Alpine Woods Capital Investors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Alpine Woods Capital Investors, LLC reported 218 stock positions worth $443.5 million. Its top holding was Broadcom (AVGO) at 3.9% of the portfolio, followed by Wells Fargo (WFC, 3.2%) and JPMorgan Chase (JPM, 2.9%). Compared with Q1 2026, it opened 52 new positions, sold out of 33, added to 51 and reduced 77. The biggest buy was a new position in Medtronic (MDT) and the biggest sale Nvidia (NVDA, shares −74%).
- Most Recent 13F
- Q2 2026
- Location
- PURCHASE, NY
- CIK
- 0001226886
- Portfolio Value
- $443.5M (Q2 2026)
- SEC Filing
- 0001226886-26-000004 ↗ filed Aug 7, 2026
Holdings Value
Holdings 218 stocks · $443.5M
| AVGO Broadcom Inc. | 3.94% | 46,320 | $17.5M | Reduce -8.1% |
| WFC Wells Fargo & Co. | 3.25% | 174,191 | $14.4M | No change |
| JPM JPMorgan Chase & Co. | 2.93% | 39,661 | $13.0M | Add +6.1% |
| GOOG Alphabet Inc. Class C | 2.75% | 34,473 | $12.2M | Reduce -9.4% |
| CMI Cummins Inc. | 2.26% | 14,074 | $10.0M | Add +0.8% |
| NVDA Nvidia Corp. | 2.17% | 48,172 | $9.6M | Reduce -73.6% |
| AAPL Apple Inc. | 2.17% | 33,261 | $9.6M | Reduce -1.3% |
| LHX L3HARRIS Technologies Inc. | 2.16% | 32,964 | $9.6M | Add +7.5% |
| AMGN Amgen Inc. | 2.04% | 25,029 | $9.1M | Add +8.5% |
| MSFT Microsoft Corp. | 1.86% | 22,099 | $8.2M | Add +19.9% |
| BAC Bank of America Corp. | 1.81% | 140,633 | $8.0M | Add +4.7% |
| ABBV Abbvie Inc. | 1.75% | 30,836 | $7.8M | Reduce -1.3% |
| AEM Agnico Eagle Mines Ltd. | 1.70% | 48,629 | $7.5M | Reduce -0.5% |
| EQIX Equinix Inc. | 1.64% | 6,977 | $7.3M | Add +4.0% |
| WM Waste Management Inc. | 1.54% | 30,639 | $6.8M | Add +23.9% |
| TXN Texas Instruments Inc. | 1.51% | 22,450 | $6.7M | Reduce -19.5% |
| JNJ Johnson & Johnson | 1.49% | 26,009 | $6.6M | Reduce -4.1% |
| SO The Southern Co. | 1.48% | 68,598 | $6.6M | Reduce -1.2% |
| MDLZ Mondelez International Inc. Class A | 1.45% | 111,322 | $6.4M | Reduce -0.7% |
| EVRG Evergy Inc. | 1.43% | 73,415 | $6.3M | Reduce -3.0% |
| STLD Steel Dynamics Inc. | 1.40% | 26,994 | $6.2M | Reduce -38.9% |
| CSCO Cisco Systems Inc. | 1.38% | 51,966 | $6.1M | Add +0.3% |
| LLY Eli Lilly & Co. | 1.37% | 5,061 | $6.1M | Add +574.8% |
| PEP Pepsico Inc. | 1.32% | 43,111 | $5.8M | Add +0.7% |
| HD Home Depot Inc. | 1.26% | 15,837 | $5.6M | Add +19.2% |
| SBAC SBA Communications Corp. | 1.22% | 30,600 | $5.4M | Reduce -5.3% |
| MDT Medtronic PLC | 1.21% | 68,491 | $5.4M | New |
