Alpha Cubed Investments, LLC

13F filer · CIK 0001580830

Last filed Feb 3, 2026

Inactive · not filing 13F

13F portfolio value$2.92BU.S. long equity reported on 13F

Positions22216 new · 19 closed

Net flow last quarter-$33.8MBuys minus sells

Top 10 positions weight45.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q4 2025Reported Feb 3, 2026222 positions
AAPLApple Inc.	$187M	6.41%	0.00%	-2.1%	Q4 2013
NVDANvidia Corp	$176M	6.04%	0.00%	+1.5%	Q3 2016
MSFTMicrosoft Corp	$147M	5.04%	0.00%	+4.3%	Q4 2013
AMZNAmazon Com Inc	$141M	4.84%	0.01%	+5.6%	Q4 2014
GOOGLAlphabet Inc.	$139M	4.76%	0.00%	-6.1%	Q4 2015
TSMTaiwan Semiconductor Manufacturing Co Ltd	$113M	3.88%	0.00%	-5.0%	Q1 2021
PWRQuanta Services, Inc.	$112M	3.84%	0.18%	+0.9%	Q1 2022
BRK.BBerkshire Hathaway Inc	$105M	3.60%	Not reported	+11.9%	Q4 2013
PANWPalo Alto Networks Inc	$99.3M	3.40%	0.08%	-2.8%	Q3 2015
AVGOBroadcom Inc.	$94M	3.22%	0.01%	-19.1%	Q1 2016
JPMJPMorgan Chase & Co	$92.6M	3.17%	0.01%	-13.3%	Q4 2013
GSGoldman Sachs Group Inc	$89.9M	3.08%	0.03%	+3.4%	Q4 2013
METAMeta Platforms, Inc.	$80.7M	2.76%	Not reported	-0.4%	Q4 2013
AEPAmerican Electric Power Co Inc	$74.3M	2.54%	0.12%	-3.2%	Q4 2013
NEENextera Energy Inc	$72.2M	2.47%	0.04%	+2.2%	Q4 2017
CATCaterpillar Inc	$71.7M	2.46%	0.03%	-22.1%	Q4 2013
ISRGIntuitive Surgical Inc	$58.2M	1.99%	0.03%	+11.0%	Q4 2013
UNHUnitedhealth Group Inc	$42.7M	1.46%	0.01%	+3.7%	Q4 2013
ICEIntercontinental Exchange, Inc.	$42.1M	1.44%	0.05%	+226.0%	Q1 2014
AMDAdvanced Micro Devices Inc	$32.4M	1.11%	0.01%	-26.9%	Q2 2019
LMTLockheed Martin Corp	$30M	1.03%	0.03%	+2.2%	Q3 2015
