American Alpha Advisors, LLC
SEC Form 13F institutional filer · CIK 0002041441
13F-HR · 58 reported holdings · 2026-03-31
Reported long-US-equity value
$0.06B
Top-10 concentration
59.9%
American Alpha Advisors, LLC — $62.1M AUM allocation strategy
American Alpha Advisors, LLC files SEC Form 13F and reports $62.1M of long US equity value across 58 reported holdings for 2026-03-31.
Its largest sector bet is Financials 30.5%, followed by Information Technology 8.4% and Health Care 4.3%.
The top 10 holdings account for 60% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
American Alpha Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$62.1M
total across 58 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
60% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$UBER +13.3K sh · +$657K+$AMD +5.12K sh · −$108K+$NOW +5K sh · −$1.5M
Biggest trims (shares)
−$TGT −9.26K sh · −$2.13M−$WBD −8.76K sh · −$1.05M−$F −3.76K sh · −$737K
Exited to nil (held last quarter, gone now)
$CSCO ($1.16M last qtr)$LULU ($520K last qtr)$PLTR ($498K last qtr)$HPQ ($417K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage27.4%—
- Systems Software5.1%—
- Semiconductors3.4%—
- Asset Management & Custody Banks3.2%—
- Integrated Oil & Gas2.6%—
- Interactive Media & Services2.4%—
- Aerospace & Defense2.3%—
- Pharmaceuticals2.2%—
- Other holdings51.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 382K | $11.7M | +1.58K | 18.9% |
| $GS | Goldman Sachs Group Inc | 105K | $5.28M | +2.3K | 8.5% |
| $AMD | Advanced Micro Devices Inc | 10.2K | $2.08M | +5.12K | 3.3% |
| $IVZ | Invesco Ltd | 10.3K | $1.97M | -1.61K | 3.2% |
| $CRWD | CrowdStrike Holdings Inc | 4.02K | $1.57M | — | 2.5% |
| $NOW | ServiceNow Inc | 15K | $1.57M | +5K | 2.5% |
| $GOOGL | Alphabet Inc | 5.18K | $1.49M | +160 | 2.4% |
| $HONA | Honeywell Aerospace Inc | 2 | $1.44M | +0 | 2.3% |
…and 50 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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