| QCOM Qualcomm Inc. | 1.18% | 28,207 | $5.2M | Reduce -15.2% |
| AMZN Amazon.com Inc. | 1.17% | 21,687 | $5.2M | Reduce -0.5% |
| BNY Bank of New York Mellon Corp. | 1.16% | 35,724 | $5.2M | Add +22.1% |
| WMB Williams Cos Inc. | 1.15% | 68,732 | $5.1M | Add +2.0% |
| EMR Emerson Electric Co. | 1.07% | 33,080 | $4.7M | Reduce -12.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.92% | 26,876 | $4.1M | Add +18.8% |
| LNG Cheniere Energy Inc. | 0.90% | 16,720 | $4.0M | Reduce -11.8% |
| PPG PPG Industries Inc. | 0.90% | 32,912 | $4.0M | Reduce -0.0% |
| ABT Abbott Laboratories | 0.88% | 43,202 | $3.9M | Add +1199.3% |
| TT Trane Technologies PLC | 0.87% | 7,845 | $3.9M | Reduce -5.4% |
| MSI Motorola Solutions Inc. | 0.85% | 9,091 | $3.8M | Reduce -8.2% |
| PANW Palo Alto Networks Inc. | 0.81% | 10,567 | $3.6M | No change |
| RS Reliance Inc. | 0.81% | 9,641 | $3.6M | Reduce -9.1% |
| URI United Rentals Inc. | 0.79% | 3,079 | $3.5M | Add +30.4% |
| MET Metlife Inc. | 0.78% | 41,057 | $3.5M | Reduce -26.0% |
| SPG Simon Property Group Inc. | 0.78% | 15,515 | $3.5M | Reduce -5.8% |
| UNP Union Pacific Corp. | 0.75% | 12,200 | $3.3M | No change |
| USB US Bancorp | 0.74% | 54,516 | $3.3M | Add +21.3% |
| UBER Uber Technologies Inc. | 0.74% | 45,423 | $3.3M | Add +60.1% |
| BEPC Brookfield Renewable Corp. | 0.72% | 85,994 | $3.2M | Add +1.9% |
| HEI Heico Corp. | 0.72% | 8,953 | $3.2M | Add +0.3% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.71% | 39,770 | $3.2M | New |
| TFC Truist Financial Corp. | 0.70% | 62,556 | $3.1M | New |
| LRCX Lam Research Corp. | 0.69% | 7,082 | $3.1M | Reduce -34.5% |
| GRMN Garmin Ltd. | 0.66% | 12,344 | $2.9M | Reduce -0.1% |
| BKNG Booking Holdings Inc. | 0.63% | 15,782 | $2.8M | Add +297.0% |
| MCD McDonald's Corp. | 0.62% | 10,210 | $2.8M | New |
| ISRG Intuitive Surgical Inc. | 0.62% | 6,884 | $2.7M | No change |
| META Meta Platforms Inc. Class A | 0.60% | 4,747 | $2.7M | Add +24.6% |
| GIS General Mills Inc. | 0.58% | 73,981 | $2.6M | Reduce -14.4% |
| PRI Primerica Inc. | 0.58% | 8,989 | $2.6M | Reduce -6.8% |
| HNGE Hinge Health Inc. Class A | 0.56% | 29,938 | $2.5M | Reduce -0.5% |
| SNA Snap-on Inc. | 0.56% | 6,122 | $2.5M | Reduce -1.2% |
| KHC The Kraft Heinz Co. | 0.55% | 102,869 | $2.4M | Reduce -19.7% |
| DHR Danaher Corp. | 0.53% | 12,322 | $2.3M | New |
| NOC Northrop Grumman Corp. | 0.52% | 4,539 | $2.3M | Add +58.2% |
| DHI D.R. Horton Inc. | 0.50% | 13,621 | $2.2M | No change |