LLYELI LILLY & Co	$29.4M	1.01%	0.00%	+76.3%	Q3 2017
CSCOCisco Systems, Inc.	$27.9M	0.96%	0.01%	-1.7%	Q4 2013
ASMLAsml Holding NV	$27.8M	0.95%	0.01%	-13.6%	Q2 2020
CVXChevron Corp	$27.3M	0.94%	0.01%	+13.4%	Q4 2013
COSTCostco Wholesale Corp	$27M	0.92%	0.01%	-2.0%	Q4 2013
VZVerizon Communications Inc	$26.4M	0.91%	0.02%	-3.3%	Q4 2013
ETNEaton Corp plc	$25.5M	0.87%	0.02%	-1.3%	Q4 2016
CMECme Group Inc.	$24.7M	0.85%	0.03%	-1.2%	Q2 2022
NFLXNetflix Inc	$24.1M	0.82%	0.01%	-2.6%	Q3 2014
VVisa Inc.	$23.5M	0.80%	0.00%	-4.8%	Q1 2015
CRWDCrowdStrike Holdings, Inc.	$23.2M	0.79%	0.02%	+9.0%	Q1 2022
MCDMcdonalds Corp	$23M	0.79%	0.01%	-1.3%	Q4 2013
ORCLOracle Corp	$22.4M	0.77%	0.00%	+156.0%	Q4 2013
JNJJohnson & Johnson	$21.5M	0.74%	0.00%	-3.2%	Q4 2013
KOCoca Cola Co	$20.4M	0.70%	0.01%	-0.5%	Q4 2013
TSLATesla, Inc.	$20M	0.68%	0.00%	+9.8%	Q4 2013
PLTRPalantir Technologies Inc.	$18.7M	0.64%	0.00%	+2.2%	Q2 2021
ULUnilever PLC	$15.9M	0.54%	0.01%	-1.1%	Q1 2017
VMCVulcan Materials CO	$15.6M	0.53%	0.04%	+6.2%	Q1 2016
HDHome Depot, Inc.	$15.3M	0.52%	0.00%	+0.8%	Q4 2013
DLRDigital Realty Trust, Inc.	$15.2M	0.52%	0.03%	-4.2%	Q3 2018
GOOGAlphabet Inc.	$15M	0.51%	Not reported	-0.7%	Q4 2015
TXNTexas Instruments Inc	$14.6M	0.50%	0.01%	-2.5%	Q4 2013
ACNAccenture plc	$14.4M	0.49%	0.01%	Not reported	Q4 2020
QQQInvesco QQQ Trust, Series 1	$13M	0.45%	Not reported	-4.7%	Q3 2018
ABBVAbbVie Inc.	$12.7M	0.44%	0.00%	+19.1%	Q4 2013
DGXQuest Diagnostics Inc	$12.1M	0.42%	0.06%	-1.8%	Q2 2025
UNPUnion Pacific Corp	$10.4M	0.36%	0.01%	-1.1%	Q4 2013
METMetlife Inc	$10.2M	0.35%	0.02%	-2.8%	Q4 2013

