American Alpha Advisors, LLC

13F filer · CIK 0002041441

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$185MU.S. long equity reported on 13F

Positions635 new · 6 closed

Net flow last quarter-$33MBuys minus sells

Top 10 positions weight17.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202663 positions
AMDAdvanced Micro Devices Inc	$6M	3.24%	0.00%	+0.9%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$5.8M	3.13%	Not reported	-0.5%	Q3 2024
ELFe.l.f. Beauty, Inc.	$4.96M	2.68%	0.11%	+15.5%	Q3 2024
GSATGlobalstar, Inc.	$4.06M	2.20%	0.04%	-88.5%	Q3 2024
IONQIonQ, Inc.	$2.66M	1.44%	0.01%	Not reported	Q1 2025
NOWServiceNow, Inc.	$2.48M	1.34%	0.00%	+66.7%	Q1 2026
GOOGAlphabet Inc.	$1.84M	0.99%	Not reported	+0.3%	Q1 2025
QTUMQuantum Group Inc	$1.65M	0.89%	Not reported	New	Q2 2026
DIASPDR Dow Jones Industrial Average ETF Trust	$1.55M	0.84%	Not reported	+5.9%	Q3 2024
LEUCentrus Energy Corp	$1.36M	0.74%	0.06%	-7.4%	Q3 2024
SHOPShopify Inc.	$1.18M	0.64%	0.00%	Not reported	Q1 2026
UBERUber Technologies, Inc	$819K	0.44%	0.00%	-31.3%	Q1 2025
BRK.ABerkshire Hathaway Inc	$749K	0.40%	Not reported	-50.0%	Q3 2024
MRKMerck & Co., Inc.	$733K	0.40%	0.00%	+1.2%	Q1 2025
XOMExxonMobil Holdings Corp	$726K	0.39%	0.00%	+3.0%	Q1 2025
MOAltria Group, Inc.	$668K	0.36%	0.00%	Not reported	Q3 2024
AMGNAmgen Inc	$666K	0.36%	0.00%	+1.5%	Q1 2025
BMYBristol Myers Squibb Co	$650K	0.35%	0.00%	+0.1%	Q3 2024
MCKMckesson Corp	$648K	0.35%	0.00%	+6.3%	Q2 2025
QCOMQualcomm Inc	$624K	0.34%	0.00%	Not reported	Q3 2024
CVXChevron Corp	$616K	0.33%	0.00%	+0.5%	Q3 2024
FFord Motor Co	$615K	0.33%	0.00%	+1.9%	Q1 2025
