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Alpine Bank Wealth Management

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13F filer, CIK 1974910, GRAND JUNCTION, CO

Alpine Bank Wealth Management reported $706,770,368 across 149 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-15. Its ten largest share positions make up 66.47% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001140361-26-001313

Period
2025-12-31
Reported value
$707M
Holdings
149
Top 10 weight
66.47%
New
1
Sold out
272

Part of the filer group Alpine Bank Wealth Management

  • Alpine Bank
How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JCPBadded+1,067,806$50.6M
XBILadded+53,215$2.66M
TBILadded+49,494$2.47M
EAGGadded+27,464$1.31M
SPHQadded+7,296$548K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VUSBreduced-446,202-$22.2M
USFRreduced-367,186-$18.5M
GDEreduced-116,106-$7.15M
CLreduced-15,421-$1.22M
JAAAreduced-21,695-$1.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Back to all 149 share positions

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MTBASIMPLIFY EXCHANGE TRADED FUN21,414$1.08Mshares
ZDEKINNOVATOR ETFS TRUST18,750$474Kshares
LINLINDE PLC515$245Kshares
KMBKIMBERLY-CLARK CORP1,870$233Kshares
NOCNORTHROP GRUMMAN CORP378$230Kshares
DEDEERE & CO455$208Kshares
XELXCEL ENERGY INC2,535$204Kshares
ICEINTERCONTINENTAL EXCHANGE IN1,211$204Kshares
SYYSYSCO CORP2,463$203Kshares
ECLECOLAB INC730$200Kshares
CBRECBRE GROUP INC1,264$199Kshares
GDGENERAL DYNAMICS CORP563$192Kshares
EFGISHARES TR1,600$182Kshares
VZVERIZON COMMUNICATIONS INC4,123$181Kshares
SCHDSCHWAB STRATEGIC TR6,636$181Kshares
AWKAMERICAN WTR WKS CO INC NEW1,300$181Kshares
IJTISHARES TR1,250$177Kshares
ALLALLSTATE CORP814$175Kshares
SHOPSHOPIFY INC1,174$174Kshares
SHELSHELL PLC2,400$172Kshares
MSMORGAN STANLEY1,050$167Kshares
NVONOVO-NORDISK A S3,000$166Kshares
MGVVANGUARD WORLD FD1,200$165Kshares
QCOMQUALCOMM INC973$162Kshares
CSCOCISCO SYS INC2,320$159Kshares
UTWORBB FD INC3,200$155Kshares
BABOEING CO717$155Kshares
ZSEPINNOVATOR ETFS TRUST5,700$151Kshares
TROWPRICE T ROWE GROUP INC1,450$149Kshares
CRMSALESFORCE INC624$148Kshares
CORCENCORA INC471$147Kshares
MMM3M CO920$143Kshares
CDNSCADENCE DESIGN SYSTEM INC397$139Kshares
EQIXEQUINIX INC177$139Kshares
APPAPPLOVIN CORP171$123Kshares
BXBLACKSTONE INC718$123Kshares
CRWDCROWDSTRIKE HLDGS INC240$118Kshares
TKRTIMKEN CO1,500$113Kshares
CEGCONSTELLATION ENERGY CORP340$112Kshares
INTUINTUIT162$111Kshares
NOWSERVICENOW INC120$110Kshares
EWEDWARDS LIFESCIENCES CORP1,392$108Kshares
VTIVANGUARD INDEX FDS325$107Kshares
DHID R HORTON INC626$106Kshares
ORLYOREILLY AUTOMOTIVE INC946$102Kshares
NEENEXTERA ENERGY INC1,326$100Kshares
AMPAMERIPRISE FINL INC202$99.2Kshares
XLKSELECT SECTOR SPDR TR345$97.2Kshares
