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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 5 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CAT Caterpillar Inc Industrials 1,586.0 $909K 0.13% +270.0 +20.5% $572.87 +55.0%
82 DIVO Amplify CWP Enhanced Dividend 20,222.0 $900K 0.13% +565.0 +2.9% $44.50 +3.3%
83 APD Air Products & Chemicals Inc Basic Materials 3,505.0 $866K 0.12% $247.02 +14.8%
84 PG Procter & Gamble Co Consumer Defensive 5,985.0 $858K 0.12% +309.0 +5.4% $143.31 +1.8%
85 TLTW iShares 20 Year Treasury Bond 37,803.0 $857K 0.12% +540.0 +1.4% $22.67 -2.0%
86 IWF iShares Russell 1000 Growth ET 1,755.0 $831K 0.12% -81.0 -4.4% $473.30 -73.1%
87 PFE Pfizer Inc Healthcare 33,299.0 $829K 0.12% -647.0 -1.9% $24.90 +5.0%
88 PFLD AAM Low Dur Preferred Income E 41,599.0 $814K 0.12% +2K +6.3% $19.56 +0.7%
89 BUCK Simplify Treasury Option Incom 34,294.0 $813K 0.12% +2K +5.8% $23.70 -1.1%
90 HON Honeywell International Inc Industrials 4,118.0 $803K 0.11% $195.09 +19.4%
91 UNP Union Pacific Corp Industrials 3,306.0 $765K 0.11% -48.0 -1.4% $231.32 +20.8%
92 MLPA Global X MLP ETF 15,572.0 $754K 0.11% +2K +12.8% $48.41 +11.1%
93 V Visa Inc Class A Financial Services 2,030.0 $712K 0.10% $350.71 -6.6%
94 AFL Aflac Inc Financial Services 6,100.0 $673K 0.10% $110.27 +2.1%
95 RTX RTX CORP Industrials 3,660.0 $671K 0.10% $183.40 -2.4%
96 VYM Vanguard High Dividend Yield E 4,534.0 $651K 0.09% -207.0 -4.4% $143.52 +10.3%
97 SPY SPDR SP 500 ETF Financial Services 925.0 $631K 0.09% -5.0 -0.5% $681.92 +10.7%
98 PM Philip Morris International In Consumer Defensive 3,640.0 $584K 0.08% $160.40 +11.3%
99 IWD Ishares TR Russell 1000 Value 2,745.0 $577K 0.08% -78.0 -2.8% $210.34 +13.2%
100 BAC Bank of America Corporation Financial Services 10,440.0 $574K 0.08% +86.0 +0.8% $55.00 -7.7%
Page 5 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%