account_balance
Investment manager · 13F filer · SEC CIK 1731012
Alphinity Investment Management Pty Ltd
Reported value$4.51Bas of Sep 30, 2026
Positions31 7 new, 3 sold out
Top 10 weight53.7%NVDA alone is 8%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
8.4%Trimmed −38%
AAPLApple Inc.
7.2%Trimmed −45%
MSFTMicrosoft Corp
5.8%Trimmed −5%
LLYELI Lilly & Co
5.5%Trimmed −28%
JPMJPMorgan Chase & Co
5.2%Trimmed −46%
GOOGLAlphabet Inc.
4.9%Trimmed −38%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.6%Trimmed −31%
KOCoca-Cola Co
4.3%Trimmed −35%
WELLWelltower Inc.
4.0%Trimmed −36%
CSXCSX Corp
3.8%New
CBChubb Ltd
3.8%−36%
AMZNAmazon.com Inc
3.5%
NVDANVIDIA Corp
8.4%Trimmed −38%
AAPLApple Inc.
7.2%Trimmed −45%
MSFTMicrosoft Corp
5.8%−5%
LLYELI Lilly & Co
5.5%−28%
JPMJPMorgan Chase & Co
5.2%−46%
GOOGLAlphabet Inc.
4.9%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.6%
KOCoca-Cola Co
4.3%
WELLWelltower Inc.
4.0%
CSX3.8%CB3.8%AMZNBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 8.4% Trimmed −38%AAPL Apple Inc. 7.2% Trimmed −45%MSFT Microsoft Corp 5.8% Trimmed −5%LLY ELI Lilly & Co 5.5% Trimmed −28%JPM JPMorgan Chase & Co 5.2% Trimmed −46%GOOGL Alphabet Inc. 4.9% Trimmed −38%TSM Taiwan Semiconductor Manufacturing Co Ltd 4.6% Trimmed −31%KO Coca-Cola Co 4.3% Trimmed −35%WELL Welltower Inc. 4.0% Trimmed −36%CSX CSX Corp 3.8% NewCB Chubb Ltd 3.8% Trimmed −36%AMZN Amazon.com Inc 3.5% Held
What changed
Biggest moves since Jun 30, 2026
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