Attorney in Fact

0000950123-24-007614.txt : 20240809 0000950123-24-007614.hdr.sgml : 20240809 20240809155421 ACCESSION NUMBER: 0000950123-24-007614 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240809 DATE AS OF CHANGE: 20240809 EFFECTIVENESS DATE: 20240809 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Alpha Family Trust CENTRAL INDEX KEY: 0001568991 ORGANIZATION NAME: 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: 241192385 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 06-30-2024 06-30-2024 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* Attorney in Fact 310-557-5100 /s/ Adam Chesnoff Los Angeles CA 08-06-2024 3 150 170642387 false 1 028-20914 Cheryl Saban 2 028-20913 Haim Saban 3 028-20906 SC Equities LLC INFORMATION TABLE 2 34635.xml INFORMATION TABLE FOR FORM 13F Applovin CMN Class A 03831W108 1096756 13179 SH DFND 1,2,3 0 13179 0 Unity CMN Class A 91332U101 4486668 275933 SH DFND 1,2 0 275933 0 SimilarWeb SHS M84137104 13067406 1681777 SH DFND 1,2 0 1681777 0 iShares Biotechnology ETF ISHARES BIOTECH 464287556 4750294 34608 SH DFND 1,2 0 34608 0 Healthcare Select Sector SPDR Fund SBI HEALTHCARE 81369Y209 4382411 30068 SH DFND 1,2,3 0 30068 0 NVIDIA CORPORATION CMN 67066G104 15121296 122400 SH DFND 1,2,3 0 122400 0 MICROSOFT CORPORATION CMN 594918104 14333687 32070 SH DFND 1,2,3 0 32070 0 APPLE INC. CMN 037833100 11942154 56700 SH DFND 1,2,3 0 56700 0 ALPHABET INC. CMN 02079K305 9661965 53044 SH DFND 1,2,3 0 53044 0 AMAZON.COM INC CMN 023135106 8865344 45875 SH DFND 1,2,3 0 45875 0 META PLATFORMS INC-CLASS A CMN 30303M102 5670458 11246 SH DFND 1,2,3 0 11246 0 BROADCOM INC. CMN 11135F101 4262682 2655 SH DFND 1,2,3 0 2655 0 TESLA, INC. CMN 88160R101 2479436 12530 SH DFND 1,2,3 0 12530 0 COSTCO WHOLESALE CORPORATION CMN 22160K105 1933727 2275 SH DFND 1,2,3 0 2275 0 NETFLIX, INC. CMN 64110L106 1690574 2505 SH DFND 1,2,3 0 2505 0 ADVANCED MICRO DEVICES, INC. CMN 007903107 1528018 9420 SH DFND 1,2,3 0 9420 0 APPLIED MATERIALS INC CMN 038222105 1520956 6445 SH DFND 1,2,3 0 6445 0 PEPSICO, INC. CMN 713448108 1476124 8950 SH DFND 1,2,3 0 8950 0 BERKSHIRE HATHAWAY INC. CMN 084670702 1403460 3450 SH DFND 1,2,3 0 3450 0 ELI LILLY & CO CMN 532457108 1385231 1530 SH DFND 1,2,3 0 1530 0 LAM RESEARCH CORPORATION CMN 512807108 1224578 1150 SH DFND 1,2,3 0 1150 0 AMGEN INC. CMN 031162100 1224804 3920 SH DFND 1,2,3 0 3920 0 JPMORGAN CHASE & CO CMN 46625H100 1203447 5950 SH DFND 1,2,3 0 5950 0 EXXON MOBIL CORPORATION CMN 30231G102 1201507 10437 SH DFND 1,2,3 0 10437 0 ADOBE INC CMN 00724F101 1193300 2148 SH DFND 1,2,3 0 2148 0 CISCO SYSTEMS, INC. CMN 17275R102 1190838 25065 SH DFND 1,2,3 0 25065 0 HONEYWELL INTL INC CMN 438516106 1159522 5430 SH DFND 1,2,3 0 5430 0 LINDE PLC CMN G54950103 1154070 2630 SH DFND 1,2,3 0 2630 0 VISA INC. CMN 92826C839 