Alphinity Investment Management Pty Ltd
Institutional investor · Portfolio as of Q1 2026
Top Holdings29 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 2.7M | $474.3M | 8.3% | $115.66 | +55.68% | 12 qtrssince 2023-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 1.3M | $379.2M | 6.7% | $291.59 | +2.97% | 4 qtrssince 2025-Q2 | Decreased 0 |
MICROSOFT CORP | 980,817 | $363.1M | 6.4% | $367.39 | +9.95% | 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 SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 935,498 | $316.2M | 5.6% | $184.09 | +91.82% | 6 qtrssince 2024-Q4 | Decreased 0 |
COCA-COLA CO/THE | 4.1M | $314.8M | 5.5% | $68.79 | +15.34% | 7 qtrssince 2024-Q3 | Decreased 0 |
MOTOROLA SOLUTIONS INC | 663,728 | $288M | 5.1% | $353.78 | +29.20% | 10 qtrssince 2023-Q4 | Decreased 0 |
CRH PLC | 2.7M | $280.6M | 4.9% | $87.82 | +9.37% | 5 qtrssince 2025-Q1 | Decreased 0 |
INTUITIVE SURGICAL INC | 555,419 | $256M | 4.5% | $345.80 | +43.84% | 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 LTD | 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% | $491.65 | +101.09% | 11 qtrssince 2023-Q3 | Decreased 0 |
COSTCO WHOLESALE CORP | 211,876 | $211.1M | 3.7% | $712.70 | +39.39% | 10 qtrssince 2023-Q4 | Decreased 0 |
ALPHABET INC-CL A | 719,933 | $207M | 3.6% | $303.58 | 0.00% | 1 qtr | New 86 |
CBRE GROUP INC - A | 1.2M | $167.3M | 2.9% | $130.12 | +13.71% | 6 qtrssince 2024-Q4 | Decreased 0 |
AMERICAN EXPRESS CO | 547,000 | $165.5M | 2.9% | $249.63 | +23.31% | 9 qtrssince 2024-Q1 | Decreased 0 |
BROADCOM INC | 525,779 | $162.7M | 2.9% | $329.01 | -4.61% | 3 qtrssince 2025-Q3 | Decreased 0 |
AMPHENOL CORP-CL A | 1.3M | $161.6M | 2.8% | $98.08 | +74.21% | 4 qtrssince 2025-Q2 | Decreased 0 |
KEYSIGHT TECHNOLOGIES IN | 552,149 | $155.9M | 2.7% | $302.54 | 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 Rating: 2/5.0.
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
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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