Alpine Woods Capital Investors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 28, 2025), Alpine Woods Capital Investors, LLC reported 153 stock positions worth $420.7 million. Its top holding was Broadcom (AVGO) at 5.4% of the portfolio, followed by Wells Fargo (WFC, 4.1%) and JPMorgan Chase (JPM, 3.7%). Compared with Q1 2025, it opened 13 new positions, sold out of 12, added to 38 and reduced 71. The biggest buy was a new position in Kraft Heinz (KHC) and the biggest sale Thermo Fisher Scientific (TMO, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- PURCHASE, NY
- CIK
- 0001226886
- Portfolio Value
- $420.7M (Q2 2025)
- SEC Filing
- 0001226886-25-000006 ↗ filed Jul 28, 2025
Holdings Value
Holdings 153 stocks · $420.7M
| AVGO Broadcom Inc. | 5.37% | 81,929 | $22.6M | Reduce -0.9% |
| WFC Wells Fargo & Co. | 4.06% | 213,191 | $17.1M | Reduce -2.3% |
| JPM JPMorgan Chase & Co. | 3.66% | 53,090 | $15.4M | Reduce -2.5% |
| MSFT Microsoft Corp. | 3.00% | 25,344 | $12.6M | Reduce -8.8% |
| AAPL Apple Inc. | 2.81% | 57,694 | $11.8M | Reduce -6.9% |
| GOOG Alphabet Inc. Class C | 2.54% | 60,128 | $10.7M | Reduce -1.9% |
| AEM Agnico Eagle Mines Ltd. | 2.04% | 72,346 | $8.6M | Add +6.6% |
| LHX L3HARRIS Technologies Inc. | 2.01% | 33,679 | $8.4M | Reduce -0.5% |
| NVDA Nvidia Corp. | 1.97% | 52,456 | $8.3M | Add +0.8% |
| EQIX Equinix Inc. | 1.93% | 10,233 | $8.1M | Add +19.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.85% | 164,267 | $7.8M | Reduce -9.1% |
| CARR Carrier Global Corp. | 1.79% | 102,654 | $7.5M | Reduce -1.5% |
| INGR Ingredion Inc. | 1.71% | 53,121 | $7.2M | Reduce -2.2% |
| BKNG Booking Holdings Inc. | 1.71% | 1,241 | $7.2M | Reduce -3.4% |
| AMGN Amgen Inc. | 1.60% | 24,160 | $6.7M | Reduce -4.3% |
| ABBV Abbvie Inc. | 1.56% | 35,403 | $6.6M | Add +1.9% |
| AMZN Amazon.com Inc. | 1.53% | 29,421 | $6.5M | Reduce -8.0% |
| STLD Steel Dynamics Inc. | 1.45% | 47,773 | $6.1M | Add +10.4% |
| HD Home Depot Inc. | 1.40% | 16,026 | $5.9M | Reduce -1.6% |
| PANW Palo Alto Networks Inc. | 1.38% | 28,317 | $5.8M | Add +0.2% |
| ISRG Intuitive Surgical Inc. | 1.36% | 10,519 | $5.7M | Reduce -3.0% |
| KVUE Kenvue Inc. | 1.35% | 271,822 | $5.7M | Add +3.7% |
| MDLZ Mondelez International Inc. Class A | 1.35% | 84,303 | $5.7M | Add +1.5% |
| SO The Southern Co. | 1.33% | 61,045 | $5.6M | Reduce -2.5% |
| TTEK Tetra Tech Inc. | 1.29% | 150,598 | $5.4M | Add +11.7% |
| META Meta Platforms Inc. Class A | 1.24% | 7,063 | $5.2M | Reduce -2.6% |