DISWalt Disney Co	$591K	0.32%	0.00%	+3.1%	Q2 2025
NEMNEWMONT Corp	$586K	0.32%	0.00%	+1.0%	Q1 2025
GILDGilead Sciences, Inc.	$574K	0.31%	0.00%	+1.8%	Q1 2025
BKNGBooking Holdings Inc.	$551K	0.30%	0.00%	+6.7%	Q1 2025
PFEPfizer Inc	$530K	0.29%	0.00%	+0.8%	Q1 2025
AMATApplied Materials Inc	$523K	0.28%	0.00%	Not reported	Q1 2025
UALUnited Airlines Holdings, Inc.	$515K	0.28%	0.00%	+1.7%	Q1 2025
SLBSLB Limited	$493K	0.27%	0.00%	Not reported	Q1 2025
FANGDiamondback Energy, Inc.	$491K	0.27%	0.00%	Not reported	Q3 2024
GDGeneral Dynamics Corp	$486K	0.26%	0.00%	+0.8%	Q1 2026
WBDWarner Bros. Discovery, Inc.	$484K	0.26%	0.00%	+0.8%	Q1 2026
ABNBAirbnb, Inc.	$460K	0.25%	Not reported	Not reported	Q3 2024
COPConocophillips	$457K	0.25%	0.00%	Not reported	Q3 2024
AAPLApple Inc.	$446K	0.24%	0.00%	+13.0%	Q3 2024
TAt&T Inc.	$436K	0.24%	0.00%	+0.9%	Q3 2024
MPCMarathon Petroleum Corp	$426K	0.23%	0.00%	+3.7%	Q3 2024
HCAHCA Healthcare, Inc.	$413K	0.22%	0.00%	-4.9%	Q1 2025
ADMArcher-Daniels-Midland Co	$403K	0.22%	0.00%	Not reported	Q3 2024
CLColgate Palmolive Co	$402K	0.22%	0.00%	+1.3%	Q1 2026
VZVerizon Communications Inc	$387K	0.21%	0.00%	-7.9%	Q1 2025
CMCSAComcast Corp	$368K	0.20%	0.00%	-6.4%	Q1 2025
PCARPaccar Inc	$363K	0.20%	0.00%	+1.2%	Q1 2026
CAHCardinal Health Inc	$359K	0.19%	0.00%	+2.4%	Q3 2024
MSFTMicrosoft Corp	$355K	0.19%	0.00%	+12.5%	Q1 2026
UPSUnited Parcel Service Inc	$344K	0.19%	0.00%	+4.6%	Q1 2025
DHIHorton D R Inc	$330K	0.18%	0.00%	+1.4%	Q2 2025
KHCKraft Heinz Co	$313K	0.17%	0.00%	+2.9%	Q2 2025
REGNRegeneron Pharmaceuticals, Inc.	$297K	0.16%	0.00%	+1.7%	Q1 2025

