Alpine Woods Capital Investors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 15, 2025), Alpine Woods Capital Investors, LLC reported 151 stock positions worth $429.9 million. Its top holding was Broadcom (AVGO) at 6.2% of the portfolio, followed by JPMorgan Chase (JPM, 3.9%) and Apple (AAPL, 3.7%). Compared with Q2 2025, it opened 12 new positions, sold out of 14, added to 54 and reduced 51. The biggest buy was a new position in SBA Communications (SBAC) and the biggest sale Carrier Global (CARR, shares −65%).
- Most Recent 13F
- Q2 2026
- Location
- PURCHASE, NY
- CIK
- 0001226886
- Portfolio Value
- $429.9M (Q3 2025)
- SEC Filing
- 0001226886-25-000012 ↗ filed Oct 15, 2025
Holdings Value
Holdings 151 stocks · $429.9M
| AVGO Broadcom Inc. | 6.21% | 80,888 | $26.7M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 3.90% | 53,166 | $16.8M | Add +0.1% |
| AAPL Apple Inc. | 3.66% | 61,772 | $15.7M | Add +7.1% |
| WFC Wells Fargo & Co. | 3.47% | 178,191 | $14.9M | Reduce -16.4% |
| GOOG Alphabet Inc. Class C | 3.42% | 60,287 | $14.7M | Add +0.3% |
| MSFT Microsoft Corp. | 3.19% | 26,470 | $13.7M | Add +4.4% |
| AEM Agnico Eagle Mines Ltd. | 2.79% | 71,227 | $12.0M | Reduce -1.6% |
| LHX L3HARRIS Technologies Inc. | 2.42% | 34,106 | $10.4M | Add +1.3% |
| NVDA Nvidia Corp. | 2.30% | 52,910 | $9.9M | Add +0.9% |
| ABBV Abbvie Inc. | 1.89% | 35,029 | $8.1M | Reduce -1.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.68% | 140,392 | $7.2M | Reduce -14.5% |
| STLD Steel Dynamics Inc. | 1.62% | 49,929 | $7.0M | Add +4.5% |
| EQIX Equinix Inc. | 1.61% | 8,847 | $6.9M | Reduce -13.5% |
| INGR Ingredion Inc. | 1.56% | 54,917 | $6.7M | Add +3.4% |
| CMI Cummins Inc. | 1.53% | 15,581 | $6.6M | Add +3.2% |
| AMZN Amazon.com Inc. | 1.53% | 29,964 | $6.6M | Add +1.9% |
| HD Home Depot Inc. | 1.52% | 16,158 | $6.5M | Add +0.8% |
| PANW Palo Alto Networks Inc. | 1.37% | 28,957 | $5.9M | Add +2.3% |
| AMGN Amgen Inc. | 1.33% | 20,320 | $5.7M | Reduce -15.9% |
| SO The Southern Co. | 1.32% | 60,080 | $5.7M | Reduce -1.6% |
| MSI Motorola Solutions Inc. | 1.31% | 12,271 | $5.6M | Add +0.5% |
| BKNG Booking Holdings Inc. | 1.26% | 1,000 | $5.4M | Reduce -19.4% |
| META Meta Platforms Inc. Class A | 1.22% | 7,130 | $5.2M | Add +0.9% |
| WMB Williams Cos Inc. | 1.20% | 81,729 | $5.2M | Add +3.2% |
| JNJ Johnson & Johnson | 1.20% | 27,758 | $5.1M | Add +0.3% |
| SBAC SBA Communications Corp. | 1.15% | 25,602 | $5.0M | New |
| ICE Intercontinental Exchange Inc. | 1.14% | 29,032 | $4.9M | Add +5.0% |
| PEP Pepsico Inc. | 1.13% | 34,639 | $4.9M | Add +148.2% |
| TXN Texas Instruments Inc. | 1.11% | 26,003 | $4.8M | Add +5.9% |
| GOOGL Alphabet Inc. Class A | 1.07% | 18,860 | $4.6M | No change |
| NFLX Netflix Inc. | 1.06% | 3,798 | $4.6M | Add +0.4% |
| ISRG Intuitive Surgical Inc. | 1.03% | 9,903 | $4.4M | Reduce -5.9% |
| TTEK Tetra Tech Inc. | 1.02% | 131,367 | $4.4M | Reduce -12.8% |
| EVRG Evergy Inc. | 1.02% | 57,561 | $4.4M | Add +15.3% |
| HEI Heico Corp. | 0.97% | 12,911 | $4.2M | Add +0.4% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.95% | 37,434 | $4.1M | Reduce -0.8% |
| MDLZ Mondelez International Inc. Class A | 0.91% | 62,599 | $3.9M | Reduce -25.8% |
| TT Trane Technologies PLC | 0.91% | 9,233 | $3.9M | Add +9.1% |
| DOX Amdocs Ltd. | 0.89% | 46,793 | $3.8M | Add +10.1% |
| URI United Rentals Inc. | 0.84% | 3,775 | $3.6M | Reduce -0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.82% | 24,435 | $3.5M | Add +3.3% |
| HPQ HP Inc. | 0.82% | 129,552 | $3.5M | Reduce -28.1% |
| SNA Snap-on Inc. | 0.79% | 9,825 | $3.4M | Reduce -0.9% |
| DGX Quest Diagnostics Inc. | 0.78% | 17,521 | $3.3M | Reduce -11.4% |
| WTRG Essential Utilities Inc. | 0.70% | 75,814 | $3.0M | Add +12.1% |
