Alpine Woods Capital Investors, LLC

13F filer · CIK 0001226886

Reported Aug 7, 2026

Net seller this quarter

13F portfolio value$460MU.S. long equity reported on 13F

Positions20552 new · 34 closed

Net flow last quarter-$15.5MBuys minus sells

Top 10 positions weight24.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 2026205 positions
AVGOBroadcom Inc.	$17.5M	3.80%	0.00%	-8.1%	Q1 2016
WFCWells Fargo & Company	$14.4M	3.13%	0.01%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$13M	2.82%	0.00%	+6.1%	Q2 2013
GOOGAlphabet Inc.	$12.2M	2.65%	Not reported	-9.4%	Q3 2015
CMICummins Inc	$10M	2.18%	0.01%	+0.8%	Q1 2022
NVDANvidia Corp	$9.64M	2.09%	0.00%	-73.6%	Q3 2017
AAPLApple Inc.	$9.62M	2.09%	0.00%	-1.3%	Q2 2013
LHXL3harris Technologies, Inc.	$9.58M	2.08%	0.02%	+7.5%	Q3 2019
AMGNAmgen Inc	$9.06M	1.97%	0.00%	+8.5%	Q3 2013
MSFTMicrosoft Corp	$8.24M	1.79%	0.00%	+19.9%	Q2 2013
BACBank of America Corp	$8.01M	1.74%	0.00%	+4.7%	Q2 2013
ABBVAbbVie Inc.	$7.76M	1.69%	0.00%	-1.3%	Q2 2013
AEMAgnico Eagle Mines Ltd	$7.54M	1.64%	0.01%	-0.5%	Q3 2022
EQIXEquinix Inc	$7.27M	1.58%	0.01%	+4.0%	Q3 2016
WMWaste Management Inc	$6.83M	1.48%	0.01%	+23.9%	Q4 2015
TXNTexas Instruments Inc	$6.69M	1.45%	0.00%	-19.5%	Q1 2017
JNJJohnson & Johnson	$6.61M	1.44%	0.00%	-4.1%	Q2 2013
SOSouthern Co	$6.57M	1.43%	0.01%	-1.2%	Q2 2013
MDLZMondelez International, Inc.	$6.44M	1.40%	0.01%	-0.7%	Q2 2013
EVRGEvergy, Inc.	$6.35M	1.38%	0.03%	-3.0%	Q1 2025
STLDSteel Dynamics Inc	$6.19M	1.35%	0.02%	-38.9%	Q4 2024
CSCOCisco Systems, Inc.	$6.1M	1.33%	0.00%	+0.3%	Q2 2013
LLYELI LILLY & Co	$6.07M	1.32%	0.00%	+574.8%	Q4 2021
