SEC 13F Intelligence

Alpha Cubed Investments, LLC / ISRG

Alpha Cubed Investments, LLC’s Intuitive Surgical Inc Position

Does Alpha Cubed Investments, LLC own Intuitive Surgical Inc (ISRG)? Yes102.8K shares worth $58M (+1.99% of its 13F portfolio) as of Q4 2025, up from 92.6K shares the prior filed quarter.

Position Value
$58M
Q4 2025
Shares
102.8K
% of Portfolio
+1.99%
Quarters Held
29
currently held

Position History ISRG

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $6MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ3 ’20: $5MQ4 ’20: $6MQ4 ’20Q1 ’21: $7MQ2 ’21: $5MQ3 ’21: $6MQ4 ’21: $7MQ4 ’21Q1 ’22: $1MQ2 ’22: $6MQ3 ’22: $6MQ4 ’22: $12MQ4 ’22Q1 ’23: $11MQ2 ’23: $30MQ3 ’23: $36MQ4 ’23: $25MQ4 ’23Q1 ’24: $27MQ2 ’24: $42MQ3 ’24: $49MQ4 ’24: $49MQ4 ’24Q1 ’25: $33MQ2 ’25: $45MQ3 ’25: $41MQ4 ’25: $58MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025102.8K$58M+1.99%
Q3 202592.6K$41M+1.44%
Q2 202581.9K$45M+1.69%
Q1 202566.0K$33M+1.46%
Q4 202494.6K$49M+2.26%
Q3 202499.8K$49M+2.18%
Q2 202495.1K$42M+2.02%
Q1 202468.3K$27M+1.42%
Q4 202373.2K$25M+1.38%
Q3 2023123.2K$36M+2.42%
Q2 202386.7K$30M+2.00%
Q1 202343.9K$11M+0.81%
Q4 202244.3K$12M+0.89%
Q3 202233.2K$6M+0.49%
Q2 202229.7K$6M+0.43%
Q1 20224.9K$1M+0.09%
Q4 202120.5K$7M+0.48%
Q3 20215.9K$6M+0.44%
Q2 20215.6K$5M+0.37%
Q1 20219.8K$7M+0.56%
Q4 20207.7K$6M+0.53%
Q3 20207.2K$5M+0.49%
Q2 20207.4K$4M+0.46%
Q1 20207.9K$4M+0.47%
Q4 201911.0K$6M+0.67%
Q3 20196.8K$4M+0.43%
Q2 20196.7K$4M+0.41%
Q1 20197.2K$4M+0.50%
Q4 20183.3K$2M+0.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alpha Cubed Investments, LLC’s full portfolio or all institutional holders of ISRG.