09%10,160CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.