1099749 4190 SH DFND 1,2,3 0 4190 0 COMCAST CORPORATION CMN 20030N101 1053404 26900 SH DFND 1,2,3 0 26900 0 QUALCOMM INC CMN 747525103 966023 4850 SH DFND 1,2,3 0 4850 0 BOOKING HOLDINGS INC. CMN 09857L108 950760 240 SH DFND 1,2,3 0 240 0 INTUITIVE SURGICAL, INC. CMN 46120E602 945306 2125 SH DFND 1,2,3 0 2125 0 UNITEDHEALTH GROUP INCORPORATED CMN 91324P102 926853 1820 SH DFND 1,2,3 0 1820 0 MASTERCARD INCORPORATED CMN 57636Q104 904378 2050 SH DFND 1,2,3 0 2050 0 MICRON TECHNOLOGY, INC. CMN 595112103 824035 6265 SH DFND 1,2,3 0 6265 0 AT&T INC. CMN 00206R102 771375 40365 SH DFND 1,2,3 0 40365 0 KLA CORP CMN 482480100 766794 930 SH DFND 1,2,3 0 930 0 SALESFORCE INC CMN 79466L302 754589 2935 SH DFND 1,2,3 0 2935 0 ABBVIE INC CMN 00287Y109 750400 4375 SH DFND 1,2,3 0 4375 0 SYNOPSYS INC. CMN 871607107 740850 1245 SH DFND 1,2,3 0 1245 0 MONDELEZ INTERNATIONAL, INC. CMN 609207105 711333 10870 SH DFND 1,2,3 0 10870 0 T-MOBILE US, INC. CMN 872590104 700316 3975 SH DFND 1,2,3 0 3975 0 VERTEX PHARMACEUTICALS INCORPORATED CMN 92532F100 696049 1485 SH DFND 1,2,3 0 1485 0 MERCK & CO., INC. CMN 58933Y105 687709 5555 SH DFND 1,2,3 0 5555 0 THE HOME DEPOT, INC. CMN 437076102 679874 1975 SH DFND 1,2,3 0 1975 0 ANALOG DEVICES, INC. CMN 032654105 677932 2970 SH DFND 1,2,3 0 2970 0 CHEVRON CORPORATION CMN 166764100 677299 4330 SH DFND 1,2,3 0 4330 0 WALMART INC CMN 931142103 641891 9480 SH DFND 1,2,3 0 9480 0 GILEAD SCIENCES CMN 375558103 639102 9315 SH DFND 1,2,3 0 9315 0 AUTOMATIC DATA PROCESSING INC CMN 053015103 624174 2615 SH DFND 1,2,3 0 2615 0 REGENERON PHARMACEUTICAL INC CMN 75886F107 625363 595 SH DFND 1,2,3 0 595 0 INTEL CORPORATION CMN 458140100 612122 19765 SH DFND 1,2,3 0 19765 0 CADENCE DESIGN SYSTEMS INC CMN 127387108 598574 1945 SH DFND 1,2,3 0 1945 0 INTUIT INC CMN 461202103 594775 905 SH DFND 1,2,3 0 905 0 AMERICAN ELECTRIC POWER INC CMN 025537101 583471 6650 SH DFND 1,2,3 0 6650 0 FISERV, INC. CMN 337738108 567097 3805 SH DFND 1,2,3 0 3805 0 CSX CORPORATION CMN 126408103 479004 14320 SH DFND 1,2,3 0 14320 0 MODERNA, INC. CMN 60770K107 473813 3990 SH DFND 1,2,3 0 3990 0 ABBOTT LABORATORIES CMN 002824100 469673 4520 SH DFND 1,2,3 0 4520 0 PALO ALTO NETWORKS INC. CMN 697435105 469529 1385 SH DFND 1,2,3 0 1385 0 PFIZER INC. CMN 717081103 466427 16670 SH DFND 1,2,3 0 16670 0 COCA-COLA COMPANY (THE) CMN 191216100 448414 7045 SH DFND 1,2,3 0 7045 0 PROCTER & GAMBLE COMPANY (THE) CMN 742718109 447758 2715 SH DFND 1,2,3 0 2715 0 CHARLES SCHWAB CORPORATION CMN 808513105 447298 6070 SH DFND 1,2,3 0 6070 0 WELLS FARGO & COMPANY CMN 949746101 428796 7220 SH DFND 1,2,3 0 7220 0 UNION PACIFIC CORP. CMN 907818108 425369 1880 SH DFND 1,2,3 0 1880 0 CATERPILLAR INC (DELAWARE) CMN 149123101 423037 1270 SH DFND 1,2,3 0 1270 0 PHILIP MORRIS INTL INC CMN 718172109 416466 4110 SH DFND 1,2,3 0 4110 