Alpine Woods Capital Investors, LLC Top Holdings and 13F Report (2026)

About Alpine Woods Capital Investors, LLC

Investment Activity

Alpine Woods Capital Investors, LLC has $416.68 million in total holdings as of March 31, 2026.
Alpine Woods Capital Investors, LLC owns shares of 199 different stocks, but just 60 companies or ETFs make up 80% of its holdings.
Approximately 23.00% of the portfolio was purchased this quarter.
About 22.70% of the portfolio was sold this quarter.
This quarter, Alpine Woods Capital Investors, LLC has purchased 174 new stocks and bought additional shares in 49 stocks.
Alpine Woods Capital Investors, LLC sold shares of 67 stocks and completely divested from 32 stocks this quarter.

Largest Holdings

NVIDIA: $31,786,493
Broadcom: $15,596,844
Wells Fargo & Company: $13,867,346
JPMorgan Chase & Co.: $10,991,311
Alphabet: $10,917,899

Largest New Holdings this Quarter

59156R108 - MetLife: $3,924,783 Holding
693506107 - PPG Industries: $3,519,024 Holding
74164M108 - Primerica: $2,415,379 Holding
742718109 - Procter & Gamble: $1,932,463 Holding
902494103 - Tyson Foods: $1,630,453 Holding

Largest Purchases this Quarter

NVIDIA: 130,547 shares (about $22.77M)
Mondelez International: 71,503 shares (about $4.12M)
MetLife: 55,498 shares (about $3.92M)
Waste Management: 16,653 shares (about $3.83M)
PPG Industries: 32,925 shares (about $3.52M)