| MSI Motorola Solutions Inc. | 1.22% | 12,211 | $5.1M | Add +10.7% |
| TXN Texas Instruments Inc. | 1.21% | 24,561 | $5.1M | Reduce -4.7% |
| ICE Intercontinental Exchange Inc. | 1.21% | 27,640 | $5.1M | Reduce -4.3% |
| NFLX Netflix Inc. | 1.20% | 3,782 | $5.1M | Reduce -1.0% |
| WMB Williams Cos Inc. | 1.18% | 79,228 | $5.0M | Add +19.9% |
| CMI Cummins Inc. | 1.18% | 15,103 | $4.9M | Add +21.1% |
| HPQ HP Inc. | 1.05% | 180,128 | $4.4M | Reduce -2.2% |
| JNJ Johnson & Johnson | 1.01% | 27,685 | $4.2M | Reduce -4.7% |
| HEI Heico Corp. | 1.00% | 12,862 | $4.2M | Reduce -0.6% |
| DOX Amdocs Ltd. | 0.92% | 42,491 | $3.9M | Add +9.0% |
| TT Trane Technologies PLC | 0.88% | 8,465 | $3.7M | Reduce -7.1% |
| DGX Quest Diagnostics Inc. | 0.84% | 19,781 | $3.6M | Add +21.5% |
| EVRG Evergy Inc. | 0.82% | 49,913 | $3.4M | Add +228.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.82% | 37,718 | $3.4M | Reduce -3.9% |
| GOOGL Alphabet Inc. Class A | 0.79% | 18,860 | $3.3M | Reduce -1.1% |
| TECK Teck Resources Ltd.-CLS B | 0.76% | 79,609 | $3.2M | Reduce -21.6% |
| SNA Snap-on Inc. | 0.73% | 9,910 | $3.1M | Reduce -2.0% |
| LNG Cheniere Energy Inc. | 0.70% | 12,126 | $3.0M | Reduce -5.3% |
| OKE Oneok Inc. | 0.70% | 35,974 | $2.9M | Reduce -4.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.69% | 23,657 | $2.9M | Reduce -7.1% |
| URI United Rentals Inc. | 0.68% | 3,795 | $2.9M | No change |
| UNP Union Pacific Corp. | 0.67% | 12,200 | $2.8M | No change |
| FISV Fiserv Inc. | 0.66% | 16,195 | $2.8M | No change |
| UBER Uber Technologies Inc. | 0.66% | 29,702 | $2.8M | Reduce -0.7% |
| GTLS Chart Industries Inc. | 0.65% | 16,598 | $2.7M | Reduce -3.7% |
| RS Reliance Inc. | 0.64% | 8,626 | $2.7M | Reduce -2.8% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.64% | 2,600 | $2.7M | No change |
| LH Labcorp Holdings Inc. | 0.63% | 10,134 | $2.7M | No change |
| KHC The Kraft Heinz Co. | 0.63% | 102,495 | $2.6M | New |
| CPAY Corpay Inc. | 0.61% | 7,783 | $2.6M | Add +20.1% |
| WTRG Essential Utilities Inc. | 0.60% | 67,629 | $2.5M | Add +6.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.59% | 5,594 | $2.5M | Add +0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.59% | 20,039 | $2.5M | Reduce -2.3% |
| CME Cme Group Inc. | 0.59% | 9,004 | $2.5M | Reduce -0.2% |
| JHX James Hardie Ord | 0.55% | 86,240 | $2.3M | Add +26.6% |
| EMR Emerson Electric Co. | 0.54% | 17,050 | $2.3M | Add +0.0% |
| CART Maplebear Inc. | 0.52% | 47,932 | $2.2M | Add +132.3% |
| TSCO Tractor Supply Company | 0.50% | 39,925 | $2.1M | Add +24.3% |
