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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 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,769.0 $5.8M 3.13% -40.0 -0.5% $746.77 +3.0%
2 GSAT GLOBALSTAR INC Communication Services 50,000.0 $4.1M 2.20% -383K -88.5% $81.29 +0.6%
3 LEU CENTRUS ENERGY CORP Energy 8,120.0 $1.4M 0.74% -650.0 -7.4% $167.87 +4.7%
4 GFEB FIRST TR EXCHNG TRADED FD VI 30,719.0 $1.4M 0.73% -2K -6.9% $44.03 +1.9%
5 CNEQ THE ALGER ETF TRUST 24,216.0 $999K 0.54% -7K -23.0% $41.27 -3.9%
6 JHMU JOHN HANCOCK EXCHANGE TRADED 34,200.0 $900K 0.49% -800.0 -2.3% $26.32 -2.2%
7 VDC VANGUARD WORLD FD 3,985.0 $899K 0.48% -175.0 -4.2% $225.49 +2.2%
8 UBER UBER TECHNOLOGIES INC Technology 11,351.0 $819K 0.44% -5K -31.3% $72.16 +9.2%
9 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.41% -1.0 -50.0% $748850.00
10 HCA HCA HEALTHCARE INC Healthcare 1,059.0 $413K 0.22% -55.0 -4.9% $389.89 +7.2%
11 VZ VERIZON COMMUNICATIONS INC Communication Services 9,150.0 $387K 0.21% -788.0 -7.9% $42.34 +18.3%
12 CMCSA COMCAST CORP NEW Communication Services 14,970.0 $368K 0.20% -1K -6.4% $24.55 +10.2%
13 TGT TARGET CORP Consumer Defensive 1,845.0 $241K 0.13% -2K -57.5% $130.61 +24.9%

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%