Alpine Bank Wealth Management
BankCIK
1974910
Location
GRAND JUNCTION, CO
Portfolio Value
Small
$112,910,021
Diversification
Diversified
Filing Date
Global Rank
#5,077
/ 8,232
▲ 308
Top Industry
Semiconductors
11.0%
3Y Alpha vs SPY
-5.4%
Period ended 2 months ago
Filed Apr 21, 2026 · 54d
6 quarters · since Sep 2024
Clone Performance
Nov 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+18.0%
SPY
+27.3%
Annualised alpha
-5.4%
Max drawdown
−15.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
93 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.3%
−0.7 pts
Top 5
24.0%
−2.3 pts
Top 10
40.5%
−2.5 pts
HHI
243
Diversified−28
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 25.3% | $28,589,522 |
| Financial Services | 14.9% | $16,860,185 |
| Healthcare | 12.3% | $13,848,146 |
| Consumer Cyclical | 11.0% | $12,408,575 |
| Consumer Defensive | 10.7% | $12,027,583 |
| Industrials | 8.8% | $9,969,803 |
| Energy | 5.5% | $6,198,943 |
| Unclassified | 4.6% | $5,230,786 |
| Communication Services | 4.6% | $5,216,528 |
| Basic Materials | 1.3% | $1,511,449 |
| Utilities | 0.7% | $804,201 |
| Real Estate | 0.2% | $244,300 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SGOL | abrdn Gold ETF Trust | +10,000 | 38,000 | $1,695,560 | |
| WMT | Walmart Inc. | +1,369 | 3,390 | $421,308 | |
| AMD | Advanced Micro Devices Inc | +587 | 2,034 | $413,775 | |
| ABBV | AbbVie Inc. | +530 | 18,686 | $4,064,017 | |
| COP | Conocophillips | +474 | 2,685 | $354,420 | |
| MO | Altria Group, Inc. | +430 | 4,897 | $323,152 | |
| CL | Colgate Palmolive Co | +410 | 67,165 | $5,724,472 | |
| MCD | Mcdonalds Corp | +406 | 5,945 | $1,847,646 | |
| AMGN | Amgen Inc | +355 | 1,251 | $440,163 | |
| SPY | Spdr S&P 500 ETF Trust | +298 | 1,223 | $795,365 | |
| MRK | Merck & Co., Inc. | +284 | 13,380 | $1,609,480 | |
| HD | Home Depot, Inc. | +280 | 3,009 | $989,629 | |
| AAPL | Apple Inc. | +257 | 23,730 | $6,022,435 | |
| TJX | Tjx Companies Inc /De/ | +232 | 1,621 | $258,873 | |
| HON | Honeywell International Inc | +214 | 4,332 | $979,161 | |
| GEV | GE Vernova Inc. | +194 | 679 | $592,698 | |
| EMR | Emerson Electric Co | +182 | 3,387 | $443,763 | |
| GE | General Electric Co | +160 | 3,202 | $908,630 | |
| TXN | Texas Instruments Inc | +141 | 5,765 | $1,119,216 | |
| PM | Philip Morris International Inc. | +103 | 3,743 | $618,867 | |
| JNJ | Johnson & Johnson | +89 | 8,040 | $1,965,297 | |
| META | Meta Platforms, Inc. | +83 | 4,251 | $2,432,124 | |
| MA | Mastercard Inc | +60 | 1,796 | $897,389 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +40 | 860 | $290,636 | |
| TSLA | Tesla, Inc. | +29 | 3,455 | $1,284,395 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NFLX | Netflix Inc | −2,214 | 3,430 | $329,794 | |
| NVDA | Nvidia Corp | −1,599 | 28,783 | $5,019,755 | |
| PFE | Pfizer Inc | −1,209 | 32,090 | $901,086 | |
| XOM | Exxon Mobil Corp | −1,018 | 20,894 | $3,544,875 | |
| V | Visa Inc. | −751 | 1,279 | $386,564 | |
| PEP | Pepsico Inc | −356 | 11,150 | $1,731,483 | |
| PG | PROCTER & GAMBLE Co | −309 | 5,676 | $819,840 | |
| LOW | Lowes Companies Inc | −289 | 11,977 | $2,829,925 | |
| JPM | Jpmorgan Chase & Co | −209 | 17,417 | $5,123,384 | |
| CI | Cigna Group | −186 | 1,358 | $362,245 | |
| AMZN | Amazon Com Inc | −167 | 11,850 | $2,467,998 | |
| T | At&T Inc. | −145 | 8,967 | $259,953 | |
| IBM | International Business Machines Corp | −138 | 4,355 | $1,055,608 | |
| MSFT | Microsoft Corp | −127 | 14,096 | $5,217,915 | |
| ORCL | Oracle Corp | −109 | 14,918 | $2,194,586 | |
| BAC | Bank Of America Corp /De/ | −102 | 10,338 | $503,977 | |
| GOOGL | Alphabet Inc. | −86 | 7,632 | $2,194,657 | |
| BMY | Bristol Myers Squibb Co | −86 | 9,896 | $600,191 | |
| GIS | General Mills Inc | −63 | 11,130 | $414,257 | |
| COST | Costco Wholesale Corp /New | −37 | 1,095 | $1,091,090 | |
| ADP | Automatic Data Processing Inc | −35 | 5,938 | $1,206,482 | |
| DUK | Duke Energy CORP | −33 | 2,789 | $365,190 | |
| ABT | Abbott Laboratories | −22 | 15,511 | $1,592,513 | |
| PH | Parker-Hannifin Corp | −19 | 378 | $338,400 | |
| LLY | ELI LILLY & Co | −15 | 1,351 | $1,242,608 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PKG | Packaging Corp Of America | 1,287 | $273,126 | |
| FCX | Freeport-Mcmoran Inc | 4,302 | $252,871 | |
| WY | Weyerhaeuser Co | 10,000 | $244,300 | |
| DE | Deere & Co | 410 | $230,953 | |
