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Alpha Cubed Investments, LLC

CIK:0001580830
Investment Adviser
$3B AUM
297 holdings
Irvine, CA, United States
Founded:2011
34 employees
Latest filing:Jun 30, 2025

Alpha Cubed Investments, LLC is an SEC-registered investment adviser based in Irvine, California. Founded in 2011, the firm provides individualized and dynamic portfolio management for clients, with a team of approximately 34-35 employees. The company primarily serves high-net-worth individuals as well as other individuals, focusing exclusively on United States clients. Alpha Cubed Investments specializes in process-driven, tailored investment solutions, leveraging disciplined research and risk management. They have developed a reputation for client-focused active portfolio oversight.

Investment Strategy

Alpha Cubed Investments employs a disciplined, process-driven approach to portfolio management, customizing strategies to meet each client's specific financial goals. Their investment philosophy centers on dynamic asset allocation, rigorous fundamental research, and risk management, with a majority of assets managed for high-net-worth individuals. The firm invests across a broad array of equities, focusing on technology, consumer goods, and other diversified sectors, aiming for long-term capital appreciation through individualized strategies with continuous monitoring and adjustments.

Latest 13F Filing Activity

Alpha Cubed Investments, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 297 equity positions with a total 13F market value of $3B. The fund increased holdings in Broadcom Inc., Nvidia Corporation, Taiwan Semiconductor MFG LTD among other positions. Alpha Cubed Investments, LLC reduced exposure to Digital RLTY TR Inc., Qualcomm Inc., Vanguard Index FDS among others.

Top Buys
A
AVGOBROADCOM INC
+$96.9M
N
NVDANVIDIA CORPORATION
+$61.9M
T
TSMTAIWAN SEMICONDUCTOR MFG LTD
+$58.7M
P
PWRQUANTA SVCS INC
+$47.9M
M
MSFTMICROSOFT CORP
+$42.7M
Top Sells
D
DLRDIGITAL RLTY TR INC
-$39.6M
Q
QCOMQUALCOMM INC
-$21.4M
V
VBVANGUARD INDEX FDS
-$21.1M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$19.9M
C
CMECME GROUP INC
-$19.7M

Top Holdings

M
MSFTMICROSOFT CORP
+5.6%$148.5M
N
NVDANVIDIA CORPORATION
+5.6%$148.1M
A
AAPLAPPLE INC
+5.2%$137.6M
A
AMZNAMAZON COM INC
+4.7%$123.9M
P
PWRQUANTA SVCS INC
+4.1%$108.3M

Equity Positions (297)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MICROSOFT CORP5.63%$148.5M298,567$174.91$497.41+$42.7M
NVIDIA CORPORATION5.62%$148.1M937,423$59.22$157.99+$61.9M
APPLE INC5.22%$137.6M670,450$65.93$205.17-$6.9M
AMAZON COM INC4.70%$123.9M564,862$127.26$219.39+$32.0M
QUANTA SVCS INC4.11%$108.3M286,572$241.66$378.08+$47.9M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+14.9%
SERVICES-PREPACKAGED SOFTWARE
+8.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.3%
ELECTRONIC COMPUTERS
+5.2%
ELECTRIC SERVICES
+4.7%