Alpine Woods Capital Investors, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Alpine Woods Capital Investors, LLC reported 152 stock positions worth $398.2 million. Its top holding was Wells Fargo (WFC) at 3.9% of the portfolio, followed by Broadcom (AVGO, 3.5%) and Apple (AAPL, 3.5%). Compared with Q4 2024, it opened 10 new positions, sold out of 30, added to 22 and reduced 89. The biggest buy was Steel Dynamics (STLD, shares +732%) and the biggest sale Nvidia (NVDA, shares −44%).

Most Recent 13F
Q2 2026
Location
PURCHASE, NY
CIK
0001226886
Portfolio Value
$398.2M (Q1 2025)
SEC Filing
0001226886-25-000004 ↗ filed Apr 30, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $503.4M Q1 2024 Q2 2024: $648.3M Q2 2024 Q3 2024: $569.6M Q3 2024 Q4 2024: $527.2M Q4 2024 Q1 2025: $398.2M $398.2M Q1 2025 Q2 2025: $420.7M Q2 2025 Q3 2025: $429.9M Q3 2025 Q4 2025: $419.4M Q4 2025 Q1 2026: $416.7M Q1 2026 Q2 2026: $443.5M Q2 2026

Holdings 152 stocks · $398.2M
WFC Wells Fargo & Co. 3.93% 218,191 $15.7M No change
AVGO Broadcom Inc. 3.48% 82,663 $13.8M Reduce -16.8%
AAPL Apple Inc. 3.46% 61,975 $13.8M Reduce -19.7%
JPM JPMorgan Chase & Co. 3.35% 54,451 $13.4M Reduce -26.4%
MSFT Microsoft Corp. 2.62% 27,805 $10.4M Reduce -22.2%
GOOG Alphabet Inc. Class C 2.41% 61,326 $9.6M Reduce -22.4%
AMGN Amgen Inc. 1.98% 25,253 $7.9M Reduce -14.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.89% 180,713 $7.5M Reduce -17.1%
AEM Agnico Eagle Mines Ltd. 1.85% 67,862 $7.4M Add +1.7%
INGR Ingredion Inc. 1.84% 54,310 $7.3M Reduce -22.5%
ABBV Abbvie Inc. 1.83% 34,761 $7.3M Reduce -20.1%
LHX L3HARRIS Technologies Inc. 1.78% 33,839 $7.1M Reduce -10.8%
EQIX Equinix Inc. 1.76% 8,585 $7.0M Add +7.9%
CARR Carrier Global Corp. 1.66% 104,262 $6.6M Reduce -12.1%
KVUE Kenvue Inc. 1.58% 262,125 $6.3M Reduce -14.9%
AMZN Amazon.com Inc. 1.53% 31,965 $6.1M Reduce -40.6%
HD Home Depot Inc. 1.50% 16,290 $6.0M Reduce -16.9%
BKNG Booking Holdings Inc. 1.49% 1,285 $5.9M Add +8.8%
SO The Southern Co. 1.45% 62,624 $5.8M Add +27.3%
NVDA Nvidia Corp. 1.42% 52,014 $5.6M Reduce -44.2%
MDLZ Mondelez International Inc. Class A 1.42% 83,044 $5.6M Reduce -13.5%
STLD Steel Dynamics Inc. 1.36% 43,284 $5.4M Add +732.4%
ISRG Intuitive Surgical Inc. 1.35% 10,850 $5.4M Reduce -2.1%
HPQ HP Inc. 1.28% 184,194 $5.1M Reduce -20.4%
ICE Intercontinental Exchange Inc. 1.25% 28,871 $5.0M Reduce -27.1%
MSI Motorola Solutions Inc. 1.21% 11,033 $4.8M Reduce -39.6%
PANW Palo Alto Networks Inc. 1.21% 28,249 $4.8M Reduce -24.1%
JNJ Johnson & Johnson 1.21% 29,057 $4.8M Reduce -5.6%
TMO Thermo Fisher Scientific Inc. 1.18% 9,413 $4.7M Reduce -31.2%
TXN Texas Instruments Inc. 1.16% 25,783 $4.6M Reduce -26.1%
META Meta Platforms Inc. Class A 1.05% 7,249 $4.2M Reduce -16.8%
AESI Atlas Energy Solutions Inc. 1.02% 228,082 $4.1M Add +1360.8%
