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

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 Q1 2025 Q2 2025: $420.7M Q2 2025 Q3 2025: $429.9M $429.9M Q3 2025 Q4 2025: $419.4M Q4 2025 Q1 2026: $416.7M Q1 2026 Q2 2026: $443.5M Q2 2026

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
SPGI S&P Global Inc. 0.16% 1,408 $685K Add +10.4%
XLC SS Comm Select Sector SPDR 0.14% 5,000 $592K No change
LLY Eli Lilly & Co. 0.13% 750 $572K No change
ORCL Oracle Corp. 0.13% 2,025 $570K Reduce -0.7%
GTLS Chart Industries Inc. 0.13% 2,794 $559K Reduce -83.2%
RCL Royal Caribbean Cruises Ltd. 0.13% 1,690 $547K New
ABT Abbott Laboratories 0.13% 4,073 $546K Add +1.7%
CRSP Crispr Therapeutics AG 0.12% 8,279 $537K Reduce -2.6%
DGRW Wisdomtree U.S. Quality Divi 0.12% 6,000 $534K No change
IAI iShares U.S. Broker-Dealers 0.12% 3,000 $531K No change
CCJ Cameco Corp. 0.12% 6,198 $520K Add +1.7%
MCK McKesson Corp. 0.11% 635 $491K Add +7.6%
OLLI Ollie's Bargain Outlet Holdi 0.11% 3,761 $483K New
SKYY First Trust Cloud Computing 0.11% 3,500 $470K No change
TMO Thermo Fisher Scientific Inc. 0.11% 943 $457K Add +1.9%
XLY SS Consumer Disc Select Sect 0.11% 1,900 $455K No change
VYM Vanguard High DVD Yield ETF 0.10% 3,200 $451K No change
WLKP Westlake Chemical Partners L 0.10% 21,390 $449K No change
CSL Carlisle Cos Inc. 0.10% 1,350 $444K Reduce -3.6%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.10% 1,409 $436K Reduce -0.8%
KMI Kinder Morgan Inc. 0.10% 14,700 $416K No change
HII Huntington Ingalls Industrie 0.09% 1,388 $400K Reduce -0.2%
POR Portland General Electric Co. 0.09% 8,935 $393K Reduce -0.9%
CAT Caterpillar Inc. 0.09% 821 $392K No change
VVV Valvoline Inc. 0.09% 10,599 $381K No change
HUBB Hubbell Inc. 0.09% 860 $370K Add +14.7%
CMS CMS Energy Corp. 0.08% 4,750 $348K No change
NTR Nutrien Ltd. 0.08% 5,875 $345K No change
ARIS WATER SOLUTIONS INC-A 0.08% 13,700 $338K Reduce -1.2%
SOUN Soundhound AI Inc. Class A 0.08% 20,885 $336K New
FDX FedEx Corp. 0.08% 1,373 $324K No change
COST Costco Wholesale Corp. 0.07% 339 $314K Reduce -33.4%
CART Maplebear Inc. 0.07% 8,501 $312K Reduce -82.3%
PSCH Invesco S&P Smallcap Health 0.07% 7,500 $312K No change
AMD Advanced Micro Devices 0.07% 1,895 $307K No change
XLV SS Health Care Select Sector 0.07% 2,105 $293K Reduce -0.5%
MTB M & T Bank Corp. filed as M & T BK CORP 0.07% 1,465 $290K Add +25.8%
KLAC KLA Corp. 0.06% 258 $278K Reduce -5.5%
CIBR First Trust Nasdaq Cybersecu 0.06% 3,600 $274K No change
ED Consolidated Edison Inc. 0.06% 2,555 $257K No change
XOM Exxon Mobil Corp. 0.06% 2,244 $253K Reduce -18.4%
AVY Avery Dennison Corp. 0.06% 1,525 $247K Add +13.0%
AGI Alamos Gold Inc. Class A 0.06% 7,000 $244K New
TOL Toll Brothers Inc. 0.05% 1,700 $235K New
MOO Vaneck Agribusiness ETF 0.05% 3,000 $220K No change
T AT&T Inc. 0.05% 7,771 $219K Add +0.8%
PH Parker Hannifin Corp. 0.05% 276 $209K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 738 $208K New
HWM Howmet Aerospace Inc. 0.05% 1,053 $207K New
ET Energy Transfer LP 0.05% 11,850 $203K No change
MANU Manchester United PLC Class A 0.05% 12,999 $197K Add +22.4%

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

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