PEPPepsico Inc	$5.84M	1.27%	0.00%	+0.7%	Q4 2015
HDHome Depot, Inc.	$5.59M	1.21%	0.00%	+19.2%	Q3 2014
SBACSba Communications Corp	$5.4M	1.17%	0.03%	-5.3%	Q3 2025
MDTMedtronic plc	$5.36M	1.16%	0.01%	Not reported	Q1 2015
QCOMQualcomm Inc	$5.21M	1.13%	0.00%	-15.2%	Q2 2013
AMZNAmazon Com Inc	$5.17M	1.12%	0.00%	-0.5%	Q4 2018
BNYBank of New York Mellon Corp	$5.17M	1.12%	0.01%	+22.1%	Q2 2013
WMBWilliams Companies, Inc.	$5.11M	1.11%	0.01%	+2.0%	Q2 2013
EMREmerson Electric Co	$4.74M	1.03%	0.01%	-12.4%	Q2 2020
TJXTJX Companies Inc	$4.07M	0.88%	0.00%	+18.8%	Q2 2014
LNGCheniere Energy, Inc.	$4M	0.87%	0.01%	-11.8%	Q3 2022
PPGPPG Industries Inc	$3.99M	0.87%	0.01%	0.0%	Q2 2013
ABTAbbott Laboratories	$3.92M	0.85%	0.00%	+1199.3%	Q2 2013
TTTrane Technologies plc	$3.85M	0.84%	0.00%	-5.4%	Q1 2020
MSIMotorola Solutions, Inc.	$3.78M	0.82%	0.01%	-8.2%	Q4 2019
PANWPalo Alto Networks Inc	$3.6M	0.78%	0.00%	Not reported	Q4 2019
RSReliance, Inc.	$3.6M	0.78%	0.02%	-9.1%	Q3 2021
URIUnited Rentals, Inc.	$3.49M	0.76%	0.00%	+30.4%	Q1 2014
METMetlife Inc	$3.47M	0.75%	0.01%	-26.0%	Q3 2013
SPGSimon Property Group Inc.	$3.47M	0.75%	193.94%	-5.8%	Q2 2013
UNPUnion Pacific Corp	$3.32M	0.72%	0.00%	Not reported	Q2 2013
USBUS Bancorp \de\	$3.29M	0.72%	0.00%	+21.3%	Q1 2021
UBERUber Technologies, Inc	$3.28M	0.71%	0.00%	+60.1%	Q1 2023
BEPCBrookfield Renewable Corp	$3.19M	0.69%	0.05%	+1.9%	Q1 2021
HEIHeico Corp	$3.19M	0.69%	0.02%	+0.3%	Q3 2018
IFFInternational Flavors & Fragrances Inc	$3.15M	0.68%	0.02%	Not reported	Q4 2013
TFCTruist Financial Corp	$3.12M	0.68%	0.01%	New	Q2 2026