WMB Williams Cos Inc. 0.99% 66,084 $3.9M Add +7.5%
TTEK Tetra Tech Inc. 0.99% 134,877 $3.9M Reduce -4.3%
CMI Cummins Inc. 0.98% 12,474 $3.9M Reduce -27.0%
PEP Pepsico Inc. 0.97% 25,765 $3.9M Add +1.6%
OKE Oneok Inc. 0.93% 37,486 $3.7M Reduce -17.2%
TECK Teck Resources Ltd.-CLS B 0.93% 101,602 $3.7M Reduce -18.2%
GIS General Mills Inc. 0.92% 61,217 $3.7M Add +25.2%
FISV Fiserv Inc. 0.90% 16,195 $3.6M Reduce -1.1%
DOX Amdocs Ltd. 0.90% 38,968 $3.6M Reduce -31.5%
NFLX Netflix Inc. 0.89% 3,820 $3.6M Reduce -23.6%
HEI Heico Corp. 0.87% 12,939 $3.5M Add +0.7%
SNA Snap-on Inc. 0.86% 10,110 $3.4M Reduce -30.1%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.83% 39,227 $3.3M Reduce -52.4%
ZTS Zoetis Inc. 0.78% 18,895 $3.1M Reduce -23.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.78% 25,453 $3.1M Reduce -49.4%
TT Trane Technologies PLC 0.77% 9,116 $3.1M Reduce -45.8%
MRK Merck & Co. Inc. 0.74% 33,047 $3.0M Reduce -25.5%
LNG Cheniere Energy Inc. 0.74% 12,811 $3.0M Reduce -2.6%
GOOGL Alphabet Inc. Class A 0.74% 19,060 $2.9M No change
UNP Union Pacific Corp. 0.72% 12,200 $2.9M No change
DGX Quest Diagnostics Inc. 0.69% 16,277 $2.8M Reduce -46.4%
VRTX Vertex Pharmaceuticals Inc. 0.68% 5,585 $2.7M Add +139.7%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.65% 2,600 $2.6M No change
RS Reliance Inc. 0.64% 8,873 $2.6M Reduce -13.5%
WTRG Essential Utilities Inc. 0.63% 63,369 $2.5M Add +2.0%
GTLS Chart Industries Inc. 0.62% 17,230 $2.5M Add +5.0%
C Citigroup Inc. 0.61% 34,000 $2.4M Add +29.9%
CME Cme Group Inc. 0.60% 9,024 $2.4M Reduce -1.9%
URI United Rentals Inc. 0.60% 3,795 $2.4M No change
LH Labcorp Holdings Inc. 0.59% 10,134 $2.4M Reduce -6.5%
FLS Flowserve Corp. 0.58% 47,451 $2.3M Add +19.0%
CPAY Corpay Inc. 0.57% 6,483 $2.3M Reduce -38.5%
GRMN Garmin Ltd. 0.56% 10,358 $2.2M Reduce -34.4%
ELV Elevance Health Inc. 0.56% 5,082 $2.2M Reduce -12.9%
UBER Uber Technologies Inc. 0.55% 29,924 $2.2M Add +1.0%
VMC Vulcan Materials Co. 0.53% 9,000 $2.1M No change
SPG Simon Property Group Inc. 0.52% 12,419 $2.1M Add +24.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.51% 20,504 $2.0M Reduce -8.4%
BKR Baker Hughes Co. 0.47% 42,877 $1.9M Add +6.0%
EMR Emerson Electric Co. 0.47% 17,046 $1.9M Reduce -24.6%
RJF Raymond James Financial Inc. 0.45% 12,900 $1.8M No change
TSCO Tractor Supply Company 0.44% 32,132 $1.8M Reduce -33.3%
DHI D.R. Horton Inc. 0.43% 13,621 $1.7M Reduce -0.4%
NOC Northrop Grumman Corp. 0.41% 3,182 $1.6M Reduce -53.1%
JHX James Hardie Ord 0.40% 68,096 $1.6M New
EW Edwards Lifesciences Corp. 0.39% 21,428 $1.6M No change
USB US Bancorp 0.38% 35,802 $1.5M New
CSCO Cisco Systems Inc. 0.36% 23,114 $1.4M Reduce -2.5%
TMUS T-Mobile US Inc. 0.35% 5,282 $1.4M Add +13.9%
LOW Lowe's Cos Inc. 0.35% 6,003 $1.4M Reduce -43.0%