IGSBISHARES TR1,831$97.1Kshares
ACNACCENTURE PLC IRELAND392$96.7Kshares
MPCMARATHON PETE CORP500$96.4Kshares
AVBAVALONBAY CMNTYS INC484$93.5Kshares
FERGFERGUSON ENTERPRISES INC414$93Kshares
SPOTSPOTIFY TECHNOLOGY S A128$89.3Kshares
SNOWSNOWFLAKE INC394$88.9Kshares
DDOMINION ENERGY INC1,446$88.5Kshares
VSGXVANGUARD WORLD FD1,262$87.5Kshares
HPQHP INC3,200$87.1Kshares
TGTTARGET CORP970$87Kshares
HLTHILTON WORLDWIDE HLDGS INC335$86.9Kshares
MCKMCKESSON CORP111$85.8Kshares
IBBISHARES TR585$84.5Kshares
MGKVANGUARD WORLD FD209$84.1Kshares
WTRGESSENTIAL UTILS INC2,082$83.1Kshares
UBERUBER TECHNOLOGIES INC781$76.5Kshares
BIIBBIOGEN INC545$76.3Kshares
DKSDICKS SPORTING GOODS INC340$75.6Kshares
ENBENBRIDGE INC1,492$75.3Kshares
VRTXVERTEX PHARMACEUTICALS INC192$75.2Kshares
DELLDELL TECHNOLOGIES INC527$74.7Kshares
YUMYUM BRANDS INC489$74.3Kshares
ISRGINTUITIVE SURGICAL INC162$72.5Kshares
GILDGILEAD SCIENCES INC639$70.9Kshares
TMUST-MOBILE US INC290$69.4Kshares
SONYSONY GROUP CORP2,350$67.7Kshares
NULGNUSHARES ETF TR672$66.8Kshares
RSGREPUBLIC SVCS INC279$64Kshares
SAPSAP SE232$62Kshares
PRUPRUDENTIAL FINL INC585$60.7Kshares
KLACKLA CORP55$59.3Kshares
DLRDIGITAL RLTY TR INC340$58.8Kshares
CBCHUBB LIMITED204$57.6Kshares
AXONAXON ENTERPRISE INC77$55.3Kshares
FBINFORTUNE BRANDS INNOVATIONS I1,022$54.6Kshares
AZNASTRAZENECA PLC-SPONS ADR700$53.7Kshares
BRBROADRIDGE FINL SOLUTIONS IN219$52.2Kshares
QQQINVESCO QQQ TR85$51Kshares
CMGCHIPOTLE MEXICAN GRILL INC1,300$50.9Kshares
SCHXSCHWAB STRATEGIC TR1,892$49.8Kshares
BKNGBOOKING HOLDINGS INC9$48.6Kshares
ROPROPER TECHNOLOGIES INC92$45.9Kshares
SPGIS&P GLOBAL INC89$43.3Kshares
PKGPACKAGING CORP AMER198$43.2Kshares
NEMNEWMONT CORP495$41.7Kshares
VONVVANGUARD SCOTTSDALE FDS460$41.1Kshares
DDOGDATADOG INC285$40.6Kshares
HPEHEWLETT PACKARD ENTERPRISE C1,600$39.3Kshares
DXCMDEXCOM INC581$39.1Kshares
NVSNOVARTIS AG300$38.5Kshares
HUBSHUBSPOT INC82$38.4Kshares
SLBSLB LIMITED1,099$37.8Kshares
MTNVAIL RESORTS INC250$37.4Kshares
RACEFERRARI N V76$36.9Kshares
RGLDROYAL GOLD INC178$35.7Kshares
HTGCHERCULES CAPITAL INC1,829$34.6Kshares
CTASCINTAS CORP167$34.3Kshares
RJFRAYMOND JAMES FINL INC197$34Kshares
WFCWELLS FARGO & CO405$33.9Kshares
USBUS BANCORP700$33.8Kshares
ALAIR LEASE CORP525$33.4Kshares
WWDWOODWARD INC132$33.4Kshares
BSXBOSTON SCIENTIFIC CORP340$33.2Kshares
ORIOLD REP INTL CORP780$33.1Kshares
BIVVANGUARD BD INDEX FDS424$33.1Kshares
EXREXTRA SPACE STORAGE INC234$33Kshares
BNYBANK OF NY MELLON CORP300$32.7Kshares
EVRGEVERGY INC429$32.6Kshares
SFSTIFEL FINL CORP284$32.2Kshares
EDCONSOLIDATED EDISON INC319$32.1Kshares
CINFCINCINNATI FINL CORP200$31.6Kshares
OGEOGE ENERGY CORP678$31.4Kshares
VICIVICI PPTYS INC936$30.5Kshares
AFGAMERICAN FINANCIAL GROUP INC207$30.2Kshares
