Alpine Woods Capital Investors, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 18, 2026), Alpine Woods Capital Investors, LLC reported 172 stock positions worth $419.4 million. Its top holding was Broadcom (AVGO) at 5.7% of the portfolio, followed by Alphabet Class C (GOOG, 4.5%) and Wells Fargo (WFC, 4.0%). Compared with Q3 2025, it opened 36 new positions, sold out of 15, added to 30 and reduced 75. The biggest buy was a new position in Constellation Brands Class A (STZ) and the biggest sale Meta Platforms Class A (META, shares −51%).

Most Recent 13F
Q2 2026
Location
PURCHASE, NY
CIK
0001226886
Portfolio Value
$419.4M (Q4 2025)
SEC Filing
0001226886-26-000001 ↗ filed Feb 18, 2026

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

Holdings 172 stocks · $419.4M
AVGO Broadcom Inc. 5.71% 69,243 $24.0M Reduce -14.4%
GOOG Alphabet Inc. Class C 4.50% 60,101 $18.9M Reduce -0.3%
WFC Wells Fargo & Co. 3.96% 178,191 $16.6M No change
AAPL Apple Inc. 3.95% 60,965 $16.6M Reduce -1.3%
JPM JPMorgan Chase & Co. 3.72% 48,364 $15.6M Reduce -9.0%
MSFT Microsoft Corp. 3.05% 26,449 $12.8M Reduce -0.1%
AEM Agnico Eagle Mines Ltd. 2.70% 66,682 $11.3M Reduce -6.4%
LHX L3HARRIS Technologies Inc. 2.32% 33,121 $9.7M Reduce -2.9%
NVDA Nvidia Corp. 2.30% 51,715 $9.6M Reduce -2.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.86% 141,908 $7.8M Add +1.1%
CMI Cummins Inc. 1.80% 14,818 $7.6M Reduce -4.9%
STLD Steel Dynamics Inc. 1.62% 40,039 $6.8M Reduce -19.8%
ABBV Abbvie Inc. 1.58% 29,044 $6.6M Reduce -17.1%
INGR Ingredion Inc. 1.51% 57,409 $6.3M Add +4.5%
AMGN Amgen Inc. 1.49% 19,061 $6.2M Reduce -6.2%
AMZN Amazon.com Inc. 1.44% 26,221 $6.1M Reduce -12.5%
GOOGL Alphabet Inc. Class A 1.40% 18,778 $5.9M Reduce -0.4%
SBAC SBA Communications Corp. 1.37% 29,648 $5.7M Add +15.8%
JNJ Johnson & Johnson 1.34% 27,248 $5.6M Reduce -1.8%
PEP Pepsico Inc. 1.34% 39,240 $5.6M Add +13.3%
ISRG Intuitive Surgical Inc. 1.34% 9,891 $5.6M Reduce -0.1%
SO The Southern Co. 1.16% 55,804 $4.9M Reduce -7.1%
EVRG Evergy Inc. 1.15% 66,729 $4.8M Add +15.9%
TXN Texas Instruments Inc. 1.08% 26,076 $4.5M Add +0.3%
HD Home Depot Inc. 1.06% 12,891 $4.4M Reduce -20.2%
WMB Williams Cos Inc. 1.04% 72,793 $4.4M Reduce -10.9%
MSI Motorola Solutions Inc. 1.03% 11,259 $4.3M Reduce -8.3%
EQIX Equinix Inc. 0.97% 5,325 $4.1M Reduce -39.8%
STZ Constellation Brands Inc. Class A 0.95% 28,749 $4.0M New
ORI Old Republic Intl Corp. 0.87% 80,000 $3.7M New
HEI Heico Corp. 0.85% 10,998 $3.6M Reduce -14.8%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.84% 30,485 $3.5M Reduce -18.6%
LNG Cheniere Energy Inc. 0.82% 17,786 $3.5M Add +45.1%
TTEK Tetra Tech Inc. 0.82% 102,808 $3.4M Reduce -21.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.81% 22,176 $3.4M Reduce -9.2%
TT Trane Technologies PLC 0.81% 8,697 $3.4M Reduce -5.8%
DGX Quest Diagnostics Inc. 0.80% 19,402 $3.4M Add +10.7%
PANW Palo Alto Networks Inc. 0.77% 17,619 $3.2M Reduce -39.1%
WTRG Essential Utilities Inc. 0.76% 82,933 $3.2M Add +9.4%
HESM Hess Midstream LP Class A 0.73% 89,315 $3.1M New
URI United Rentals Inc. 0.73% 3,769 $3.1M Reduce -0.2%
PRU Prudential Financial Inc. 0.71% 26,327 $3.0M Add +22.8%
