Attorney in Fact

0000950123-24-010474.txt : 20241107 0000950123-24-010474.hdr.sgml : 20241107 20241106202246 ACCESSION NUMBER: 0000950123-24-010474 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241107 DATE AS OF CHANGE: 20241106 EFFECTIVENESS DATE: 20241107 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: 241432732 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 09-30-2024 09-30-2024 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 10-23-2024 3 154 179078335 false 1 028-20914 Cheryl Saban 2 028-20913 Haim Saban 3 028-20906 SC Equities LLC INFORMATION TABLE 2 36470.xml INFORMATION TABLE FOR FORM 13F Unity SHS 91332U101 6241602 275933 SH DFND 1,2 0 275933 0 SimilarWeb ISHARES BIOTECH M84137104 14574639 1648715 SH DFND 1,2 0 1648715 0 iShares Biotechnology ETF SHS 464287556 5038925 34608 SH DFND 1,2 0 34608 0 Healthcare Select Sector SPDR Fund SBI HEALTHCARE 81369Y209 4666036 30295 SH DFND 1,2,3 0 30295 0 NVIDIA CORPORATION CMN 67066G104 14512080 119500 SH DFND 1,2,3 0 119500 0 MICROSOFT CORPORATION CMN 594918104 13799721 32070 SH DFND 1,2,3 0 32070 0 APPLE INC. CMN 037833100 13211100 56700 SH DFND 1,2,3 0 56700 0 ALPHABET INC. CMN CLASS A 02079K305 8797347 53044 SH DFND 1,2,3 0 53044 0 AMAZON.COM INC CMN 023135106 8547889 45875 SH DFND 1,2,3 0 45875 0 META PLATFORMS INC-CLASS A CMN CLASS A 30303M102 6437660 11246 SH DFND 1,2,3 0 11246 0 BROADCOM INC. CMN 11135F101 4579875 26550 SH DFND 1,2,3 0 26550 0 TESLA, INC. CMN 88160R101 3395957 12980 SH DFND 1,2,3 0 12980 0 COSTCO WHOLESALE CORPORATION CMN 22160K105 2016833 2275 SH DFND 1,2,3 0 2275 0 NETFLIX, INC. CMN 64110L106 1776721 2505 SH DFND 1,2,3 0 2505 0 CISCO SYSTEMS, INC. CMN 17275R102 1614961 30345 SH DFND 1,2,3 0 30345 0 BERKSHIRE HATHAWAY CLASS B 084670702 1587897 3450 SH DFND 1,2,3 0 3450 0 ADVANCED MICRO DEVICES, INC. CMN 007903107 1545634 9420 SH DFND 1,2,3 0 9420 0 ELI LILLY & CO CMN 532457108 1355488 1530 SH DFND 1,2,3 0 1530 0 APPLIED MATERIALS INC CMN 038222105 1302212 6445 SH DFND 1,2,3 0 6445 0 AMGEN INC. CMN 031162100 1263063 3920 SH DFND 1,2,3 0 3920 0 JPMORGAN CHASE & CO CMN 46625H100 1254617 5950 SH DFND 1,2,3 0 5950 0 EXXON MOBIL CORPORATION CMN 30231G102 1223425 10437 SH DFND 1,2,3 0 10437 0 VISA INC. CMN CLASS A 92826C839 1152041 4190 SH DFND 1,2,3 0 4190 0 COMCAST CORPORATION CMN CLASS A VOTING 20030N101 1123613 26900 SH DFND 1,2,3 0 26900 0 ADOBE INC CMN 00724F101 1112191 2148 SH DFND 1,2,3 0 2148 0 PEPSICO, INC. CMN 713448108 1100224 6470 SH DFND 1,2,3 0 6470 0 HONEYWELL INTL INC CMN 438516106 1091429 5280 SH DFND 1,2,3 0 5280 0 UNITEDHEALTH GROUP INCORPORATED CMN 91324P102 1064118 1820 SH DFND 1,2,3 0 1820 0 INTUITIVE SURGICAL, INC. CMN 46120E602 1043949 2125 SH DFND 1,2,3 0 2125 0 MASTERCARD INCORPORATED CMN CLASS A 57636Q104 1012290 2050 SH DFND 1,2,3 0 2050 0 BOOKING HOLDINGS INC. CMN 09857L108 1010909 240 SH DFND 1,2,3 0 240 