Institutional Manager · CIK 0001226886
ALPINE WOODS CAPITAL INVESTORS, LLC
PURCHASE, NY · File #028-10578
Latest AUM
$420.0M
Positions
174
Top-10 Concentration
45.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025174 pos · $420.0M
- 13F HOLDINGS REPORTQ/E Sep 2025153 pos · $430.2M
- 13F HOLDINGS REPORTQ/E Jun 2025155 pos · $420,960
- 13F HOLDINGS REPORTQ/E Mar 2025153 pos · $399.1M
- 13F HOLDINGS REPORTQ/E Dec 2024173 pos · $528.4M
- 13F HOLDINGS REPORTQ/E Sep 2024170 pos · $570.2M
- 13F HOLDINGS REPORTQ/E Jun 2024173 pos · $653.0M
- 13F HOLDINGS REPORTQ/E Mar 2024170 pos · $503.4M
- 13F HOLDINGS REPORTQ/E Dec 2023158 pos · $620,550
- 13F HOLDINGS REPORTQ/E Sep 2023158 pos · $640,042
- 13F HOLDINGS REPORTQ/E Jun 2023172 pos · $661,899
- 13F HOLDINGS REPORTQ/E Mar 2023178 pos · $686.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 69,243 | $24.0M | 7.71% |
| 2 | ALPHABET INC | GOOG | 60,101 | $18.9M | 6.07% |
| 3 | WELLS FARGO CO NEW | 949746101 | 178,191 | $16.6M | 5.34% |
| 4 | APPLE INC | AAPL | 60,965 | $16.6M | 5.33% |
| 5 | JPMORGAN CHASE & CO. | VYLD | 48,364 | $15.6M | 5.01% |
| 6 | MICROSOFT CORP | MSFT | 26,449 | $12.8M | 4.11% |
| 7 | AGNICO EAGLE MINES LTD | AEM | 66,682 | $11.3M | 3.64% |
| 8 | L3HARRIS TECHNOLOGIES INC | LHX | 33,121 | $9.7M | 3.13% |
| 9 | NVIDIA CORPORATION | NVDA | 51,715 | $9.6M | 3.10% |
| 10 | BANK AMERICA CORP | 060505104 | 141,908 | $7.8M | 2.51% |
| 11 | CUMMINS INC | CMI | 14,818 | $7.6M | 2.43% |
| 12 | STEEL DYNAMICS INC | STLD | 40,039 | $6.8M | 2.18% |
| 13 | ABBVIE INC | ABBV | 29,044 | $6.6M | 2.13% |
| 14 | INGREDION INC | INGR | 57,409 | $6.3M | 2.04% |
| 15 | AMGEN INC | AMGN | 19,061 | $6.2M | 2.01% |
| 16 | AMAZON COM INC | AMZN | 26,221 | $6.1M | 1.95% |
| 17 | ALPHABET INC | GOOG | 18,778 | $5.9M | 1.89% |
| 18 | SBA COMMUNICATIONS CORP NEW | SBAC | 29,648 | $5.7M | 1.84% |
| 19 | JOHNSON & JOHNSON | JNJ | 27,248 | $5.6M | 1.81% |
| 20 | PEPSICO INC | PEP | 39,240 | $5.6M | 1.81% |