Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
Alphinity Investment Management Pty Ltd manages $9.9B across 31 positions as of Q4 2025. Top holdings: JPM (7.2%), MSFT (7.1%), KO (5.7%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4/5.0.
Added 3 new positions, exited 2, increased 16, trimmed 12. Top move: AAPL (INCREASED, conviction 93). Portfolio: $9.9B across 31 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile