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Portfolio (Quarterly) Guide ↗

Alpha Zero LLC

· CIK 0002079032
13F Portfolio $264M AUM 107 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 107 New
Page 6 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GLD SPDR GOLD TR Financial Services 658.0 $240K 0.09% NEW $364.96 +11.5%
102 IEFA ISHARES TR 2,286.0 $221K 0.08% NEW $96.76 +4.5%
103 LOW LOWES COS INC Consumer Cyclical 1,009.0 $218K 0.08% NEW $216.16 -5.4%
104 SNOW SNOWFLAKE INC Technology 793.0 $214K 0.08% NEW $270.02 +24.9%
105 COIN COINBASE GLOBAL INC Financial Services 1,301.0 $209K 0.08% NEW $160.49 +15.0%
106 VONE VANGUARD SCOTTSDALE FDS 597.0 $203K 0.08% NEW $339.77 +2.6%
107 UWMC UWM HOLDINGS CORPORATION Financial Services 13,500.0 $28K 0.01% NEW $2.05 -28.3%
Page 6 of 6  ·  107 positions

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
Financial Services 47.7%
Technology 19.0%
Consumer Cyclical 7.0%
Communication Services 6.0%
Industrials 5.9%
Healthcare 4.6%
Consumer Defensive 4.0%
Real Estate 2.5%
Utilities 1.7%
Energy 1.1%