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Portfolio (Quarterly) Guide ↗

Alpine Bank Wealth Management

· CIK 0001974910
13F Portfolio $707M AUM 252 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1 New 30 Added 53 Reduced 272 Exited
Page 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 META Meta Platforms Inc Communication Services 4,168.0 $2.8M 0.39% -133.0 -3.1% $660.09 -3.8%
22 GOOGL Alphabet Inc Class A Communication Services 7,718.0 $2.4M 0.34% -152.0 -1.9% $313.00 +24.6%
23 PEP PepsiCo Inc Consumer Defensive 11,506.0 $1.7M 0.23% -299.0 -2.5% $143.52 +1.9%
24 EFA iShares MSCI EAFE ETF 16,892.0 $1.6M 0.23% -611.0 -3.5% $96.03 +9.0%
25 VNQ Vanguard Real Estate ETF 17,650.0 $1.6M 0.22% -885.0 -4.8% $88.49 +9.1%
26 JAAA Janus Henderson AAA CLO 30,480.0 $1.5M 0.22% -22K -41.6% $50.58 +0.3%
27 CVX Chevron Corp Energy 10,034.0 $1.5M 0.22% -569.0 -5.4% $152.41 +20.2%
28 Ishares MSCI Intl Quality Fact 31,922.0 $1.5M 0.20% -954.0 -2.9% $45.45
29 VOT Vanguard Mid-Cap Growth ETF 4,604.0 $1.3M 0.18% -243.0 -5.0% $279.14 +6.4%
30 LQDH Ishares Interest Rate Hedged C 11,465.0 $1.1M 0.15% -3K -22.1% $93.35 +0.2%
31 MA Mastercard Inc A Financial Services 1,736.0 $991K 0.14% -81.0 -4.5% $570.88 -13.5%
32 IWF iShares Russell 1000 Growth ET 1,755.0 $831K 0.12% -81.0 -4.4% $473.30 -73.1%
33 PFE Pfizer Inc Healthcare 33,299.0 $829K 0.12% -647.0 -1.9% $24.90 +5.0%
34 UNP Union Pacific Corp Industrials 3,306.0 $765K 0.11% -48.0 -1.4% $231.32 +20.8%
35 VYM Vanguard High Dividend Yield E 4,534.0 $651K 0.09% -207.0 -4.4% $143.52 +10.3%
36 SPY SPDR SP 500 ETF Financial Services 925.0 $631K 0.09% -5.0 -0.5% $681.92 +10.7%
37 IWD Ishares TR Russell 1000 Value 2,745.0 $577K 0.08% -78.0 -2.8% $210.34 +13.2%
38 USG USCF Gold Strategy Plus Income 16,160.0 $562K 0.08% -934.0 -5.5% $34.75 +2.5%
39 KO Coca-Cola Co Consumer Defensive 7,969.0 $557K 0.08% -2K -20.4% $69.91 +15.0%
40 BMY Bristol-Myers Squibb Company Healthcare 9,982.0 $538K 0.08% -97.0 -1.0% $53.94 +5.5%
Page 2 of 3  ·  53 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.6%
Financial Services 16.3%
Healthcare 11.9%
Communication Services 10.9%
Consumer Cyclical 10.8%
Consumer Defensive 9.6%
Industrials 8.2%
Energy 3.8%
Basic Materials 1.2%
Utilities 0.7%