| GOOGL Alphabet Inc. Class A | 0.49% | 6,141 | $2.2M | Reduce -9.3% |
| PG The Procter & Gamble Co. | 0.47% | 14,364 | $2.1M | Add +7.4% |
| MRVL Marvell Technology Inc. | 0.46% | 6,842 | $2.0M | Reduce -31.7% |
| GWW WW Grainger Inc. | 0.46% | 1,494 | $2.0M | No change |
| NFLX Netflix Inc. | 0.44% | 27,580 | $2.0M | Reduce -27.6% |
| BKR Baker Hughes Co. | 0.44% | 35,293 | $2.0M | Reduce -2.4% |
| STZ Constellation Brands Inc. Class A | 0.42% | 13,498 | $1.9M | Reduce -59.1% |
| V Visa Inc. Class A | 0.41% | 5,284 | $1.8M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.39% | 2,281 | $1.7M | Reduce -44.1% |
| LH Labcorp Holdings Inc. | 0.38% | 6,036 | $1.7M | Reduce -16.1% |
| HLI Houlihan Lokey Inc. | 0.37% | 12,258 | $1.6M | Add +2.4% |
| TSCO Tractor Supply Company | 0.37% | 51,444 | $1.6M | Reduce -0.1% |
| DGX Quest Diagnostics Inc. | 0.34% | 7,115 | $1.5M | Reduce -28.7% |
| ROK Rockwell Automation Inc. | 0.34% | 3,021 | $1.5M | New |
| SBUX Starbucks Corp. | 0.33% | 14,384 | $1.5M | New |
| PSX Phillips 66 | 0.33% | 8,644 | $1.5M | Reduce -6.5% |
| PGEN Precigen Inc. | 0.30% | 229,618 | $1.3M | New |
| TEVA Teva Pharmaceutical-SP ADR | 0.28% | 36,992 | $1.3M | Add +25.7% |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 2,463 | $1.2M | Add +1.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.27% | 2,550 | $1.2M | Reduce -1.9% |
| RJF Raymond James Financial Inc. | 0.27% | 7,916 | $1.2M | No change |
| J Jacobs Solutions Inc. | 0.26% | 9,162 | $1.2M | Reduce -54.2% |
| AMD Advanced Micro Devices | 0.24% | 1,870 | $1.1M | Reduce -6.6% |
| SNOW Snowflake Inc. | 0.24% | 4,262 | $1.1M | New |
| ABNB Airbnb Inc. Class A | 0.24% | 7,556 | $1.1M | New |
| VST Vistra Corp. | 0.24% | 6,666 | $1.1M | New |
| INTC Intel Corp. | 0.24% | 7,480 | $1.0M | New |
| CME Cme Group Inc. | 0.23% | 4,718 | $1.0M | Reduce -3.4% |
| MP MP Materials Corp. | 0.23% | 18,126 | $1.0M | Reduce -19.6% |
| VRT Vertiv Holdings Co. Class A | 0.23% | 3,032 | $1.0M | New |
| CCJ Cameco Corp. | 0.22% | 9,695 | $988K | Add +6.0% |
| XLK SS Technology Select Sector | 0.21% | 5,000 | $953K | No change |
| IMAX Imax Corp. | 0.21% | 23,371 | $932K | Reduce -23.8% |
| BMY Bristol-Myers Squibb Co. | 0.21% | 16,000 | $922K | New |
| INGR Ingredion Inc. | 0.21% | 9,622 | $911K | Reduce -31.9% |
| NEE Nextera Energy Inc. | 0.20% | 10,250 | $900K | No change |
Options reported separately and not counted above: QQQ puts ($11.0M), WFC puts ($5.6M).