Largest Sales this Quarter

Apple: 27,269 shares (about $6.92M)
Alphabet: 22,041 shares (about $6.32M)
Broadcom: 18,851 shares (about $5.83M)
Ingredion: 43,280 shares (about $4.88M)
Agnico Eagle Mines: 17,793 shares (about $3.61M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$31,786,493	$22,767,397 â–²	252.4%	182,262	7.6%	Computer and Technology
AVGO Broadcom	$15,596,844	$5,834,579 â–¼	-27.2%	50,392	3.7%	Computer and Technology
WFC Wells Fargo & Company	$13,867,346	$318,440 â–¼	-2.2%	174,191	3.3%	Finance
JPM JPMorgan Chase & Co.	$10,991,311	$3,235,472 â–¼	-22.7%	37,365	2.6%	Finance
GOOG Alphabet	$10,917,899	$6,322,686 â–¼	-36.7%	38,060	2.6%	Computer and Technology
LHX L3Harris Technologies	$10,583,009	$848,725 â–¼	-7.4%	30,662	2.5%	Aerospace
AEM Agnico Eagle Mines	$9,923,489	$3,611,623 â–¼	-26.7%	48,889	2.4%	Basic Materials
AAPL Apple	$8,551,713	$6,920,604 â–¼	-44.7%	33,696	2.1%	Computer and Technology
AMGN Amgen	$8,115,102	$1,408,461 â–²	21.0%	23,064	1.9%	Medical
STLD Steel Dynamics	$7,948,089	$741,061 â–²	10.3%	44,156	1.9%	Basic Materials
CMI Cummins	$7,510,246	$462,161 â–¼	-5.8%	13,959	1.8%	Auto/Tires/Trucks
MSFT Microsoft	$6,821,504	$2,969,138 â–¼	-30.3%	18,428	1.6%	Computer and Technology
ABBV AbbVie	$6,792,992	$476,297 â–²	7.5%	31,234	1.6%	Medical
SO Southern	$6,702,087	$1,315,863 â–²	24.4%	69,437	1.6%	Utilities
PEP PepsiCo	$6,645,839	$552,215 â–²	9.1%	42,796	1.6%	Consumer Staples
JNJ Johnson & Johnson	$6,628,602	$31,777 â–¼	-0.5%	27,118	1.6%	Medical
EQIX Equinix	$6,577,441	$1,357,639 â–²	26.0%	6,710	1.6%	Finance
BAC Bank of America	$6,551,099	$366,891 â–¼	-5.3%	134,382	1.6%	Finance
MDLZ Mondelez International	$6,462,396	$4,121,415 â–²	176.1%	112,117	1.6%	Consumer Staples
EVERGY INC	$6,200,971	$734,499 â–²	13.4%	75,695	1.5%	COM
WM Waste Management	$5,681,113	$3,826,703 â–²	206.4%	24,723	1.4%	Business Services
SBAC SBA Communications	$5,558,330	$455,578 â–²	8.9%	32,295	1.3%	Finance
TXN Texas Instruments	$5,415,576	$353,143 â–²	7.0%	27,895	1.3%	Computer and Technology
CHENIERE ENERGY INC	$5,376,407	$329,446 â–²	6.5%	18,947	1.3%	COM NEW
STZ Constellation Brands	$4,954,973	$642,603 â–²	14.9%	33,033	1.2%	Consumer Staples
EMR Emerson Electric	$4,947,977	$2,523,580 â–²	104.1%	37,765	1.2%	Industrials
WMB Williams Companies	$4,904,626	$393,229 â–¼	-7.4%	67,390	1.2%	Energy
AMZN Amazon.com	$4,537,578	$923,469 â–¼	-16.9%	21,787	1.1%	Retail/Wholesale
HD Home Depot	$4,370,302	$130,570 â–²	3.1%	13,288	1.0%	Retail/Wholesale
MSI Motorola Solutions	$4,297,610	$588,464 â–¼	-12.0%	9,903	1.0%	Computer and Technology
QCOM Qualcomm	$4,281,034	$3,316,987 â–²	344.1%	33,243	1.0%	Computer and Technology
CSCO Cisco Systems	$4,019,637	$1,727,933 â–²	75.4%	51,806	1.0%	Computer and Technology
MET MetLife	$3,924,783	$3,924,783 â–²	New Holding	55,498	0.9%	Finance
NFLX Netflix	$3,663,507	$700,068 â–²	23.6%	38,102	0.9%	Consumer Discretionary
TJX TJX Companies	$3,613,218	$71,705 â–²	2.0%	22,625	0.9%	Retail/Wholesale
PPG PPG Industries	$3,519,024	$3,519,024 â–²	New Holding	32,925	0.8%	Basic Materials
BANK NEW YORK MELLON CORP	$3,471,002	$145,441 â–¼	-4.0%	29,259	0.8%	COM
TT Trane Technologies	$3,456,858	$167,529 â–¼	-4.6%	8,295	0.8%	Construction
BROOKFIELD RENEWABLE CORP	$3,360,178	$1,781,954 â–²	112.9%	84,363	0.8%	CL A EX SUB VTG
CLX Clorox	$3,323,103	$3,010,348 â–²	962.5%	32,067	0.8%	Consumer Staples
RS Reliance	$3,221,558	$490,224 â–²	17.9%	10,600	0.8%	Basic Materials
GIS General Mills	$3,218,078	$2,780,743 â–²	635.8%	86,461	0.8%	Consumer Staples
ISRG Intuitive Surgical	$3,173,455	$1,386,197 â–¼	-30.4%	6,884	0.8%	Medical
SPG Simon Property Group	$3,072,178	$605,482 â–²	24.5%	16,470	0.7%	Finance
UNP Union Pacific	$2,959,964		0.0%	12,200	0.7%	Transportation
KHC Kraft Heinz	$2,880,170	$2,054,402 â–²	248.8%	128,064	0.7%	Consumer Staples
GRMN Garmin	$2,868,116	$499,519 â–²	21.1%	12,362	0.7%	Computer and Technology
J Jacobs Solutions	$2,548,665	$273,271 â–²	12.0%	20,024	0.6%	Business Services
MA Mastercard	$2,547,771	$777,972 â–²	44.0%	5,099	0.6%	Business Services
TTEK Tetra Tech	$2,531,502	$565,083 â–¼	-18.2%	84,047	0.6%	Industrials
HEI Heico	$2,446,687	$568,965 â–¼	-18.9%	8,923	0.6%	Aerospace