| C Citigroup Inc. | 0.49% | 24,353 | $2.1M | Reduce -28.4% |
| CSCO Cisco Systems Inc. | 0.49% | 29,617 | $2.1M | Add +28.1% |
| SPG Simon Property Group Inc. | 0.48% | 12,461 | $2.0M | Add +0.3% |
| RJF Raymond James Financial Inc. | 0.47% | 12,900 | $2.0M | No change |
| GRMN Garmin Ltd. | 0.46% | 9,263 | $1.9M | Reduce -10.6% |
| FLS Flowserve Corp. | 0.45% | 36,526 | $1.9M | Reduce -23.0% |
| ELV Elevance Health Inc. | 0.45% | 4,867 | $1.9M | Reduce -4.2% |
| PRU Prudential Financial Inc. | 0.44% | 17,406 | $1.9M | New |
| PEP Pepsico Inc. | 0.44% | 13,955 | $1.8M | Reduce -45.8% |
| DHI D.R. Horton Inc. | 0.42% | 13,621 | $1.8M | No change |
| UPS United Parcel Service Class B | 0.41% | 17,176 | $1.7M | Add +52.4% |
| BKR Baker Hughes Co. | 0.41% | 44,593 | $1.7M | Add +4.0% |
| EW Edwards Lifesciences Corp. | 0.40% | 21,428 | $1.7M | No change |
| LRCX Lam Research Corp. | 0.39% | 16,845 | $1.6M | Reduce -2.6% |
| USB US Bancorp | 0.39% | 35,855 | $1.6M | Add +0.1% |
| MA Mastercard Inc. Class A | 0.38% | 2,881 | $1.6M | Add +443.6% |
| NOC Northrop Grumman Corp. | 0.37% | 3,079 | $1.5M | Reduce -3.2% |
| VRNS Varonis Systems Inc. | 0.36% | 30,078 | $1.5M | New |
| DPZ Domino's Pizza Inc. | 0.33% | 3,056 | $1.4M | Add +7.3% |
| ZTS Zoetis Inc. | 0.32% | 8,725 | $1.4M | Reduce -53.8% |
| IMAX Imax Corp. | 0.29% | 43,941 | $1.2M | Reduce -3.0% |
| TMUS T-Mobile US Inc. | 0.29% | 5,121 | $1.2M | Reduce -3.0% |
| QCOM Qualcomm Inc. | 0.29% | 7,535 | $1.2M | Reduce -9.6% |
| REGN Regeneron Pharmaceuticals | 0.26% | 2,055 | $1.1M | Reduce -2.6% |
| PSX Phillips 66 | 0.25% | 8,908 | $1.1M | Add +256.8% |
| BEPC Brookfield Renewable Corp. | 0.25% | 32,375 | $1.1M | Add +62.8% |
| NRG NRG Energy Inc. | 0.21% | 5,598 | $899K | Reduce -4.5% |
| XLK SS Technology Select Sector | 0.21% | 3,500 | $886K | No change |
| CTAS Cintas Corp. | 0.20% | 3,706 | $826K | Add +0.6% |
| IGV iShares Expanded Tech-Softwa | 0.20% | 7,500 | $821K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.18% | 1,497 | $762K | Reduce -11.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.18% | 940 | $753K | New |
| NEE Nextera Energy Inc. | 0.18% | 10,820 | $751K | Reduce -3.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.17% | 1 | $729K | No change |
| DLR Digital Realty Trust Inc. | 0.17% | 4,099 | $715K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 3,115 | $706K | Reduce -1.9% |
Options reported separately and not counted above: QQQ puts ($134K), RSP puts ($86K).
