Alpine Investment Management

Latest statistics and disclosures from Alpine Investment Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are MSFT, HUM, JNJ, JPM, MRK. These five stock positions account for 50.59% of Alpine Investment Management's total stock portfolio.
  • Added to shares of these 10 stocks: Resolute Fst Prods In (+$15.98M), WMT (+$13.82M), JNJ (+$12.11M), SYY (+$6.19M), INTC (+$5.89M), MSFT (+$5.86M), VOD (+$5.60M), HUM (+$5.38M), JPM, MRK.
  • Started 7 new stock positions in F, MET, TEVA, SLM, Citi, NWL, NSC.
  • As of March 31, 2014, Alpine Investment Management has $600.45M in assets under management (AUM). Assets under management grew from a total value of $495.69M to $600.45M.
  • Independent of market fluctuations, Alpine Investment Management was a net buyer by $83.02M worth of stocks in the most recent quarter.

Alpine Investment Management portfolio companies for March 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
MSFT Microsoft Corporation 10.43 +10.00% 1527466 40.99 46.33
HUM Humana 10.37 +9.00% 552559 112.72 128.28
JNJ Johnson & Johnson 10.07 +25.00% 615483 98.23 104.74
JPM JPMorgan Chase & Co. 10.00 +8.00% 988696 60.71 60.28
MRK Merck & Co 9.72 +4.00% 1028222 56.77 59.12
INTC Intel Corporation 9.26 +11.00% 2154149 25.81 34.52
SYY SYSCO Corporation 9.06 +12.00% 1506296 36.13 38.00
VOD Vodafone 6.96 +15.00% 1135900 36.81 33.02
WMT Wal-Mart Stores 6.72 +52.00% 527937 76.43 76.38
BRK.B Berkshire Hathaway 5.30 +4.00% 254575 124.97 0.00
LMT Lockheed Martin Corporation 4.88 +2.00% 179543 163.24 177.81
ITW Illinois Tool Works 3.56 +3.00% 263178 81.33 83.59
Resolute Fst Prods In 2.71 +5681.00% 809348 20.09 0.00
VTI Vanguard Total Stock Market ETF 0.16 9862 97.44 101.74
Jpmorgan Chase & Co. w exp 10/201 0.14 42000 20.19 0.00
BSV Vanguard Short-Term Bond ETF 0.11 +3.00% 7888 80.12 80.12
TEVA Teva Pharmaceutical Industries 0.06 NEW 6700 52.84 54.03
NSC Norfolk Southern 0.06 NEW 3500 97.14 113.24
MET MetLife 0.06 NEW 6500 52.77 52.72
1/100 Berkshire Htwy Cla 100 0.06 2 187500.00 0.00
SLM SLM Corporation 0.05 NEW 11120 24.46 8.55
NWL Newell Rubbermaid 0.05 NEW 9977 29.87 34.57
F Ford Motor Company 0.05 NEW 19700 15.58 14.58
SMBC Southern Missouri Ban 0.05 8500 34.47 35.88
Citi 0.05 NEW 5700 47.54 0.00
PG Procter & Gamble Company 0.04 3183 80.74 84.14
KINS Kingstone Companies 0.03 25000 6.96 8.13