Alpine Bank Wealth Management
โขCIK: 1974910โขFiling: Q4 2025
**Alpine Bank Wealth Management** manages $707M across 149 positions, exhibiting a concentrated, large-cap tilt. The portfolio is significantly anchored by JCPB ($125.1M) and SPMO ($101.3M), suggesting a focus on established consumer and specialized market segments. Further notable allocations include USFR ($50.9M) and SPHQ ($41.7M), indicating tactical exposure across diverse sectors. This structure reflects a disciplined, high-conviction approach within the wealth management mandate.
Total AUM
$706.8M
QoQ Performance
-0.5%
Positions
149
Top 10 Concentration
66.5%
Latest Filing
Q4 2025
Top Holdings Allocation
JCPB
SPMO
USFR
SPHQ
GDE
VUG
JCPB17.7%
SPMO14.3%
USFR7.2%
SPHQ5.9%
GDE5.8%
VUG5.1%
IVV4.1%
IJH3.1%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other81.4%
Technology5.9%
ETF4.2%
Financial3.1%
Consumer1.8%
Healthcare1.8%
Industrial0.7%
Energy0.4%
๐ช Exited Positionssold since Q3 2025
+267 more exited positions
Changes from Q3 2025
NEW1 new position
โ33 increased
โ63 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024