NFLX Netflix Inc. 0.69% 30,821 $2.9M Reduce -18.9%
SNA Snap-on Inc. 0.69% 8,356 $2.9M Reduce -14.9%
UNP Union Pacific Corp. 0.67% 12,200 $2.8M No change
BKNG Booking Holdings Inc. 0.64% 500 $2.7M Reduce -50.0%
RS Reliance Inc. 0.62% 8,987 $2.6M Add +7.1%
FLS Flowserve Corp. 0.59% 35,466 $2.5M Reduce -0.0%
EMR Emerson Electric Co. 0.59% 18,504 $2.5M Add +8.5%
SPG Simon Property Group Inc. 0.58% 13,224 $2.4M Add +9.1%
J Jacobs Solutions Inc. 0.56% 17,877 $2.4M Add +37.6%
C Citigroup Inc. 0.56% 20,238 $2.4M Reduce -14.2%
META Meta Platforms Inc. Class A 0.55% 3,474 $2.3M Reduce -51.3%
CSCO Cisco Systems Inc. 0.54% 29,536 $2.3M Add +0.0%
DOX Amdocs Ltd. 0.54% 28,201 $2.3M Reduce -39.7%
UBER Uber Technologies Inc. 0.53% 27,273 $2.2M Reduce -8.7%
ICE Intercontinental Exchange Inc. 0.53% 13,737 $2.2M Reduce -52.7%
MDLZ Mondelez International Inc. Class A 0.52% 40,614 $2.2M Reduce -35.1%
TSCO Tractor Supply Company 0.52% 43,596 $2.2M Reduce -0.3%
HPQ HP Inc. 0.51% 95,219 $2.1M Reduce -26.5%
GWW WW Grainger Inc. 0.50% 2,096 $2.1M Reduce -19.4%
GRMN Garmin Ltd. 0.49% 10,209 $2.1M Add +9.6%
LH Labcorp Holdings Inc. 0.49% 8,240 $2.1M Reduce -18.5%
CME Cme Group Inc. 0.49% 7,491 $2.0M Reduce -16.8%
MA Mastercard Inc. Class A 0.48% 3,542 $2.0M Add +5.1%
DHI D.R. Horton Inc. 0.47% 13,621 $2.0M No change
HNGE Hinge Health Inc. Class A 0.46% 41,914 $1.9M New
USB US Bancorp 0.46% 35,871 $1.9M Add +0.0%
LRCX Lam Research Corp. 0.45% 11,117 $1.9M Reduce -36.5%
FIGR Figure Technology Solut Class A 0.45% 46,457 $1.9M New
BKR Baker Hughes Co. 0.43% 39,319 $1.8M Reduce -2.2%
WM Waste Management Inc. 0.42% 8,070 $1.8M Add +50.9%
NOC Northrop Grumman Corp. 0.40% 2,937 $1.7M Reduce -14.3%
RJF Raymond James Financial Inc. 0.40% 10,398 $1.7M Reduce -19.4%
ZM Zoom Communications Inc. 0.40% 19,327 $1.7M Add +28.9%
DPZ Domino's Pizza Inc. 0.36% 3,649 $1.5M Reduce -0.5%
BEPC Brookfield Renewable Corp. 0.36% 39,624 $1.5M Add +23.4%
EW Edwards Lifesciences Corp. 0.35% 17,197 $1.5M Reduce -19.5%
ELV Elevance Health Inc. 0.34% 4,072 $1.4M Reduce -16.3%
PSX Phillips 66 0.33% 10,731 $1.4M Add +2.2%
IMAX Imax Corp. 0.32% 36,655 $1.4M Reduce -13.0%
QCOM Qualcomm Inc. 0.31% 7,486 $1.3M No change
ORCL Oracle Corp. 0.27% 5,783 $1.1M Add +185.6%
NRG NRG Energy Inc. 0.27% 7,023 $1.1M Add +0.5%
AGI Alamos Gold Inc. Class A 0.25% 26,965 $1.0M Add +285.2%
WKC World Kinect Corp. 0.24% 43,565 $1.0M New
XLK SS Technology Select Sector 0.24% 7,000 $1.0M No change
RGEN Repligen Corp. 0.24% 6,136 $1.0M New
CCJ Cameco Corp. 0.21% 9,766 $893K Add +57.6%
KHC The Kraft Heinz Co. 0.21% 36,717 $890K Reduce -57.3%
IOT Samsara Inc. Class A 0.21% 24,564 $871K Reduce -54.9%
TSM Taiwan Semiconductor-SP ADR 0.21% 2,855 $868K Reduce -8.3%
NEE Nextera Energy Inc. 0.20% 10,250 $823K Reduce -4.2%
AVAV Aerovironment Inc. 0.19% 3,369 $815K New
LLY Eli Lilly & Co. 0.19% 750 $806K No change
IGV iShares Expanded Tech-Softwa 0.19% 7,500 $793K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.19% 1,600 $781K No change
RBRK Rubrik Inc. Class A 0.18% 10,000 $765K New
BRK.A Berkshire Hathaway Inc. Class A 0.18% 1 $755K No change
VGT Vanguard Info Tech ETF 0.18% 1,000 $754K No change

