Power Alpha Investment Ltd — 13F Holdings

2026 Q3  ·  8 Positions

2026 Q3 Portfolio Activity

In 2026 Q3, Power Alpha Investment Ltd maintained a portfolio of 8 distinct positions. The most significant new addition was SPDR SERIES TRUST, now representing 83.45% of the total fund value. Conversely, Power Alpha Investment Ltd completely exited their position in STATE STR SPDR S&P 500 ETF T.
Position History hover any row below to update
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Power Alpha Investment Ltd Investment Company / Family Office AUM $1,128M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
8
Quarter
2026 Q3
Top Holding
CERY (83.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
CERY
SPDR SERIES TRU...
Unknown 83.45% — #1
Prev: #—
9.5
—
1,234,091 —
NEW
 1,234,091 $941,154,819 2026 Q3 13F Filing 2026-09-30 2026-11-13
IGSB
ISHARES TR
ETF 5.94% — #2
Prev: #—
7.4
—
1,306,900 —
NEW
 1,306,900 $66,952,487 2026 Q3 13F Filing 2026-09-30 2026-11-13
VOO
VANGUARD INDEX ...
ETF 4.14% 4.60% #3 1
Prev: #2
3.7
—
no change no change
P
S
66,600 $46,677,276 2025 Q4 13F Filing 2026-09-30 2026-11-13
IEI
ISHARES TR
ETF 2.61% — #4
Prev: #—
5.0
—
259,500 —
NEW
 259,500 $29,437,680 2026 Q3 13F Filing 2026-09-30 2026-11-13
IBIT
ISHARES BITCOIN...
Bond/Debt 2.23% — #5
Prev: #—
4.9
—
531,100 —
NEW
 531,100 $25,142,274 2026 Q3 13F Filing 2026-09-30 2026-11-13
BRK/B
BERKSHIRE HATHA...
Financial Services 1.01% 1.15% #6 3
Prev: #3
1.4
—
no change no change
P
S
22,900 $11,403,055 2025 Q4 13F Filing 2026-09-30 2026-11-13
IVV
ISHARES TR
ETF 0.62% 0.69% #7 3
Prev: #4
1.2
—
no change no change
P
S
9,200 $7,045,820 2025 Q4 13F Filing 2026-09-30 2026-11-13
SPY
STATE STR SPDR ...
ETF 0.00% 93.55%
Sold All 😨
(Was: #1)
 0.0
—
-1,244,951 -100.0%
CLOSED
 — $— 2025 Q4 13F Filing 2026-09-30 2026-11-13
Showing 1-8 of 8 holdings

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