Alpha Cubed Investments, LLC

The concentration is broad enough to avoid a single-name monoculture, yet narrow enough that semiconductors, cloud platforms, cybersecurity, and AI infrastructure dominate the risk profile. NVDA, TSM, AVGO, AMD, PANW, CRWD, ORCL, CSCO, TXN, and Microsoft collectively make technology the largest sector by a wide margin. The portfolio also carries meaningful financial exposure through Berkshire Hathaway, JPMorgan, Goldman Sachs, ICE, CME, Visa, and Digital Realty, plus utility exposure through AEP and NextEra.

The quarter’s changes show Alpha Cubed actively tuning the book rather than simply riding the market. ICE shares increased 226.0%, adding roughly $28.7M in value. Eli Lilly shares rose 76.3%, Oracle shares rose 156.0%, Amazon shares rose 5.6%, Berkshire Hathaway B shares rose 11.9%, and Goldman Sachs shares rose 3.4%. On the other side, Broadcom shares were cut 19.0%, Palo Alto was trimmed 2.8%, JPMorgan was cut 13.3%, Meta was slightly reduced, Apple shares fell 2.1%, and Caterpillar shares dropped 22.1%.