Portfolio Sells Q1 2025 → Q2 2025
| TMO Thermo Fisher Scientific Inc. | Reduce -90.2% | 0.09% | −1.09 |
| AESI Atlas Energy Solutions Inc. | Reduce -91.7% | 0.06% | −0.96 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.92 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.74 |
| AAPL Apple Inc. | Reduce -6.9% | 2.81% | −0.64 |
| PEP Pepsico Inc. | Reduce -45.8% | 0.44% | −0.53 |
| VMC Vulcan Materials Co. | Sold out | 0.00% | −0.53 |
| ZTS Zoetis Inc. | Reduce -53.8% | 0.32% | −0.46 |
| AMGN Amgen Inc. | Reduce -4.3% | 1.60% | −0.37 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.35 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.30 |
| OKE Oneok Inc. | Reduce -4.0% | 0.70% | −0.24 |
| HPQ HP Inc. | Reduce -2.2% | 1.05% | −0.23 |
| CVX Chevron Corp. | Reduce -62.6% | 0.09% | −0.22 |
| JNJ Johnson & Johnson | Reduce -4.7% | 1.01% | −0.20 |
| TECK Teck Resources Ltd.-CLS B | Reduce -21.6% | 0.76% | −0.17 |
| INGR Ingredion Inc. | Reduce -2.2% | 1.71% | −0.13 |
| CMCSA Comcast Corp. Class A | Reduce -47.6% | 0.12% | −0.13 |
| FLS Flowserve Corp. | Reduce -23.0% | 0.45% | −0.13 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.13 |
| SNA Snap-on Inc. | Reduce -2.0% | 0.73% | −0.12 |
| SO The Southern Co. | Reduce -2.5% | 1.33% | −0.11 |
| C Citigroup Inc. | Reduce -28.4% | 0.49% | −0.11 |
| GRMN Garmin Ltd. | Reduce -10.6% | 0.46% | −0.11 |
| ELV Elevance Health Inc. | Reduce -4.2% | 0.45% | −0.11 |
| HD Home Depot Inc. | Reduce -1.6% | 1.40% | −0.10 |
| SOUN Soundhound AI Inc. Class A | Sold out | 0.00% | −0.10 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.10 |
| POR Portland General Electric Co. | Reduce -41.3% | 0.09% | −0.09 |
| TJX TJX Companies Inc. | Reduce -7.1% | 0.69% | −0.08 |
| REGN Regeneron Pharmaceuticals | Reduce -2.6% | 0.26% | −0.08 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.07 |
| TMUS T-Mobile US Inc. | Reduce -3.0% | 0.29% | −0.06 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.05 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.05 |
| BAC Bank of America Corp. | Reduce -9.1% | 1.85% | −0.05 |
| ICE Intercontinental Exchange Inc. | Reduce -4.3% | 1.21% | −0.05 |
| NOC Northrop Grumman Corp. | Reduce -3.2% | 0.37% | −0.04 |
| LNG Cheniere Energy Inc. | Reduce -5.3% | 0.70% | −0.04 |
| WTTR Select Water Solutions Inc. | Sold out | 0.00% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -9.6% | 0.29% | −0.04 |
| ARIS WATER SOLUTIONS INC-A | Reduce -0.1% | 0.08% | −0.03 |
| WM Waste Management Inc. | Reduce -7.8% | 0.16% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -3.6% | 0.18% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.07% | −0.01 |
| CME Cme Group Inc. | Reduce -0.2% | 0.59% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -0.2% | 0.07% | −0.01 |
| BNY Bank of New York Mellon Corp. | Reduce -3.9% | 0.82% | −0.01 |
| J Jacobs Solutions Inc. | Reduce -9.0% | 0.13% | −0.01 |
| IMAX Imax Corp. | Reduce -3.0% | 0.29% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| KHC The Kraft Heinz Co. | New | 0.63% | +0.63 |