Q1 2026Reported May 27, 2026186 positions
NVDANvidia Corp	$31.8M	7.63%	0.00%	+252.4%	Q3 2017
AVGOBroadcom Inc.	$15.6M	3.74%	0.00%	-27.2%	Q1 2016
WFCWells Fargo & Company	$13.9M	3.33%	0.01%	-2.2%	Q2 2013
JPMJPMorgan Chase & Co	$11M	2.64%	0.00%	-22.7%	Q2 2013
GOOGAlphabet Inc.	$10.9M	2.62%	Not reported	-36.7%	Q3 2015
LHXL3harris Technologies, Inc.	$10.6M	2.54%	0.02%	-7.4%	Q3 2019
AEMAgnico Eagle Mines Ltd	$9.92M	2.38%	0.01%	-26.7%	Q3 2022
AAPLApple Inc.	$8.55M	2.05%	0.00%	-44.7%	Q2 2013
AMGNAmgen Inc	$8.12M	1.95%	0.00%	+21.0%	Q3 2013
STLDSteel Dynamics Inc	$7.95M	1.91%	0.03%	+10.3%	Q4 2024
CMICummins Inc	$7.51M	1.80%	0.01%	-5.8%	Q1 2022
MSFTMicrosoft Corp	$6.82M	1.64%	0.00%	-30.3%	Q2 2013
ABBVAbbVie Inc.	$6.79M	1.63%	0.00%	+7.5%	Q2 2013
SOSouthern Co	$6.7M	1.61%	0.01%	+24.4%	Q2 2013
PEPPepsico Inc	$6.65M	1.59%	0.00%	+9.1%	Q4 2015
JNJJohnson & Johnson	$6.63M	1.59%	0.00%	-0.5%	Q2 2013
EQIXEquinix Inc	$6.58M	1.58%	0.01%	+26.0%	Q3 2016
BACBank of America Corp	$6.55M	1.57%	0.00%	-5.3%	Q2 2013
MDLZMondelez International, Inc.	$6.46M	1.55%	0.01%	+176.1%	Q2 2013
EVRGEvergy, Inc.	$6.2M	1.49%	0.03%	+13.4%	Q1 2025
WMWaste Management Inc	$5.68M	1.36%	0.01%	+206.4%	Q4 2015
SBACSba Communications Corp	$5.56M	1.33%	0.03%	+8.9%	Q3 2025
TXNTexas Instruments Inc	$5.42M	1.30%	0.00%	+7.0%	Q1 2017
LNGCheniere Energy, Inc.	$5.38M	1.29%	0.01%	+6.5%	Q3 2022
STZConstellation Brands, Inc.	$4.95M	1.19%	Not reported	+14.9%	Q4 2016
EMREmerson Electric Co	$4.95M	1.19%	0.01%	+104.1%	Q2 2020
WMBWilliams Companies, Inc.	$4.9M	1.18%	0.01%	-7.4%	Q2 2013
AMZNAmazon Com Inc	$4.54M	1.09%	0.00%	-16.9%	Q4 2018
HDHome Depot, Inc.	$4.37M	1.05%	0.00%	+3.1%	Q3 2014
MSIMotorola Solutions, Inc.	$4.3M	1.03%	0.01%	-12.0%	Q4 2019
QCOMQualcomm Inc	$4.28M	1.03%	0.00%	+344.1%	Q2 2013
CSCOCisco Systems, Inc.	$4.02M	0.96%	0.00%	+75.4%	Q2 2013
METMetlife Inc	$3.92M	0.94%	0.01%	Not reported	Q3 2013
NFLXNetflix Inc	$3.66M	0.88%	0.00%	+23.6%	Q2 2022
TJXTJX Companies Inc	$3.61M	0.87%	0.00%	+2.0%	Q2 2014
PPGPPG Industries Inc	$3.52M	0.84%	0.01%	Not reported	Q2 2013
BNYBank of New York Mellon Corp	$3.47M	0.83%	0.00%	-4.0%	Q2 2013
TTTrane Technologies plc	$3.46M	0.83%	0.00%	-4.6%	Q1 2020
BEPCBrookfield Renewable Corp	$3.36M	0.81%	0.05%	+112.9%	Q1 2021
CLXClorox Co	$3.32M	0.80%	0.03%	+962.5%	Q2 2013
RSReliance, Inc.	$3.22M	0.77%	0.02%	+18.0%	Q3 2021
GISGeneral Mills Inc	$3.22M	0.77%	0.02%	+635.8%	Q1 2023
ISRGIntuitive Surgical Inc	$3.17M	0.76%	0.00%	-30.4%	Q2 2013
SPGSimon Property Group Inc.	$3.07M	0.74%	205.88%	+24.6%	Q2 2013
UNPUnion Pacific Corp	$2.96M	0.71%	0.00%	Not reported	Q2 2013
KHCKraft Heinz Co	$2.88M	0.69%	0.01%	+248.8%	Q3 2015
GRMNGarmin Ltd	$2.87M	0.69%	0.01%	+21.1%	Q2 2013
JJacobs Solutions Inc.	$2.55M	0.61%	0.02%	+12.0%	Q3 2022
MAMastercard Inc	$2.55M	0.61%	0.00%	+44.0%	Q3 2019
TTEKTetra Tech Inc	$2.53M	0.61%	0.03%	-18.3%	Q1 2020

