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Alpha Picks

Alpha Picks

by Seeking Alpha
Portfolio Total Return
?
Alpha Picks
+115.60 %
S&P 500
+41.30 %

Chart

Chart with 2 data series.
The chart has 1 X axis displaying values. Data ranges from 1656633600000 to 1723420800000.
The chart has 1 Y axis displaying values. Data ranges from -0.050925758428232354 to 1.3944587561647939.
End of interactive chart.
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Berkshire Hathaway Inc.
Berkshire Hathaway Inc.
BRK.B7/1/2024
5.96%
FinancialsStrong Buy1.47%
Abercrombie & Fitch Co.
Abercrombie & Fitch Co.
ANF10/2/2023
169.66%
Consumer DiscretionaryStrong Buy3.87%
Blue Bird Corporation
Blue Bird Corporation
BLBD5/15/2024
-9.20%
IndustrialsStrong Buy1.31%
General Motors Company
General Motors Company
GM5/1/2024
-2.65%
Consumer DiscretionaryStrong Buy1.36%
Sprouts Farmers Market, Inc.
Sprouts Farmers Market, Inc.
SFM6/17/2024
21.08%
Consumer StaplesStrong Buy1.68%
Brinker International, Inc.
Brinker International, Inc.
EAT4/1/2024
37.37%
Consumer DiscretionaryStrong Buy1.75%
AppLovin Corporation
AppLovin Corporation
APP11/15/2023
88.01%
Information TechnologyStrong Buy2.94%
Celestica Inc.
Celestica Inc.
CLS10/16/2023
87.51%
Information TechnologyStrong Buy2.87%
SkyWest, Inc.
SkyWest, Inc.
SKYW6/3/2024
-8.79%
IndustrialsStrong Buy1.27%
Royal Caribbean Cruises Ltd.
Royal Caribbean Cruises Ltd.
RCL3/15/2024
20.06%
Consumer DiscretionaryStrong Buy1.84%
Reinsurance Group of America, Incorporated
Reinsurance Group of America, Incorporated
RGA8/1/2024
-9.89%
FinancialsStrong Buy1.10%
Powell Industries, Inc.
Powell Industries, Inc.
POWL5/15/2023
196.67%
IndustrialsStrong Buy5.12%
M/I Homes, Inc.
M/I Homes, Inc.
MHO10/3/2022
290.60%
Consumer DiscretionaryStrong Buy6.07%
M/I Homes, Inc.
M/I Homes, Inc.
MHO12/15/2023
16.56%
Consumer DiscretionaryStrong Buy2.08%
Okta, Inc.
Okta, Inc.
OKTA2/15/2024
3.87%
Information TechnologyStrong Buy1.59%
Green Brick Partners, Inc.
Green Brick Partners, Inc.
GRBK7/17/2023
21.66%
Consumer DiscretionaryStrong Buy2.51%
Sterling Infrastructure, Inc.
Sterling Infrastructure, Inc.
STRL8/1/2023
73.95%
IndustrialsStrong Buy2.91%
Twilio Inc.
Twilio Inc.
TWLO2/1/2024
-14.39%
Information TechnologyStrong Buy1.51%
Manulife Financial Corporation
Manulife Financial Corporation
MFC11/1/2023
44.66%
FinancialsStrong Buy2.40%
Corporación América Airports S.A.
Corporación América Airports S.A.
CAAP5/1/2023
36.60%
IndustrialsBuy2.61%
Modine Manufacturing Company
Modine Manufacturing Company
MOD12/15/2022
405.83%
Consumer DiscretionaryBuy7.86%
Modine Manufacturing Company
Modine Manufacturing Company
MOD1/2/2024
74.25%
Consumer DiscretionaryBuy2.71%
Adtalem Global Education Inc.
Adtalem Global Education Inc.
ATGE7/15/2024
-4.94%
Consumer DiscretionaryBuy1.26%
Amphastar Pharmaceuticals, Inc.
Amphastar Pharmaceuticals, Inc.
AMPH7/3/2023
-25.86%
Health CareBuy1.65%
Terex Corporation
Terex Corporation
TEX1/16/2023
10.74%
IndustrialsBuy2.37%
United Rentals, Inc.
United Rentals, Inc.
URI2/15/2023
55.63%
IndustrialsBuy3.23%
GigaCloud Technology Inc.
GigaCloud Technology Inc.
GCT4/15/2024
-30.55%
Consumer DiscretionaryBuy0.96%
PepsiCo, Inc.
PepsiCo, Inc.
PEP1/16/2024
3.05%
Consumer StaplesBuy1.88%
Super Micro Computer, Inc.
Super Micro Computer, Inc.
SMCI11/15/2022
565.61%
Information TechnologyBuy5.40%
Meta Platforms, Inc.
Meta Platforms, Inc.
META8/15/2023
72.65%
Communication ServicesHold2.78%
T-Mobile US, Inc.
T-Mobile US, Inc.
TMUS9/15/2023
35.67%
Communication ServicesHold2.42%
Alphabet Inc.
Alphabet Inc.
GOOGL9/1/2023
19.43%
Communication ServicesHold2.14%
Ardmore Shipping Corporation
Ardmore Shipping Corporation
ASC3/1/2023
4.06%
EnergyHold2.57%
Comcast Corporation
Comcast Corporation
CMCSA12/1/2023
-7.40%
Communication ServicesHold1.71%
Uber Technologies, Inc.
Uber Technologies, Inc.
UBER6/1/2023
89.49%
IndustrialsHold3.12%
Salesforce, Inc.
Salesforce, Inc.
CRM6/15/2023
22.43%
Information TechnologyHold2.30%
Cardinal Health, Inc.
Cardinal Health, Inc.
CAH3/1/2024
-10.37%
Health CareHold1.43%
Alpha Metallurgical Resources, Inc.
Alpha Metallurgical Resources, Inc.
AMR7/1/2022
100.88%
MaterialsHold3.66%
Arch Resources, Inc.
Arch Resources, Inc.
ARCH7/1/2022
-10.18%
MaterialsHold2.31%

Past performance is no guarantee of future results - any investment carries a potential for loss. Alpha Picks does not take account of your objectives or your financial situation and Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.

*When a stock’s position reaches a 15% weight in the portfolio, it will be reduced to 10% to avoid concentration risk. Super Micro Computer's weight in the portfolio exceed 15% and the position was reduced to 10%. Proceeds were distributed equal weighted across the other holdings.