Institutional manager
Alphinity Investment Management Pty Ltd
Holds positions in 28 of the S&P 500, worth $5.36bn as reported for the quarter ended 31-mar-2026.
Positions held28of 488 index companies covered
Reported value$5.36bnS&P 500 positions only
Top ten weight59%how concentrated the book is
Filing entities1single filer
Largest positions
The 28 biggest by reported value.
NvidiaNVDA2.7m$474mInformation TechnologyJPMorgan ChaseJPM1.3m$379mFinancialsMicrosoftMSFT980,817$363mInformation TechnologyApple Inc.AAPL1.3m$324mInformation TechnologyCoca-Cola Company (The)KO4.1m$315mConsumer StaplesMotorola SolutionsMSI663,728$288mInformation TechnologyCRH plcCRH2.7m$281mMaterialsIntuitive SurgicalISRG555,419$256mHealth CareCaterpillar Inc.CAT351,625$249mIndustrialsChubb LimitedCB704,004$229mFinancialsWelltowerWELL1.1m$222mReal EstateParker HannifinPH245,960$220mIndustrialsCostcoCOST211,876$211mConsumer StaplesAlphabet Inc. (Class A)GOOGL719,933$207mCommunication ServicesCBRE GroupCBRE1.2m$167mReal EstateAmerican ExpressAXP547,000$165mFinancialsBroadcomAVGO525,779$163mInformation TechnologyAmphenolAPH1.3m$162mInformation TechnologyKeysight TechnologiesKEYS552,149$156mInformation TechnologyMorgan StanleyMS944,858$155mFinancialsMeta PlatformsMETA207,262$119mCommunication ServicesBoston ScientificBSX1.7m$105mHealth CareAmazonAMZN499,927$104mConsumer DiscretionaryMastercardMA27,657$14mFinancialsWalmartWMT102,605$13mConsumer StaplesVeraltoVLTO97,337$9mIndustrialsHowmet AerospaceHWM35,114$8mIndustrialsMoody's CorporationMCO13,484$6mFinancials
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.