Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Alamea Verwaltungs GmbH 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Alamea Verwaltungs GmbH (CIK 1727645) reported $125.2M across 73 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GLD ($48.3M, 38.56%), WGS ($12.8M, 10.20%), FBTC ($6.0M, 4.80%), IBIT ($4.8M, 3.85%), SPY ($4.0M, 3.16%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1GLDSPDR GOLD TR$48.3M38.56%131,069Hold
2WGSGENEDX HOLDINGS CORP$12.8M10.20%185,989Hold
3FBTCFIDELITY WISE ORIGIN BITCOIN$6.0M4.80%117,771Hold
4IBITISHARES BITCOIN TRUST ETF$4.8M3.85%144,892Hold
5SPYSTATE STR SPDR S&P 500 ETF T$4.0M3.16%5,301Hold
6XARSPDR SERIES TRUST$2.0M1.59%7,000Hold
7SLVISHARES SILVER TR$1.8M1.43%33,460Hold
8IWMISHARES TR$1.5M1.21%5,025Hold
9LHLABCORP HOLDINGS INC$1.3M1.04%4,665Added
10WMBWILLIAMS COS INC$1.2M0.98%16,490New
11DGXQUEST DIAGNOSTICS INC$1.2M0.97%5,729Added
12AMEAMETEK INC$1.2M0.95%4,931Added
13ORLYOREILLY AUTOMOTIVE INC$1.2M0.93%12,594Added
14CSXCSX CORP$1.1M0.91%24,016Trimmed
15XLUSELECT SECTOR SPDR TR$1.1M0.91%25,000Hold
16TMOTHERMO FISHER SCIENTIFIC INC$1.1M0.90%2,250New
17AITAPPLIED INDL TECHNOLOGIES IN$1.0M0.83%3,056Added
18FTVFORTIVE CORP$1.0M0.83%16,997Added
19CPCANADIAN PACIFIC KANSAS CITY$1.0M0.82%11,857Added
20CASYCASEYS GEN STORES INC$1.0M0.82%1,298Trimmed
21GBTCGRAYSCALE BITCOIN TRUST ETF$1.0M0.82%22,446Hold
22VVVVALVOLINE INC$1.0M0.81%25,760Added
23TTTRANE TECHNOLOGIES PLC$947,9390.76%1,930Added
24HUBBHUBBELL INC$955,3630.76%1,826New
25WSTWEST PHARMACEUTICAL SVSC INC$924,7840.74%2,576New

Source: SEC Form 13F filings · as of 2026-06-30