| UBER Uber Technologies Inc. | 0.68% | 29,858 | $2.9M | Add +0.5% |
| LH Labcorp Holdings Inc. | 0.68% | 10,109 | $2.9M | Reduce -0.3% |
| UNP Union Pacific Corp. | 0.67% | 12,200 | $2.9M | No change |
| LNG Cheniere Energy Inc. | 0.67% | 12,254 | $2.9M | Add +1.1% |
| VRNS Varonis Systems Inc. | 0.65% | 48,778 | $2.8M | Add +62.2% |
| TSCO Tractor Supply Company | 0.58% | 43,731 | $2.5M | Add +9.5% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.58% | 2,600 | $2.5M | No change |
| CME Cme Group Inc. | 0.57% | 9,004 | $2.4M | No change |
| C Citigroup Inc. | 0.56% | 23,589 | $2.4M | Reduce -3.1% |
| RS Reliance Inc. | 0.55% | 8,391 | $2.4M | Reduce -2.7% |
| LRCX Lam Research Corp. | 0.55% | 17,505 | $2.3M | Add +3.9% |
| DHI D.R. Horton Inc. | 0.54% | 13,621 | $2.3M | No change |
| GRMN Garmin Ltd. | 0.53% | 9,314 | $2.3M | Add +0.6% |
| SPG Simon Property Group Inc. | 0.53% | 12,122 | $2.3M | Reduce -2.7% |
| KHC The Kraft Heinz Co. | 0.52% | 86,001 | $2.2M | Reduce -16.1% |
| EMR Emerson Electric Co. | 0.52% | 17,054 | $2.2M | Add +0.0% |
| RJF Raymond James Financial Inc. | 0.52% | 12,900 | $2.2M | No change |
| PRU Prudential Financial Inc. | 0.52% | 21,440 | $2.2M | Add +23.2% |
| CARR Carrier Global Corp. | 0.50% | 35,661 | $2.1M | Reduce -65.3% |
| OKE Oneok Inc. | 0.49% | 28,804 | $2.1M | Reduce -19.9% |
| NOC Northrop Grumman Corp. | 0.49% | 3,425 | $2.1M | Add +11.2% |
| IOT Samsara Inc. Class A | 0.47% | 54,410 | $2.0M | New |
| CSCO Cisco Systems Inc. | 0.47% | 29,532 | $2.0M | Reduce -0.3% |
| BKR Baker Hughes Co. | 0.46% | 40,200 | $2.0M | Reduce -9.8% |
| J Jacobs Solutions Inc. | 0.45% | 12,990 | $1.9M | Add +217.7% |
| MA Mastercard Inc. Class A | 0.45% | 3,371 | $1.9M | Add +17.0% |
| KVUE Kenvue Inc. | 0.44% | 117,254 | $1.9M | Reduce -56.9% |
| FLS Flowserve Corp. | 0.44% | 35,474 | $1.9M | Reduce -2.9% |
| USB US Bancorp | 0.40% | 35,860 | $1.7M | Add +0.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.40% | 4,421 | $1.7M | Reduce -21.0% |
| EW Edwards Lifesciences Corp. | 0.39% | 21,360 | $1.7M | Reduce -0.3% |
| DPZ Domino's Pizza Inc. | 0.37% | 3,667 | $1.6M | Add +20.0% |
| ELV Elevance Health Inc. | 0.37% | 4,867 | $1.6M | No change |
| PSX Phillips 66 | 0.33% | 10,500 | $1.4M | Add +17.9% |
| IMAX Imax Corp. | 0.32% | 42,128 | $1.4M | Reduce -4.1% |
| QCOM Qualcomm Inc. | 0.29% | 7,486 | $1.2M | Reduce -0.7% |
| ZM Zoom Communications Inc. | 0.29% | 15,000 | $1.2M | New |
| TMUS T-Mobile US Inc. | 0.28% | 4,953 | $1.2M | Reduce -3.3% |
| WM Waste Management Inc. | 0.27% | 5,349 | $1.2M | Add +84.6% |
| NRG NRG Energy Inc. | 0.26% | 6,989 | $1.1M | Add +24.9% |
| BEPC Brookfield Renewable Corp. | 0.26% | 32,105 | $1.1M | Reduce -0.8% |
| XLK SS Technology Select Sector | 0.23% | 3,500 | $987K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.20% | 3,115 | $870K | No change |
| IGV iShares Expanded Tech-Softwa | 0.20% | 7,500 | $863K | No change |
| CPAY Corpay Inc. | 0.19% | 2,816 | $811K | Reduce -63.8% |
| NEE Nextera Energy Inc. | 0.19% | 10,700 | $808K | Reduce -1.1% |
| JEF Jefferies Financial Group Inc. | 0.18% | 11,851 | $775K | New |
| HLI Houlihan Lokey Inc. | 0.18% | 3,740 | $768K | Reduce -0.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 1,600 | $767K | No change |
| CTAS Cintas Corp. | 0.18% | 3,713 | $762K | Add +0.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.18% | 1 | $754K | No change |
| VGT Vanguard Info Tech ETF | 0.17% | 1,000 | $747K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.17% | 1,495 | $733K | Reduce -0.1% |
| URNM Sprott Uranium Miners ETF | 0.17% | 11,920 | $720K | Add +165.0% |
| DLR Digital Realty Trust Inc. | 0.16% | 4,099 | $709K | No change |
Options reported separately and not counted above: QQQ puts ($296K).