APHAMPHENOL CORP243$30.1Kshares
LNTALLIANT ENERGY CORP446$30.1Kshares
LPLALPL FINL HLDGS INC90$29.9Kshares
TOSTTOAST INC814$29.7Kshares
ULTAULTA BEAUTY INC54$29.5Kshares
UPSUNITED PARCEL SVCS INC353$29.5Kshares
MASMASCO CORP418$29.4Kshares
EOGEOG RES INC262$29.4Kshares
AIZASSURANT INC135$29.2Kshares
IQVIQVIA HLDGS INC153$29.1Kshares
ENTGENTEGRIS INC311$28.8Kshares
SCISERVICE CORP INTL344$28.6Kshares
HEQTSIMPLIFY EXCHANGE TRADED FUN901$28.1Kshares
EPDENTERPRISE PRODS PARTNERS L900$28.1Kshares
MTGMGIC INVT CORP WIS986$28Kshares
CBOECBOE GLOBAL MKTS INC114$28Kshares
DONWISDOMTREE TR530$27.7Kshares
TIGOMILLICOM INTL CELLULAR S A567$27.5Kshares
DTMDT MIDSTREAM INC242$27.4Kshares
EXPDEXPEDITORS INTL WASH INC221$27.1Kshares
RGAREINSURANCE GROUP AMER INC141$27.1Kshares
CFRCULLEN FROST BANKERS INC213$27Kshares
EEMVISHARES INC423$27Kshares
PSAPUBLIC STORAGE93$26.9Kshares
LAMRLAMAR ADVERTISING CO219$26.8Kshares
KKRKKR & CO INC204$26.5Kshares
STWDSTARWOOD PPTY TR INC1,367$26.5Kshares
OHIOMEGA HEALTHCARE INVS INC626$26.4Kshares
DLBDOLBY LABORATORIES INC365$26.4Kshares
KEYSKEYSIGHT TECHNOLOGIES INC150$26.2Kshares
SNPSSYNOPSYS INC53$26.1Kshares
INGRINGREDION INC214$26.1Kshares
WUWESTERN UN CO3,262$26.1Kshares
HRBBLOCK H & R INC513$25.9Kshares
DOXAMDOCS LTD316$25.9Kshares
CNACNA FINL CORP556$25.8Kshares
OMFONEMAIN HLDGS INC457$25.8Kshares
SNASNAP ON INC74$25.6Kshares
DRIDARDEN RESTAURANTS INC134$25.5Kshares
THGHANOVER INS GROUP INC139$25.2Kshares
PAYXPAYCHEX INC197$25Kshares
WTWWILLIS TOWERS WATSON PLC LTD72$24.9Kshares
WECWEC ENERGY GROUP INC214$24.5Kshares
UNHUNITEDHEALTH GROUP INC71$24.5Kshares
SCHASCHWAB STRATEGIC TR870$24.3Kshares
LHLABCORP HOLDINGS INC84$24.1Kshares
HLIHOULIHAN LOKEY INC117$24Kshares
RNRRENAISSANCERE HLDGS LTD94$23.9Kshares
TSCOTRACTOR SUPPLY CO415$23.6Kshares
BDXBECTON DICKINSON & CO125$23.4Kshares
GLPIGAMING & LEISURE P501$23.4Kshares
HXLHEXCEL CORP NEW369$23.1Kshares
SWKSSKYWORKS SOLUTIONS INC297$22.9Kshares
FRTFEDERAL RLTY INVT TR NEW223$22.6Kshares
EPREPR PPTYS385$22.3Kshares
GATXGATX CORP127$22.2Kshares
DPZDOMINOS PIZZA INC51$22Kshares
WTFCWINTRUST FINL CORP162$21.5Kshares
ROSTROSS STORES INC138$21Kshares
VFHVANGUARD WORLD FD159$20.9Kshares
CSXCSX CORP581$20.6Kshares
CHECHEMED CORP NEW46$20.6Kshares
CWENCLEARWAY ENERGY INC728$20.6Kshares
TFSLTFS FINL CORP1,546$20.4Kshares
LSTRLANDSTAR SYS INC166$20.3Kshares
EWBCEAST WEST BANCORP INC191$20.3Kshares
SMGSCOTTS MIRACLE-GRO CO356$20.3Kshares
EWCISHARES INC400$20.2Kshares
URIUNITED RENTALS INC21$20Kshares
AAGILENT TECHNOLOGIES INC156$20Kshares
BPOPPOPULAR INC157$19.9Kshares
BXPBXP INC265$19.7Kshares
TMOTHERMO FISHER SCIENTIFIC INC40$19.4Kshares
EGPEASTGROUP PPTYS INC114$19.3Kshares
DEODIAGEO PLC200$19.1Kshares
ARWARROW ELECTRS INC155$18.8Kshares
