ALPINE WOODS CAPITAL INVESTORS, LLC

CIK

1226886

Location

PURCHASE, NY

Portfolio Value

Small $395,320,103

Diversification

Diversified

Filing Date

Global Rank

#2,967 / 8,609 ▼ 16 · as of Mar 2026

Top Industry

Semiconductors 15.0%

3Y Alpha vs SPY

-3.7%

Period ended 4 months ago

Filed May 27, 2026 · 48d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+58.6%

SPY

+74.0%

Annualised alpha

-3.7%

Max drawdown

−17.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

181 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.0%

+1.7 pts

Top 5

21.0%

−2.8 pts

Top 10

31.6%

−4.5 pts

HHI

194

Diversified−9

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.1%	$95,089,550	26
Financial Services	15.0%	$59,213,400	26
Industrials	14.2%	$56,057,590	31
Healthcare	9.2%	$36,208,734	22
Consumer Defensive	8.9%	$35,125,134	14
Basic Materials	7.0%	$27,791,315	9
Consumer Cyclical	5.1%	$20,188,217	15
Utilities	5.0%	$19,668,946	8
Energy	4.7%	$18,656,933	14
Real Estate	4.3%	$16,978,776	8
Communication Services	2.6%	$10,341,508	8

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+130,547	182,262	$31,786,492
KHC	Kraft Heinz Co	+91,347	128,064	$2,880,159
GIS	General Mills Inc	+74,711	86,461	$3,218,078
MDLZ	Mondelez International, Inc.	+71,503	112,117	$6,462,423
BEPC	Brookfield Renewable Corp	+44,739	84,363	$3,360,178
CLX	Clorox Co /De/	+29,049	32,067	$3,323,103
QCOM	Qualcomm Inc/De	+25,757	33,243	$4,281,033
CSCO	Cisco Systems, Inc.	+22,270	51,806	$4,019,627
EMR	Emerson Electric Co	+19,261	37,765	$4,947,970
WM	Waste Management Inc	+16,653	24,723	$5,681,098
TEVA	Teva Pharmaceutical Industries Ltd	+14,587	29,424	$886,250
SO	Southern Co	+13,633	69,437	$6,702,059
MP	MP Materials Corp. / DE	+13,109	22,557	$1,088,600
USB	US Bancorp De	+9,057	44,928	$2,336,705
EVRG	Evergy, Inc.	+8,966	75,695	$6,200,934
HLI	Houlihan Lokey, Inc.	+8,288	11,975	$1,719,849
TSCO	Tractor Supply Co /De/	+7,917	51,513	$2,333,538
NFLX	Netflix Inc	+7,281	38,102	$3,663,507
WMT	Walmart Inc.	+4,485	6,899	$857,407
STZ	Constellation Brands, Inc.	+4,284	33,033	$4,954,950
STLD	Steel Dynamics Inc	+4,117	44,156	$7,948,080
AMGN	Amgen Inc	+4,003	23,064	$8,115,068
PEP	Pepsico Inc	+3,556	42,796	$6,645,790
SPG	Simon Property Group Inc.	+3,246	16,470	$3,072,149
CRWD	CrowdStrike Holdings, Inc.	+2,658	4,083	$398,511
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WTRG	Essential Utilities, Inc.	−68,856	14,077	$566,880
HESM	Hess Midstream LP	−59,415	29,900	$1,162,213
INGR	Ingredion Inc	−43,280	14,129	$1,591,773
XRAY	DENTSPLY SIRONA Inc.	−34,068	25,415	$294,814
WKC	World Kinect Corp	−31,750	11,815	$272,572
AAPL	Apple Inc.	−27,269	33,696	$8,551,707
AVGO	Broadcom Inc.	−18,851	50,392	$15,596,827
TTEK	Tetra Tech Inc	−18,761	84,047	$2,531,495
AEM	Agnico Eagle Mines Ltd	−17,793	48,889	$9,923,489
IOT	Samsara Inc.	−17,369	7,195	$228,009
AGI	Alamos Gold Inc	−16,565	10,400	$462,072