REGN Regeneron Pharmaceuticals 0.34% 2,111 $1.3M Reduce -14.5%
DPZ Domino's Pizza Inc. 0.33% 2,847 $1.3M Reduce -51.3%
QCOM Qualcomm Inc. 0.32% 8,335 $1.3M Reduce -3.4%
LRCX Lam Research Corp. 0.32% 17,287 $1.3M Reduce -48.1%
UPS United Parcel Service Class B 0.31% 11,269 $1.2M New
CVX Chevron Corp. 0.31% 7,360 $1.2M Reduce -50.0%
IMAX Imax Corp. 0.30% 45,325 $1.2M Reduce -72.9%
MPC Marathon Petroleum Corp. 0.30% 8,182 $1.2M Reduce -33.8%
EVRG Evergy Inc. 0.26% 15,191 $1.0M New
CMCSA Comcast Corp. Class A 0.25% 26,771 $988K Reduce -28.5%
CART Maplebear Inc. 0.21% 20,635 $823K Reduce -42.7%
BRK.A Berkshire Hathaway Inc. Class A 0.20% 1 $798K No change
NEE Nextera Energy Inc. 0.20% 11,220 $795K Reduce -10.9%
CTAS Cintas Corp. 0.19% 3,685 $757K Reduce -9.7%
WM Waste Management Inc. 0.18% 3,145 $728K Reduce -56.2%
XLK SS Technology Select Sector 0.18% 3,500 $723K No change
POR Portland General Electric Co. 0.17% 15,366 $685K Reduce -57.5%
IGV iShares Expanded Tech-Softwa 0.17% 7,500 $667K No change
HLI Houlihan Lokey Inc. 0.16% 3,952 $638K Reduce -3.6%
LLY Eli Lilly & Co. 0.16% 750 $619K Reduce -4.2%
CRWD CrowdStrike Holdings Inc. Class A 0.15% 1,692 $597K Reduce -27.7%
SPGI S&P Global Inc. 0.15% 1,169 $594K Reduce -58.9%
VUG Vanguard Mrngstar GR ETF-Sui 0.15% 1,600 $593K No change
DLR Digital Realty Trust Inc. 0.15% 4,099 $587K No change
NRG NRG Energy Inc. 0.14% 5,863 $560K New
BEPC Brookfield Renewable Corp. 0.14% 19,882 $555K Add +20.7%
J Jacobs Solutions Inc. 0.14% 4,492 $543K Reduce -13.9%
VGT Vanguard Info Tech ETF 0.14% 1,000 $542K No change
ABT Abbott Laboratories 0.13% 4,011 $532K No change
TSM Taiwan Semiconductor-SP ADR 0.13% 3,175 $527K No change
UNH Unitedhealth Group Inc. 0.13% 954 $500K Add +37.5%
WLKP Westlake Chemical Partners L 0.12% 21,390 $494K No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.12% 1,411 $487K Reduce -0.3%
XLC SS Comm Select Sector SPDR 0.12% 5,000 $482K No change
DGRW Wisdomtree U.S. Quality Divi 0.12% 6,000 $479K No change
CSL Carlisle Cos Inc. 0.12% 1,400 $477K Reduce -6.7%
ARIS WATER SOLUTIONS INC-A 0.11% 13,890 $445K Reduce -81.8%
IAI iShares U.S. Broker-Dealers 0.11% 3,000 $420K No change
KMI Kinder Morgan Inc. 0.11% 14,700 $419K No change
VYM Vanguard High DVD Yield ETF 0.10% 3,200 $413K No change
SOUN Soundhound AI Inc. Class A 0.10% 50,000 $406K New
COST Costco Wholesale Corp. 0.10% 416 $393K Reduce -73.3%
PH Parker Hannifin Corp. 0.10% 636 $387K Add +1.6%
FTNT Fortinet Inc. 0.10% 4,015 $386K New
CCJ Cameco Corp. 0.10% 9,249 $381K Reduce -67.0%
XLY SS Consumer Disc Select Sect 0.09% 1,900 $375K No change
SKYY First Trust Cloud Computing 0.09% 3,500 $358K No change
CMS CMS Energy Corp. 0.09% 4,750 $357K No change
NTR Nutrien Ltd. 0.09% 7,075 $351K Reduce -35.0%
FDX FedEx Corp. 0.08% 1,373 $335K Reduce -13.3%
XOM Exxon Mobil Corp. 0.08% 2,752 $327K Reduce -1.8%
