GOOGL β€” ALPHABET INC

Ownership history in Focus Financial Network, Inc.  Β·  8 quarters on record

This page tracks every 13F SEC filing in which Focus Financial Network, Inc. reported a position in ALPHABET INC (GOOGL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.18% (2025 Q4)
πŸ“Š Avg. % of fund
0.65%
πŸ“… First filed
2024 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
8

Position Intelligence

Focus Financial Network, Inc. Γ— GOOGL AI Analytics

πŸ“ˆ Focus Financial Network, Inc. outperformed the S&P 500 by +28.5% annually on this GOOGL position. Timing score: 67% (4/6 decisions correct). Average cost basis: $208.18. Maximum drawdown during holding period: –18.2%.

πŸ“ˆ Position Alpha vs SPY
+28.5%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 28.5% per year on this position.
6 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
4 of 6 add/trim decisions correct

πŸ’° Entry Quality
$208.18
+50.2% vs current ($312.78)

Best entry: $154.11 (2025 Q1)  Β·  Worst: $312.78 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–18.2%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

4 adds Β· 4 trims. Bought during 2 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Focus Financial Network, Inc. has been actively increasing its GOOGL allocation β€” a bullish signal from insiders.
Currently 1.18% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    GOOGL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 107,987 +35,343 +48.7% 1.18% $33.8M $312.78
2025 Q3 REDUCED 72,644 -1,269 -1.7% 0.63% $17.7M $242.77
2025 Q2 REDUCED 73,913 -11,842 -13.8% 0.51% $13.0M $175.83
2025 Q1 ADDED 85,755 +442 +0.5% 0.54% $13.3M $154.11
2024 Q4 REDUCED 85,313 -2,637 -3.0% 0.64% $16.1M $188.43
2024 Q3 ADDED 87,950 +84,867 +2752.7% 0.60% $14.6M $164.90
2024 Q2 REDUCED 3,083 -81,539 -96.4% 0.48% $3.6M $180.86
2024 Q1 INITIATED 84,622 β€” β€” 0.64% $13.2M β€”
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