Show all 172 holdings

Options reported separately and not counted above: QQQ puts ($507K), VRNS calls ($52K).

Portfolio Sells Q3 2025 → Q4 2025
META Meta Platforms Inc. Class A Reduce -51.3% 0.55% −0.67
VRNS Varonis Systems Inc. Sold out 0.00% −0.65
EQIX Equinix Inc. Reduce -39.8% 0.97% −0.64
BKNG Booking Holdings Inc. Reduce -50.0% 0.64% −0.62
ICE Intercontinental Exchange Inc. Reduce -52.7% 0.53% −0.61
PANW Palo Alto Networks Inc. Reduce -39.1% 0.77% −0.60
AVGO Broadcom Inc. Reduce -14.4% 5.71% −0.49
OKE Oneok Inc. Sold out 0.00% −0.49
HD Home Depot Inc. Reduce -20.2% 1.06% −0.47
CARR Carrier Global Corp. Reduce -89.1% 0.05% −0.45
KVUE Kenvue Inc. Sold out 0.00% −0.44
MDLZ Mondelez International Inc. Class A Reduce -35.1% 0.52% −0.39
NFLX Netflix Inc. Reduce -18.9% 0.69% −0.37
DOX Amdocs Ltd. Reduce -39.7% 0.54% −0.35
HPQ HP Inc. Reduce -26.5% 0.51% −0.31
KHC The Kraft Heinz Co. Reduce -57.3% 0.21% −0.31
ABBV Abbvie Inc. Reduce -17.1% 1.58% −0.30
MSI Motorola Solutions Inc. Reduce -8.3% 1.03% −0.28
IOT Samsara Inc. Class A Reduce -54.9% 0.21% −0.26
VRTX Vertex Pharmaceuticals Inc. Reduce -68.3% 0.15% −0.25
TTEK Tetra Tech Inc. Reduce -21.7% 0.82% −0.20
CPAY Corpay Inc. Sold out 0.00% −0.19
JPM JPMorgan Chase & Co. Reduce -9.0% 3.72% −0.19
LH Labcorp Holdings Inc. Reduce -18.5% 0.49% −0.18
JEF Jefferies Financial Group Inc. Sold out 0.00% −0.18
SO The Southern Co. Reduce -7.1% 1.16% −0.16
WMB Williams Cos Inc. Reduce -10.9% 1.04% −0.16
SPGI S&P Global Inc. Sold out 0.00% −0.16
UBER Uber Technologies Inc. Reduce -8.7% 0.53% −0.15
MSFT Microsoft Corp. Reduce -0.1% 3.05% −0.14
GTLS Chart Industries Inc. Sold out 0.00% −0.13
RCL Royal Caribbean Cruises Ltd. Sold out 0.00% −0.13
HEI Heico Corp. Reduce -14.8% 0.85% −0.12
RJF Raymond James Financial Inc. Reduce -19.4% 0.40% −0.12
URNM Sprott Uranium Miners ETF Reduce -67.4% 0.05% −0.12
OLLI Ollie's Bargain Outlet Holdi Sold out 0.00% −0.11
URI United Rentals Inc. Reduce -0.2% 0.73% −0.11
SNA Snap-on Inc. Reduce -14.9% 0.69% −0.11
BNY Bank of New York Mellon Corp. Reduce -18.6% 0.84% −0.11
LHX L3HARRIS Technologies Inc. Reduce -2.9% 2.32% −0.10
WLKP Westlake Chemical Partners L Sold out 0.00% −0.10
TT Trane Technologies PLC Reduce -5.8% 0.81% −0.10
AEM Agnico Eagle Mines Ltd. Reduce -6.4% 2.70% −0.10
TMUS T-Mobile US Inc. Reduce -25.2% 0.18% −0.10
LRCX Lam Research Corp. Reduce -36.5% 0.45% −0.09
AMZN Amazon.com Inc. Reduce -12.5% 1.44% −0.09
NOC Northrop Grumman Corp. Reduce -14.3% 0.40% −0.09
ARIS WATER SOLUTIONS INC-A Sold out 0.00% −0.08
CME Cme Group Inc. Reduce -16.8% 0.49% −0.08
COST Costco Wholesale Corp. Sold out 0.00% −0.07

