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Systematic Alpha Investments, LLC

Q2 2026 13F filing

Updated 28 days ago

233 disclosed positions worth $3.7B

Portfolio value
$3.7B
Total holdings
233
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-13

Full holdings

Every line item disclosed in Q2 2026

V

VOO

Value
$777.8M
Shares
1.13M
% Port
20.89%
L
2.LLY

LLY

Value
$335M
Shares
279.3K
% Port
9.00%
A

AMAT

Value
$229.6M
Shares
317.6K
% Port
6.17%
V

VTV

Value
$195M
Shares
894.9K
% Port
5.24%
N

NVDA

Value
$179.1M
Shares
895.2K
% Port
4.81%
A

AAPL

Value
$166.7M
Shares
576.1K
% Port
4.48%
G

GOOGL

Value
$110.3M
Shares
308.6K
% Port
2.96%
M

MSFT

Value
$93.8M
Shares
251.4K
% Port
2.52%
B
9.BX

VIG

Value
$83.5M
Shares
353.0K
% Port
2.24%
V
10.VGES

VGT

Value
$78.7M
Shares
658.4K
% Port
2.11%
T
11.TRV

TRV

Value
$71M
Shares
215.2K
% Port
1.91%
V
12.VGES

VUG

Value
$67.5M
Shares
784.0K
% Port
1.81%
A
13.AMZN

AMZN

Value
$58.4M
Shares
245.0K
% Port
1.57%
G

GOOG

Value
$56.1M
Shares
158.8K
% Port
1.51%
S
15.SPY

SPY

Value
$54.5M
Shares
73.0K
% Port
1.46%
M
16.MRK

MRK

Value
$52.8M
Shares
410.7K
% Port
1.42%
?
17.N/A

RZV

Value
$45.7M
Shares
306.5K
% Port
1.23%
L
18.LRCX

LRCX

Value
$45.2M
Shares
104.4K
% Port
1.21%
M
19.META

META

Value
$41.4M
Shares
73.5K
% Port
1.11%
C
20.CSCO

CSCO

Value
$36.9M
Shares
314.6K
% Port
0.99%
A
21.AMD

AMD

Value
$34.2M
Shares
58.8K
% Port
0.92%
W
22.WM

WM

Value
$33.3M
Shares
149.2K
% Port
0.89%
M
23.MA

MA

Value
$31.6M
Shares
61.4K
% Port
0.85%
A

ALL

Value
$30.2M
Shares
126.9K
% Port
0.81%
I
25.INTC

INTC

Value
$30.1M
Shares
215.4K
% Port
0.81%
A
26.AEP

AEP

Value
$29.7M
Shares
217.0K
% Port
0.80%
H
27.HD

HD

Value
$26.6M
Shares
75.3K
% Port
0.71%
A
28.AVGO

AVGO

Value
$26.5M
Shares
70.1K
% Port
0.71%
A
29.AAMI

AAMI

Value
$26.5M
Shares
370.1K
% Port
0.71%
P
30.PEP

PEP

Value
$26.2M
Shares
193.4K
% Port
0.70%
M
31.MCD

MCD

Value
$26M
Shares
96.0K
% Port
0.70%
R
32.RTX

RTX

Value
$25.5M
Shares
134.2K
% Port
0.68%
U
33.UNP

UNP

Value
$25.4M
Shares
93.3K
% Port
0.68%
A
34.ABBV

ABBV

Value
$24.7M
Shares
98.3K
% Port
0.66%
U
35.UNH

UNH

Value
$23.8M
Shares
57.3K
% Port
0.64%
M

MET

Value
$23.7M
Shares
280.5K
% Port
0.64%
S

SLF

Value
$19.7M
Shares
250.8K
% Port
0.53%
C

BMY

Value
$17.1M
Shares
296.3K
% Port
0.46%
E
39.ES

ES

Value
$16.3M
Shares
226.2K
% Port
0.44%
Y
40.YUM

YUM

Value
$15.9M
Shares
99.2K
% Port
0.43%
M
41.MO

MO

Value
$15.3M
Shares
212.6K
% Port
0.41%
T
42.TGT

TGT

Value
$15M
Shares
114.8K
% Port
0.40%
K
43.KMB

KMB

Value
$14.5M
Shares
131.9K
% Port
0.39%
K
44.KO

KO

Value
$14M
Shares
172.3K
% Port
0.38%
J

JPM

Value
$13.8M
Shares
42.1K
% Port
0.37%
S

XLF

Value
$13.3M
Shares
248.4K
% Port
0.36%
V
47.VZ

VZ

Value
$13.1M
Shares
308.9K
% Port
0.35%
N
48.NFLX

NFLX

Value
$12.6M
Shares
177.1K
% Port
0.34%
T

TMUS

Value
$12.2M
Shares
73.0K
% Port
0.33%
T

TFC

Value
$11.7M
Shares
233.9K
% Port
0.31%