Alphinity Investment Management Pty Ltd
Institutional investor · Portfolio as of Q4 2025
Top Holdings31 positions
JPMORGAN CHASE & CO | 2.2M | $714.4M | 7.2% | $290.69 | +9.30% | 3 qtrssince 2025-Q2 | Increased 70 |
MICROSOFT CORP | 1.5M | $701.3M | 7.1% | $367.45 | +30.79% | 11 qtrssince 2023-Q2 | Decreased 0 |
COCA COLA CO | 8.1M | $565M | 5.7% | $67.79 | +1.16% | 6 qtrssince 2024-Q3 | Increased 70 |
NVIDIA CORPORATION | 3M | $558.6M | 5.7% | $46.71 | +298.32% | 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 | 3M | $484.9M | 4.9% | $131.31 | +22.45% | 5 qtrssince 2024-Q4 | Increased 59 |
PARKER-HANNIFIN CORP | 545,796 | $479.7M | 4.9% | $491.63 | +77.69% | 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 MFG LTD | 1.3M | $392.4M | 4.0% | $181.24 | +66.36% | 5 qtrssince 2024-Q4 | Decreased 0 |
META PLATFORMS INC | 544,615 | $359.5M | 3.6% | $729.78 | -9.78% | 2 qtrssince 2025-Q3 | Increased 60 |
AMPHENOL CORP NEW | 2.6M | $347.3M | 3.5% | $49.04 | +37.30% | 3 qtrssince 2025-Q2 | Decreased 0 |
SERVICENOW INC | 2.2M | $344.2M | 3.5% | $203.46 | -30.77% | 5 qtrssince 2024-Q4 | Increased 93 |
AMERICAN EXPRESS CO | 916,149 | $338.9M | 3.4% | $247.70 | +48.15% | 8 qtrssince 2024-Q1 | Increased 67 |
BOOKING HOLDINGS INC | 62,443 | $334.4M | 3.4% | $230.12 | -30.32% | 3 qtrssince 2025-Q2 | Increased 58 |
INTUITIVE SURGICAL INC | 588,889 | $333.5M | 3.4% | $346.33 | +63.53% | 13 qtrssince 2022-Q4 | Decreased 0 |
LINDE PLC | 776,503 | $331.1M | 3.4% | $404.47 | +19.60% | 11 qtrssince 2023-Q2 | Decreased 0 |
OREILLY AUTOMOTIVE INC | 3.6M | $324.9M | 3.3% | $107.55 | -19.62% | 2 qtrssince 2025-Q3 | Decreased 0 |
MOTOROLA SOLUTIONS INC | 840,131 | $322M | 3.3% | $351.93 | +8.03% | 9 qtrssince 2023-Q4 | Decreased 0 |
BROADCOM INC | 773,456 | $267.7M | 2.7% | $329.36 | +4.70% | 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 Score: 5/5.0.
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
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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