Q3 2025Reported Nov 3, 2025224 positions
AAPLApple Inc.	$179M	6.24%	0.00%	+4.9%	Q4 2013
NVDANvidia Corp	$174M	6.06%	0.00%	-0.6%	Q3 2016
MSFTMicrosoft Corp	$151M	5.27%	0.00%	-2.2%	Q4 2013
AMZNAmazon Com Inc	$127M	4.44%	0.01%	+2.7%	Q4 2014
GOOGLAlphabet Inc.	$115M	4.01%	0.00%	-1.7%	Q4 2015
PANWPalo Alto Networks Inc	$113M	3.94%	0.08%	+7.8%	Q3 2015
AVGOBroadcom Inc.	$111M	3.86%	0.01%	-9.0%	Q1 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$110M	3.82%	0.00%	-2.2%	Q1 2021
PWRQuanta Services, Inc.	$109M	3.80%	0.18%	-8.1%	Q1 2022
JPMJPMorgan Chase & Co	$105M	3.64%	0.01%	-1.9%	Q4 2013
BRK.BBerkshire Hathaway Inc	$94.1M	3.28%	Not reported	+13.6%	Q4 2013
METAMeta Platforms, Inc.	$90.1M	3.14%	Not reported	+1.3%	Q4 2013
GSGoldman Sachs Group Inc	$78.8M	2.75%	0.03%	-0.2%	Q4 2013
CATCaterpillar Inc	$76.7M	2.67%	0.03%	-1.5%	Q4 2013
AEPAmerican Electric Power Co Inc	$74.9M	2.61%	0.12%	+1.0%	Q4 2013
NEENextera Energy Inc	$66.4M	2.31%	0.04%	+9.4%	Q4 2017
AMTAmerican Tower Corp	$45.7M	1.59%	0.05%	+9.8%	Q3 2015
UNHUnitedhealth Group Inc	$43.1M	1.50%	0.01%	+250.5%	Q4 2013
ISRGIntuitive Surgical Inc	$41.4M	1.44%	0.03%	+13.0%	Q4 2013
AMDAdvanced Micro Devices Inc	$33.5M	1.17%	0.01%	+7.5%	Q2 2019
NFLXNetflix Inc	$31.6M	1.10%	0.01%	-4.2%	Q3 2014
ETNEaton Corp plc	$30.4M	1.06%	0.02%	-5.0%	Q4 2016
LMTLockheed Martin Corp	$30.3M	1.05%	0.03%	+105.0%	Q3 2015
COSTCostco Wholesale Corp	$29.6M	1.03%	0.01%	-1.7%	Q4 2013
VZVerizon Communications Inc	$29.5M	1.03%	0.02%	-2.1%	Q4 2013
ASMLAsml Holding NV	$29.1M	1.01%	0.01%	+5.2%	Q2 2020
CSCOCisco Systems, Inc.	$25.2M	0.88%	0.01%	-6.1%	Q4 2013
CMECme Group Inc.	$24.8M	0.86%	0.03%	-2.6%	Q2 2022
CVXChevron Corp	$24.6M	0.86%	0.01%	+5.0%	Q4 2013
VVisa Inc.	$24M	0.84%	0.00%	-2.4%	Q1 2015
MCDMcdonalds Corp	$23.2M	0.81%	0.01%	-4.0%	Q4 2013
CRWDCrowdStrike Holdings, Inc.	$22.2M	0.78%	0.02%	+61.1%	Q1 2022
JNJJohnson & Johnson	$19.9M	0.69%	0.00%	-29.8%	Q4 2013
KOCoca Cola Co	$19.4M	0.68%	0.01%	-41.3%	Q4 2013
PLTRPalantir Technologies Inc.	$18.7M	0.65%	0.00%	-1.9%	Q2 2021
TSLATesla, Inc.	$18M	0.63%	0.00%	+15.3%	Q4 2013
HDHome Depot, Inc.	$17.8M	0.62%	0.00%	+24.5%	Q4 2013
DLRDigital Realty Trust, Inc.	$17.8M	0.62%	0.03%	-0.7%	Q3 2018
ULUnilever PLC	$16.4M	0.57%	0.01%	-3.7%	Q1 2017
TXNTexas Instruments Inc	$15.9M	0.55%	0.01%	-6.6%	Q4 2013
VMCVulcan Materials CO	$15.8M	0.55%	0.04%	+5.1%	Q1 2016
DGXQuest Diagnostics Inc	$13.6M	0.47%	0.06%	+1589.0%	Q2 2025
ICEIntercontinental Exchange, Inc.	$13.4M	0.47%	0.01%	-4.0%	Q1 2014
QQQInvesco QQQ Trust, Series 1	$13.3M	0.47%	Not reported	-10.3%	Q3 2018
ORCLOracle Corp	$12.6M	0.44%	0.00%	-59.8%	Q4 2013
LLYELI LILLY & Co	$11.9M	0.41%	0.00%	+4.7%	Q3 2017
GOOGAlphabet Inc.	$11.7M	0.41%	Not reported	+2.2%	Q4 2015
METMetlife Inc	$10.9M	0.38%	0.02%	-5.3%	Q4 2013
ABBVAbbVie Inc.	$10.8M	0.38%	0.00%	+541.3%	Q4 2013
UNPUnion Pacific Corp	$10.7M	0.37%	0.01%	-4.6%	Q4 2013