CTRACOTERRA ENERGY INC780$18.4Kshares
XLVSELECT SECTOR SPDR TR132$18.4Kshares
PGRPROGRESSIVE CORP70$17.3Kshares
AKAMAKAMAI TECHNOLOGIES INC224$17Kshares
FDSFACTSET RESH SYS INC58$16.6Kshares
DLSWISDOMTREE TR207$16.5Kshares
QUALISHARES TR84$16.3Kshares
EEMISHARES TR300$16Kshares
UGIUGI CORP NEW475$15.8Kshares
PFGPRINCIPAL FINANCIAL GROUP IN189$15.7Kshares
SCHOSCHWAB STRATEGIC TR636$15.5Kshares
XLPSELECT SECTOR SPDR TR198$15.5Kshares
MFCMANULIFE FINL CORP496$15.4Kshares
BIOBIO RAD LABS INC55$15.4Kshares
STSENSATA TECHNOLOGIES HLDG PL492$15Kshares
ESGUISHARES TR103$15Kshares
HALHALLIBURTON CO600$14.8Kshares
SUSUNCOR ENERGY INC NEW350$14.6Kshares
GPNGLOBAL PMTS INC174$14.5Kshares
AMATAPPLIED MATLS INC70$14.3Kshares
SBACSBA COMMUNICATIONS CORP74$14.3Kshares
OKEONEOK INC NEW194$14.2Kshares
CMCSACOMCAST CORP NEW440$13.8Kshares
WATWATERS CORP42$12.6Kshares
SEESEALED AIR CORP NEW355$12.5Kshares
MTUSMETALLUS INC750$12.4Kshares
ALBALBEMARLE CORP147$11.9Kshares
CNCCENTENE CORP DEL326$11.6Kshares
EMNEASTMAN CHEM CO182$11.5Kshares
PSXPHILLIPS 6683$11.3Kshares
XLESELECT SECTOR SPDR TR123$11Kshares
SJMSMUCKER J M CO100$10.9Kshares
WMBWILLIAMS COS INC167$10.6Kshares
SWXSOUTHWEST GAS HLDGS INC131$10.3Kshares
COLDAMERICOLD REALTY TRUST INC825$10.1Kshares
IVLUISHARES TR283$10Kshares
DHRDANAHER CORP DEL47$9.32Kshares
KMIKINDER MORGAN INC DEL320$9.06Kshares
CCITIGROUP INC86$8.73Kshares
AVYAVERY DENNISON CORP50$8.11Kshares
IEVISHARES TR121$7.92Kshares
XLYSELECT SECTOR SPDR TR33$7.91Kshares
WMWASTE MGMT INC DEL35$7.73Kshares
MRSHMARSH & MCLENNAN COS INC38$7.66Kshares
IBITISHARES BITCOIN TRUST ETF117$7.61Kshares
IYWISHARES TR38$7.44Kshares
BSYBENTLEY SYS INC142$7.31Kshares
LNGCHENIERE ENERGY INC31$7.28Kshares
MURMURPHY OIL CORP249$7.07Kshares
BENFRANKLIN TEMPLETON INC300$6.94Kshares
OEFISHARES TR20$6.66Kshares
ROKROCKWELL AUTOMATION INC19$6.64Kshares
HPHELMERICH & PAYNE INC299$6.61Kshares
AEPAMERICAN ELEC PWR CO INC48$5.4Kshares
DFAIDIMENSIONAL ETF TRUST144$5.23Kshares
XRAYDENTSPLY SIRONA INC401$5.09Kshares
JEPQJ P MORGAN EXCHANGE TRADED F85$4.89Kshares
EXCEXELON CORP107$4.82Kshares
IWBISHARES TR13$4.75Kshares
VPLVANGUARD INTL EQUITY INDEX F51$4.48Kshares
IEIISHARES TR36$4.3Kshares
EGOELDORADO GOLD CORP NEW148$4.28Kshares
CMECME GROUP INC15$4.05Kshares
SPIBSPDR SERIES TRUST87$2.95Kshares
RPRXROYALTY PHARMA PLC82$2.89Kshares
ETRENTERGY CORP NEW30$2.8Kshares
DYNFBLACKROCK ETF TRUST44$2.6Kshares
NEUNEWMARKET CORP3$2.48Kshares
MSIMOTOROLA SOLUTIONS INC5$2.29Kshares
FAFFIRST AMERN FINL CORP35$2.25Kshares
AMTAMERICAN TOWER CORP11$2.12Kshares
SPTLSPDR SERIES TRUST55$1.48Kshares
RLIRLI CORP22$1.44Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001140361-26-001313 base2026-01-15acceptance time not in the bulk data set