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Portfolio (Quarterly) Guide ↗

American Alpha Advisors, LLC

· CIK 0002041441
13F Portfolio $185M AUM 95 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 50 Added 13 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOG PUT ALPHABET INC 5,000.0 $1.8M 0.95% NEW $353.33
2 QTUM ETF SER SOLUTIONS 10,000.0 $1.7M 0.89% NEW $165.38 -10.4%
3 SGOV ISHARES TR 11,385.0 $1.1M 0.62% NEW $100.67 +0.0%
4 CXW CORECIVIC INC Real Estate 9,200.0 $279K 0.15% NEW $30.38 +11.3%
5 KLAC KLA CORP Technology 820.0 $247K 0.13% NEW $301.71 -41.8%
6 CSCO CISCO SYS INC Technology 2,018.0 $237K 0.13% NEW $117.46 -6.4%
7 NN NEXTNAV INC Communication Services 10,000.0 $178K 0.10% NEW $17.83 -13.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.0%
Financial Services 14.1%
Consumer Defensive 13.5%
Communication Services 12.5%
Energy 9.8%
Healthcare 9.4%
Consumer Cyclical 4.7%
Industrials 3.3%
Basic Materials 1.1%
Real Estate 0.5%