Q2 2025Reported Aug 7, 2025216 positions
MSFTMicrosoft Corp	$149M	5.63%	0.00%	+5.9%	Q4 2013
NVDANvidia Corp	$148M	5.62%	0.00%	+17.9%	Q3 2016
AAPLApple Inc.	$138M	5.22%	0.00%	+3.1%	Q4 2013
AMZNAmazon Com Inc	$124M	4.70%	0.01%	+17.0%	Q4 2014
PWRQuanta Services, Inc.	$108M	4.11%	0.19%	+20.6%	Q1 2022
PANWPalo Alto Networks Inc	$105M	3.99%	0.08%	+7.2%	Q3 2015
AVGOBroadcom Inc.	$102M	3.85%	0.01%	+1217.9%	Q1 2016
JPMJPMorgan Chase & Co	$97.9M	3.72%	0.01%	+1.6%	Q4 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$90.9M	3.45%	0.00%	+106.8%	Q1 2021
METAMeta Platforms, Inc.	$89.4M	3.39%	Not reported	+18.4%	Q4 2013
GOOGLAlphabet Inc.	$84.9M	3.22%	0.00%	-2.1%	Q4 2015
BRK.BBerkshire Hathaway Inc	$80M	3.04%	Not reported	-12.2%	Q4 2013
GSGoldman Sachs Group Inc	$70.2M	2.66%	0.03%	+35.2%	Q4 2013
AEPAmerican Electric Power Co Inc	$68.4M	2.59%	0.12%	+12.2%	Q4 2013
CATCaterpillar Inc	$63.4M	2.40%	0.03%	+17.3%	Q4 2013
NEENextera Energy Inc	$55.8M	2.12%	0.04%	+19.5%	Q4 2017
AMTAmerican Tower Corp	$47.8M	1.81%	0.05%	+8.4%	Q3 2015
ISRGIntuitive Surgical Inc	$44.5M	1.69%	0.02%	+24.1%	Q4 2013
NFLXNetflix Inc	$36.8M	1.40%	0.01%	-9.2%	Q3 2014
KOCoca Cola Co	$35.3M	1.34%	0.01%	-24.2%	Q4 2013
COSTCostco Wholesale Corp	$32.2M	1.22%	0.01%	+5.2%	Q4 2013
ETNEaton Corp plc	$30.5M	1.16%	0.02%	+0.3%	Q4 2016
VZVerizon Communications Inc	$29.7M	1.13%	0.02%	-0.3%	Q4 2013
AMDAdvanced Micro Devices Inc	$27.3M	1.04%	0.01%	+392.4%	Q2 2019
CSCOCisco Systems, Inc.	$27.2M	1.03%	0.01%	-0.8%	Q4 2013
CMECme Group Inc.	$25.9M	0.98%	0.03%	-45.3%	Q2 2022
VVisa Inc.	$25.6M	0.97%	0.00%	-2.3%	Q1 2015
ORCLOracle Corp	$24.4M	0.93%	0.00%	+142.8%	Q4 2013
JNJJohnson & Johnson	$23.3M	0.89%	0.01%	+0.4%	Q4 2013
MCDMcdonalds Corp	$23.2M	0.88%	0.01%	-2.0%	Q4 2013
ASMLAsml Holding NV	$22.9M	0.87%	0.01%	-42.1%	Q2 2020
FISVFiserv Inc	$22M	0.83%	0.02%	+544.6%	Q4 2020
CVXChevron Corp	$21.6M	0.82%	0.01%	+74.5%	Q4 2013
TXNTexas Instruments Inc	$19.2M	0.73%	0.01%	-0.4%	Q4 2013
DLRDigital Realty Trust, Inc.	$18M	0.68%	0.03%	-74.3%	Q3 2018
ULUnilever PLC	$17.5M	0.67%	0.01%	+0.3%	Q1 2017
ICEIntercontinental Exchange, Inc.	$15.3M	0.58%	0.01%	-4.3%	Q1 2014
CRWDCrowdStrike Holdings, Inc.	$14.3M	0.54%	0.01%	+0.4%	Q1 2022
PLTRPalantir Technologies Inc.	$14.3M	0.54%	0.00%	+1.3%	Q2 2021
LMTLockheed Martin Corp	$13.7M	0.52%	0.01%	-2.2%	Q3 2015
QQQInvesco QQQ Trust, Series 1	$13.7M	0.52%	Not reported	+7.8%	Q3 2018
HDHome Depot, Inc.	$13M	0.49%	0.00%	-46.8%	Q4 2013
VMCVulcan Materials CO	$12.8M	0.48%	0.04%	+577.2%	Q1 2016
CMGChipotle Mexican Grill Inc	$11.7M	0.44%	0.02%	+3.3%	Q4 2017
LLYELI LILLY & Co	$11.6M	0.44%	0.00%	+6.5%	Q3 2017
METMetlife Inc	$11.3M	0.43%	0.02%	-52.5%	Q4 2013
TSLATesla, Inc.	$11.2M	0.42%	0.00%	-28.9%	Q4 2013
UNHUnitedhealth Group Inc	$11.1M	0.42%	0.00%	+16.2%	Q4 2013
UNPUnion Pacific Corp	$11M	0.42%	0.01%	-59.8%	Q4 2013
GOOGAlphabet Inc.	$8.36M	0.32%	Not reported	-1.1%	Q4 2015