0 BRISTOL-MYERS SQUIBB COMPANY CMN 110122108 970642 18760 SH DFND 1,2,3 0 18760 0 LAM RESEARCH CORPORATION CMN 512807108 938492 1150 SH DFND 1,2,3 0 1150 0 STARBUCKS CORP. CMN 855244109 907632 9310 SH DFND 1,2,3 0 9310 0 AT&T INC. CMN 00206R102 888030 40365 SH DFND 1,2,3 0 40365 0 ABBVIE INC CMN 00287Y109 863975 4375 SH DFND 1,2,3 0 4375 0 LINDE PLC CMN G54950103 860732 1805 SH DFND 1,2,3 0 1805 0 T-MOBILE US, INC. CMN 872590104 820281 3975 SH DFND 1,2,3 0 3975 0 SALESFORCE INC CMN 79466L302 803339 2935 SH DFND 1,2,3 0 2935 0 THE HOME DEPOT, INC. CMN 437076102 800270 1975 SH DFND 1,2,3 0 1975 0 WALMART INC CMN 931142103 765510 9480 SH DFND 1,2,3 0 9480 0 QUALCOMM INC CMN 747525103 743969 4375 SH DFND 1,2,3 0 4375 0 AUTOMATIC DATA PROCESSING INC CMN 053015103 723649 2615 SH DFND 1,2,3 0 2615 0 GILEAD SCIENCES CMN 375558103 721443 8605 SH DFND 1,2,3 0 8605 0 KLA CORP CMN 482480100 720201 930 SH DFND 1,2,3 0 930 0 BROWN FORMAN CORP CL B CMN CLASS B 115637209 708480 14400 SH DFND 1,2,3 0 14400 0 VERTEX PHARMACEUTICALS INCORPORATED CMN 92532F100 690644 1485 SH DFND 1,2,3 0 1485 0 MONDELEZ INTERNATIONAL, INC. CMN 609207105 684026 9285 SH DFND 1,2,3 0 9285 0 ANALOG DEVICES, INC. CMN 032654105 683605 2970 SH DFND 1,2,3 0 2970 0 FISERV, INC. CMN 337738108 683568 3805 SH DFND 1,2,3 0 3805 0 AMERICAN ELECTRIC POWER INC CMN 025537101 682290 6650 SH DFND 1,2,3 0 6650 0 MICRON TECHNOLOGY, INC. CMN 595112103 649743 6265 SH DFND 1,2,3 0 6265 0 MERCK & CO., INC. CMN 58933Y105 630826 5555 SH DFND 1,2,3 0 5555 0 SYNOPSYS INC. CMN 871607107 630456 1245 SH DFND 1,2,3 0 1245 0 REGENERON PHARMACEUTICAL INC CMN 75886F107 625488 595 SH DFND 1,2,3 0 595 0 INTUIT INC CMN 461202103 562005 905 SH DFND 1,2,3 0 905 0 CADENCE DESIGN SYSTEMS INC CMN 127387108 527153 1945 SH DFND 1,2,3 0 1945 0 ABBOTT LABORATORIES CMN 002824100 515325 4520 SH DFND 1,2,3 0 4520 0 COCA-COLA COMPANY (THE) CMN 191216100 506254 7045 SH DFND 1,2,3 0 7045 0 PAYPAL HOLDINGS, INC. CMN 70450Y103 505634 6480 SH DFND 1,2,3 0 6480 0 PHILIP MORRIS INTL INC CMN 718172109 498954 4110 SH DFND 1,2,3 0 4110 0 CATERPILLAR INC (DELAWARE) CMN 149123101 496722 1270 SH DFND 1,2,3 0 1270 0 CSX CORPORATION CMN 126408103 494470 14320 SH DFND 1,2,3 0 14320 0 PFIZER INC. CMN 717081103 482430 16670 SH DFND 1,2,3 0 16670 0 INTL BUSINESS MACHINES CORP CMN 459200101 478638 2165 SH DFND 1,2,3 0 2165 0 ORACLE CORPORATION CMN 68389X105 477120 2800 SH DFND 1,2,3 0 2800 0 S&P GLOBAL INC. CMN 78409V104 475290 920 SH DFND 1,2,3 0 920 0 PALO ALTO NETWORKS INC. CMN 697435105 473393 1385 SH DFND 1,2,3 0 1385 0 UNION PACIFIC CORP. CMN 907818108 463382 1880 SH DFND 1,2,3 0 1880 0 DANAHER CORPORATION CMN 235851102 461513 1660 SH DFND 1,2,3 0 1660 0 CINTAS CORPORATION CMN 172908105 457054 2220 SH DFND 1,2,3 0 2220 0 AMERICAN TOWER CORPORATION CMN 03027X100 447678 1925 SH DFND 1,2,3 0 1925 0 MERCADOLIBRE, INC. CMN 58733R102 