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CIK: 0001731012
Total reported value
$6.0B
$6.0B
31 檔
51.3%
The Q4 2025 SEC filing reveals that Alphinity Investment Management Pty Ltd held a total portfolio value of $6.0B, covering 31 public equity positions.
In Q4 2025, Alphinity Investment Management Pty Ltd displayed an active expansion posture, initiating 3 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 7.23% | +0.47% | +12.08% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.10% | -3.02% | -5.63% | |
| 3 | KO | Coca-cola Co/the | Stock-Consumer Staples | 5.72% | -0.91% | +12.45% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.66% | +0.53% | -22.87% | |
| 5 | CRH | CRH plc | Stock-Materials | 5.48% | -4.94% | EXIT | |
| 6 | MS | Morgan Stanley | Stock-Financials | 4.91% | +0.84% | -13.15% | |
| 7 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 4.91% | -2.95% | EXIT | |
| 8 | PH | Parker Hannifin CORP | Stock-Industrials | 4.86% | -1.26% | -2.87% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 4.12% | +2.87% | +105.66% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.97% | -0.30% | -20.56% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.64% | -0.87% | +2.97% | |
| 12 | APH | Amphenol Corp-cl A | Stock-Tech | 3.52% | -2.85% | EXIT | |
| 13 | NOW | Servicenow Inc | Stock-Tech | 3.48% | — | +402.85% | |
| 14 | AXP | American Express Co | Stock-Financials | 3.43% | -0.05% | +16.33% | |
| 15 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 3.39% | — | +0.53% | |
| 16 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 3.38% | -2.29% | -23.59% | |
| 17 | LIN | Linde plc | Stock-Materials | 3.35% | — | -22.85% | |
| 18 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 3.29% | — | -11.83% | |
| 19 | MSI | Motorola Solutions Inc | Stock-Tech | 3.26% | -5.07% | EXIT | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 2.71% | -0.18% | +8.36% | |
| 21 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 2.70% | — | -15.79% | |
| 22 | BSX | Boston Scientific CORP | Stock-Healthcare | 2.56% | -1.85% | EXIT | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.56% | -0.28% | -28.24% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 2.55% | +0.63% | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.56% | +0.69% | +9.03% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.16% | -0.14% | +180.67% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.14% | -0.07% | +178.21% | |
| 28 | VLTO | Veralto CORP | Stock-Industrials | 0.14% | -0.15% | EXIT | |
| 29 | MCO | Moody's CORP | Stock-Financials | 0.09% | -0.10% | EXIT | |
| 30 | CB | Chubb Limited | Stock-Financials | 0.09% | +0.61% | +121.25% | |
| 31 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.05% | +0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.3% | +105.66% | Add |
| 2 | JPM | Jpmorgan Chase & Co | +1.1% | +12.08% | Add |
| 3 | KO | Coca-cola Co/the | +1.1% | +12.45% | Add |
| 4 | AXP | American Express Co | +0.9% | +16.33% | Add |
| 5 | PH | Parker Hannifin CORP | +0.7% | -2.87% | Trim |
| 6 | CRH | CRH plc | +0.6% | +3.26% | Add |
| 7 | AVGO | Broadcom Inc | +0.4% | +8.36% | Add |
| 8 | CBRE | Cbre Group Inc - A | +0.3% | +1.32% | Add |
| 9 | AMZN | Amazon.com Inc | +0.3% | +9.03% | Add |
| 10 | BKNG | Booking Holdings Inc | +0.1% | +0.53% | Add |
| 11 | MA | Mastercard Inc - A | +0.1% | +180.67% | Add |
| 12 | WMT | Walmart Inc | +0.1% | +178.21% | Add |
| 13 | VLTO | Veralto CORP | +0.1% | +180.62% | Add |
| 14 | MCO | Moody's CORP | +0.1% | +180.64% | Add |
| 15 | CB | Chubb Limited | +0.1% | +121.25% | Add |
| 16 | MS | Morgan Stanley | 0% | -13.15% | Trim |
| 17 | ISRG | Intuitive Surgical Inc | 0% | -23.59% | Trim |
| 18 | META | Meta Platforms Inc-class A | -0.2% | +2.97% | Add |
| 19 | TSM | Taiwan Semiconductor-sp Adr | -0.5% | -20.56% | Trim |
| 20 | NOW | Servicenow Inc | -0.5% | +402.85% | Add |
| 21 | MSFT | Microsoft CORP | -0.7% | -5.63% | Trim |
| 22 | APH | Amphenol Corp-cl A | -0.8% | -27.81% | Trim |
| 23 | ORLY | O'reilly Automotive Inc | -1% | -11.83% | Trim |
| 24 | COST | Costco Wholesale CORP | -1.1% | -28.24% | Trim |
| 25 | MSI | Motorola Solutions Inc | -1.2% | -15.57% | Trim |
| 26 | LIN | Linde plc | -1.3% | -22.85% | Trim |
| 27 | NVDA | Nvidia CORP | -1.4% | -22.87% | Trim |
| 28 | VEEV | Veeva Systems Inc-class A | -1.4% | -15.79% | Trim |
| 29 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 30 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 31 | CAT | Caterpillar Inc | — | NEW | New buy |
| 32 | HWM | Howmet Aerospace Inc | — | NEW | New buy |
| 33 | CTAS | Cintas CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Alphinity Investment Management Pty Ltd reported a total U.S. public equity portfolio value of $6.0B across 31 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JPM, MSFT, KO) accounted for 51.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
BSX
市值: $252.9M
Top Position Liquidated / Trimmed
NFLX
前期市值: $342.3M
During Q4 2025, Alphinity Investment Management Pty Ltd's top holdings by market value included JPM (7.2%)、MSFT (7.1%)、KO (5.7%). The largest single position, JPM, represented 7.2% of total portfolio value.
In Q4 2025, Alphinity Investment Management Pty Ltd made 33 total portfolio adjustments, initiating 3 new buys, adding to 16 positions, trimming 12 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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