Alpine Woods Capital Investors, LLC

All holdings · as of Jun 30, 2026

Company	Class	Value	Shares	% of portfolio
LAM RESEARCH CORP	—	$3.07M	7,082	0.7%
Garmin Ltd	—	$2.93M	12,344	0.7%
Booking Holdings Inc	—	$2.81M	15,782	0.6%
MCDONALD'S CORP	—	$2.76M	10,210	0.6%
Intuitive Surgical Inc	—	$2.74M	6,884	0.6%
Meta Platforms Inc	—	$2.67M	4,747	0.6%
GENERAL MILLS INC	—	$2.57M	73,981	0.6%
Primerica, Inc.	—	$2.55M	8,989	0.6%
Hinge Health, Inc.	—	$2.48M	29,938	0.6%
Snap-on Inc	—	$2.46M	6,122	0.6%
Kraft Heinz Co	—	$2.43M	102,869	0.5%
DANAHER CORP /DE	—	$2.35M	12,322	0.5%
Northrop Grumman Corp	—	$2.31M	4,539	0.5%
HORTON D R INC /DE	—	$2.22M	13,621	0.5%
Alphabet Inc.	—	$2.19M	6,141	0.5%
PROCTER & GAMBLE Co	—	$2.11M	14,364	0.5%
Marvell Technology, Inc.	—	$2.04M	6,842	0.5%
W.W. GRAINGER, INC.	—	$2.03M	1,494	0.5%
Netflix Inc	—	$1.97M	27,580	0.4%
Baker Hughes Co	—	$1.96M	35,293	0.4%
CONSTELLATION BRANDS, INC.	—	$1.88M	13,498	0.4%
Visa Inc	—	$1.81M	5,284	0.4%
CrowdStrike Holdings, Inc.	—	$1.74M	2,281	0.4%
LABCORP HOLDINGS INC.	—	$1.69M	6,036	0.4%
Houlihan Lokey Inc	—	$1.64M	12,258	0.4%
TRACTOR SUPPLY CO /DE	—	$1.63M	51,444	0.4%
Quest Diagnostics Inc	—	$1.51M	7,115	0.3%
Rockwell Automation Inc	—	$1.50M	3,021	0.3%
STARBUCKS CORP	—	$1.47M	14,384	0.3%
Phillips 66	—	$1.46M	8,644	0.3%
PRECIGEN, INC.	—	$1.31M	229,618	0.3%
TEVA PHARMACEUTICAL INDUSTRIES LTDTEVA	ADR	$1.25M	36,992	0.3%
THERMO FISHER SCIENTIFIC INC.	—	$1.23M	2,463	0.3%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM	ADR	$1.22M	2,550	0.3%
RAYMOND JAMES FINANCIAL INC	—	$1.20M	7,916	0.3%
JACOBS SOLUTIONS INC.	—	$1.15M	9,162	0.3%
ADVANCED MICRO DEVICES INC	—	$1.09M	1,870	0.2%
Snowflake Inc.	—	$1.08M	4,262	0.2%
Airbnb, Inc.	—	$1.08M	7,556	0.2%
Vistra Corp.	—	$1.06M	6,666	0.2%
INTEL CORP	—	$1.04M	7,480	0.2%
CME Group Inc	—	$1.04M	4,718	0.2%
MP Materials Corp. / DE	—	$1.02M	18,126	0.2%
Vertiv Holdings Co	—	$1.02M	3,032	0.2%
CAMECO CORP	—	$987.5K	9,695	0.2%
SELECT SECTOR SPDR TR	—	$952.6K	5,000	0.2%
IMAX CORP	—	$931.6K	23,371	0.2%
BRISTOL MYERS SQUIBB CO	—	$921.9K	16,000	0.2%
Ingredion Inc	—	$911.3K	9,622	0.2%
NEXTERA ENERGY INC	—	$899.6K	10,250	0.2%