Alamea Verwaltungs GmbH — 13F Holdings & Portfolio

CIK 1727645 · latest 13F-HR filed 2026-08-13

Alamea Verwaltungs GmbH manages $125.2M in 13F-reported U.S. long-equity assets across 78 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GLD (37.76%), WGS (10.20%), FBTC (4.80%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 25 new positions, exited 34, added to 35, and trimmed 9.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
C/O PINNACLE MANAGEMENT SERVICES, LLC
343 THORNALL STREET, SUITE 600
EDISON, NJ 08837
Phone
(732) 372-4710
Filing Manager
Alamea Verwaltungs GmbH
Edison, NJ
Signatory
Michael J. Balmann
Authorized Signatory
Loading holdings…
AUM

$125.2M

Long-equity book

Holdings

78

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+25 / −34 / ↑35 / ↓9

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • GENEDX HOLDINGS CORP$823.9K +6.9%
  • LABCORP HOLDINGS INC$489.0K +59.8%
  • QUEST DIAGNOSTICS INC$409.2K +50.8%
  • STATE STR SPDR S&P 500 ETF T$387.9K +10.9%
  • VALVOLINE INC$359.2K +54.5%
Show all 35

Top Trims

  • SPDR GOLD TR-$8.1M -14.4%
  • FIDELITY WISE ORIGIN BITCOIN-$939.8K -13.5%
  • ISHARES BITCOIN TRUST ETF-$743.3K -13.4%
  • ISHARES SILVER TR-$496.4K -21.7%
  • GRAYSCALE BITCOIN TRUST ETF-$252.3K -19.8%
Show all 9

New Positions

  • WILLIAMS COS INC$1.2M
  • THERMO FISHER SCIENTIFIC INC$1.1M
  • HUBBELL INC$955.4K
  • WEST PHARMACEUTICAL SVSC INC$924.8K
  • APPLIED MATLS INC$816.3K
Show all 25

Exited Positions

  • OGE ENERGY CORP$1.5M
  • AMEREN CORP$1.4M
  • NISOURCE INC$1.3M
  • ENTERGY CORP NEW$1.2M
  • CME GROUP INC$1.2M
Show all 34
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR GOLD TR GLD 78463V107 $47.3M 37.76% 128,343 SH
2 GENEDX HOLDINGS CORP WGS 81663L200 $12.8M 10.20% 185,989 SH
3 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $6.0M 4.80% 117,771 SH
4 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $4.8M 3.85% 144,892 SH
5 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.4M 1.90% 3,180 SH
6 SPDR SERIES TRUST XAR 78464A631 $2.0M 1.59% 7,000 SH
7 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.6M 1.26% 2,121 SH
8 ISHARES TR IWM 464287655 $1.5M 1.21% 5,025 SH
9 LABCORP HOLDINGS INC LH 504922105 $1.3M 1.04% 4,665 SH
10 ISHARES SILVER TR SLV 46428Q109 $1.2M 0.99% 23,109 SH
11 WILLIAMS COS INC WMB 969457100 $1.2M 0.98% 16,490 SH
12 QUEST DIAGNOSTICS INC DGX 74834L100 $1.2M 0.97% 5,729 SH
13 AMETEK INC AME 031100100 $1.2M 0.95% 4,931 SH
14 OREILLY AUTOMOTIVE INC ORLY 67103H107 $1.2M 0.93% 12,594 SH
15 CSX CORP CSX 126408103 $1.1M 0.91% 24,016 SH
16 SELECT SECTOR SPDR TR XLU 81369Y886 $1.1M 0.91% 25,000 SH
17 THERMO FISHER SCIENTIFIC INC TMO 883556102 $1.1M 0.90% 2,250 SH
18 FORTIVE CORP FTV 34959J108 $1.0M 0.83% 16,997 SH
19 APPLIED INDL TECHNOLOGIES IN AIT 03820C105 $1.0M 0.83% 3,056 SH
20 CASEYS GEN STORES INC CASY 147528103 $1.0M 0.82% 1,298 SH
21 CANADIAN PACIFIC KANSAS CITY CP 13646K108 $1.0M 0.82% 11,857 SH
22 VALVOLINE INC VVV 92047W101 $1.0M 0.81% 25,760 SH
23 HUBBELL INC HUBB 443510607 $955.4K 0.76% 1,826 SH
24 TRANE TECHNOLOGIES PLC TT G8994E103 $947.9K 0.76% 1,930 SH
25 WEST PHARMACEUTICAL SVSC INC WST 955306105 $924.8K 0.74% 2,576 SH
26 AUTOZONE INC AZO 053332102 $920.4K 0.74% 288 SH
27 APPLIED MATLS INC AMAT 038222105 $816.3K 0.65% 1,129 SH
28 KLA CORP KLAC 482480100 $814.6K 0.65% 2,700 SH
29 SPDR SERIES TRUST XHS 78464A573 $792.6K 0.63% 6,000 SH
30 CORE & MAIN INC CNM 21874C102 $790.2K 0.63% 16,378 SH
31 CURTISS WRIGHT CORP CW 231561101 $762.3K 0.61% 1,006 SH
32 EMERSON ELEC CO EMR 291011104 $758.3K 0.61% 5,297 SH
33 FIRST TR EXCHANGE-TRADED FD FXL 33734X176 $740.7K 0.59% 3,410 SH
34 ISHARES TR IEV 464287861 $728.5K 0.58% 10,000 SH
35 NEOGENOMICS INC NEO 64049M209 $683.7K 0.55% 46,861 SH
36 DANAHER CORP DEL DHR 235851102 $671.8K 0.54% 3,527 SH
37 REPLIGEN CORP RGEN 759916109 $662.0K 0.53% 4,852 SH
38 OLD DOMINION FREIGHT LINE IN ODFL 679580100 $647.4K 0.52% 2,989 SH
39 QUANTA SVCS INC PWR 74762E102 $643.7K 0.51% 894 SH
40 ILLUMINA INC ILMN 452327109 $638.6K 0.51% 3,632 SH
41 MASTEC INC MTZ 576323109 $636.6K 0.51% 1,530 SH
42 ASML HLDG NV ASML N07059210 $634.6K 0.51% 319 SH
43 GE VERNOVA INC GEV 36828A101 $630.9K 0.50% 537 SH
44 MURPHY USA INC MUSA 626755102 $619.7K 0.49% 1,150 SH
45 NATERA INC NTRA 632307104 $612.1K 0.49% 2,255 SH
46 MYR GROUP INC MYRG 55405W104 $578.0K 0.46% 1,155 SH
47 AMPLIFY ETF TR HACK 032108664 $576.2K 0.46% 5,491 SH
48 LAM RESEARCH CORP LRCX 512807306 $566.8K 0.45% 1,308 SH
49 STEVANATO GROUP S P A STVN T9224W109 $564.1K 0.45% 31,219 SH
50 ISHARES SILVER TR SLV 46428Q109 $553.5K 0.44% 10,351 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $125.2M 78 0001420506-26-001602
2026-03-31 2026-05-11 $135.0M 87 0001420506-26-000913
2025-12-31 2026-02-13 $148.2M 97 0001420506-26-000362
2025-09-30 2025-11-13 $146.4M 104 0001420506-25-003153