Q1 2025Reported Apr 30, 2025217 positions
AAPLApple Inc.	$144M	6.45%	0.00%	-0.1%	Q4 2013
MSFTMicrosoft Corp	$106M	4.72%	0.00%	+5.2%	Q4 2013
BRK.BBerkshire Hathaway Inc	$99.9M	4.46%	Not reported	+3.0%	Q4 2013
AMZNAmazon Com Inc	$91.9M	4.10%	0.00%	-1.4%	Q4 2014
NVDANvidia Corp	$86.2M	3.84%	0.00%	+29.9%	Q3 2016
PANWPalo Alto Networks Inc	$81.9M	3.66%	0.07%	+2.7%	Q3 2015
JPMJPMorgan Chase & Co	$81.5M	3.64%	0.01%	+16.8%	Q4 2013
GOOGLAlphabet Inc.	$76.1M	3.40%	0.00%	-8.4%	Q4 2015
AEPAmerican Electric Power Co Inc	$64.2M	2.86%	0.11%	+7.6%	Q4 2013
PWRQuanta Services, Inc.	$60.4M	2.70%	0.16%	+26.2%	Q1 2022
METAMeta Platforms, Inc.	$59M	2.63%	Not reported	-0.5%	Q4 2013
DLRDigital Realty Trust, Inc.	$57.7M	2.57%	0.12%	+102.6%	Q3 2018
NEENextera Energy Inc	$47.7M	2.13%	0.03%	-3.4%	Q4 2017
KOCoca Cola Co	$47.2M	2.11%	0.02%	+1.7%	Q4 2013
CATCaterpillar Inc	$45.9M	2.05%	0.03%	+11.2%	Q4 2013
CMECme Group Inc.	$45.7M	2.04%	0.05%	+0.3%	Q2 2022
AMTAmerican Tower Corp	$43.4M	1.94%	0.04%	+64.9%	Q3 2015
GSGoldman Sachs Group Inc	$40M	1.79%	0.02%	+20549.9%	Q4 2013
ISRGIntuitive Surgical Inc	$32.7M	1.46%	0.02%	-30.2%	Q4 2013
ASMLAsml Holding NV	$32.6M	1.46%	0.01%	-39.6%	Q2 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$32.2M	1.44%	0.00%	+283.7%	Q1 2021
VZVerizon Communications Inc	$31.2M	1.39%	0.02%	+3.5%	Q4 2013
COSTCostco Wholesale Corp	$29.2M	1.30%	0.01%	+8.7%	Q4 2013
NFLXNetflix Inc	$28.2M	1.26%	0.01%	-38.2%	Q3 2014
UNPUnion Pacific Corp	$28M	1.25%	0.02%	+161.1%	Q4 2013
VVisa Inc.	$25.9M	1.15%	0.00%	-38.3%	Q1 2015
MCDMcdonalds Corp	$25.3M	1.13%	0.01%	-4.2%	Q4 2013
JNJJohnson & Johnson	$25.2M	1.13%	0.01%	+1.9%	Q4 2013
QCOMQualcomm Inc	$24.7M	1.10%	0.01%	+11.3%	Q4 2013
CSCOCisco Systems, Inc.	$24.4M	1.09%	0.01%	-4.4%	Q4 2013
HDHome Depot, Inc.	$24.4M	1.09%	0.01%	+12.8%	Q4 2013
METMetlife Inc	$23.7M	1.06%	0.04%	+1.0%	Q4 2013
ETNEaton Corp plc	$23.2M	1.03%	0.02%	+3.5%	Q4 2016
FISFidelity National Information Services, Inc.	$17.8M	0.79%	0.04%	-0.1%	Q3 2023
ULUnilever PLC	$17M	0.76%	0.01%	+8.1%	Q1 2017
TXNTexas Instruments Inc	$16.7M	0.75%	0.01%	-6.4%	Q4 2013
UNHUnitedhealth Group Inc	$16M	0.72%	0.00%	-7.4%	Q4 2013
ICEIntercontinental Exchange, Inc.	$15M	0.67%	0.02%	+1.6%	Q1 2014
CVXChevron Corp	$14.5M	0.64%	0.00%	+10.9%	Q4 2013
LMTLockheed Martin Corp	$13.5M	0.60%	0.01%	+1.9%	Q3 2015
TSLATesla, Inc.	$12.8M	0.57%	0.00%	-31.1%	Q4 2013
SLBSLB Limited	$11.9M	0.53%	0.02%	+38.6%	Q3 2018
LLYELI LILLY & Co	$11.5M	0.51%	0.00%	+11.8%	Q3 2017
QQQInvesco QQQ Trust, Series 1	$10.8M	0.48%	Not reported	+2.8%	Q3 2018
CMGChipotle Mexican Grill Inc	$10.1M	0.45%	0.01%	-1.8%	Q4 2017
CRWDCrowdStrike Holdings, Inc.	$9.89M	0.44%	0.06%	-29.9%	Q1 2022
LULUlululemon athletica inc.	$8.96M	0.40%	0.03%	-12.8%	Q1 2020
PLTRPalantir Technologies Inc.	$8.71M	0.39%	0.00%	+40.9%	Q2 2021
GOOGAlphabet Inc.	$7.45M	0.33%	Not reported	-5.4%	Q4 2015
RSReliance, Inc.	$7.38M	0.33%	0.05%	Not reported	Q1 2019

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