PSCH Invesco S&P Smallcap Health 0.08% 7,500 $325K No change
ORCL Oracle Corp. 0.08% 2,302 $322K Reduce -78.8%
XLV SS Health Care Select Sector 0.08% 2,120 $310K No change
PSX Phillips 66 0.08% 2,497 $308K New
MA Mastercard Inc. Class A 0.07% 530 $291K New
HII Huntington Ingalls Industrie 0.07% 1,395 $285K Reduce -5.1%
ED Consolidated Edison Inc. 0.07% 2,555 $283K No change
VVV Valvoline Inc. 0.07% 7,910 $275K Reduce -33.2%
CAT Caterpillar Inc. 0.07% 821 $271K No change
NOW ServiceNow Inc. 0.07% 328 $261K Reduce -80.7%
HUBB Hubbell Inc. 0.06% 781 $258K Reduce -85.9%
AVY Avery Dennison Corp. 0.06% 1,400 $249K Reduce -12.5%
CIBR First Trust Nasdaq Cybersecu 0.06% 3,600 $227K No change
CRSP Crispr Therapeutics AG 0.06% 6,650 $226K Reduce -4.8%
MTB M & T Bank Corp. filed as M & T BK CORP 0.05% 1,205 $215K Reduce -14.8%
ANET Arista Networks Inc. 0.05% 2,776 $215K Reduce -84.3%
DHR Danaher Corp. 0.05% 1,008 $207K No change
MOO Vaneck Agribusiness ETF 0.05% 3,000 $204K New
WTTR Select Water Solutions Inc. 0.04% 16,120 $169K Reduce -86.6%

Options reported separately and not counted above: SPY puts ($877K).

Portfolio Sells Q4 2024 → Q1 2025
NVDA Nvidia Corp. Reduce -44.2% 1.42% −0.96
AVGO Broadcom Inc. Reduce -16.8% 3.48% −0.89
AMZN Amazon.com Inc. Reduce -40.6% 1.53% −0.71
COP Conocophillips Sold out 0.00% −0.57
AMD Advanced Micro Devices Sold out 0.00% −0.53
IMAX Imax Corp. Reduce -72.9% 0.30% −0.51
PYPL PayPal Holdings Inc. Sold out 0.00% −0.49
SWKS Skyworks Solutions Inc. Sold out 0.00% −0.48
GOOG Alphabet Inc. Class C Reduce -22.4% 2.41% −0.45
GS Goldman Sachs Group Inc. Sold out 0.00% −0.43
SITM Sitime Corp. Sold out 0.00% −0.41
TT Trane Technologies PLC Reduce -45.8% 0.77% −0.41
MSI Motorola Solutions Inc. Reduce -39.6% 1.21% −0.39
HUBB Hubbell Inc. Reduce -85.9% 0.06% −0.38
TJX TJX Companies Inc. Reduce -49.4% 0.78% −0.37
BNY Bank of New York Mellon Corp. Reduce -52.4% 0.83% −0.37
AMAT Applied Materials Inc. Sold out 0.00% −0.34
SEI Solaris Energy Infrastructur Sold out 0.00% −0.33
ET Energy Transfer LP Sold out 0.00% −0.32
ANET Arista Networks Inc. Reduce -84.3% 0.05% −0.32
AGI Alamos Gold Inc. Class A Sold out 0.00% −0.30
ETHA iShares Ethereum Trust ETF Sold out 0.00% −0.29
NOW ServiceNow Inc. Reduce -80.7% 0.07% −0.28
ORCL Oracle Corp. Reduce -78.8% 0.08% −0.26
AGX Argan Inc. Sold out 0.00% −0.26
WTTR Select Water Solutions Inc. Reduce -86.6% 0.04% −0.26
MSFT Microsoft Corp. Reduce -22.2% 2.62% −0.24
ARIS WATER SOLUTIONS INC-A Reduce -81.8% 0.11% −0.24
HESM Hess Midstream LP Class A Sold out 0.00% −0.22
AAPL Apple Inc. Reduce -19.7% 3.46% −0.21
NOC Northrop Grumman Corp. Reduce -53.1% 0.41% −0.20
DGX Quest Diagnostics Inc. Reduce -46.4% 0.69% −0.18
CCJ Cameco Corp. Reduce -67.0% 0.10% −0.18
TMO Thermo Fisher Scientific Inc. Reduce -31.2% 1.18% −0.17
COST Costco Wholesale Corp. Reduce -73.3% 0.10% −0.17
HPQ HP Inc. Reduce -20.4% 1.28% −0.15
CMI Cummins Inc. Reduce -27.0% 0.98% −0.15
LOW Lowe's Cos Inc. Reduce -43.0% 0.35% −0.14
LRCX Lam Research Corp. Reduce -48.1% 0.32% −0.14
DPZ Domino's Pizza Inc. Reduce -51.3% 0.33% −0.14
POR Portland General Electric Co. Reduce -57.5% 0.17% −0.13
SPGI S&P Global Inc. Reduce -58.9% 0.15% −0.12
LW Lamb Weston Holdings Inc. Sold out 0.00% −0.12
PII Polaris Inc. Sold out 0.00% −0.11
LMB Limbach Holdings Inc. Sold out 0.00% −0.11
RHI Robert Half Inc. Sold out 0.00% −0.11
NKE Nike Inc. Class B Sold out 0.00% −0.11
LIN Linde PLC Sold out 0.00% −0.11
ODFL Old Dominion Freight Line Sold out 0.00% −0.11
CPAY Corpay Inc. Reduce -38.5% 0.57% −0.11

Portfolio Buys Q4 2024 → Q1 2025
STLD Steel Dynamics Inc. Add +732.4% 1.36% +1.25
AESI Atlas Energy Solutions Inc. Add +1360.8% 1.02% +0.96
AEM Agnico Eagle Mines Ltd. Add +1.7% 1.85% +0.86
SO The Southern Co. Add +27.3% 1.45% +0.68
VRTX Vertex Pharmaceuticals Inc. Add +139.7% 0.68% +0.50
JHX James Hardie Ord New 0.40% +0.40
USB US Bancorp New 0.38% +0.38
BKNG Booking Holdings Inc. Add +8.8% 1.49% +0.37
WMB Williams Cos Inc. Add +7.5% 0.99% +0.36
EQIX Equinix Inc. Add +7.9% 1.76% +0.33
GIS General Mills Inc. Add +25.2% 0.92% +0.33
UPS United Parcel Service Class B New 0.31% +0.31
HEI Heico Corp. Add +0.7% 0.87% +0.29
EVRG Evergy Inc. New 0.26% +0.26
C Citigroup Inc. Add +29.9% 0.61% +0.26
PEP Pepsico Inc. Add +1.6% 0.97% +0.24
UBER Uber Technologies Inc. Add +1.0% 0.55% +0.21
WTRG Essential Utilities Inc. Add +2.0% 0.63% +0.20
SPG Simon Property Group Inc. Add +24.4% 0.52% +0.19
TMUS T-Mobile US Inc. Add +13.9% 0.35% +0.16
BKR Baker Hughes Co. Add +6.0% 0.47% +0.16
FLS Flowserve Corp. Add +19.0% 0.58% +0.15
NRG NRG Energy Inc. New 0.14% +0.14
SOUN Soundhound AI Inc. Class A New 0.10% +0.10
FTNT Fortinet Inc. New 0.10% +0.10
PSX Phillips 66 New 0.08% +0.08
MA Mastercard Inc. Class A New 0.07% +0.07
UNH Unitedhealth Group Inc. Add +37.5% 0.13% +0.06
BEPC Brookfield Renewable Corp. Add +20.7% 0.14% +0.05
MOO Vaneck Agribusiness ETF New 0.05% +0.05
GTLS Chart Industries Inc. Add +5.0% 0.62% +0.03
PH Parker Hannifin Corp. Add +1.6% 0.10% +0.02

Options Activity Q4 2024 → Q1 2025
SPY SS SPDR S&P 500 ETF Trust-US put Reduce -73.4% 42,000 $877K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 218$443.5MAVGO, WFC, JPM, GOOG, CMI
Q1 2026 199$416.7MNVDA, AVGO, WFC, JPM, GOOG
Q4 2025 172$419.4MAVGO, GOOG, WFC, AAPL, JPM
Q3 2025 151$429.9MAVGO, JPM, AAPL, WFC, GOOG
Q2 2025 153$420.7MAVGO, WFC, JPM, MSFT, AAPL
Q1 2025 152$398.2MWFC, AVGO, AAPL, JPM, MSFT
Q4 2024 172$527.2MAVGO, AAPL, JPM, WFC, MSFT
Q3 2024 169$569.6MWFC, AVGO, AAPL, JPM, MSFT
Q2 2024 172$648.3MIXUS, WFC, MSFT, GOOG, AAPL
Q1 2024 170$503.4MWFC, JPM, MSFT, AVGO, AAPL