Portfolio Sells Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Reduce -73.6% | 2.17% | −5.46 |
| CLX Clorox Company | Sold out | 0.00% | −0.80 |
| STZ Constellation Brands Inc. Class A | Reduce -59.1% | 0.42% | −0.77 |
| AEM Agnico Eagle Mines Ltd. | Reduce -0.5% | 1.70% | −0.68 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.61 |
| TTEK Tetra Tech Inc. | Sold out | 0.00% | −0.61 |
| C Citigroup Inc. | Sold out | 0.00% | −0.57 |
| STLD Steel Dynamics Inc. | Reduce -38.9% | 1.40% | −0.51 |
| NFLX Netflix Inc. | Reduce -27.6% | 0.44% | −0.44 |
| TSN Tyson Foods Inc. Class A | Sold out | 0.00% | −0.39 |
| LNG Cheniere Energy Inc. | Reduce -11.8% | 0.90% | −0.39 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.35 |
| J Jacobs Solutions Inc. | Reduce -54.2% | 0.26% | −0.35 |
| DPZ Domino's Pizza Inc. | Sold out | 0.00% | −0.35 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.30 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −0.29 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.25 |
| HESM Hess Midstream LP Class A | Reduce -73.2% | 0.07% | −0.21 |
| TSCO Tractor Supply Company | Reduce -0.1% | 0.37% | −0.19 |
| GIS General Mills Inc. | Reduce -14.4% | 0.58% | −0.19 |
| MSI Motorola Solutions Inc. | Reduce -8.2% | 0.85% | −0.18 |
| INGR Ingredion Inc. | Reduce -31.9% | 0.21% | −0.18 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -74.2% | 0.07% | −0.17 |
| MET Metlife Inc. | Reduce -26.0% | 0.78% | −0.16 |
| KHC The Kraft Heinz Co. | Reduce -19.7% | 0.55% | −0.14 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.14 |
| WTRG Essential Utilities Inc. | Sold out | 0.00% | −0.14 |
| CLS Celestica Inc. | Sold out | 0.00% | −0.14 |
| DGX Quest Diagnostics Inc. | Reduce -28.7% | 0.34% | −0.13 |
| SO The Southern Co. | Reduce -1.2% | 1.48% | −0.13 |
| EMR Emerson Electric Co. | Reduce -12.4% | 1.07% | −0.12 |
| SBAC SBA Communications Corp. | Reduce -5.3% | 1.22% | −0.12 |
| HUBB Hubbell Inc. | Sold out | 0.00% | −0.12 |
| CME Cme Group Inc. | Reduce -3.4% | 0.23% | −0.11 |
| HII Huntington Ingalls Industrie | Sold out | 0.00% | −0.11 |
| JNJ Johnson & Johnson | Reduce -4.1% | 1.49% | −0.10 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.7% | 1.45% | −0.10 |
| CRSP Crispr Therapeutics AG | Sold out | 0.00% | −0.09 |
| BKR Baker Hughes Co. | Reduce -2.4% | 0.44% | −0.09 |
| LH Labcorp Holdings Inc. | Reduce -16.1% | 0.38% | −0.08 |
| PSX Phillips 66 | Reduce -6.5% | 0.33% | −0.07 |
| VVV Valvoline Inc. | Sold out | 0.00% | −0.07 |
| SEM Select Medical Holdings Corp. | Sold out | 0.00% | −0.07 |
| POR Portland General Electric Co. | Sold out | 0.00% | −0.07 |
| BIRK Birkenstock Holding PLC | Sold out | 0.00% | −0.07 |
| IMAX Imax Corp. | Reduce -23.8% | 0.21% | −0.07 |
| UEC Uranium Energy Corp. | Sold out | 0.00% | −0.07 |
| NSA National Storage Affiliates | Sold out | 0.00% | −0.06 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.06 |
| PTEN Patterson-Uti Energy Inc. | Sold out | 0.00% | −0.06 |
Portfolio Buys Q1 2026 → Q2 2026
| MDT Medtronic PLC | New | 1.21% | +1.21 |
| LLY Eli Lilly & Co. | Add +574.8% | 1.37% | +1.20 |
| ABT Abbott Laboratories | Add +1199.3% | 0.88% | +0.80 |
