Alphinity Investment Management Pty Ltd
Institutional investor · Portfolio as of Q4 2025
Top Holdings31 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | 2.2M | $714.4M | 7.2% | $291.59 | +10.42% | 3 qtrssince 2025-Q2 | Increased 70 |
MICROSOFT CORP | 1.5M | $701.3M | 7.1% | $367.39 | +32.69% | 11 qtrssince 2023-Q2 | Decreased 0 |
COCA-COLA CO/THE | 8.1M | $565M | 5.7% | $68.79 | +1.87% | 6 qtrssince 2024-Q3 | Increased 70 |
NVIDIA CORP | 3M | $558.6M | 5.7% | $115.66 | +62.15% | 11 qtrssince 2023-Q2 | Decreased 0 |
CRH PLC | 4.3M | $541.3M | 5.5% | $87.82 | +40.54% | 4 qtrssince 2025-Q1 | Increased 64 |
MORGAN STANLEY | 2.7M | $485.5M | 4.9% | $98.97 | +76.46% | 6 qtrssince 2024-Q3 | Decreased 0 |
CBRE GROUP INC - A | 3M | $484.9M | 4.9% | $130.12 | +25.51% | 5 qtrssince 2024-Q4 | Increased 59 |
PARKER HANNIFIN CORP | 545,796 | $479.7M | 4.9% | $491.65 | +80.45% | 10 qtrssince 2023-Q3 | Decreased 0 |
APPLE INC | 1.5M | $406.5M | 4.1% | $262.65 | +3.23% | 2 qtrssince 2025-Q3 | Increased 93 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 1.3M | $392.4M | 4.0% | $184.09 | +62.74% | 5 qtrssince 2024-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 544,615 | $359.5M | 3.6% | $740.58 | -10.08% | 2 qtrssince 2025-Q3 | Increased 60 |
AMPHENOL CORP-CL A | 2.6M | $347.3M | 3.5% | $98.08 | +37.30% | 3 qtrssince 2025-Q2 | Decreased 0 |
SERVICENOW INC | 2.2M | $344.2M | 3.5% | $164.34 | -28.38% | 5 qtrssince 2024-Q4 | Increased 93 |
AMERICAN EXPRESS CO | 916,149 | $338.9M | 3.4% | $249.63 | +49.25% | 8 qtrssince 2024-Q1 | Increased 67 |
BOOKING HOLDINGS INC | 62,443 | $334.4M | 3.4% | $230.12 | -11.02% | 3 qtrssince 2025-Q2 | Increased 58 |
INTUITIVE SURGICAL INC | 588,889 | $333.5M | 3.4% | $345.80 | +65.59% | 13 qtrssince 2022-Q4 | Decreased 0 |
LINDE PLC | 776,503 | $331.1M | 3.4% | $404.47 | +17.27% | 11 qtrssince 2023-Q2 | Decreased 0 |
O'REILLY AUTOMOTIVE INC | 3.6M | $324.9M | 3.3% | $107.55 | -16.10% | 2 qtrssince 2025-Q3 | Decreased 0 |
MOTOROLA SOLUTIONS INC | 840,131 | $322M | 3.3% | $353.78 | +8.53% | 9 qtrssince 2023-Q4 | Decreased 0 |
BROADCOM INC | 773,456 | $267.7M | 2.7% | $329.01 | +6.33% | 2 qtrssince 2025-Q3 | Increased 58 |
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: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
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
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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