Managers / Q1 2019 · view latest →
Alpha Cubed Investments, LLC
CIK 0001580830 · 1124 BRISTOL ST., COSTA MESA, CA, 92626 · 800-701-2457
Reported Value
$825M
Q1 2019
Positions
245
Filings on Record
29
2019–present window
Filed
Apr 26, 2019
original filing
Summary
Alpha Cubed Investments, Llc reported $825M in U.S.-listed holdings across 245 positions for Q1 2019.
Its largest position, AAPL, represents 4.8% of the portfolio.
Compared with Q4 2018, the fund opened 37 new positions and exited 18.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q4 2025 | $2.9B | 299 | Feb 3, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $2.9B | 297 | Nov 3, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $2.6B | 297 | Aug 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $2.2B | 301 | Apr 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $2.2B | 267 | Jan 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $2.2B | 269 | Oct 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $2.1B | 293 | Jul 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.9B | 295 | Apr 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.8B | 280 | Feb 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.5B | 262 | Oct 19, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.5B | 270 | Jul 20, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1.4B | 284 | Apr 27, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.32T | 282 | Jan 25, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.3B | 258 | Nov 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.4B | 314 | Jul 22, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.6B | 335 | Apr 22, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.5B | 273 | Jan 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.3B | 266 | Oct 26, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.4B | 267 | Jul 20, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.3B | 259 | Apr 23, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.2B | 261 | Jan 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $1.0B | 233 | Oct 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $914M | 220 | Jul 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $832M | 223 | Apr 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $972M | 257 | Jan 17, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $857M | 255 | Oct 18, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $864M | 256 | Jul 19, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $825M | 245 | Apr 26, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $667M | 225 | Jan 29, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.