0 MC DONALDS CORP CMN 580135101 420486 1650 SH DFND 1,2,3 0 1650 0 DANAHER CORPORATION CMN 235851102 414751 1660 SH DFND 1,2,3 0 1660 0 S&P GLOBAL INC. CMN 78409V104 410320 920 SH DFND 1,2,3 0 920 0 ORACLE CORPORATION CMN 68389X105 395360 2800 SH DFND 1,2,3 0 2800 0 CINTAS CORPORATION CMN 172908105 388644 555 SH DFND 1,2,3 0 555 0 BRISTOL-MYERS SQUIBB COMPANY CMN 110122108 387475 9330 SH DFND 1,2,3 0 9330 0 CROWDSTRIKE HOLDINGS, INC. CMN 22788C105 381274 995 SH DFND 1,2,3 0 995 0 AMERICAN TOWER CORPORATION CMN 03027X100 374182 1925 SH DFND 1,2,3 0 1925 0 PAYPAL HOLDINGS, INC. CMN 70450Y103 376034 6480 SH DFND 1,2,3 0 6480 0 INTL BUSINESS MACHINES CORP CMN 459200101 374437 2165 SH DFND 1,2,3 0 2165 0 O'REILLY AUTOMOTIVE, INC. CMN 67103H107 369621 350 SH DFND 1,2,3 0 350 0 SEAGATE TECHNOLOGY HOLDIN PLC CMN G7997R103 359896 3485 SH DFND 1,2,3 0 3485 0 GE AEROSPACE CMN 369604301 360067 2265 SH DFND 1,2,3 0 2265 0 MERCADOLIBRE, INC. CMN 58733R102 353331 215 SH DFND 1,2,3 0 215 0 MARRIOTT INTERNATIONAL, INC CMN 571903202 348149 1440 SH DFND 1,2,3 0 1440 0 RTX CORP CMN 75513E101 345342 3440 SH DFND 1,2,3 0 3440 0 KEURIG DR PEPPER INC CMN 49271V100 335670 10050 SH DFND 1,2,3 0 10050 0 ARISTA NETWORKS, INC. CMN 040413106 334708 955 SH DFND 1,2,3 0 955 0 ACCENTURE PLC CMN G1151C101 333751 1100 SH DFND 1,2,3 0 1100 0 ASML HOLDING N.V. ADR CMN N07059210 322160 315 SH DFND 1,2,3 0 315 0 METLIFE, INC. CMN 59156R108 321470 4580 SH DFND 1,2,3 0 4580 0 DOMINION ENERGY INC CMN 25746U109 320460 6540 SH DFND 1,2,3 0 6540 0 CONOCOPHILLIPS CMN 20825C104 319120 2790 SH DFND 1,2,3 0 2790 0 MICROCHIP TECHNOLOGY INCORPORATED CMN 595017104 315218 3445 SH DFND 1,2,3 0 3445 0 TEXAS INSTRUMENTS INC. CMN 882508104 311248 1600 SH DFND 1,2,3 0 1600 0 EATON CORP PLC CMN G29183103 308847 985 SH DFND 1,2,3 0 985 0 EVERSOURCE ENERGY CMN 30040W108 308502 5440 SH DFND 1,2,3 0 5440 0 NXP SEMICONDUCTORS N.V. CMN N6596X109 306763 1140 SH DFND 1,2,3 0 1140 0 MONSTER BEVERAGE CORPORATION CMN 61174X109 307193 6150 SH DFND 1,2,3 0 6150 0 TJX COMPANIES INC (NEW) CMN 872540109 303326 2755 SH DFND 1,2,3 0 2755 0 ROSS STORES,INC CMN 778296103 302992 2085 SH DFND 1,2,3 0 2085 0 AMERICAN EXPRESS CO. CMN 025816109 302173 1305 SH DFND 1,2,3 0 1305 0 BLACKROCK, INC. CMN 09247X101 299182 380 SH DFND 1,2,3 0 380 0 COPART, INC. CMN 217204106 298422 5510 SH DFND 1,2,3 0 5510 0 ELEVANCE HEALTH INC CMN 036752103 298023 550 SH DFND 1,2,3 0 550 0 LOWES COMPANIES INC CMN 548661107 291007 1320 SH DFND 1,2,3 0 1320 0 BOSTON SCIENTIFIC CORP. CMN 101137107 287247 3730 SH DFND 1,2,3 0 3730 0 MEDTRONIC PUBLIC LIMITED COMPANY CMN G5960L103 284930 3620 SH DFND 1,2,3 0 3620 0 CONSTELLATION ENERGY CORP CMN 21037T109 286386 1430 SH DFND 1,2,3 0 1430 0 STRYKER CORPORATION CMN 863667101 284109 835 SH DFND 1,2,3 0 835 0 EDWARDS LIFESCIENCES CORPORATION