Q1 2026Reported May 15, 202664 positions
GSATGlobalstar, Inc.	$28.8M	15.30%	0.34%	Not reported	Q3 2024
SPYSPDR S&P 500 ETF Trust	$5.08M	2.70%	Not reported	Not reported	Q3 2024
ELFe.l.f. Beauty, Inc.	$3.51M	1.87%	0.10%	Not reported	Q3 2024
AMDAdvanced Micro Devices Inc	$2.08M	1.11%	0.00%	Not reported	Q1 2025
CRWDCrowdStrike Holdings, Inc.	$1.57M	0.83%	0.00%	Not reported	Q3 2024
NOWServiceNow, Inc.	$1.57M	0.83%	0.00%	New	Q1 2026
LEUCentrus Energy Corp	$1.52M	0.81%	0.06%	Not reported	Q3 2024
GOOGAlphabet Inc.	$1.49M	0.79%	Not reported	Not reported	Q1 2025
IONQIonQ, Inc.	$1.44M	0.77%	0.01%	Not reported	Q1 2025
BRK.ABerkshire Hathaway Inc	$1.44M	0.76%	Not reported	Not reported	Q3 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$1.3M	0.69%	Not reported	Not reported	Q3 2024
SHOPShopify Inc.	$1.22M	0.65%	0.00%	New	Q1 2026
UBERUber Technologies, Inc	$1.19M	0.63%	0.00%	Not reported	Q1 2025
XOMExxonMobil Holdings Corp	$875K	0.46%	0.00%	Not reported	Q1 2025
CVXChevron Corp	$764K	0.41%	0.00%	Not reported	Q3 2024
MCKMckesson Corp	$697K	0.37%	0.00%	Not reported	Q2 2025
BMYBristol Myers Squibb Co	$683K	0.36%	0.00%	Not reported	Q3 2024
MRKMerck & Co., Inc.	$679K	0.36%	0.00%	Not reported	Q1 2025
NEMNEWMONT Corp	$673K	0.36%	0.00%	Not reported	Q1 2025
AMGNAmgen Inc	$638K	0.34%	0.00%	Not reported	Q1 2025
BSXBoston Scientific Corp	$628K	0.33%	0.00%	New	Q1 2026
GILDGilead Sciences, Inc.	$622K	0.33%	0.00%	Not reported	Q1 2025
MOAltria Group, Inc.	$613K	0.33%	0.00%	Not reported	Q3 2024
PFEPfizer Inc	$613K	0.33%	0.00%	Not reported	Q1 2025
TAt&T Inc.	$605K	0.32%	0.00%	Not reported	Q3 2024
COPConocophillips	$580K	0.31%	0.00%	Not reported	Q3 2024
DISWalt Disney Co	$574K	0.31%	0.00%	Not reported	Q2 2025
FANGDiamondback Energy, Inc.	$552K	0.29%	0.00%	Not reported	Q3 2024
SLBSLB Limited	$545K	0.29%	0.00%	Not reported	Q1 2025
ODDOddity Tech Ltd	$535K	0.28%	Not reported	New	Q1 2026
HCAHCA Healthcare, Inc.	$527K	0.28%	0.00%	Not reported	Q1 2025
TGTTarget Corp	$527K	0.28%	0.00%	Not reported	Q3 2024
FFord Motor Co	$501K	0.27%	0.00%	Not reported	Q1 2025
VZVerizon Communications Inc	$499K	0.27%	0.00%	Not reported	Q1 2025
WBDWarner Bros. Discovery, Inc.	$494K	0.26%	0.00%	New	Q1 2026
BKNGBooking Holdings Inc.	$488K	0.26%	0.00%	Not reported	Q1 2025
GDGeneral Dynamics Corp	$467K	0.25%	0.00%	New	Q1 2026
CMCSAComcast Corp	$459K	0.24%	0.00%	Not reported	Q1 2025
QCOMQualcomm Inc	$435K	0.23%	0.00%	Not reported	Q3 2024
ABNBAirbnb, Inc.	$406K	0.22%	Not reported	Not reported	Q3 2024
MPCMarathon Petroleum Corp	$392K	0.21%	0.00%	Not reported	Q3 2024
ADMArcher-Daniels-Midland Co	$384K	0.20%	0.00%	Not reported	Q3 2024
OXYOccidental Petroleum Corp	$378K	0.20%	0.00%	Not reported	Q1 2025
CLColgate Palmolive Co	$369K	0.20%	0.00%	New	Q1 2026
ACNAccenture plc	$368K	0.20%	0.00%	Not reported	Q1 2025
REGNRegeneron Pharmaceuticals, Inc.	$362K	0.19%	0.00%	Not reported	Q1 2025
ELEstee Lauder Companies Inc	$359K	0.19%	Not reported	New	Q1 2026
CRMSalesforce, Inc.	$351K	0.19%	0.00%	Not reported	Q1 2025
AAPLApple Inc.	$346K	0.18%	0.00%	Not reported	Q3 2024
PCARPaccar Inc	$345K	0.18%	0.00%	New	Q1 2026

