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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 7 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PH Parker Hannifin Corp Industrials 397.0 $349K 0.05% $878.96 -3.0%
122 DUK Duke Energy Corp Utilities 2,822.0 $331K 0.05% -30.0 -1.1% $117.21 +5.6%
123 GEV Ge Vernova Inc Utilities 485.0 $317K 0.04% $653.57 +52.4%
124 IWR iShares Russell Mid-Cap ETF 3,285.0 $316K 0.04% $96.27 +11.3%
125 AMD Advanced Micro Devices Inc Technology 1,447.0 $310K 0.04% +195.0 +15.6% $214.16 +141.9%
126 IWV iShares Russell 3000 ETF 800.0 $309K 0.04% $386.85 +10.6%
127 BLK Blackrock Inc Financial Services 281.0 $301K 0.04% $1070.34 -2.2%
128 AMGN Amgen Inc Healthcare 896.0 $293K 0.04% -45.0 -4.8% $327.31 +2.8%
129 GWW W. W. Grainger Inc Industrials 285.0 $288K 0.04% $1009.05 +23.6%
130 BMI Badger Meter Inc Technology 1,623.0 $283K 0.04% -85.0 -5.0% $174.41 -28.5%
131 IAU iShares Gold Trust Financial Services 3,461.0 $281K 0.04% $81.17 +4.2%
132 AGRH Ishares Interest Rate Hedged U 10,545.0 $276K 0.04% $26.19 +0.4%
133 CLX Clorox Co Consumer Defensive 2,670.0 $269K 0.04% -115.0 -4.1% $100.83 -4.6%
134 PANW Palo Alto Networks Inc Technology 1,428.0 $263K 0.04% $184.20 +39.9%
135 GLW Corning Inc Technology 3,000.0 $263K 0.04% $87.56 +109.0%
136 MO Altria Group Inc Consumer Defensive 4,467.0 $258K 0.04% -29.0 -0.7% $57.66 +24.8%
137 AON Aon Plc Financial Services 725.0 $256K 0.04% $352.88 -9.8%
138 CMI Cummins Inc Industrials 500.0 $255K 0.04% $510.45 +31.0%
139 ETN Eaton Corp PLC Industrials 796.0 $254K 0.04% $318.51 +26.2%
140 TSM Taiwan Semiconductor MFG Co Lt Technology 820.0 $249K 0.04% $303.89 +39.8%
Page 7 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%