13F Insight
DOSSIER · 13F-HR · Q1 2026

Systematic Alpha Investments, LLC

$2.8B in tracked AUM across 234 positions as of Q1 2026.

SA
CIK 0001806755 · last filed Mar 31, 2026
Total AUM
$2.8B
as of Q1 2026
Holdings
234
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Systematic Alpha Investments, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
Vanguard S&P 500 ETF
$677M1.1M23.8%02
VTV
Vanguard Value ETF
$176M895K6.2%03
NVDA
NVIDIA Corporation
$156M895K5.5%04
AAPL
Apple Inc.
$146M576K5.1%05
AMAT
Applied Materials, Inc.
$109M318K3.8%06
MSFT
Microsoft Corporation
$93M251K3.3%07
GOOGL
Alphabet Inc. Class A
$89M309K3.1%08
VIG
Vanguard Dividend Appreciation ETF
$76M353K2.7%09
TRV
Travelers Companies, Inc.
$63M215K2.2%10
VGT
Vanguard Information Technology ETF
$57M658K2.0%

Filing history

2026Q1Mar 31
$2.8B▼ 11.3%
234 positionsView →2025Q4Dec 31
$3.2B▲ 5.4%
229 positionsView →2025Q3Sep 30
$3.0B▲ 8.0%
227 positionsView →2025Q2Jun 30
$2.8B▲ 7.5%
230 positionsLocked2025Q1Mar 31
$2.6B▼ 3.6%
222 positionsLocked2024Q4Dec 31
$2.7B▼ 0.8%
228 positionsLocked2024Q3Sep 30
$2.7B▲ 4.3%
222 positionsLocked2024Q2Jun 30
$2.6B▲ 5.2%
216 positionsLocked2024Q1Mar 31
$2.5B▲ 11.8%
220 positionsLocked2023Q4Dec 31
$2.2B▲ 11.1%
287 positionsLocked2023Q3Sep 30
$2.0B▼ 2.7%
298 positionsLocked2023Q2Jun 30
$2.1B▲ 8.5%
260 positionsLocked
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