Alpine Investment Management

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

  • Top 5 stock holdings are HUM, MSFT, JNJ, JPM, SYY. These five stock positions account for 50.80% of Alpine Investment Management's total stock portfolio.
  • Added to shares of these 10 stocks: Express Scripts Holding (+$15.55M), VOD (+$6.11M), MSFT (+$6.04M), JNJ (+$5.49M), MRK, HUM, Resolute Fst Prods In, SYY, JPM, INTC.
  • Reduced shares in these 6 stocks: Jpmorgan Chase & Co. w exp 10/201, LMT, NSC, MET, Citi, VTI.
  • Sold out of its positions in Citi, LMT, NSC.
  • As of Dec. 31, 2014, Alpine Investment Management has $761.01M in assets under management (AUM). Assets under management grew from a total value of $669.99M to $761.01M.
  • Independent of market fluctuations, Alpine Investment Management was a net buyer by $56.70M worth of stocks in the most recent quarter.

Alpine Investment Management portfolio companies for December 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
HUM Humana 11.93 +5.00% 631885 143.63 160.10
MSFT Microsoft Corporation 10.56 +8.00% 1730300 46.45 42.00
JNJ Johnson & Johnson 9.92 +7.00% 722068 104.57 98.55
JPM JPMorgan Chase & Co. 9.41 +5.00% 1144246 62.58 60.16
SYY SYSCO Corporation 8.98 +6.00% 1721629 39.69 38.41
VOD Vodafone 8.91 +9.00% 1983849 34.17 32.37
MRK Merck & Co 8.61 +7.00% 1154184 56.79 56.20
Express Scripts Holding 8.06 +33.00% 724636 84.67 0.00
WMT Wal-Mart Stores 7.21 638733 85.88 81.06
Resolute Fst Prods In 5.76 +11.00% 2490357 17.61 0.00
INTC Intel Corporation 5.13 +6.00% 1076571 36.29 32.76
BRK.B Berkshire Hathaway 5.07 +2.00% 257199 150.15 0.00
VTI Vanguard Total Stock Market ETF 0.14 9848 106.01 106.32
BSV Vanguard Short-Term Bond ETF 0.12 10952 79.99 80.04
1/100 Berkshire Htwy Cla 100 0.06 2 226000.00 0.00
SMBC Southern Missouri Ban 0.05 +13.00% 9619 37.95 18.75
PG Procter & Gamble Company 0.04 +6.00% 3308 90.99 81.31
KINS Kingstone Companies 0.03 +9.00% 27442 8.16 7.70
Jpmorgan Chase & Co. w exp 10/201 0.01 -90.00% 4000 20.75 0.00
MET MetLife 0.00 -97.00% 137 51.09 50.75