Institutions / Alpine Woods Capital Investors, LLC
Alpine Woods Capital Investors, LLC
CIK 1226886 · Institution · as of Jun 30, 2026
Portfolio value
$443.55M
Positions
218
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$443.55M+6.4%Positions
218+9.5%Top holdings
Jun 30, 2026View all 218 →
| Company | Value | % of portfolio |
|---|---|---|
| Broadcom Inc. | $17.50M | 3.9% |
| Wells Fargo & COMPANY/MN | $14.40M | 3.2% |
| JPMORGAN CHASE & CO | $12.98M | 2.9% |
| Alphabet Inc. | $12.18M | 2.7% |
| Cummins Inc | $10.04M | 2.3% |
| NVIDIA Corp | $9.64M | 2.2% |
| Apple Inc. | $9.62M | 2.2% |
| L3HARRIS Technologies, Inc. /De | $9.58M | 2.2% |
| Amgen Inc | $9.06M | 2.0% |
| Microsoft Corp | $8.24M | 1.9% |
| Bank of America Corp /De | $8.01M | 1.8% |
| AbbVie Inc. | $7.76M | 1.7% |
| Agnico Eagle Mines Ltd | $7.54M | 1.7% |
| Equinix Inc | $7.27M | 1.6% |
| Waste Management Inc | $6.83M | 1.5% |
| Texas Instruments Inc | $6.69M | 1.5% |
| Johnson & Johnson | $6.61M | 1.5% |
| Southern Co | $6.57M | 1.5% |
| Mondelez International, Inc. | $6.44M | 1.5% |
| Evergy, Inc. | $6.35M | 1.4% |
| Steel Dynamics Inc | $6.19M | 1.4% |
| Cisco Systems, Inc. | $6.10M | 1.4% |
| ELI LILLY & Co | $6.07M | 1.4% |
| Pepsico Inc | $5.84M | 1.3% |
| Home Depot, Inc. | $5.59M | 1.3% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | NVIDIA Corp | $-26.83M | -134K -73.57% | 48,172 2.17% of portfolio | medium |
| Q1 2026 as of | Add | NVIDIA Corp | $22.77M | +131K +252.44% | 182,262 7.17% of portfolio | medium |
| Q1 2026 as of | Trim | Apple Inc. | $-6.92M | -27K -44.73% | 33,696 1.93% of portfolio | medium |
| Q1 2026 as of | Trim | Alphabet Inc. | $-6.32M | -22K -36.67% | 38,060 2.46% of portfolio | medium |
| Q1 2026 as of | Trim | Broadcom Inc. | $-5.83M | -19K -27.22% | 50,392 3.52% of portfolio | medium |
| Q2 2026 as of | New | Medtronic plc | $5.36M | +68K | 68,491 1.21% of portfolio | medium |
| Q2 2026 as of | Add | ELI LILLY & Co | $5.17M | +4K +574.80% | 5,061 1.37% of portfolio | medium |
| Q1 2026 as of | Trim | Ingredion Inc | $-4.88M | -43K -75.39% | 14,129 0.36% of portfolio | low |
| Q1 2026 as of | Add | Mondelez International, Inc. | $4.12M | +72K +176.06% | 112,117 1.46% of portfolio | low |
| Q2 2026 as of | Trim | Steel Dynamics Inc | $-3.94M | -17K -38.87% | 26,994 1.40% of portfolio | low |