0000950123-23-001140.txt : 20230209 0000950123-23-001140.hdr.sgml : 20230209 20230208180344 ACCESSION NUMBER: 0000950123-23-001140 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230209 DATE AS OF CHANGE: 20230208 EFFECTIVENESS DATE: 20230209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Alpha Family Trust CENTRAL INDEX KEY: 0001568991 IRS NUMBER: 546775783 STATE OF INCORPORATION: CA FISCAL YEAR END: 1213 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20924 FILM NUMBER: 23600324 BUSINESS ADDRESS: STREET 1: 11301 W. OLYMPIC BLVD STREET 2: STE #121-601 CITY: LOS ANGELES STATE: CA ZIP: 90064 BUSINESS PHONE: (310) 557-5100 MAIL ADDRESS: STREET 1: 11301 W. OLYMPIC BLVD STREET 2: STE #121-601 CITY: LOS ANGELES STATE: CA ZIP: 90064 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0001568991 XXXXXXXX 12-31-2022 12-31-2022 false Alpha Family Trust

11301 W. Olympic Blvd Ste #121-601 Los Angeles CA 90064

13F HOLDINGS REPORT 028-20924 N Adam Chesnoff, Attorney in Fact* 310-557-5100 /s/ Adam Chesnoff Los Angeles CA 01-30-2023 4 119 110752193 false 1 028-20914 Cheryl Saban 2 028-20913 Haim Saban 3 028-20912 SC Strategies LLC 4 028-20906 SC Equities LLC INFORMATION TABLE 2 20288.xml INFORMATION TABLE FOR FORM 13F Alphabet Inc Cap Stk Cl A 02079K305 5295565 60020 SH DFND 1,2,4 0 60020 0 ISHARES TR S&P 100 ETF 464287556 4535938 34549 SH DFND 1,2 0 34549 0 Amazon.com Inc. Com 023135106 4010580 47745 SH DFND 1,2,4 0 47745 0 Adobe Systems Incorporated Com 00724F101 722866 2148 SH DFND 1,2,4 0 2148 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4017900 29576 SH DFND 1,2,4 0 29576 0 Apple Inc. Com 037833100 8479232 65260 SH DFND 1,2,4 0 65260 0 Meta Platforms CL A 30303M102 1038895 8633 SH DFND 1,2,4 0 8633 0 Tesla, Inc. Com 88160R101 1717745 13945 SH DFND 1,2,4 0 13945 0 APPLOVIN CORP com 03831W108 277550 26358 SH DFND 1,2,3 0 26358 0 Microsoft Corp. Com 594918104 8591552 35825 SH DFND 1,2,4 0 35825 0 Unitedhealth Group Inc. Com 91324P102 919862 1735 SH DFND 1,2,4 0 1735 0 NVIDIA CORPORATION COM 67066G104 2132183 14590 SH DFND 1,2,4 0 14590 0 Johnson & Johnson Com 478160104 767544 4345 SH DFND 1,2,4 0 4345 0 PEPSICO INC COM 713448108 1636780 9060 SH DFND 1,2,4 0 9060 0 Berkshire Hathaway Inc. CL B 084670702 991569 3210 SH DFND 1,2,4 0 3210 0 BROADCOM INC COM 11135F101 1350299 2415 SH DFND 1,2,4 0 2415 0 AUTOMATIC DATA PROCESSING IN COM 053015103 623425 2610 SH DFND 1,2,4 0 2610 0 Proctor & Gamble Co. Com 742718109 363744 2400 SH DFND 1,2,4 0 2400 0 Similarweb Ltd. SHS M84137104 10813825 1681777 SH DFND 1,2 0 1681777 0 APPLIED MATLS INC COM 038222105 568212 5835 SH DFND 1,2,4 0 5835 0 Unity CL A 91332U101 11833381 413899 SH DFND 1,2 0 413899 0 CISCO SYS INC COM 17275R102 1194097 25065 SH DFND 1,2,4 0 25065 0 COMCAST CORP NEW CL A 20030N101 940693 26900 SH DFND 1,2,4 0 26900 0 EXXON MOBIL CORP COM 30231G102 879091 7970 SH DFND 1,2,4 0 7970 0 CVS HEALTH CORP COM 126650100 232975 2500 SH DFND 1,2,4 0 2500 0 The Home Depot, Inc. Com 437076102 644354 2040 