PRU	Prudential Financial Inc	−13,362	12,965	$1,266,550
GOOGL	Alphabet Inc.	−12,007	6,771	$1,947,068
HNGE	Hinge Health, Inc.	−11,814	30,100	$1,160,656
JPM	Jpmorgan Chase & Co	−10,999	37,365	$10,991,288
DGX	Quest Diagnostics Inc	−9,423	9,979	$1,955,684
MSFT	Microsoft Corp	−8,021	18,428	$6,821,492
BAC	Bank Of America Corp /De/	−7,526	134,382	$6,551,122
PANW	Palo Alto Networks Inc	−7,052	10,567	$1,694,101
IMAX	Imax Corp	−6,003	30,652	$1,165,082
WMB	Williams Companies, Inc.	−5,403	67,390	$4,904,644
AMZN	Amazon Com Inc	−4,434	21,787	$4,537,578
ICE	Intercontinental Exchange, Inc.	−4,401	9,336	$1,468,366
WFC	Wells Fargo & Company/Mn	−4,000	174,191	$13,867,345
ORCL	Oracle Corp	−3,903	1,880	$276,566
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MET	Metlife Inc	55,498	$3,924,818
PPG	Ppg Industries Inc	32,925	$3,519,024
PRI	Primerica, Inc.	9,643	$2,415,378
PG	PROCTER & GAMBLE Co	13,379	$1,932,462
TSN	Tyson Foods, Inc.	25,448	$1,630,453
MKC	Mccormick & Co Inc	20,900	$1,054,196
BHP	BHP Group Ltd	13,473	$980,026
GS	Goldman Sachs Group Inc	846	$715,707
SCHW	Schwab Charles Corp	6,218	$584,367
CLS	Celestica Inc	2,000	$563,360
AXON	Axon Enterprise, Inc.	1,015	$431,060
VLY	Valley National Bancorp	26,879	$330,074
PIPR	Piper Sandler Companies	4,062	$310,946
COLD	Americold Realty Trust	26,726	$306,279
CGNX	Cognex Corp	6,131	$300,357
CUBE	CubeSmart	8,152	$298,770
SIRI	Sirius Xm Holdings Inc.	12,933	$298,493
NXT	Nextpower Inc.	2,466	$297,276
SEM	Select Medical Holdings Corp	18,132	$295,370
FROG	JFrog Ltd	6,275	$294,485
HALO	Halozyme Therapeutics, Inc.	4,351	$281,205
UEC	Uranium Energy Corp	20,829	$281,191
AVT	Avnet Inc	4,494	$276,920
LKQ	Lkq Corp	9,290	$272,847
CWST	Casella Waste Systems Inc	3,400	$269,756
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	43,000	$26,415,330
ORI	Old Republic International Corp	80,000	$3,651,200
FLS	Flowserve Corp	35,466	$2,460,631
DOX	Amdocs Ltd	28,201	$2,270,462
HPQ	Hp Inc	95,219	$2,121,479
FIGR	Figure Technology Solutions, Inc.	46,457	$1,897,303
ZM	Zoom Communications, Inc.	19,327	$1,667,726
VRNS	Varonis Systems Inc	48,000	$1,574,400
EW	Edwards Lifesciences Corp	17,197	$1,466,044
AVAV	AeroVironment Inc	3,369	$814,927
RBRK	Rubrik, Inc.	10,000	$764,800
UPST	Upstart Holdings, Inc.	17,189	$751,674
TGT	Target Corp	6,920	$676,430
VRTS	Virtus Investment Partners, Inc.	4,080	$665,652
LPX	Louisiana-Pacific Corp	8,240	$665,462
WLK	Westlake Corp	8,989	$664,646
AMSC	American Superconductor Corp /De/	23,026	$662,688
ODFL	Old Dominion Freight Line, Inc.	4,211	$660,284
AESI	Atlas Energy Solutions Inc.	69,351	$653,286
LEU	Centrus Energy Corp	2,523	$612,483
IREN	IREN Ltd	15,743	$594,613
SOUN	Soundhound Ai, Inc.	50,742	$505,897
RBLX	Roblox Corp	4,581	$371,198
AJG	Arthur J. Gallagher & Co.	1,395	$361,012
DUOL	Duolingo, Inc.	1,895	$332,572
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