PRI Primerica	$2,415,379	$2,415,379 â–²	New Holding	9,643	0.6%	Finance
C Citigroup	$2,355,648	$60,448 â–²	2.6%	20,771	0.6%	Financial Services
USB U.S. Bancorp	$2,336,722	$471,058 â–²	25.2%	44,928	0.6%	Finance
TSCO Tractor Supply	$2,333,556	$358,643 â–²	18.2%	51,513	0.6%	Retail/Wholesale
LAM RESEARCH CORP	$2,309,665	$65,594 â–¼	-2.8%	10,810	0.6%	COM NEW
SNA Snap-On	$2,250,874	$784,192 â–¼	-25.8%	6,197	0.5%	Consumer Discretionary
BKR Baker Hughes	$2,207,879	$192,552 â–¼	-8.0%	36,165	0.5%	Energy
META Meta Platforms	$2,179,246	$191,664 â–²	9.6%	3,809	0.5%	Computer and Technology
UBER Uber Technologies	$2,041,301	$79,555 â–²	4.1%	28,379	0.5%	Computer and Technology
NOC Northrop Grumman	$1,957,355	$46,393 â–¼	-2.3%	2,869	0.5%	Aerospace
DGX Quest Diagnostics	$1,955,698	$1,846,732 â–¼	-48.6%	9,979	0.5%	Medical
GOOGL Alphabet	$1,947,069	$3,452,733 â–¼	-63.9%	6,771	0.5%	Computer and Technology
PG Procter & Gamble	$1,932,463	$1,932,463 â–²	New Holding	13,379	0.5%	Consumer Staples
LABCORP HOLDINGS INC	$1,919,703	$278,817 â–¼	-12.7%	7,195	0.5%	COM SHS
DHI D.R. Horton	$1,869,074		0.0%	13,621	0.4%	Construction
URI United Rentals	$1,720,859	$1,025,084 â–¼	-37.3%	2,362	0.4%	Construction
HLI Houlihan Lokey	$1,719,850	$1,190,323 â–²	224.8%	11,975	0.4%	Finance
PANW Palo Alto Networks	$1,694,101	$1,130,576 â–¼	-40.0%	10,567	0.4%	Computer and Technology
PSX Phillips 66	$1,683,729	$271,269 â–¼	-13.9%	9,242	0.4%	Energy
TSN Tyson Foods	$1,630,453	$1,630,453 â–²	New Holding	25,448	0.4%	Consumer Staples
GWW W.W. Grainger	$1,629,670	$656,668 â–¼	-28.7%	1,494	0.4%	Industrials
CRWD CrowdStrike	$1,594,044	$1,037,710 â–²	186.5%	4,083	0.4%	Computer and Technology
INGR Ingredion	$1,591,773	$4,875,924 â–¼	-75.4%	14,129	0.4%	Consumer Staples
ICE Intercontinental Exchange	$1,468,371	$692,192 â–¼	-32.0%	9,336	0.4%	Finance
DOMINOS PIZZA INC	$1,458,494	$149,258 â–²	11.4%	4,065	0.4%	COM
CME CME Group	$1,442,489	$769,977 â–¼	-34.8%	4,884	0.3%	Finance
PRU Prudential Financial	$1,266,551	$1,305,334 â–¼	-50.8%	12,965	0.3%	Finance
NRG NRG Energy	$1,224,657	$198,313 â–²	19.3%	8,380	0.3%	Utilities
TMO Thermo Fisher Scientific	$1,192,943	$754,007 â–²	171.8%	2,427	0.3%	Medical
IMAX IMAX	$1,165,083	$228,174 â–¼	-16.4%	30,652	0.3%	Consumer Discretionary
HESM Hess Midstream Partners	$1,162,213	$2,309,461 â–¼	-66.5%	29,900	0.3%	Energy
HINGE HEALTH INC	$1,160,656	$455,548 â–¼	-28.2%	30,100	0.3%	CL A
RJF Raymond James Financial	$1,146,158	$359,369 â–¼	-23.9%	7,916	0.3%	Finance
MP MP Materials	$1,088,601	$632,640 â–²	138.7%	22,557	0.3%	Basic Materials
MKC McCormick & Company, Incorporated	$1,054,196	$1,054,196 â–²	New Holding	20,900	0.3%	Consumer Staples
CCJ Cameco	$993,673	$67,012 â–¼	-6.3%	9,149	0.2%	Basic Materials
MRVL Marvell Technology	$992,284	$233,263 â–²	30.7%	10,018	0.2%	Computer and Technology
BHP BHP Group	$980,026	$980,026 â–²	New Holding	13,473	0.2%	Basic Materials
NEE NextEra Energy	$952,020		0.0%	10,250	0.2%	Utilities
TEVA Teva Pharmaceutical Industries	$886,251	$439,360 â–²	98.3%	29,424	0.2%	Medical
TSM Taiwan Semiconductor Manufacturing	$878,670	$86,177 â–¼	-8.9%	2,600	0.2%	Computer and Technology
WALMART INC	$857,409	$557,397 â–²	185.8%	6,899	0.2%	COM
MCK McKesson	$740,748	$232,782 â–²	45.8%	856	0.2%	Medical
BRK.A Berkshire Hathaway	$718,140		0.0%	1	0.2%	Finance
GS The Goldman Sachs Group	$715,708	$715,708 â–²	New Holding	846	0.2%	Finance
VUG Vanguard Growth ETF	$698,864		0.0%	1,600	0.2%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$693,120	$693,120 â–²	New Holding	8,000	0.2%	Manufacturing
DLR Digital Realty Trust	$690,745	$20,544 â–¼	-2.9%	3,833	0.2%	Finance
LLY Eli Lilly and Company	$689,828		0.0%	750	0.2%	Medical

Showing largest 100 holdings. View all holdings.

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Alpine Woods Capital Investors, LLC Top Holdings and 13F Report (2026)

About Alpine Woods Capital Investors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Alpine Woods Capital Investors, LLC Top Holdings and 13F Report (2026)

About Alpine Woods Capital Investors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAlpine Woods Capital Investors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools