SEC 13F Intelligence

Alpha Cubed Investments, LLC / LLY

Alpha Cubed Investments, LLC’s Eli Lilly & Co Position

Does Alpha Cubed Investments, LLC own Eli Lilly & Co (LLY)? Yes — 27.4K shares worth $29M (+1.01% of its 13F portfolio) as of Q4 2025, up from 15.5K shares the prior filed quarter.

Position Value
$29M
Q4 2025
Shares
27.4K
% of Portfolio
+1.01%
Quarters Held
28
currently held

Position History LLY

Reported value by quarter
Q1 ’19: $321,000Q1 ’19Q2 ’19: $281,000Q3 ’19: $286,000Q4 ’19: $350,000Q1 ’20: $352,000Q1 ’20Q2 ’20: $406,000Q3 ’20: $3MQ4 ’20: $7MQ1 ’21: $8MQ1 ’21Q2 ’21: $10MQ3 ’21: $11MQ4 ’21: $16MQ1 ’22: $14MQ1 ’22Q2 ’22: $13MQ3 ’22: $11MQ4 ’22: $7MQ1 ’23: $7MQ1 ’23Q2 ’23: $8MQ3 ’23: $9MQ4 ’23: $9MQ1 ’24: $11MQ1 ’24Q2 ’24: $13MQ3 ’24: $13MQ4 ’24: $10MQ1 ’25: $12MQ1 ’25Q2 ’25: $12MQ3 ’25: $12MQ4 ’25: $29Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202527.4K$29M+1.01%
Q3 202515.5K$12M+0.41%
Q2 202514.9K$12M+0.44%
Q1 202513.9K$12M+0.51%
Q4 202412.5K$10M+0.44%
Q3 202415.0K$13M+0.59%
Q2 202414.1K$13M+0.61%
Q1 202414.7K$11M+0.60%
Q4 202315.5K$9M+0.51%
Q3 202316.7K$9M+0.60%
Q2 202318.0K$8M+0.57%
Q1 202319.4K$7M+0.48%
Q4 202219.8K$7M+0.55%
Q3 202235.3K$11M+0.89%
Q2 202240.3K$13M+0.95%
Q1 202247.6K$14M+0.87%
Q4 202159.5K$16M+1.08%
Q3 202149.5K$11M+0.86%
Q2 202142.0K$10M+0.70%
Q1 202141.0K$8M+0.59%
Q4 202040.3K$7M+0.58%
Q3 202021.2K$3M+0.30%
Q2 20202.5K$406,000+0.04%
Q1 20202.5K$352,000+0.04%
Q4 20192.7K$350,000+0.04%
Q3 20192.6K$286,000+0.03%
Q2 20192.5K$281,000+0.03%
Q1 20192.5K$321,000+0.04%

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 LLY.