CMN 28176E108 268797 2910 SH DFND 1,2,3 0 2910 0 CIGNA GROUP/THE CMN 125523100 259497 785 SH DFND 1,2,3 0 785 0 NEXTERA ENERGY, INC. CMN 65339F101 259165 3660 SH DFND 1,2,3 0 3660 0 COGNIZANT TECHNOLOGY SOLUTIONS CORP CMN 192446102 257720 3790 SH DFND 1,2,3 0 3790 0 PAYCHEX, INC. CMN 704326107 254904 2150 SH DFND 1,2,3 0 2150 0 WORKDAY, INC. CMN 98138H101 253741 1135 SH DFND 1,2,3 0 1135 0 SERVICENOW INC CMN 81762P102 247801 315 SH DFND 1,2,3 0 315 0 DELL TECHNOLOGIES INC. CMN 24703L202 246859 1790 SH DFND 1,2,3 0 1790 0 ANSYS, INC. CMN 03662Q105 244340 760 SH DFND 1,2,3 0 760 0 DEXCOM, INC. CMN 252131107 244334 2155 SH DFND 1,2,3 0 2155 0 NORTHROP GRUMMAN CORP CMN 666807102 244132 560 SH DFND 1,2,3 0 560 0 VERISK ANALYTICS, INC. CMN 92345Y106 243943 905 SH DFND 1,2,3 0 905 0 BIOGEN INC. CMN 09062X103 243411 1050 SH DFND 1,2,3 0 1050 0 THE WILLIAMS COMPANIES, INC. CMN 969457100 242888 5715 SH DFND 1,2,3 0 5715 0 L3HARRIS TECHNOLOGIES INC CMN 502431109 242546 1080 SH DFND 1,2,3 0 1080 0 PDD HOLDINGS INC SPONSORED ADR CMN 722304102 241969 1820 SH DFND 1,2,3 0 1820 0 SHERWIN-WILLIAMS CO CMN 824348106 240236 805 SH DFND 1,2,3 0 805 0 DEERE & COMPANY CMN 244199105 237255 635 SH DFND 1,2,3 0 635 0 U.S. BANCORP CMN 902973304 235223 5925 SH DFND 1,2,3 0 5925 0 PACCAR INC CMN 693718108 234394 2277 SH DFND 1,2,3 0 2277 0 GENERAL DYNAMICS CORP. CMN 369550108 233563 805 SH DFND 1,2,3 0 805 0 AIRBNB, INC. CMN 009066101 233510 1540 SH DFND 1,2,3 0 1540 0 FORTINET, INC. CMN 34959E109 225711 3745 SH DFND 1,2,3 0 3745 0 IDEXX LABORATORIES CMN 45168D104 224112 460 SH DFND 1,2,3 0 460 0 WALT DISNEY COMPANY (THE) CMN 254687106 223899 2255 SH DFND 1,2,3 0 2255 0 THE PROGRESSIVE CORPORATION CMN 743315103 222250 1070 SH DFND 1,2,3 0 1070 0 LOCKHEED MARTIN CORPORATION CMN 539830109 219537 470 SH DFND 1,2,3 0 470 0 MCKESSON CORPORATION CMN 58155Q103 219015 375 SH DFND 1,2,3 0 375 0 AES CORP. CMN 00130H105 215233 12250 SH DFND 1,2,3 0 12250 0 AMPHENOL CORP CL-A (NEW) CMN 032095101 212216 3150 SH DFND 1,2,3 0 3150 0 ILLINOIS TOOL WORKS CMN 452308109 210894 890 SH DFND 1,2,3 0 890 0 MARSH & MCLENNAN CO INC CMN 571748102 211774 1005 SH DFND 1,2,3 0 1005 0 EVERGY, INC. CMN 30034W106 210291 3970 SH DFND 1,2,3 0 3970 0 FIRSTENERGY CORP. CMN 337932107 207997 5435 SH DFND 1,2,3 0 5435 0 JOHNSON CONTROLS INTERNATIONAL PUBLIC LIMITED COMPANY CMN G51502105 207054 3115 SH DFND 1,2,3 0 3115 0 REALTY INCOME CORPORATION CMN 756109104 207583 3930 SH DFND 1,2,3 0 3930 0 GENERAL MOTORS COMPANY CMN 37045V100 205353 4420 SH DFND 1,2,3 0 4420 0 HALLIBURTON COMPANY CMN 406216101 203693 6030 SH DFND 1,2,3 0 6030 0 AON PUBLIC LIMITED COMPANY CMN G0403H108 202570 690 SH DFND 1,2,3 0 690 0 AMERIPRISE FINANCIAL, INC. CMN 03076C106 200779 470 SH DFND 1,2,3 0 470 0 KEYCORP CMN 493267108 182030 12810 SH DFND 1,2,3 0 12810 0