Portfolio Buys Q3 2025 → Q4 2025
STZ Constellation Brands Inc. Class A New 0.95% +0.95
ORI Old Republic Intl Corp. New 0.87% +0.87
HESM Hess Midstream LP Class A New 0.73% +0.73
HNGE Hinge Health Inc. Class A New 0.46% +0.46
FIGR Figure Technology Solut Class A New 0.45% +0.45
WKC World Kinect Corp. New 0.24% +0.24
RGEN Repligen Corp. New 0.24% +0.24
SBAC SBA Communications Corp. Add +15.8% 1.37% +0.22
PEP Pepsico Inc. Add +13.3% 1.34% +0.21
AVAV Aerovironment Inc. New 0.19% +0.19
AGI Alamos Gold Inc. Class A Add +285.2% 0.25% +0.19
PRU Prudential Financial Inc. Add +22.8% 0.71% +0.19
RBRK Rubrik Inc. Class A New 0.18% +0.18
UPST Upstart Holdings Inc. New 0.18% +0.18
BAC Bank of America Corp. Add +1.1% 1.86% +0.18
XRAY Dentsply Sirona Inc. New 0.16% +0.16
TGT Target Corp. New 0.16% +0.16
LPX Louisiana-Pacific Corp. New 0.16% +0.16
VRTS Virtus Investment Partners New 0.16% +0.16
WLK Westlake Corp. New 0.16% +0.16
AMSC American Superconductor Corp. New 0.16% +0.16
ODFL Old Dominion Freight Line New 0.16% +0.16
AESI Atlas Energy Solutions Inc. New 0.16% +0.16
MRVL Marvell Technology Inc. New 0.16% +0.16
LNG Cheniere Energy Inc. Add +45.1% 0.82% +0.15
WM Waste Management Inc. Add +50.9% 0.42% +0.15
LEU Centrus Energy Corp. Class A New 0.15% +0.15
IREN Iren Ltd. New 0.14% +0.14
ORCL Oracle Corp. Add +185.6% 0.27% +0.14
EVRG Evergy Inc. Add +15.9% 1.15% +0.14
GIS General Mills Inc. New 0.13% +0.13
MP MP Materials Corp. New 0.11% +0.11
J Jacobs Solutions Inc. Add +37.6% 0.56% +0.11
TEVA Teva Pharmaceutical-SP ADR New 0.11% +0.11
ZM Zoom Communications Inc. Add +28.9% 0.40% +0.11
BEPC Brookfield Renewable Corp. Add +23.4% 0.36% +0.11
BIRK Birkenstock Holding PLC New 0.09% +0.09
CCJ Cameco Corp. Add +57.6% 0.21% +0.09
RBLX Roblox Corp. Class A New 0.09% +0.09
DUOL Duolingo New 0.08% +0.08
HUBB Hubbell Inc. Add +79.2% 0.16% +0.08
CLX Clorox Company New 0.07% +0.07
CSCO Cisco Systems Inc. Add +0.0% 0.54% +0.07
LW Lamb Weston Holdings Inc. New 0.07% +0.07
LEN Lennar Corp. Class A New 0.07% +0.07
POOL Pool Corp. New 0.07% +0.07
RS Reliance Inc. Add +7.1% 0.62% +0.07
LCID Lucid Group Inc. New 0.07% +0.07
EMR Emerson Electric Co. Add +8.5% 0.59% +0.07
WMT Walmart Inc. New 0.06% +0.06

Options Activity Q3 2025 → Q4 2025
QQQ Invesco QQQ Trust Series 1 put Reduce -45.2% 43,000 $507K
VRNS Varonis Systems Inc. call New 48,000 $52K

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