Q4 2025Reported Feb 18, 2026159 positions
AVGOBroadcom Inc.	$24M	5.71%	0.00%	-14.4%	Q1 2016
GOOGAlphabet Inc.	$18.9M	4.49%	Not reported	-0.3%	Q3 2015
WFCWells Fargo & Company	$16.6M	3.95%	0.01%	Not reported	Q2 2013
AAPLApple Inc.	$16.6M	3.95%	0.00%	-1.3%	Q2 2013
JPMJPMorgan Chase & Co	$15.6M	3.71%	0.00%	-9.0%	Q2 2013
MSFTMicrosoft Corp	$12.8M	3.05%	0.00%	-0.1%	Q2 2013
AEMAgnico Eagle Mines Ltd	$11.3M	2.69%	0.01%	-6.4%	Q3 2022
LHXL3harris Technologies, Inc.	$9.72M	2.32%	0.02%	-2.9%	Q3 2019
NVDANvidia Corp	$9.64M	2.30%	0.00%	-2.3%	Q3 2017
BACBank of America Corp	$7.8M	1.86%	0.00%	+1.1%	Q2 2013
CMICummins Inc	$7.56M	1.80%	0.01%	-4.9%	Q1 2022
STLDSteel Dynamics Inc	$6.78M	1.62%	0.03%	-19.8%	Q4 2024
ABBVAbbVie Inc.	$6.64M	1.58%	0.00%	-17.1%	Q2 2013
INGRIngredion Inc	$6.33M	1.51%	0.09%	+4.5%	Q1 2020
AMGNAmgen Inc	$6.24M	1.49%	0.00%	-6.2%	Q3 2013
AMZNAmazon Com Inc	$6.05M	1.44%	0.00%	-12.5%	Q4 2018
GOOGLAlphabet Inc.	$5.88M	1.40%	0.00%	-0.4%	Q3 2015
SBACSba Communications Corp	$5.73M	1.37%	0.03%	+15.8%	Q3 2025
JNJJohnson & Johnson	$5.64M	1.34%	0.00%	-1.8%	Q2 2013
PEPPepsico Inc	$5.63M	1.34%	0.00%	+13.3%	Q4 2015
ISRGIntuitive Surgical Inc	$5.6M	1.33%	0.00%	-0.1%	Q2 2013
SOSouthern Co	$4.87M	1.16%	0.01%	-7.1%	Q2 2013
EVRGEvergy, Inc.	$4.84M	1.15%	0.03%	+15.9%	Q1 2025
TXNTexas Instruments Inc	$4.52M	1.08%	0.00%	+0.3%	Q1 2017
HDHome Depot, Inc.	$4.44M	1.06%	0.00%	-20.2%	Q3 2014
WMBWilliams Companies, Inc.	$4.38M	1.04%	0.01%	-10.9%	Q2 2013
MSIMotorola Solutions, Inc.	$4.32M	1.03%	0.01%	-8.3%	Q4 2019
EQIXEquinix Inc	$4.08M	0.97%	0.01%	-39.8%	Q3 2016
STZConstellation Brands, Inc.	$3.97M	0.94%	Not reported	Not reported	Q4 2016
ORIOld Republic International Corp	$3.65M	0.87%	0.03%	New	Q4 2025
HEIHeico Corp	$3.56M	0.85%	0.02%	-14.8%	Q3 2018
BNYBank of New York Mellon Corp	$3.54M	0.84%	0.00%	-18.6%	Q2 2013
LNGCheniere Energy, Inc.	$3.46M	0.82%	0.01%	+45.1%	Q3 2022
TTEKTetra Tech Inc	$3.45M	0.82%	0.04%	-21.7%	Q1 2020
TJXTJX Companies Inc	$3.41M	0.81%	0.00%	-9.2%	Q2 2014
TTTrane Technologies plc	$3.38M	0.81%	0.00%	-5.8%	Q1 2020
DGXQuest Diagnostics Inc	$3.37M	0.80%	0.02%	+10.7%	Q1 2020
PANWPalo Alto Networks Inc	$3.25M	0.77%	0.00%	-39.2%	Q4 2019
WTRGEssential Utilities, Inc.	$3.18M	0.76%	0.03%	+9.4%	Q4 2023
HESMHess Midstream LP	$3.08M	0.73%	0.07%	Not reported	Q4 2023
URIUnited Rentals, Inc.	$3.05M	0.73%	0.01%	-0.2%	Q1 2014
PRUPrudential Financial Inc	$2.97M	0.71%	0.01%	+22.8%	Q1 2014
NFLXNetflix Inc	$2.89M	0.69%	0.00%	-18.9%	Q2 2022
SNASnap-on Inc	$2.88M	0.69%	0.02%	-15.0%	Q2 2013
UNPUnion Pacific Corp	$2.82M	0.67%	0.00%	Not reported	Q2 2013
BKNGBooking Holdings Inc.	$2.68M	0.64%	0.00%	-50.0%	Q1 2018
RSReliance, Inc.	$2.6M	0.62%	0.02%	+7.1%	Q3 2021
FLSFlowserve Corp	$2.46M	0.59%	0.03%	0.0%	Q2 2013
EMREmerson Electric Co	$2.46M	0.58%	0.00%	+8.5%	Q2 2020
SPGSimon Property Group Inc.	$2.45M	0.58%	165.30%	+9.1%	Q2 2013