SH DFND 1,2,4 0 2040 0 CHEVRON CORP COM 166764100 629112 3505 SH DFND 1,2,4 0 3505 0 DANAHER CORPORATION COM 235851102 355663 1340 SH DFND 1,2,4 0 1340 0 AMGEN INC COM 031162100 843074 3210 SH DFND 1,2,4 0 3210 0 VISA INC COM CL A 92826C839 833118 4010 SH DFND 1,2,4 0 4010 0 McDonalds Corp. Com 580135101 370260 1405 SH DFND 1,2,4 0 1405 0 HONEYWELL INTL INC COM 438516106 902203 4210 SH DFND 1,2,4 0 4210 0 MORGAN STANLEY COM 617446448 374513 4405 SH DFND 1,2,4 0 4405 0 Thermo Fisher Scientific Inc. Com 883556102 360702 655 SH DFND 1,2,4 0 655 0 Merck & Co., Inc. Com 58933Y105 616327 5555 SH DFND 1,2,4 0 5555 0 Texas Instruments Inc. Com 882508104 879797 5325 SH DFND 1,2,4 0 5325 0 Eli Lilly & Co. Com 532457108 647537 1770 SH DFND 1,2,4 0 1770 0 Costco Wholesale Corp. Com 22160K105 680185 1490 SH DFND 1,2,4 0 1490 0 WELLS FARGO CO COM 949746101 379249 9185 SH DFND 1,2,4 0 9185 0 Walmart Inc. Com 931142103 556526 3925 SH DFND 1,2,4 0 3925 0 ConocoPhillips Com 20825C104 378190 3205 SH DFND 1,2,4 0 3205 0 JPMORGAN CHASE & CO COM 46625H100 805941 6010 SH DFND 1,2,4 0 6010 0 QUALCOMM INC. COM 747525103 754738 6865 SH DFND 1,2,4 0 6865 0 NETFLIX, INC. COM 64110L106 738674 2505 SH DFND 1,2,4 0 2505 0 MASTERCARD INCORPORATED CL A 57636Q104 702415 2020 SH DFND 1,2,4 0 2020 0 PFIZER INC. COM 717081103 684054 13350 SH DFND 1,2,4 0 13350 0 T-MOBILE US, INC. COM 872590104 679700 4855 SH DFND 1,2,4 0 4855 0 STARBUCKS CORP. COM 855244109 660176 6655 SH DFND 1,2,4 0 6655 0 GILEAD SCIENCES COM 375558103 638295 7435 SH DFND 1,2,4 0 7435 0 MONDELEZ INTERNATIONAL, INC. COM 609207105 618845 9285 SH DFND 1,2,4 0 9285 0 INTUITIVE SURGICAL, INC. COM 46120E602 620919 2340 SH DFND 1,2,4 0 2340 0 ADVANCED MICRO DEVICES, INC. COM 007903107 610133 9420 SH DFND 1,2,4 0 9420 0 ABBVIE INC. COM 00287Y109 580988 3595 SH DFND 1,2,4 0 3595 0 ANALOG DEVICES, INC. COM 032654105 498651 3040 SH DFND 1,2,4 0 3040 0 BOOKING HOLDINGS INC. COM 09857L108 483667 240 SH DFND 1,2,4 0 240 0 ACCENTUIRE PLC SHS CLASS A G1151C101 452294 1695 SH DFND 1,2,4 0 1695 0 NEXTERA ENERGY, INC. COM 65339F101 428032 5120 SH DFND 1,2,4 0 5120 0 REGENERON PHARMACEUTICAL, INC. COM 75886F107 425679 590 SH DFND 1,2,4 0 590 0 LAM RESEARCH CORPORATION COM 512807108 420300 1000 SH DFND 1,2,4 0 1000 0 PHILIP MORRIS INTL INC. COM 718172109 415973 4110 SH DFND 1,2,4 0 4110 0 ABBOT LABORATORIES COM 002824100 403478 3675 SH DFND 1,2,4 0 3675 0 XCEL ENERGY INC. COM 98389B100 391915 5590 SH DFND 1,2,4 0 5590 0 MODERNA, INC. COM 60770K107 393368 2190 SH DFND 1,2,4 0 2190 0 SALESFORCE INC. COM 79466L302 389152 2935 SH DFND 1,2,4 0 2935 0 FISERV, INC. COM 337738108 384571 3805 SH DFND 1,2,4 0 3805 0 CSX CORPORATION COM 126408103 380125 12270 SH DFND 1,2,4 0 12270 0 LINDE PLC COM G5494J103 378369 1160 SH DFND 1,2,4 0 1160 0 INTEL CORPORATION COM 458140100 375570 14210 SH DFND 1,2,4 0 14210 0 KLA CORP COM 482480100 371375 985 SH DFND 1,2,4 0 985 0 PROLOGIS INC. COM 74340W103 366147 3248 SH DFND 1,2,4 0 3248 0 S&P GLOBAL INC. COM 78409V104 348338 