| NOC | Northrop Grumman Corp /De/ | 335 | $228,550 | |
| SHEL | Shell plc | 2,400 | $223,200 | |
| GD | General Dynamics Corp | 634 | $217,601 | |
| ICE | Intercontinental Exchange, Inc. | 1,360 | $213,900 | |
| CRM | Salesforce, Inc. | 1,116 | $208,323 | |
| XEL | Xcel Energy Inc | 2,535 | $201,379 | |
| No positions match the current search. | ||||
93 positions ·
$112,910,021 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 93 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 23,730 | $6,022,435 | 5.33% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Added | 67,165 | $5,724,472 | 5.07% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 14,096 | $5,217,915 | 4.62% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 17,417 | $5,123,384 | 4.54% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 28,783 | $5,019,755 | 4.45% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 14,417 | $4,462,205 | 3.95% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 18,686 | $4,064,017 | 3.60% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 7,552 | $3,618,917 | 3.21% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 20,894 | $3,544,875 | 3.14% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 3,423 | $2,895,823 | 2.56% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 11,977 | $2,829,925 | 2.51% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 11,850 | $2,467,998 | 2.19% | |
| SIVR |
abrdn Silver ETF Trust
|
Held | 34,000 | $2,434,740 | 2.16% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 4,251 | $2,432,124 | 2.15% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 7,632 | $2,194,657 | 1.94% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 14,918 | $2,194,586 | 1.94% | |
| CVX |
Chevron Corp
Energy
|
Added | 10,036 | $2,076,448 | 1.84% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 8,040 | $1,965,297 | 1.74% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 5,945 | $1,847,646 | 1.64% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 11,150 | $1,731,483 | 1.53% | |
| SGOL |
abrdn Gold ETF Trust
|
Added | 38,000 | $1,695,560 | 1.50% | |
| AXP |
American Express Co
Financial Services
|
Held | 5,445 | $1,647,003 | 1.46% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 18,250 | $1,635,016 | 1.45% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 13,380 | $1,609,480 | 1.43% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 15,511 | $1,592,513 | 1.41% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 5,092 | $1,461,404 | 1.29% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,455 | $1,284,395 | 1.14% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 1,351 | $1,242,608 | 1.10% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 5,938 | $1,206,482 | 1.07% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 1,580 | $1,119,366 | 0.99% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 5,765 | $1,119,216 | 0.99% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,095 | $1,091,090 | 0.97% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 3,258 | $1,070,546 | 0.95% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 4,355 | $1,055,608 | 0.93% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Held | 3,505 | $1,018,166 | 0.90% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 3,009 | $989,629 | 0.88% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 4,332 | $979,161 | 0.87% | |
| GE |
General Electric Co
Industrials
|
Added | 3,202 | $908,630 | 0.80% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 32,090 | $901,086 | 0.80% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 1,796 | $897,389 | 0.79% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 5,676 | $819,840 | 0.73% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 3,306 | $802,101 | 0.71% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,223 | $795,365 | 0.70% | |
| RTX |
RTX Corp
Industrials
|
Added | 3,661 | $706,206 | 0.63% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 6,101 | $669,340 | 0.59% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 1,047 | $632,795 | 0.56% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 3,743 | $618,867 | 0.55% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 7,974 | $606,422 | 0.54% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 9,896 | $600,191 | 0.53% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 679 | $592,698 | 0.52% |