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Alphinity Investment Management Pty Ltd

Q2 2026 13F filing

Updated 44 days ago

54 disclosed positions worth $6B

Portfolio value
$6B
Total holdings
54
New positions
5
Closed positions
7
Increased
10
Decreased
12
Turnover
22.2%
Filed
2026-07-29

Full holdings

Every line item disclosed in Q2 2026

N

NVIDIA CORPORATION

+1806.0%
Value
$509.5M
Shares
2.55M
% Port
8.48%
A

APPLE INC

+40.0%
Value
$492.4M
Shares
1.70M
% Port
8.20%
J

JPMORGAN CHASE & CO

+2.1%
Value
$411M
Shares
1.26M
% Port
6.84%
G

ALPHABET INC

+44.0%
Value
$352.6M
Shares
986.6K
% Port
5.87%
L
5.LLY

ELI LILLY & CO

Value
$345.9M
Shares
288.3K
% Port
5.76%
T

TAIWAN SEMICONDUCTOR MANUFAC

-28.7%
Value
$304.5M
Shares
637.6K
% Port
5.07%
C
7.CAT

CATERPILLAR INC

-19.1%
Value
$288.7M
Shares
271.1K
% Port
4.81%
K
8.KO

COCA COLA CO

+2278.7%
Value
$269.6M
Shares
3.32M
% Port
4.49%
C
9.CB

CHUBB LIMITED

+2081.6%
Value
$266.8M
Shares
783.1K
% Port
4.44%
W
10.WELL

WELLTOWER INC

+8.8%
Value
$264.3M
Shares
1.16M
% Port
4.40%
R
11.ROST

ROSS STORES INC

Value
$217.4M
Shares
1.02M
% Port
3.62%
K
12.KEYS

KEYSIGHT TECHNOLOGIES INC

+2356.7%
Value
$216.3M
Shares
617.8K
% Port
3.60%
M

MORGAN STANLEY

+9.4%
Value
$205.5M
Shares
983.1K
% Port
3.42%
C
14.COST

COSTCO WHOLESALE CORPORATION

+2962.0%
Value
$200.6M
Shares
214.4K
% Port
3.34%
M
15.MU

MICRON TECHNOLOGY INC

Value
$199.3M
Shares
172.7K
% Port
3.32%
M
16.MSFT

MICROSOFT CORP

-44.5%
Value
$192.8M
Shares
516.9K
% Port
3.21%
A
17.AMD

ADVANCED MICRO DEVICES INC

Value
$171.4M
Shares
295.0K
% Port
2.85%
A
18.AXP

AMERICAN EXPRESS CO

-7.0%
Value
$166.1M
Shares
491.2K
% Port
2.77%
A
19.AVGO

BROADCOM INC

+1498.3%
Value
$153.6M
Shares
406.7K
% Port
2.56%
P
20.PH

PARKER-HANNIFIN CORP

+1195.5%
Value
$150.2M
Shares
153.6K
% Port
2.50%
A
21.AMZN

AMAZON COM INC

+1423.7%
Value
$141.1M
Shares
592.1K
% Port
2.35%
I
22.ISRG

INTUITIVE SURGICAL INC

+1140.8%
Value
$127.2M
Shares
319.8K
% Port
2.12%
M
23.META

META PLATFORMS INC

-36.6%
Value
$71.1M
Shares
126.1K
% Port
1.18%
N
24.NVDA

NVIDIA CORPORATION

-10.2%
Value
$24M
Shares
120.0K
% Port
0.40%
A
25.AAPL

APPLE INC

-93.5%
Value
$22.7M
Shares
78.6K
% Port
0.38%
J

JPMORGAN CHASE & CO

-95.3%
Value
$18.7M
Shares
57.2K
% Port
0.31%
G

ALPHABET INC

-93.2%
Value
$16.7M
Shares
46.7K
% Port
0.28%
L
28.LLY

ELI LILLY & CO

Value
$15.6M
Shares
13.0K
% Port
0.26%
C
29.CAT

CATERPILLAR INC

-96.3%
Value
$13M
Shares
12.3K
% Port
0.22%
C
30.CB

CHUBB LIMITED

+2.9%
Value
$12.6M
Shares
36.9K
% Port
0.21%
W
31.WELL

WELLTOWER INC

-95.0%
Value
$12.3M
Shares
54.0K
% Port
0.20%
T

TAIWAN SEMICONDUCTOR MANUFAC

-97.2%
Value
$11.8M
Shares
24.7K
% Port
0.20%
A
33.AMZN

AMAZON COM INC

+10.8%
Value
$10.3M
Shares
43.1K
% Port
0.17%
R
34.ROST

ROSS STORES INC

Value
$10M
Shares
46.9K
% Port
0.17%
M

MORGAN STANLEY

-94.8%
Value
$9.7M
Shares
46.4K
% Port
0.16%
M
36.MSFT

MICROSOFT CORP

-97.3%
Value
$9.6M
Shares
25.6K
% Port
0.16%
K
37.KEYS

KEYSIGHT TECHNOLOGIES INC

+8.3%
Value
$9.5M
Shares
27.2K
% Port
0.16%
K
38.KO

COCA COLA CO

-27.7%
Value
$8.2M
Shares
100.9K
% Port
0.14%
M
39.MU

MICRON TECHNOLOGY INC

Value
$8.1M
Shares
7.1K
% Port
0.14%
H
40.HWM

HOWMET AEROSPACE INC

+121.9%
Value
$7.5M
Shares
27.9K
% Port
0.12%
A
41.AVGO

BROADCOM INC

-23.1%
Value
$7.4M
Shares
19.6K
% Port
0.12%
A
42.AMD

ADVANCED MICRO DEVICES INC

Value
$7.4M
Shares
12.7K
% Port
0.12%
P
43.PH

PARKER-HANNIFIN CORP

-36.8%
Value
$7.3M
Shares
7.5K
% Port
0.12%
C
44.COST

COSTCO WHOLESALE CORPORATION

-5.4%
Value
$6.2M
Shares
6.6K
% Port
0.10%
I
45.ISRG

INTUITIVE SURGICAL INC

-42.8%
Value
$5.9M
Shares
14.8K
% Port
0.10%
W
46.WMT

WALMART INC

+40.3%
Value
$5.8M
Shares
51.5K
% Port
0.10%
A
47.AXP

AMERICAN EXPRESS CO

-97.0%
Value
$5.4M
Shares
16.0K
% Port
0.09%
H
48.HWM

HOWMET AEROSPACE INC

+29.6%
Value
$4.4M
Shares
16.3K
% Port
0.07%
C
49.CLH

CLEAN HARBORS INC

Value
$4.1M
Shares
13.7K
% Port
0.07%
M
50.MA

MASTERCARD INCORPORATED

-58.3%
Value
$3.8M
Shares
7.4K
% Port
0.06%