1040 SH DFND 1,2,4 0 1040 0 RAYTHEON TECHNOLOGIES CORPORATION COM 75513E101 340100 3370 SH DFND 1,2,4 0 3370 0 CHARLES SCHWAB CORPORATION COM 808513105 322633 3875 SH DFND 1,2,4 0 3875 0 VERIZON COMMUNICATIONS, INC. COM 92343V104 322489 8185 SH DFND 1,2,4 0 8185 0 SYNOPSYS INC. COM 871607107 314501 985 SH DFND 1,2,4 0 985 0 AMERICAN ELECTRIC POWER INC COM 025537101 312860 3295 SH DFND 1,2,4 0 3295 0 MONSTER BEVERAGE CORPORATION COM 61174X109 312205 3075 SH DFND 1,2,4 0 3075 0 BRISTOL-MYERS SQUIBB COMPANY COM 110122108 311544 4330 SH DFND 1,2,4 0 4330 0 CATERPILLAR INC. COM 149123101 304241 1270 SH DFND 1,2,4 0 1270 0 KIMBERLY-CLARK CORPORATION COM 494368103 295935 2180 SH DFND 1,2,4 0 2180 0 O-REILLY AUTOMOTIVE, INC. COM 67103H107 295411 350 SH DFND 1,2,4 0 350 0 AMERICAN TOWER CORPORATION COM 03027X100 291308 1375 SH DFND 1,2,4 0 1375 0 COCA-COLA COMPANY COM 191216100 292606 4600 SH DFND 1,2,4 0 4600 0 BLACKROCK, INC. COM 09247X101 286995 405 SH DFND 1,2,4 0 405 0 CHARTER COMMUNICATIONS, INC. COM 16119P108 281453 830 SH DFND 1,2,4 0 830 0 CADENCE DESIGN SYSTEMS INC. COM 127387108 277907 1730 SH DFND 1,2,4 0 1730 0 DEXCOM, INC. COM 252131107 264982 2340 SH DFND 1,2,4 0 2340 0 LOWES COMPANIES INC. COM 548661107 262997 1320 SH DFND 1,2,4 0 1320 0 UNION PACIFIC CORP. COM 907818108 261944 1265 SH DFND 1,2,4 0 1265 0 NIKE INC. CL B 654106103 259177 2215 SH DFND 1,2,4 0 2215 0 AT&T INC. COM 00206R102 256820 13950 SH DFND 1,2,4 0 13950 0 UNITED PARCEL SERVICE, INC. CL B 911312106 254676 1465 SH DFND 1,2,4 0 1465 0 DEERE &C COMPANY COM 244199105 250825 585 SH DFND 1,2,4 0 585 0 CINTAS CORPORATION COM 172908105 250649 555 SH DFND 1,2,4 0 555 0 LOCKHEED MARTIN CORPORATION COM 539830109 250542 515 SH DFND 1,2,4 0 515 0 THE KRAFT HEINZ CO COM 500754106 243039 5970 SH DFND 1,2,4 0 5970 0 MICROCHIP TECHNOLOGY INCORPORATION COM 595017104 242011 3445 SH DFND 1,2,4 0 3445 0 ROSS STORES, INC. COM 778296103 242006 2085 SH DFND 1,2,4 0 2085 0 ACTIVISION BLIZZARD, INC. COM 00507V109 233860 3055 SH DFND 1,2,4 0 3055 0 INTL BUSINESS MACHINES CORP. COM 459200101 233173 1655 SH DFND 1,2,4 0 1655 0 GENERAL MOTORS COMPANY COM 37045V100 228920 6805 SH DFND 1,2,4 0 6805 0 COGNIZANT TECHNOLOGY SOLUTIONS CORP. CL A 192446102 227044 3970 SH DFND 1,2,4 0 3970 0 BIOGEN INC. COM 09062X103 224305 810 SH DFND 1,2,4 0 810 0 ELEVANCE HEALTH INC. COM 036752103 220577 430 SH DFND 1,2,4 0 430 0 TJX COMPANIES INC. COM 872540109 219298 2755 SH DFND 1,2,4 0 2755 0 MARRIOTT INTERNATIONAL, INC. CL A 571903202 214402 1440 SH DFND 1,2,4 0 1440 0 CIGNA CORP. COM 125523100 213714 645 SH DFND 1,2,4 0 645 0 ORACLE CORPORATION COM 68389X105 212524 2600 SH DFND 1,2,4 0 2600 0 SCHLUMBERGER LTD. COM 806857108 209831 3925 SH DFND 1,2,4 0 3925 0 TARGET CORPORATION COM 87612E106 208656 1400 SH DFND 1,2,4 0 1400 0 WALGREENS BOOTS ALLIANCE, INC. COM 931427108 208469 5580 SH DFND 1,2,4 0 5580 0 INTUIT INC. COM 461202103 208233 535 SH DFND 1,2,4 0 535 0 PAYCHEX, INC. 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