441171 215 SH DFND 1,2,3 0 215 0 MC DONALDS CORP CMN 580135101 430882 1415 SH DFND 1,2,3 0 1415 0 GE AEROSPACE CMN 369604301 427134 2265 SH DFND 1,2,3 0 2265 0 RTX CORP CMN 75513E101 416790 3440 SH DFND 1,2,3 0 3440 0 WELLS FARGO & COMPANY CMN 949746101 407858 7220 SH DFND 1,2,3 0 7220 0 O'REILLY AUTOMOTIVE, INC. CMN 67103H107 403060 350 SH DFND 1,2,3 0 350 0 CHARLES SCHWAB CORPORATION CMN 808513105 393397 6070 SH DFND 1,2,3 0 6070 0 PROCTER & GAMBLE COMPANY (THE) CMN 742718109 392298 2265 SH DFND 1,2,3 0 2265 0 ACCENTURE PLC CMN CLASS A G1151C101 388828 1100 SH DFND 1,2,3 0 1100 0 SEAGATE TECHNOLOGY HOLDIN PLC CMN G7997R103 381712 3485 SH DFND 1,2,3 0 3485 0 KEURIG DR PEPPER INC CMN 49271V100 376674 10050 SH DFND 1,2,3 0 10050 0 DOMINION ENERGY INC CMN 25746U109 377947 6540 SH DFND 1,2,3 0 6540 0 METLIFE, INC. CMN 59156R108 377758 4580 SH DFND 1,2,3 0 4580 0 CONSTELLATION ENERGY CORP CMN 21037T109 371829 1430 SH DFND 1,2,3 0 1430 0 EVERSOURCE ENERGY CMN 30040W108 370192 5440 SH DFND 1,2,3 0 5440 0 ARISTA NETWORKS, INC. CMN 040413106 366548 955 SH DFND 1,2,3 0 955 0 BLACKROCK, INC. CMN 09247X101 360814 380 SH DFND 1,2,3 0 380 0 MARRIOTT INTERNATIONAL, INC CMN CLASS A 571903202 357984 1440 SH DFND 1,2,3 0 1440 0 LOWES COMPANIES INC CMN 548661107 357522 1320 SH DFND 1,2,3 0 1320 0 AMERICAN EXPRESS CO. CMN 025816109 353916 1305 SH DFND 1,2,3 0 1305 0 TEXAS INSTRUMENTS INC. CMN 882508104 330512 1600 SH DFND 1,2,3 0 1600 0 MEDTRONIC PUBLIC LIMITED COMPANY CMN G5960L103 325909 3620 SH DFND 1,2,3 0 3620 0 EATON CORP PLC CMN G29183103 326468 985 SH DFND 1,2,3 0 985 0 TJX COMPANIES INC (NEW) CMN 872540109 323823 2755 SH DFND 1,2,3 0 2755 0 JOHNSON & JOHNSON CMN 478160104 320879 1980 SH DFND 1,2,3 0 1980 0 MONSTER BEVERAGE CORPORATION CMN 61174X109 320846 6150 SH DFND 1,2,3 0 6150 0 HORMEL FOODS CORPORATION CMN 440452100 315732 9960 SH DFND 1,2,3 0 9960 0 ROSS STORES,INC CMN 778296103 313813 2085 SH DFND 1,2,3 0 2085 0 BOSTON SCIENTIFIC CMN 101137107 312574 3730 SH DFND 1,2,3 0 3730 0 NEXTERA ENERGY, INC. CMN 65339F101 309380 3660 SH DFND 1,2,3 0 3660 0 SHERWIN-WILLIAMS CO CMN 824348106 307244 805 SH DFND 1,2,3 0 805 0 STRYKER CORPORATION CMN 863667101 301652 835 SH DFND 1,2,3 0 835 0 NORTHROP GRUMMAN CORP CMN 666807102 295719 560 SH DFND 1,2,3 0 560 0 CONOCOPHILLIPS CMN 20825C104 293731 2790 SH DFND 1,2,3 0 2790 0 COGNIZANT TECHNOLOGY SOLUTIONS CLASS A 192446102 292512 3790 SH DFND 1,2,3 0 3790 0 FORTINET, INC. CMN 34959E109 290425 3745 SH DFND 1,2,3 0 3745 0 COPART, INC. CMN 217204106 288724 5510 SH DFND 1,2,3 0 5510 0 PAYCHEX, INC. CMN 704326107 288509 2150 SH DFND 1,2,3 0 2150 0 SCHLUMBERGER LTD CMN 806857108 285680 6810 SH DFND 1,2,3 0 6810 0 ELEVANCE HEALTH INC CMN 036752103 286000 550 SH DFND 1,2,3 0 550 0 SERVICENOW INC CMN 81762P102 281733 315 SH DFND 1,2,3 0 315 0 CROWDSTRIKE HOLDINGS, INC. CMN 22788C105 279068 995 SH DFND 