Alpine Woods Capital Investors, LLC Top Holdings and 13F Report (2025) About Alpine Woods Capital Investors, LLCInvestment ActivityAlpine Woods Capital Investors, LLC has $399.08 million in total holdings as of March 31, 2025.Alpine Woods Capital Investors, LLC owns shares of 153 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Approximately 5.81% of the portfolio was purchased this quarter.About 34.51% of the portfolio was sold this quarter.This quarter, Alpine Woods Capital Investors, LLC has purchased 173 new stocks and bought additional shares in 22 stocks.Alpine Woods Capital Investors, LLC sold shares of 90 stocks and completely divested from 30 stocks this quarter.Largest Holdings Wells Fargo & Company $15,663,932Broadcom $13,840,266Apple $13,766,507JPMorgan Chase & Co. $13,356,830Microsoft $10,437,719 Largest New Holdings this Quarter 47030M106 - James Hardie Industries $1,604,342 Holding902973304 - U.S. Bancorp $1,511,560 Holding911312106 - United Parcel Service $1,239,477 Holding30034W106 - EVERGY INC $1,047,419 Holding629377508 - NRG Energy $559,682 Holding Largest Purchases this Quarter Steel Dynamics 38,084 shares (about $4.76M)ATLAS ENERGY SOLUTIONS INC 212,469 shares (about $3.79M)James Hardie Industries 68,096 shares (about $1.60M)Vertex Pharmaceuticals 3,255 shares (about $1.58M)U.S. Bancorp 35,802 shares (about $1.51M) Largest Sales this Quarter JPMorgan Chase & Co. 19,546 shares (about $4.79M)NVIDIA 41,141 shares (about $4.46M)Amazon.com 21,857 shares (about $4.16M)Bank of New York Mellon 43,147 shares (about $3.62M)Apple 15,216 shares (about $3.38M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlpine Woods Capital Investors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWFCWells Fargo & Company$15,663,9320.0%218,1913.9%FinanceAVGOBroadcom$13,840,266$2,795,579 ▼-16.8%82,6633.5%Computer and TechnologyAAPLApple$13,766,507$3,379,930 ▼-19.7%61,9753.4%Computer and TechnologyJPMJPMorgan Chase & Co.$13,356,830$4,794,634 ▼-26.4%54,4513.3%FinanceMSFTMicrosoft$10,437,719$2,973,840 ▼-22.2%27,8052.6%Computer and TechnologyGOOGAlphabet$9,580,961$2,772,301 ▼-22.4%61,3262.4%Computer and TechnologyAMGNAmgen$7,867,572$1,314,118 ▼-14.3%25,2532.0%MedicalBACBank of America$7,541,153$1,552,690 ▼-17.1%180,7131.9%FinanceAEMAgnico Eagle Mines$7,356,919$124,346 ▲1.7%67,8621.8%Basic MaterialsINGRIngredion$7,343,255$2,134,290 ▼-22.5%54,3101.8%Consumer StaplesABBVAbbVie$7,283,125$1,829,529 ▼-20.1%34,7611.8%MedicalLHXL3Harris Technologies$7,082,841$861,520 ▼-10.8%33,8391.8%AerospaceEQIXEquinix$6,999,780$511,224 ▲7.9%8,5851.8%FinanceCARRCarrier Global$6,610,211$913,721 ▼-12.1%104,2621.7%Computer and TechnologyKVUEKenvue$6,285,758$1,104,039 ▼-14.9%262,1251.6%Consumer StaplesAMZNAmazon.com$6,081,661$4,158,513 ▼-40.6%31,9651.5%Retail/WholesaleHDHome Depot$5,970,122$1,211,616 ▼-16.9%16,2901.5%Retail/WholesaleBKNGBooking$5,919,879$479,119 ▲8.8%1,2851.5%Retail/WholesaleSOSouthern$5,758,277$1,235,532 ▲27.3%62,6241.4%UtilitiesNVDANVIDIA$5,637,277$4,458,861 ▼-44.2%52,0141.4%Computer and TechnologyMDLZMondelez International$5,634,535$876,351 ▼-13.5%83,0441.4%Consumer StaplesSTLDSteel Dynamics$5,413,963$4,763,547 ▲732.4%43,2841.4%Basic MaterialsISRGIntuitive Surgical$5,373,680$114,407 ▼-2.1%10,8501.3%MedicalHPQHP$5,100,332$1,309,183 ▼-20.4%184,1941.3%Computer and TechnologyICEIntercontinental Exchange$4,980,248$1,855,928 ▼-27.1%28,8711.2%FinanceMSIMotorola Solutions$4,830,358$3,161,864 ▼-39.6%11,0331.2%Computer and TechnologyPANWPalo Alto Networks$4,820,409$1,528,764 ▼-24.1%28,2491.2%Computer and TechnologyJNJJohnson & Johnson$4,818,813$284,416 ▼-5.6%29,0571.2%MedicalTMOThermo Fisher Scientific$4,683,909$2,123,259 ▼-31.2%9,4131.2%MedicalTXNTexas Instruments$4,633,205$1,641,020 ▼-26.2%25,7831.2%Computer and TechnologyMETAMeta Platforms$4,178,034$845,520 ▼-16.8%7,2491.0%Computer and TechnologyATLAS ENERGY SOLUTIONS INC$4,068,983$3,790,447 ▲1,360.8%228,0821.0%COM NEWWMBWilliams Companies$3,949,180$277,286 ▲7.6%66,0841.0%EnergyTTEKTetra Tech$3,945,152$179,156 ▼-4.3%134,8771.0%IndustrialsCMICummins$3,909,851$1,447,153 ▼-27.0%12,4741.0%Auto/Tires/TrucksPEPPepsiCo$3,863,204$59,676 ▲1.6%25,7651.0%Consumer StaplesOKEONEOK$3,719,361$771,336 ▼-17.2%37,4860.9%EnergyTECKTeck Resources$3,701,361$821,533 ▼-18.2%101,6020.9%Basic MaterialsGISGeneral Mills$3,660,164$737,629 ▲25.2%61,2170.9%Consumer StaplesFIFiserv$3,576,342$39,749 ▼-1.1%16,1950.9%Business ServicesDOXAmdocs$3,565,572$1,637,667 ▼-31.5%38,9680.9%Computer and TechnologyNFLXNetflix$3,562,265$1,101,318 ▼-23.6%3,8200.9%Consumer DiscretionaryHEIHEICO$3,457,171$23,513 ▲0.7%12,9390.9%AerospaceSNASnap-on$3,407,171$1,469,364 ▼-30.1%10,1100.9%Consumer DiscretionaryBKBank of New York Mellon$3,289,968$3,618,738 ▼-52.4%39,2270.8%FinanceZTSZoetis$3,111,062$972,588 ▼-23.8%18,8950.8%MedicalTJXTJX Companies$3,100,175$3,027,217 ▼-49.4%25,4530.8%Retail/WholesaleTTTrane Technologies$3,071,363$2,594,958 ▼-45.8%9,1160.8%ConstructionMRKMerck & Co., Inc.$2,966,299$1,017,250 ▼-25.5%33,0470.7%MedicalCHENIERE ENERGY INC$2,964,465$79,139 ▼-2.6%12,8110.7%COM NEWGOOGLAlphabet$2,947,4380.0%19,0600.7%Computer and TechnologyUNPUnion Pacific$2,882,1280.0%12,2000.7%TransportationDGXQuest Diagnostics$2,754,068$2,385,043 ▼-46.4%16,2770.7%MedicalVRTXVertex Pharmaceuticals$2,707,720$1,578,089 ▲139.7%5,5850.7%MedicalGWWW.W. Grainger$2,568,3580.0%2,6000.6%IndustrialsRSReliance$2,562,079$398,475 ▼-13.5%8,8730.6%Basic MaterialsWTRGEssential Utilities$2,504,977$49,847 ▲2.0%63,3690.6%UtilitiesGTLSChart Industries$2,487,323$119,097 ▲5.0%17,2300.6%IndustrialsCCitigroup$2,413,660$555,710 ▲29.9%34,0000.6%FinanceCMECME Group$2,393,977$45,099 ▼-1.8%9,0240.6%FinanceURIUnited Rentals$2,378,3270.0%3,7950.6%ConstructionLABCORP HOLDINGS INC$2,358,587$164,547 ▼-6.5%10,1340.6%COM SHSFLSFlowserve$2,317,507$370,744 ▲19.0%47,4510.6%IndustrialsCORPAY INC$2,260,752$1,417,547 ▼-38.5%6,4830.6%COM SHSGRMNGarmin$2,249,033$1,177,062 ▼-34.4%10,3580.6%Computer and TechnologyELVElevance Health$2,210,467$326,220 ▼-12.9%5,0820.6%MedicalUBERUber Technologies$2,180,263$21,858 ▲1.0%29,9240.5%Computer and TechnologyVMCVulcan Materials$2,099,7000.0%9,0000.5%ConstructionSPGSimon Property Group$2,062,548$404,903 ▲24.4%12,4190.5%FinanceDISWalt Disney$2,023,745$184,668 ▼-8.4%20,5040.5%Consumer DiscretionaryBKRBaker Hughes$1,884,444$105,919 ▲6.0%42,8770.5%EnergyEMREmerson Electric$1,868,923$608,283 ▼-24.6%17,0460.5%IndustrialsRJFRaymond James$1,791,9390.0%12,9000.4%FinanceTSCOTractor Supply$1,770,473$885,347 ▼-33.3%32,1320.4%Retail/WholesaleDHID.R. Horton$1,731,638$6,357 ▼-0.4%13,6210.4%ConstructionNOCNorthrop Grumman$1,629,216$1,845,284 ▼-53.1%3,1820.4%AerospaceJHXJames Hardie Industries$1,604,342$1,604,342 ▲New Holding68,0960.4%ConstructionEWEdwards Lifesciences$1,553,1010.0%21,4280.4%MedicalUSBU.S. Bancorp$1,511,560$1,511,560 ▲New Holding35,8020.4%FinanceCSCOCisco Systems$1,426,365$37,396 ▼-2.6%23,1140.4%Computer and TechnologyTMUST-Mobile US$1,408,762$172,028 ▲13.9%5,2820.4%Computer and TechnologyLOWLowe's Companies$1,400,080$1,056,299 ▼-43.0%6,0030.4%Retail/WholesaleREGNRegeneron Pharmaceuticals$1,338,860$227,689 ▼-14.5%2,1110.3%MedicalDOMINOS PIZZA INC$1,308,054$1,378,350 ▼-51.3%2,8470.3%COMQCOMQUALCOMM$1,280,339$44,547 ▼-3.4%8,3350.3%Computer and TechnologyLAM RESEARCH CORP$1,256,765$1,166,980 ▼-48.1%17,2870.3%COM NEWUPSUnited Parcel Service$1,239,477$1,239,477 ▲New Holding11,2690.3%TransportationCVXChevron$1,231,254$1,233,931 ▼-50.1%7,3600.3%EnergyIMAXIMAX$1,194,314$3,208,772 ▼-72.9%45,3250.3%Consumer DiscretionaryMPCMarathon Petroleum$1,192,036$609,421 ▼-33.8%8,1820.3%EnergyEVERGY INC$1,047,419$1,047,419 ▲New Holding15,1910.3%COMCMCSAComcast$987,850$394,018 ▼-28.5%26,7710.2%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$876,750$2,421,500 ▼-73.4%42,0000.2%FinanceMAPLEBEAR INC$823,130$614,306 ▼-42.7%20,6350.2%COMBRK.ABerkshire Hathaway$798,4420.0%10.2%FinanceNEENextEra Energy$795,386$96,978 ▼-10.9%11,2200.2%UtilitiesCTASCintas$757,378$81,595 ▼-9.7%3,6850.2%Business ServicesWMWaste Management$728,099$935,300 ▼-56.2%3,1450.2%Business ServicesXLKTechnology Select Sector SPDR Fund$722,6800.0%3,5000.2%ETFPORPortland General Electric$685,324$928,573 ▼-57.5%15,3660.2%UtilitiesShowing largest 100 holdings. 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