Alpine Bank Wealth Management

Bank

CIK

1974910

Location

GRAND JUNCTION, CO

Portfolio Value

Micro $1,511,449

Diversification

Diversified

Filing Date

Global Rank

#5,425 / 8,586 ▲ 190

Top Industry

Semiconductors 11.0%

3Y Alpha vs SPY

-6.5%

Period ended 3 months ago

Filed Apr 21, 2026 · 56d

6 quarters · since Sep 2024

Clone Performance

Nov 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+18.6%

SPY

+29.7%

Annualised alpha

-6.5%

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, 2025

Top 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	Positions
Technology	25.3%	$28,589,522	15
Financial Services	14.9%	$16,860,185	12
Healthcare	12.3%	$13,848,146	10
Consumer Cyclical	11.0%	$12,408,575	10
Consumer Defensive	10.7%	$12,027,583	10
Industrials	8.8%	$9,969,803	17
Energy	5.5%	$6,198,943	4
Unclassified	4.6%	$5,230,786	4
Communication Services	4.6%	$5,216,528	4
Basic Materials	1.3%	$1,511,449	3
Utilities	0.7%	$804,201	3
Real Estate	0.2%	$244,300	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
BMY	Bristol Myers Squibb Co	−86	9,896	$600,191
GOOGL	Alphabet Inc.	−86	7,632	$2,194,657
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
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.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
BHP	BHP Group Ltd	4,000	$241,480
DIS	Walt Disney Co	2,039	$231,976
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

3 positions · $1,511,449 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SHW	Sherwin Williams Co Basic Materials	Held	750	0	$240,412	−1.1%	15.91%
FCX	Freeport-Mcmoran Inc Basic Materials	NEW	4,302	NEW	$252,871	NEW	16.73%
APD	Air Products & Chemicals, Inc. Basic Materials	Held	3,505	0	$1,018,166	+17.6%	67.36%