Alpine Investment Management

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

  • Top 5 stock holdings are JPM, HUM, MSFT, INTC, MRK. These five stock positions account for 51.76% of Alpine Investment Management's total stock portfolio.
  • Added to shares of these 1 stocks: SMBC.
  • Started 1 new stock positions in SMBC.
  • As of Dec. 31, 2013, Alpine Investment Management has $495.69M in assets under management (AUM). Assets under management grew from a total value of $495.41M to $495.69M.
  • Independent of market fluctuations, Alpine Investment Management was a net buyer by $282965 worth of stocks in the most recent quarter.

Alpine Investment Management portfolio companies for December 2013 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
JPM JPMorgan Chase & Co. 10.73 909533 58.48 55.22
HUM Humana 10.51 504826 103.22 104.74
MSFT Microsoft Corporation 10.45 1384572 37.41 40.01
INTC Intel Corporation 10.09 1926015 25.96 27.04
MRK Merck & Co 9.98 988168 50.05 56.47
SYY SYSCO Corporation 9.72 1335030 36.10 36.03
JNJ Johnson & Johnson 9.09 492184 91.59 98.96
VOD Vodafone 7.80 983653 39.31 35.99
BRK.B Berkshire Hathaway 5.84 244005 118.56 0.00
WMT Wal-Mart Stores 5.51 347170 78.69 77.66
LMT Lockheed Martin Corporation 5.24 174686 148.66 160.25
ITW Illinois Tool Works 4.30 253525 84.08 84.21
VTI Vanguard Total Stock Market ETF 0.19 9797 95.95 96.73
Jpmorgan Chase & Co. w exp 10/201 0.16 42000 19.38 0.00
BSV Vanguard Short-Term Bond ETF 0.12 7588 79.99 80.09
1/100 Berkshire Htwy Cla 100 0.07 2 178000.00 0.00
SMBC Southern Missouri Ban 0.06 NEW 8500 33.29 35.50
PG Procter & Gamble Company 0.05 3183 81.37 81.76
Resolute Fst Prods In 0.05 14000 16.00 0.00
KINS Kingstone Companies 0.04 25000 7.28 6.72