Q3 2025Reported Oct 29, 202559 positions
GSATGlobalstar, Inc.	$15.8M	10.93%	0.34%	Not reported	Q3 2024
SPYSPDR S&P 500 ETF Trust	$5.57M	3.86%	Not reported	-3.1%	Q3 2024
ELFe.l.f. Beauty, Inc.	$4.9M	3.39%	0.06%	-9.8%	Q3 2024
IONQIonQ, Inc.	$3.08M	2.13%	0.02%	+400.0%	Q1 2025
BRK.ABerkshire Hathaway Inc	$1.51M	1.05%	Not reported	-33.3%	Q3 2024
GOOGAlphabet Inc.	$1.22M	0.85%	Not reported	-33.2%	Q1 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$1.13M	0.79%	Not reported	+51.1%	Q3 2024
TGTTarget Corp	$909K	0.63%	0.00%	-2.6%	Q3 2024
AMDAdvanced Micro Devices Inc	$815K	0.57%	0.00%	Not reported	Q1 2025
PACSPACS Group, Inc.	$687K	0.48%	0.03%	New	Q3 2025
LEUCentrus Energy Corp	$525K	0.36%	0.01%	+35.4%	Q3 2024
MPCMarathon Petroleum Corp	$515K	0.36%	0.00%	-9.2%	Q3 2024
JNJJohnson & Johnson	$513K	0.36%	0.00%	-7.7%	Q1 2025
MOAltria Group, Inc.	$502K	0.35%	0.00%	-6.2%	Q3 2024
FFord Motor Co	$496K	0.34%	0.00%	-7.9%	Q1 2025
MCKMckesson Corp	$484K	0.34%	0.00%	-1.6%	Q2 2025
QCOMQualcomm Inc	$482K	0.33%	0.00%	+0.1%	Q3 2024
DISWalt Disney Co	$469K	0.32%	0.00%	-1.9%	Q2 2025
NEMNEWMONT Corp	$465K	0.32%	0.00%	-9.5%	Q1 2025
PFEPfizer Inc	$464K	0.32%	0.00%	-4.2%	Q1 2025
CVXChevron Corp	$451K	0.31%	0.00%	-8.1%	Q3 2024
XOMExxonMobil Holdings Corp	$448K	0.31%	0.00%	-4.7%	Q1 2025
BKNGBooking Holdings Inc.	$448K	0.31%	0.00%	-6.7%	Q1 2025
MRKMerck & Co., Inc.	$444K	0.31%	0.00%	-5.5%	Q1 2025
VZVerizon Communications Inc	$438K	0.30%	0.00%	-4.9%	Q1 2025
TAt&T Inc.	$435K	0.30%	0.00%	-12.3%	Q3 2024
COPConocophillips	$433K	0.30%	0.00%	-7.1%	Q3 2024
CSCOCisco Systems, Inc.	$433K	0.30%	0.00%	-5.1%	Q1 2025
BMYBristol Myers Squibb Co	$429K	0.30%	0.00%	+0.4%	Q3 2024
AMGNAmgen Inc	$415K	0.29%	0.00%	-2.0%	Q1 2025
CMCSAComcast Corp	$402K	0.28%	0.00%	+2.3%	Q1 2025
VLOValero Energy Corp	$402K	0.28%	0.00%	-7.8%	Q3 2024
EOGEog Resources Inc	$402K	0.28%	0.00%	-1.8%	Q3 2024
NKENIKE, Inc.	$401K	0.28%	0.00%	-9.2%	Q1 2025
GILDGilead Sciences, Inc.	$397K	0.28%	0.00%	-7.7%	Q1 2025
ADBEAdobe Inc.	$396K	0.27%	0.00%	+10.9%	Q2 2025
CRMSalesforce, Inc.	$392K	0.27%	0.00%	+4.7%	Q1 2025
OXYOccidental Petroleum Corp	$383K	0.27%	0.00%	+4.7%	Q1 2025
UALUnited Airlines Holdings, Inc.	$381K	0.26%	0.00%	-9.8%	Q1 2025
ACNAccenture plc	$378K	0.26%	0.00%	+8.3%	Q1 2025
UPSUnited Parcel Service Inc	$375K	0.26%	0.00%	+8.8%	Q1 2025
SLBSLB Limited	$374K	0.26%	0.00%	-0.4%	Q1 2025
AAPLApple Inc.	$293K	0.20%	0.00%	+3.7%	Q3 2024
FANGDiamondback Energy, Inc.	$287K	0.20%	0.00%	-5.0%	Q3 2024
CORCencora, Inc.	$283K	0.20%	0.00%	-3.9%	Q3 2024
DHIHorton D R Inc	$277K	0.19%	0.00%	-10.1%	Q2 2025
LULUlululemon athletica inc.	$276K	0.19%	0.00%	New	Q3 2025
ABNBAirbnb, Inc.	$274K	0.19%	Not reported	-1.8%	Q3 2024
DALDelta Air Lines, Inc.	$271K	0.19%	0.00%	-8.8%	Q2 2025
OKLOOklo Inc.	$257K	0.18%	0.00%	New	Q3 2025

