Alphinity Investment Management Pty Ltd
Institutional investor · Portfolio as of Q1 2026
Top Holdings29 positions
NVIDIA CORPORATION | 2.7M | $474.3M | 8.3% | $46.71 | +272.50% | 12 qtrssince 2023-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 1.3M | $379.2M | 6.7% | $290.69 | +0.23% | 4 qtrssince 2025-Q2 | Decreased 0 |
MICROSOFT CORP | 980,817 | $363.1M | 6.4% | $367.45 | +0.33% | 12 qtrssince 2023-Q2 | Decreased 0 |
APPLE INC | 1.3M | $324.2M | 5.7% | $262.65 | -3.54% | 3 qtrssince 2025-Q3 | Decreased 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 935,498 | $316.2M | 5.6% | $181.24 | +85.53% | 6 qtrssince 2024-Q4 | Decreased 0 |
COCA COLA CO | 4.1M | $314.8M | 5.5% | $67.79 | +10.80% | 7 qtrssince 2024-Q3 | Decreased 0 |
MOTOROLA SOLUTIONS INC | 663,728 | $288M | 5.1% | $351.93 | +31.60%as of Oct 16 | 10 qtrssince 2023-Q4 | Decreased 0 |
CRH PLC | 2.7M | $280.6M | 4.9% | $87.82 | -4.77%as of Oct 16 | 5 qtrssince 2025-Q1 | Decreased 0 |
INTUITIVE SURGICAL INC | 555,419 | $256M | 4.5% | $346.33 | +33.11% | 14 qtrssince 2022-Q4 | Decreased 0 |
CATERPILLAR INC | 351,625 | $249.1M | 4.4% | $569.39 | +23.96% | 2 qtrssince 2025-Q4 | Decreased 0 |
CHUBB LIMITED | 704,004 | $229.5M | 4.0% | $323.32 | +0.49% | 17 qtrssince 2022-Q1 | Increased 92 |
WELLTOWER INC | 1.1M | $222.1M | 3.9% | $196.30 | 0.00% | 1 qtr | New 86 |
PARKER-HANNIFIN CORP | 245,960 | $220.2M | 3.9% | $491.63 | +81.32% | 11 qtrssince 2023-Q3 | Decreased 0 |
COSTCO WHOLESALE CORPORATION | 211,876 | $211.1M | 3.7% | $712.70 | +39.39% | 10 qtrssince 2023-Q4 | Decreased 0 |
ALPHABET INC | 719,933 | $207M | 3.6% | $287.20 | 0.00% | 1 qtr | New 86 |
CBRE GROUP INC | 1.2M | $167.3M | 2.9% | $131.31 | +1.35%as of Oct 16 | 6 qtrssince 2024-Q4 | Decreased 0 |
AMERICAN EXPRESS CO | 547,000 | $165.5M | 2.9% | $247.70 | +21.40% | 9 qtrssince 2024-Q1 | Decreased 0 |
BROADCOM INC | 525,779 | $162.7M | 2.9% | $329.36 | -6.18% | 3 qtrssince 2025-Q3 | Decreased 0 |
AMPHENOL CORP | 1.3M | $161.6M | 2.8% | $49.04 | +61.80%as of Oct 16 | 4 qtrssince 2025-Q2 | Decreased 0 |
KEYSIGHT TECHNOLOGIES INC | 552,149 | $155.9M | 2.7% | $282.37 | 0.00% | 1 qtr | New 79 |
Alphinity Investment Management Pty Ltd manages $5.7B across 29 positions as of Q1 2026. Top holdings: NVDA (8.3%), JPM (6.7%), MSFT (6.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Added 3 new positions, exited 5, increased 2, trimmed 24. Top move: CB (INCREASED, conviction 92). Portfolio: $5.7B across 29 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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