1,2,3 0 995 0 WORKDAY, INC. CMN CLASS A 98138H101 277405 1135 SH DFND 1,2,3 0 1135 0 MICROCHIP TECHNOLOGY INCORPORATED CMN 595017104 276599 3445 SH DFND 1,2,3 0 3445 0 LOCKHEED MARTIN CORPORATION CMN 539830109 274743 470 SH DFND 1,2,3 0 470 0 NXP SEMICONDUCTORS N.V. CMN N6596X109 273611 1140 SH DFND 1,2,3 0 1140 0 U.S. BANCORP CMN 902973304 270950 5925 SH DFND 1,2,3 0 5925 0 ESTEE LAUDER COS INC CL-A CMN CLASS A 518439104 273649 2745 SH DFND 1,2,3 0 2745 0 CIGNA GROUP/THE CMN 125523100 271955 785 SH DFND 1,2,3 0 785 0 THE PROGRESSIVE CORPORATION CMN 743315103 271523 1070 SH DFND 1,2,3 0 1070 0 ASML HOLDING N.V. ADR CMN N07059210 262474 315 SH DFND 1,2,3 0 315 0 THE WILLIAMS COMPANIES, INC. CMN 969457100 260890 5715 SH DFND 1,2,3 0 5715 0 CHARTER COMMUNICATIONS, INC. CMN 16119P108 257644 795 SH DFND 1,2,3 0 795 0 PAYCOM SOFTWARE, INC. CMN 70432V102 257351 1545 SH DFND 1,2,3 0 1545 0 L3HARRIS TECHNOLOGIES INC CMN 502431109 256900 1080 SH DFND 1,2,3 0 1080 0 REALTY INCOME CORPORATION CMN 756109104 249241 3930 SH DFND 1,2,3 0 3930 0 EVERGY, INC. CMN 30034W106 246180 3970 SH DFND 1,2,3 0 3970 0 AES CORP. CMN 00130H105 245735 12250 SH DFND 1,2,3 0 12250 0 PDD HOLDINGS INC SPONSORED ADR CMN 722304102 245354 1820 SH DFND 1,2,3 0 1820 0 GENERAL DYNAMICS CORP. CMN 369550108 243271 805 SH DFND 1,2,3 0 805 0 JOHNSON CONTROLS INTERNATIONAL PUBLIC LIMITED COMPANY CMN G51502105 241755 3115 SH DFND 1,2,3 0 3115 0 VERISK ANALYTICS, INC. CMN 92345Y106 242504 905 SH DFND 1,2,3 0 905 0 ANSYS, INC. CMN 03662Q105 242159 760 SH DFND 1,2,3 0 760 0 FIRSTENERGY CORP. CMN 337932107 241042 5435 SH DFND 1,2,3 0 5435 0 AON PUBLIC LIMITED COMPANY CMN G0403H108 238733 690 SH DFND 1,2,3 0 690 0 TRANE TECHNOLOGIES PUBLIC LIMITED COMPANY CMN G8994E103 235182 605 SH DFND 1,2,3 0 605 0 ILLINOIS TOOL WORKS CMN 452308109 233242 890 SH DFND 1,2,3 0 890 0 IDEXX LABORATORIES CMN 45168D104 232401 460 SH DFND 1,2,3 0 460 0 PACCAR INC CMN 693718108 224694 2277 SH DFND 1,2,3 0 2277 0 MARSH & MCLENNAN CO INC CMN 571748102 224205 1005 SH DFND 1,2,3 0 1005 0 ILLUMINA, INC CMN 452327109 221045 1695 SH DFND 1,2,3 0 1695 0 AMERIPRISE FINANCIAL, INC. CMN 03076C106 220811 470 SH DFND 1,2,3 0 470 0 SPOTIFY TECHNOLOGY S.A. CMN L8681T102 219275 595 SH DFND 1,2,3 0 595 0 MONOLITHIC POWER SYSTEMS, INC. CMN 609839105 217258 235 SH DFND 1,2,3 0 235 0 BECTON, DICKINSON AND COMPANY CMN 075887109 216990 900 SH DFND 1,2,3 0 900 0 CONAGRA BRANDS INC CMN 205887102 216583 6660 SH DFND 1,2,3 0 6660 0 3M COMPANY CMN 88579Y101 215986 1580 SH DFND 1,2,3 0 1580 0 KEYCORP CMN 493267108 214568 12810 SH DFND 1,2,3 0 12810 0 CUMMINS INC CMN 231021106 214025 661 SH DFND 1,2,3 0 661 0 ZOETIS INC. CMN CLASS A 98978V103 212964 1090 SH DFND 1,2,3 0 1090 0 DELL TECHNOLOGIES INC. CMN 24703L202 212187 1790 SH DFND 1,2,3 0 1790 0 AMPHENOL CORP CL-A (NEW) CMN CLASS A 032095101 205254 3150 SH DFND 1,2,3 0 3150 0