Portfolio Sells Q2 2025 → Q3 2025
| CARR Carrier Global Corp. | Reduce -65.3% | 0.50% | −1.29 |
| KVUE Kenvue Inc. | Reduce -56.9% | 0.44% | −0.91 |
| TECK Teck Resources Ltd.-CLS B | Sold out | 0.00% | −0.76 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.66 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.59 |
| WFC Wells Fargo & Co. | Reduce -16.4% | 3.47% | −0.59 |
| JHX James Hardie Ord | Sold out | 0.00% | −0.55 |
| GTLS Chart Industries Inc. | Reduce -83.2% | 0.13% | −0.52 |
| BKNG Booking Holdings Inc. | Reduce -19.4% | 1.26% | −0.45 |
| CART Maplebear Inc. | Reduce -82.3% | 0.07% | −0.44 |
| MDLZ Mondelez International Inc. Class A | Reduce -25.8% | 0.91% | −0.44 |
| CPAY Corpay Inc. | Reduce -63.8% | 0.19% | −0.43 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.41 |
| ISRG Intuitive Surgical Inc. | Reduce -5.9% | 1.03% | −0.33 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.32 |
| EQIX Equinix Inc. | Reduce -13.5% | 1.61% | −0.32 |
| AMGN Amgen Inc. | Reduce -15.9% | 1.33% | −0.27 |
| TTEK Tetra Tech Inc. | Reduce -12.8% | 1.02% | −0.27 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.26 |
| HPQ HP Inc. | Reduce -28.1% | 0.82% | −0.23 |
| OKE Oneok Inc. | Reduce -19.9% | 0.49% | −0.21 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -21.0% | 0.40% | −0.19 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.18 |
| BAC Bank of America Corp. | Reduce -14.5% | 1.68% | −0.16 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.14 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.12 |
| KHC The Kraft Heinz Co. | Reduce -16.1% | 0.52% | −0.11 |
| RS Reliance Inc. | Reduce -2.7% | 0.55% | −0.10 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.09 |
| DGX Quest Diagnostics Inc. | Reduce -11.4% | 0.78% | −0.07 |
| AESI Atlas Energy Solutions Inc. | Sold out | 0.00% | −0.06 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.05 |
| DOV Dover Corp. | Sold out | 0.00% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -33.4% | 0.07% | −0.05 |
| CSL Carlisle Cos Inc. | Reduce -3.6% | 0.10% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -0.3% | 0.47% | −0.02 |
| FLS Flowserve Corp. | Reduce -2.9% | 0.44% | −0.02 |
| TMUS T-Mobile US Inc. | Reduce -3.3% | 0.28% | −0.01 |
| EW Edwards Lifesciences Corp. | Reduce -0.3% | 0.39% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -18.4% | 0.06% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.1% | 0.17% | −0.01 |
| SO The Southern Co. | Reduce -1.6% | 1.32% | −0.01 |
| AJG Arthur J Gallagher & Co. | Reduce -0.8% | 0.10% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -0.5% | 0.07% | +0.00 |
| ARIS WATER SOLUTIONS INC-A | Reduce -1.2% | 0.08% | +0.00 |
| POR Portland General Electric Co. | Reduce -0.9% | 0.09% | +0.00 |
| QCOM Qualcomm Inc. | Reduce -0.7% | 0.29% | +0.00 |
| BEPC Brookfield Renewable Corp. | Reduce -0.8% | 0.26% | +0.00 |
| KLAC KLA Corp. | Reduce -5.5% | 0.06% | +0.01 |
| NEE Nextera Energy Inc. | Reduce -1.1% | 0.19% | +0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| SBAC SBA Communications Corp. | New | 1.15% | +1.15 |
