CIK 1806755
Systematic Alpha Investments, LLC
Institutional 13F holdings & portfolio
Holdings
229
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 229
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | 1.1M | $1M+ | SH |
| LLY | Eli Lilly and Company | 279K | $1M+ | SH |
| VTV | Vanguard Value ETF | 895K | $1M+ | SH |
| NVDA | NVIDIA Corporation | 895K | $1M+ | SH |
| AAPL | Apple Inc. | 576K | $1M+ | SH |
| MSFT | Microsoft Corporation | 251K | $1M+ | SH |
| GOOGL | Alphabet Inc. Class A | 309K | $1M+ | SH |
| AMAT | Applied Materials, Inc. | 318K | $1M+ | SH |
| VIG | Vanguard Dividend Appreciation ETF | 353K | $1M+ | SH |
| VUG | Vanguard Growth ETF | 131K | $1M+ | SH |
| TRV | Travelers Companies, Inc. | 215K | $1M+ | SH |
| VGT | Vanguard Information Technology ETF | 82K | $1M+ | SH |
| AMZN | Amazon.com, Inc. | 225K | $1M+ | SH |
| GOOG | Alphabet Inc. Class C | 159K | $1M+ | SH |
| SPY | State Street SPDR S&P 500 ETF | 73K | $1M+ | SH |
| META | Meta Platforms Inc Class A | 73K | $1M+ | SH |
| MRK | Merck & Co., Inc. | 411K | $1M+ | SH |
| RZV | Invesco S&P Smallcap 600 Pure Value ETF | 306K | $1M+ | SH |
| MA | Mastercard Incorporated Class A | 60K | $1M+ | SH |
| WM | Waste Management, Inc. | 149K | $1M+ | SH |
| MCD | McDonald's Corporation | 96K | $1M+ | SH |
| PEP | PepsiCo, Inc. | 193K | $1M+ | SH |
| ALL | Allstate Corporation | 127K | $1M+ | SH |
| HD | Home Depot, Inc. | 75K | $1M+ | SH |
| AEP | American Electric Power Company, Inc. | 217K | $1M+ | SH |
| RTX | RTX Corporation | 134K | $1M+ | SH |
| AVGO | Broadcom Inc. | 70K | $1M+ | SH |
| CSCO | Cisco Systems, Inc. | 315K | $1M+ | SH |
| ABBV | AbbVie, Inc. | 98K | $1M+ | SH |
| MET | MetLife, Inc. | 280K | $1M+ | SH |
| UNP | Union Pacific Corporation | 93K | $1M+ | SH |
| UNH | UnitedHealth Group Incorporated | 57K | $1M+ | SH |
| LRCX | Lam Research Corporation | 104K | $1M+ | SH |
| AAMI | Acadian Asset Management Inc. | 370K | $1M+ | SH |
| BMY | Bristol-Myers Squibb Company | 296K | $1M+ | SH |
| NFLX | Netflix, Inc. | 168K | $1M+ | SH |
| SLF | Sun Life Financial Inc. | 251K | $1M+ | SH |
| ES | Eversource Energy | 226K | $1M+ | SH |
| YUM | Yum! Brands, Inc. | 99K | $1M+ | SH |
| TMUS | T-Mobile US, Inc. | 73K | $1M+ | SH |
| XLF | State Street Financial Select Sector SPDR ETF | 248K | $1M+ | SH |
| KMB | Kimberly-Clark Corporation | 132K | $1M+ | SH |
| AVY | Avery Dennison Corporation | 71K | $1M+ | SH |
| VZ | Verizon Communications Inc. | 309K | $1M+ | SH |
| MO | Altria Group, Inc. | 213K | $1M+ | SH |
| TSLA | Tesla, Inc. | 27K | $1M+ | SH |
| KO | Coca-Cola Company | 172K | $1M+ | SH |
| JPM | JPMorgan Chase & Co. | 37K | $1M+ | SH |
| AMD | Advanced Micro Devices, Inc. | 55K | $1M+ | SH |
| TFC | Truist Financial Corporation | 234K | $1M+ | SH |