Q2 2025Reported Aug 7, 202558 positions
GSATGlobalstar, Inc.	$10.2M	7.99%	0.34%	+13.0%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$5.33M	4.17%	Not reported	+2.8%	Q3 2024
ELFe.l.f. Beauty, Inc.	$5.1M	3.99%	0.07%	+60.8%	Q3 2024
SMCISuper Micro Computer, Inc.	$2.45M	1.92%	0.01%	Not reported	Q3 2024
BRK.ABerkshire Hathaway Inc	$2.19M	1.71%	Not reported	Not reported	Q3 2024
GOOGAlphabet Inc.	$1.33M	1.04%	Not reported	+200.8%	Q1 2025
TGTTarget Corp	$1.03M	0.80%	0.00%	+2.0%	Q3 2024
NVDANvidia Corp	$869K	0.68%	0.00%	Not reported	Q3 2024
AMDAdvanced Micro Devices Inc	$715K	0.56%	0.00%	Not reported	Q1 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$712K	0.56%	Not reported	-4.6%	Q3 2024
DISWalt Disney Co	$517K	0.40%	0.00%	New	Q2 2025
BKNGBooking Holdings Inc.	$515K	0.40%	0.00%	+2.3%	Q1 2025
TAt&T Inc.	$509K	0.40%	0.00%	-9.5%	Q3 2024
MPCMarathon Petroleum Corp	$489K	0.38%	0.00%	-5.2%	Q3 2024
FFord Motor Co	$489K	0.38%	0.00%	+1.2%	Q1 2025
MOAltria Group, Inc.	$475K	0.37%	0.00%	-7.0%	Q3 2024
MCKMckesson Corp	$466K	0.36%	0.00%	New	Q2 2025
CSCOCisco Systems, Inc.	$462K	0.36%	0.00%	-0.6%	Q1 2025
QCOMQualcomm Inc	$461K	0.36%	0.00%	+9.1%	Q3 2024
PFEPfizer Inc	$460K	0.36%	0.00%	+15.0%	Q1 2025
JNJJohnson & Johnson	$458K	0.36%	0.00%	+7.0%	Q1 2025
VZVerizon Communications Inc	$453K	0.35%	0.00%	+3.9%	Q1 2025
CVXChevron Corp	$452K	0.35%	0.00%	+6.8%	Q3 2024
NKENIKE, Inc.	$450K	0.35%	0.00%	+26.9%	Q1 2025
XOMExxonMobil Holdings Corp	$450K	0.35%	0.00%	+4.3%	Q1 2025
CMCSAComcast Corp	$447K	0.35%	0.00%	+8.4%	Q1 2025
COPConocophillips	$443K	0.35%	0.00%	+10.3%	Q3 2024
MRKMerck & Co., Inc.	$443K	0.35%	0.00%	+19.5%	Q1 2025
BMYBristol Myers Squibb Co	$439K	0.34%	0.00%	+12.1%	Q3 2024
EOGEog Resources Inc	$436K	0.34%	0.00%	+13.2%	Q3 2024
CRMSalesforce, Inc.	$431K	0.34%	0.00%	+4.5%	Q1 2025
GILDGilead Sciences, Inc.	$430K	0.34%	0.00%	+5.8%	Q1 2025
IONQIonQ, Inc.	$430K	0.34%	0.00%	Not reported	Q1 2025
ACNAccenture plc	$423K	0.33%	0.00%	+12.4%	Q1 2025
AMGNAmgen Inc	$419K	0.33%	0.00%	+10.3%	Q1 2025
UPSUnited Parcel Service Inc	$417K	0.33%	0.00%	+13.2%	Q1 2025
ADBEAdobe Inc.	$392K	0.31%	0.00%	New	Q2 2025
SLBSLB Limited	$369K	0.29%	0.00%	+44.0%	Q1 2025
NEMNEWMONT Corp	$355K	0.28%	0.00%	+27.3%	Q1 2025
UALUnited Airlines Holdings, Inc.	$349K	0.27%	0.00%	+44.1%	Q1 2025
VLOValero Energy Corp	$344K	0.27%	0.00%	-4.0%	Q3 2024
OXYOccidental Petroleum Corp	$325K	0.25%	0.00%	+18.5%	Q1 2025
ABNBAirbnb, Inc.	$304K	0.24%	Not reported	-1.1%	Q3 2024
FANGDiamondback Energy, Inc.	$290K	0.23%	0.00%	+16.5%	Q3 2024
CORCencora, Inc.	$282K	0.22%	0.00%	Not reported	Q3 2024
DALDelta Air Lines, Inc.	$258K	0.20%	0.00%	New	Q2 2025
DHIHorton D R Inc	$235K	0.18%	0.00%	New	Q2 2025
KHCKraft Heinz Co	$233K	0.18%	0.00%	New	Q2 2025
PSXPhillips 66	$232K	0.18%	0.00%	New	Q2 2025
LEUCentrus Energy Corp	$229K	0.18%	0.01%	Not reported	Q3 2024

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