| GOOG Alphabet Inc. Class C | Add +0.3% | 3.42% | +0.88 |
| AAPL Apple Inc. | Add +7.1% | 3.66% | +0.85 |
| PEP Pepsico Inc. | Add +148.2% | 1.13% | +0.69 |
| IOT Samsara Inc. Class A | New | 0.47% | +0.47 |
| LHX L3HARRIS Technologies Inc. | Add +1.3% | 2.42% | +0.42 |
| CMI Cummins Inc. | Add +3.2% | 1.53% | +0.36 |
| NVDA Nvidia Corp. | Add +0.9% | 2.30% | +0.33 |
| J Jacobs Solutions Inc. | Add +217.7% | 0.45% | +0.33 |
| VRNS Varonis Systems Inc. | Add +62.2% | 0.65% | +0.29 |
| ZM Zoom Communications Inc. | New | 0.29% | +0.29 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 3.90% | +0.24 |
| EVRG Evergy Inc. | Add +15.3% | 1.02% | +0.20 |
| MSFT Microsoft Corp. | Add +4.4% | 3.19% | +0.19 |
| JNJ Johnson & Johnson | Add +0.3% | 1.20% | +0.19 |
| JEF Jefferies Financial Group Inc. | New | 0.18% | +0.18 |
| STLD Steel Dynamics Inc. | Add +4.5% | 1.62% | +0.17 |
| LRCX Lam Research Corp. | Add +3.9% | 0.55% | +0.16 |
| TJX TJX Companies Inc. | Add +3.3% | 0.82% | +0.13 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.13% | +0.13 |
| HD Home Depot Inc. | Add +0.8% | 1.52% | +0.13 |
| NOC Northrop Grumman Corp. | Add +11.2% | 0.49% | +0.12 |
| WM Waste Management Inc. | Add +84.6% | 0.27% | +0.12 |
| URNM Sprott Uranium Miners ETF | Add +165.0% | 0.17% | +0.12 |
| OLLI Ollie's Bargain Outlet Holdi | New | 0.11% | +0.11 |
| WTRG Essential Utilities Inc. | Add +12.1% | 0.70% | +0.11 |
| MSI Motorola Solutions Inc. | Add +0.5% | 1.31% | +0.09 |
| PSX Phillips 66 | Add +17.9% | 0.33% | +0.08 |
| SOUN Soundhound AI Inc. Class A | New | 0.08% | +0.08 |
| TSCO Tractor Supply Company | Add +9.5% | 0.58% | +0.08 |
| GRMN Garmin Ltd. | Add +0.6% | 0.53% | +0.07 |
| PRU Prudential Financial Inc. | Add +23.2% | 0.52% | +0.07 |
| MA Mastercard Inc. Class A | Add +17.0% | 0.45% | +0.06 |
| AGI Alamos Gold Inc. Class A | New | 0.06% | +0.06 |
| TOL Toll Brothers Inc. | New | 0.05% | +0.05 |
| NRG NRG Energy Inc. | Add +24.9% | 0.26% | +0.05 |
| PH Parker Hannifin Corp. | New | 0.05% | +0.05 |
| IBM Intl Business Machines Corp. | New | 0.05% | +0.05 |
| HWM Howmet Aerospace Inc. | New | 0.05% | +0.05 |
| DPZ Domino's Pizza Inc. | Add +20.0% | 0.37% | +0.04 |
| TT Trane Technologies PLC | Add +9.1% | 0.91% | +0.03 |
| UBER Uber Technologies Inc. | Add +0.5% | 0.68% | +0.02 |
| WMB Williams Cos Inc. | Add +3.2% | 1.20% | +0.02 |
| USB US Bancorp | Add +0.0% | 0.40% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +1.9% | 0.11% | +0.02 |
| MTB M & T Bank Corp. | Add +25.8% | 0.07% | +0.01 |
| CCJ Cameco Corp. | Add +1.7% | 0.12% | +0.01 |
| HUBB Hubbell Inc. | Add +14.7% | 0.09% | +0.01 |
| MCK McKesson Corp. | Add +7.6% | 0.11% | +0.01 |
| AVY Avery Dennison Corp. | Add +13.0% | 0.06% | +0.00 |
Options Activity Q2 2025 → Q3 2025
| QQQ Invesco QQQ Trust Series 1 | put | Reduce -35.7% | 78,500 | $296K |
| RSP Invesco S&P 500 Equal Weight | put | Sold out | 35,300 | $86Kbefore exit |
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 |