| IFF Intl Flavors & Fragrances | New | 0.71% | +0.71 |
| TFC Truist Financial Corp. | New | 0.70% | +0.70 |
| MCD McDonald's Corp. | New | 0.62% | +0.62 |
| DHR Danaher Corp. | New | 0.53% | +0.53 |
| BKNG Booking Holdings Inc. | Add +297.0% | 0.63% | +0.47 |
| CMI Cummins Inc. | Add +0.8% | 2.26% | +0.46 |
| CSCO Cisco Systems Inc. | Add +0.3% | 1.38% | +0.41 |
| V Visa Inc. Class A | New | 0.41% | +0.41 |
| URI United Rentals Inc. | Add +30.4% | 0.79% | +0.37 |
| ROK Rockwell Automation Inc. | New | 0.34% | +0.34 |
| BNY Bank of New York Mellon Corp. | Add +22.1% | 1.16% | +0.33 |
| SBUX Starbucks Corp. | New | 0.33% | +0.33 |
| PGEN Precigen Inc. | New | 0.30% | +0.30 |
| JPM JPMorgan Chase & Co. | Add +6.1% | 2.93% | +0.29 |
| UBER Uber Technologies Inc. | Add +60.1% | 0.74% | +0.25 |
| SNOW Snowflake Inc. | New | 0.24% | +0.24 |
| ABNB Airbnb Inc. Class A | New | 0.24% | +0.24 |
| VST Vistra Corp. | New | 0.24% | +0.24 |
| INTC Intel Corp. | New | 0.24% | +0.24 |
| BAC Bank of America Corp. | Add +4.7% | 1.81% | +0.23 |
| VRT Vertiv Holdings Co. Class A | New | 0.23% | +0.23 |
| MSFT Microsoft Corp. | Add +19.9% | 1.86% | +0.22 |
| HD Home Depot Inc. | Add +19.2% | 1.26% | +0.21 |
| BMY Bristol-Myers Squibb Co. | New | 0.21% | +0.21 |
| LIN Linde PLC | New | 0.20% | +0.20 |
| USB US Bancorp | Add +21.3% | 0.74% | +0.18 |
| UNH Unitedhealth Group Inc. | New | 0.18% | +0.18 |
| WM Waste Management Inc. | Add +23.9% | 1.54% | +0.18 |
| MNST Monster Beverage Corp. | New | 0.17% | +0.17 |
| IBKR Interactive Brokers Gro Class A | New | 0.16% | +0.16 |
| HOOD Robinhood Markets Inc. Class A | New | 0.15% | +0.15 |
| HEI Heico Corp. | Add +0.3% | 0.72% | +0.13 |
| NVMI Nova Ltd. | New | 0.11% | +0.11 |
| ONDS Ondas Inc. | New | 0.10% | +0.10 |
| GILD Gilead Sciences Inc. | New | 0.10% | +0.10 |
| AMGN Amgen Inc. | Add +8.5% | 2.04% | +0.10 |
| MAMA Mama's Creations Inc. | New | 0.09% | +0.09 |
| RBRK Rubrik Inc. Class A | New | 0.09% | +0.09 |
| GRDN Guardian Phrmcy Services-A | New | 0.08% | +0.08 |
| KLAC KLA Corp. | Add +2.0% | 0.17% | +0.08 |
| META Meta Platforms Inc. Class A | Add +24.6% | 0.60% | +0.08 |
| LGN Legence Corp. Class A | New | 0.08% | +0.08 |
| CECO Ceco Environmental Corp. | New | 0.07% | +0.07 |
| TEVA Teva Pharmaceutical-SP ADR | Add +25.7% | 0.28% | +0.07 |
| PRSU Pursuit Attractions and Hosp | New | 0.07% | +0.07 |
| SIMO Silicon Motion Technol-ADR | New | 0.07% | +0.07 |
| SEI Solaris Energy Infrastructur | New | 0.07% | +0.07 |
Options Activity Q1 2026 → Q2 2026
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 218 | $443.5M | AVGO, WFC, JPM, GOOG, CMI |
| Q1 2026 | 199 | $416.7M | NVDA, AVGO, WFC, JPM, GOOG |
| Q4 2025 | 172 | $419.4M | AVGO, GOOG, WFC, AAPL, JPM |
| Q3 2025 | 151 | $429.9M | AVGO, JPM, AAPL, WFC, GOOG |
| Q2 2025 | 153 | $420.7M | AVGO, WFC, JPM, MSFT, AAPL |
| Q1 2025 | 152 | $398.2M | WFC, AVGO, AAPL, JPM, MSFT |
| Q4 2024 | 172 | $527.2M | AVGO, AAPL, JPM, WFC, MSFT |
| Q3 2024 | 169 | $569.6M | WFC, AVGO, AAPL, JPM, MSFT |
| Q2 2024 | 172 | $648.3M | IXUS, WFC, MSFT, GOOG, AAPL |
| Q1 2024 | 170 | $503.4M | WFC, JPM, MSFT, AVGO, AAPL |