| EVRG Evergy Inc. | Add +228.6% | 0.82% | +0.55 |
| NVDA Nvidia Corp. | Add +0.8% | 1.97% | +0.55 |
| PRU Prudential Financial Inc. | New | 0.44% | +0.44 |
| VRNS Varonis Systems Inc. | New | 0.36% | +0.36 |
| MA Mastercard Inc. Class A | Add +443.6% | 0.38% | +0.31 |
| CART Maplebear Inc. | Add +132.3% | 0.52% | +0.31 |
| TTEK Tetra Tech Inc. | Add +11.7% | 1.29% | +0.30 |
| AEM Agnico Eagle Mines Ltd. | Add +6.6% | 2.04% | +0.20 |
| CMI Cummins Inc. | Add +21.1% | 1.18% | +0.19 |
| WMB Williams Cos Inc. | Add +19.9% | 1.18% | +0.19 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.18% | +0.18 |
| EQIX Equinix Inc. | Add +19.2% | 1.93% | +0.18 |
| PSX Phillips 66 | Add +256.8% | 0.25% | +0.18 |
| PANW Palo Alto Networks Inc. | Add +0.2% | 1.38% | +0.17 |
| DGX Quest Diagnostics Inc. | Add +21.5% | 0.84% | +0.15 |
| JHX James Hardie Ord | Add +26.6% | 0.55% | +0.15 |
| CSCO Cisco Systems Inc. | Add +28.1% | 0.49% | +0.13 |
| BEPC Brookfield Renewable Corp. | Add +62.8% | 0.25% | +0.11 |
| MCK McKesson Corp. | New | 0.10% | +0.10 |
| UPS United Parcel Service Class B | Add +52.4% | 0.41% | +0.10 |
| STLD Steel Dynamics Inc. | Add +10.4% | 1.45% | +0.09 |
| EMR Emerson Electric Co. | Add +0.0% | 0.54% | +0.07 |
| AMD Advanced Micro Devices | New | 0.06% | +0.06 |
| KLAC KLA Corp. | New | 0.06% | +0.06 |
| TSCO Tractor Supply Company | Add +24.3% | 0.50% | +0.06 |
| T AT&T Inc. | New | 0.05% | +0.05 |
| AMP Ameriprise Financial Inc. | New | 0.05% | +0.05 |
| URNM Sprott Uranium Miners ETF | New | 0.05% | +0.05 |
| ET Energy Transfer LP | New | 0.05% | +0.05 |
| DOV Dover Corp. | New | 0.05% | +0.05 |
| FTNT Fortinet Inc. | Add +42.8% | 0.14% | +0.05 |
| CPAY Corpay Inc. | Add +20.1% | 0.61% | +0.05 |
| MANU Manchester United PLC Class A | New | 0.04% | +0.04 |
| CRSP Crispr Therapeutics AG | Add +27.8% | 0.10% | +0.04 |
| VVV Valvoline Inc. | Add +34.0% | 0.10% | +0.03 |
| DOX Amdocs Ltd. | Add +9.0% | 0.92% | +0.03 |
| COST Costco Wholesale Corp. | Add +22.4% | 0.12% | +0.02 |
| SPGI S&P Global Inc. | Add +9.1% | 0.16% | +0.01 |
| MSI Motorola Solutions Inc. | Add +10.7% | 1.22% | +0.01 |
| CTAS Cintas Corp. | Add +0.6% | 0.20% | +0.01 |
| USB US Bancorp | Add +0.1% | 0.39% | +0.01 |
| DPZ Domino's Pizza Inc. | Add +7.3% | 0.33% | −0.00 |
| AJG Arthur J Gallagher & Co. | Add +0.6% | 0.11% | −0.01 |
| WTRG Essential Utilities Inc. | Add +6.7% | 0.60% | −0.03 |
| SPG Simon Property Group Inc. | Add +0.3% | 0.48% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Add +1.5% | 1.35% | −0.06 |
| BKR Baker Hughes Co. | Add +4.0% | 0.41% | −0.07 |
| VRTX Vertex Pharmaceuticals Inc. | Add +0.2% | 0.59% | −0.09 |
| KVUE Kenvue Inc. | Add +3.7% | 1.35% | −0.23 |
Options Activity Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 42,000 | $877Kbefore exit |
| QQQ Invesco QQQ Trust Series 1 | put | New | 122,000 | $134K |
| RSP Invesco S&P 500 Equal Weight | put | New | 35,300 | $86K |
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 |