Q3 2025Reported Oct 15, 2025138 positions
AVGOBroadcom Inc.	$26.7M	6.20%	0.00%	Not reported	Q1 2016
JPMJPMorgan Chase & Co	$16.8M	3.90%	0.00%	Not reported	Q2 2013
AAPLApple Inc.	$15.7M	3.66%	0.00%	Not reported	Q2 2013
WFCWells Fargo & Company	$14.9M	3.47%	0.01%	Not reported	Q2 2013
GOOGAlphabet Inc.	$14.7M	3.41%	Not reported	Not reported	Q3 2015
MSFTMicrosoft Corp	$13.7M	3.19%	0.00%	Not reported	Q2 2013
AEMAgnico Eagle Mines Ltd	$12M	2.79%	0.01%	Not reported	Q3 2022
LHXL3harris Technologies, Inc.	$10.4M	2.42%	0.02%	Not reported	Q3 2019
NVDANvidia Corp	$9.87M	2.29%	0.00%	Not reported	Q3 2017
ABBVAbbVie Inc.	$8.11M	1.89%	0.00%	Not reported	Q2 2013
BACBank of America Corp	$7.24M	1.68%	0.00%	Not reported	Q2 2013
STLDSteel Dynamics Inc	$6.96M	1.62%	0.03%	Not reported	Q4 2024
EQIXEquinix Inc	$6.93M	1.61%	0.01%	Not reported	Q3 2016
INGRIngredion Inc	$6.71M	1.56%	0.09%	Not reported	Q1 2020
CMICummins Inc	$6.58M	1.53%	0.01%	Not reported	Q1 2022
AMZNAmazon Com Inc	$6.58M	1.53%	0.00%	Not reported	Q4 2018
HDHome Depot, Inc.	$6.55M	1.52%	0.00%	Not reported	Q3 2014
PANWPalo Alto Networks Inc	$5.9M	1.37%	0.00%	Not reported	Q4 2019
AMGNAmgen Inc	$5.73M	1.33%	0.00%	Not reported	Q3 2013
SOSouthern Co	$5.69M	1.32%	0.01%	Not reported	Q2 2013
MSIMotorola Solutions, Inc.	$5.61M	1.30%	0.01%	Not reported	Q4 2019
BKNGBooking Holdings Inc.	$5.4M	1.26%	0.00%	Not reported	Q1 2018
METAMeta Platforms, Inc.	$5.24M	1.22%	Not reported	Not reported	Q1 2020
WMBWilliams Companies, Inc.	$5.18M	1.20%	0.01%	Not reported	Q2 2013
JNJJohnson & Johnson	$5.15M	1.20%	0.00%	Not reported	Q2 2013
SBACSba Communications Corp	$4.95M	1.15%	0.02%	New	Q3 2025
ICEIntercontinental Exchange, Inc.	$4.89M	1.14%	0.01%	Not reported	Q2 2013
PEPPepsico Inc	$4.86M	1.13%	0.00%	Not reported	Q4 2015
TXNTexas Instruments Inc	$4.78M	1.11%	0.00%	Not reported	Q1 2017
GOOGLAlphabet Inc.	$4.58M	1.07%	0.00%	Not reported	Q3 2015
NFLXNetflix Inc	$4.55M	1.06%	0.00%	Not reported	Q2 2022
ISRGIntuitive Surgical Inc	$4.43M	1.03%	0.00%	Not reported	Q2 2013
TTEKTetra Tech Inc	$4.39M	1.02%	0.05%	Not reported	Q1 2020
EVRGEvergy, Inc.	$4.38M	1.02%	0.03%	Not reported	Q1 2025
HEIHeico Corp	$4.17M	0.97%	0.02%	Not reported	Q3 2018
BNYBank of New York Mellon Corp	$4.08M	0.95%	0.01%	Not reported	Q2 2013
MDLZMondelez International, Inc.	$3.91M	0.91%	0.00%	Not reported	Q2 2013
TTTrane Technologies plc	$3.9M	0.91%	0.00%	Not reported	Q1 2020
DOXAmdocs Ltd	$3.84M	0.89%	0.04%	Not reported	Q3 2020
URIUnited Rentals, Inc.	$3.6M	0.84%	0.01%	Not reported	Q1 2014
TJXTJX Companies Inc	$3.53M	0.82%	0.00%	Not reported	Q2 2014
HPQHP Inc	$3.53M	0.82%	0.01%	Not reported	Q3 2021
SNASnap-on Inc	$3.4M	0.79%	0.02%	Not reported	Q2 2013
DGXQuest Diagnostics Inc	$3.34M	0.78%	0.02%	Not reported	Q1 2020
WTRGEssential Utilities, Inc.	$3.02M	0.70%	0.03%	Not reported	Q4 2023
UBERUber Technologies, Inc	$2.93M	0.68%	0.00%	Not reported	Q1 2023
LHLabcorp Holdings Inc.	$2.9M	0.67%	0.01%	Not reported	Q3 2024
UNPUnion Pacific Corp	$2.88M	0.67%	0.00%	Not reported	Q2 2013
LNGCheniere Energy, Inc.	$2.88M	0.67%	0.01%	Not reported	Q3 2022
VRNSVaronis Systems Inc	$2.8M	0.65%	0.04%	New	Q3 2025

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