account_balance
Investment manager · 13F filer · SEC CIK 2105062
Focused Alpha, LLC
Reported value$402Mas of Sep 30, 2026
Positions249 25 new, 40 sold out
Top 10 weight33.3%IVV alone is 6%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
5.9%Added +12%
VTIVanguard Index FDS
4.7%Added +6%
MSFTMicrosoft Corp
4.5%Added +3%
GROZZacks Trust
2.9%Added +18%
GOOGLAlphabet Inc.
2.8%Trimmed −8%
AAPLApple Inc.
2.7%
PULSPgim ETF Tr
2.7%Added +30%
SYFIAb Active Etfs Inc
2.5%
AMZNAmazon.com Inc
2.4%Trimmed −3%
VTVVanguard Index FDS
2.2%Added +8%
SEPISCM Trust
2.1%Added +18%
PAYRFederated Hermes ETF Trust
1.9%New
IVViShares Tr
5.9%Added +12%
VTIVanguard Index FDS
4.7%Added +6%
MSFTMicrosoft Corp
4.5%+3%
GROZZacks Trust
2.9%+18%
GOOGLAlphabet Inc.
2.8%−8%
AAPLApple Inc.
2.7%
PULSPgim ETF Tr
2.7%
SYFIAb Active Etfs Inc
2.5%
AMZNAmazon.com Inc
2.4%
VTV2.2%
SEPI2.1%
PAYR
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 5.9% Added +12%
VTI Vanguard Index FDS 4.7% Added +6%
MSFT Microsoft Corp 4.5% Added +3%GROZ Zacks Trust 2.9% Added +18%
GOOGL Alphabet Inc. 2.8% Trimmed −8%AAPL Apple Inc. 2.7% HeldPULS Pgim ETF Tr 2.7% Added +30%
SYFI Ab Active Etfs Inc 2.5% Held
AMZN Amazon.com Inc 2.4% Trimmed −3%VTV Vanguard Index FDS 2.2% Added +8%
SEPI SCM Trust 2.1% Added +18%
PAYR Federated Hermes ETF Trust 1.9% New
What changed
Biggest moves since Jun 30, 2026
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