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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 4 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ADP Automatic Data Processing Inc Industrials 5,973.0 $1.5M 0.22% $257.23 -14.5%
62 CVX Chevron Corp Energy 10,034.0 $1.5M 0.22% -569.0 -5.4% $152.41 +20.2%
63 NSC Norfork Southern Corp Industrials 5,092.0 $1.5M 0.21% $288.72 +6.6%
64 LLY Eli Lilly and Co Healthcare 1,366.0 $1.5M 0.21% +278.0 +25.6% $1074.68 +4.9%
65 Ishares MSCI Intl Quality Fact 31,922.0 $1.5M 0.20% -954.0 -2.9% $45.45
66 MRK Merck & Co Inc Healthcare 13,096.0 $1.4M 0.20% +122.0 +0.9% $105.26 +13.9%
67 IBM International Business Machine Technology 4,493.0 $1.3M 0.19% +430.0 +10.6% $296.21 -10.8%
68 VOT Vanguard Mid-Cap Growth ETF 4,604.0 $1.3M 0.18% -243.0 -5.0% $279.14 +6.4%
69 SGOL Etfs Gold Tr Financial Services 28,000.0 $1.2M 0.16% $41.08 +4.3%
70 SYK Stryker Corp Healthcare 3,258.0 $1.1M 0.16% $351.47 -12.5%
71 IJJ iShares S&P Mid-Cap 400 Value 8,310.0 $1.1M 0.15% $131.59 +8.2%
72 LQDH Ishares Interest Rate Hedged C 11,465.0 $1.1M 0.15% -3K -22.1% $93.35 +0.2%
73 IWP iShares Russell Mid-Cap Growth 7,640.0 $1.0M 0.15% $136.94 +3.7%
74 MA Mastercard Inc A Financial Services 1,736.0 $991K 0.14% -81.0 -4.5% $570.88 -13.5%
75 COST Costco Wholesale Corp Consumer Defensive 1,132.0 $976K 0.14% +124.0 +12.3% $862.34 +15.4%
76 TXN Texas Instruments Inc Technology 5,624.0 $976K 0.14% +127.0 +2.3% $173.49 +83.0%
77 HD The Home Depot Inc Consumer Cyclical 2,729.0 $939K 0.13% +35.0 +1.3% $344.10 -6.7%
78 GE General Electric Co Industrials 3,042.0 $937K 0.13% +500.0 +19.7% $308.03 +4.2%
79 IEFA iShares Core MSCI EAFE ETF 10,425.0 $933K 0.13% $89.46 +9.5%
80 ISPY ProShares S&P 500 High Income 20,334.0 $928K 0.13% +758.0 +3.9% $45.63 +7.1%
Page 4 of 8  ·  149 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%