Alpine Bank Wealth Management
SEC Form 13F institutional filer · CIK 0001974910
13F-HR · 97 reported holdings · 2026-03-31
Reported long-US-equity value
$0.37B
Top-10 concentration
73.3%
Alpine Bank Wealth Management — $373M AUM allocation strategy
Alpine Bank Wealth Management files SEC Form 13F and reports $373M of long US equity value across 97 reported holdings for 2026-03-31.
Its largest sector bet is Financials 51.6%, followed by Information Technology 5.5% and Communication Services 1.6%.
The top 10 holdings account for 73% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Alpine Bank Wealth Management — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$373M
total across 97 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
73% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$USB +61.6K sh · +$3.07M+$IVZ +9.02K sh · −$10.3M+$WMT +1.37K sh · +$196K
Biggest trims (shares)
−$IWM −4.74K sh · −$1.2M−$BLK −4.57K sh · −$1.29M−$NFLX −2.21K sh · −$199K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks40.1%—
- Diversified Banks7.3%—
- Semiconductors2.5%—
- Financial Exchanges & Data2.4%—
- Technology Hardware, Storage & Peripherals1.6%—
- Interactive Media & Services1.6%—
- Household Products1.5%—
- Systems Software1.4%—
- Other holdings41.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 1.51M | $138M | +9.02K | 37.0% |
| $USB | U.S. Bancorp | 445K | $22.2M | +61.6K | 6.0% |
| $BLK | BlackRock Inc | 97.1K | $11.3M | -4.57K | 3.0% |
| $SPGI | S&P Global Inc | 59.2K | $8.96M | -1.54K | 2.4% |
| $AAPL | Apple Inc | 23.7K | $6.02M | +257 | 1.6% |
| $GOOGL | Alphabet Inc | 20.8K | $5.97M | +38 | 1.6% |
| $CL | Colgate-Palmolive Company | 67.2K | $5.72M | +410 | 1.5% |
| $MSFT | Microsoft Corporation | 14.1K | $5.22M | -127 | 1.4% |
…and 89 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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