181 positions · $395,320,103 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 181 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	182,262	+130,547	$31,786,492	+229.6%	8.04%
AVGO	Broadcom Inc. Technology	Reduced	50,392	-18,851	$15,596,827	−34.9%	3.95%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	174,191	-4,000	$13,867,345	−16.5%	3.51%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	37,365	-10,999	$10,991,288	−29.5%	2.78%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	30,662	-2,459	$10,582,989	+8.8%	2.68%
AEM	Agnico Eagle Mines Ltd Basic Materials	Reduced	48,889	-17,793	$9,923,489	−12.2%	2.51%
AAPL	Apple Inc. Technology	Reduced	33,696	-27,269	$8,551,707	−48.4%	2.16%
AMGN	Amgen Inc Healthcare	Added	23,064	+4,003	$8,115,068	+30.1%	2.05%
STLD	Steel Dynamics Inc Basic Materials	Added	44,156	+4,117	$7,948,080	+17.1%	2.01%
CMI	Cummins Inc Industrials	Reduced	13,959	-859	$7,510,221	−0.7%	1.90%
MSFT	Microsoft Corp Technology	Reduced	18,428	-8,021	$6,821,492	−46.7%	1.73%
ABBV	AbbVie Inc. Healthcare	Added	31,234	+2,190	$6,793,082	+2.4%	1.72%
SO	Southern Co Utilities	Added	69,437	+13,633	$6,702,059	+37.7%	1.70%
PEP	Pepsico Inc Consumer Defensive	Added	42,796	+3,556	$6,645,790	+18.0%	1.68%
JNJ	Johnson & Johnson Healthcare	Reduced	27,118	-130	$6,628,723	+17.6%	1.68%
EQIX	Equinix Inc Real Estate	Added	6,710	+1,385	$6,577,410	+61.2%	1.66%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	134,382	-7,526	$6,551,122	−16.1%	1.66%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	112,117	+71,503	$6,462,423	+195.6%	1.63%
EVRG	Evergy, Inc. Utilities	Added	75,695	+8,966	$6,200,934	+28.2%	1.57%
WM	Waste Management Inc Industrials	Added	24,723	+16,653	$5,681,098	+220.4%	1.44%
SBAC	Sba Communications Corp Real Estate	Added	32,295	+2,647	$5,558,292	−3.1%	1.41%
TXN	Texas Instruments Inc Technology	Added	27,895	+1,819	$5,415,535	+19.7%	1.37%
LNG	Cheniere Energy, Inc. Energy	Added	18,947	+1,161	$5,376,400	+55.5%	1.36%
STZ	Constellation Brands, Inc. Consumer Defensive	Added	33,033	+4,284	$4,954,950	+24.9%	1.25%
EMR	Emerson Electric Co Industrials	Added	37,765	+19,261	$4,947,970	+101.5%	1.25%
WMB	Williams Companies, Inc. Energy	Reduced	67,390	-5,403	$4,904,644	+12.1%	1.24%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	21,787	-4,434	$4,537,578	−25.0%	1.15%
HD	Home Depot, Inc. Consumer Cyclical	Added	13,288	+397	$4,370,290	−1.5%	1.11%
MSI	Motorola Solutions, Inc. Technology	Reduced	9,903	-1,356	$4,297,604	−0.4%	1.09%
QCOM	Qualcomm Inc/De Technology	Added	33,243	+25,757	$4,281,033	+234.3%	1.08%
CSCO	Cisco Systems, Inc. Technology	Added	51,806	+22,270	$4,019,627	+76.7%	1.02%
MET	Metlife Inc Financial Services	NEW	55,498	NEW	$3,924,818	NEW	0.99%
NFLX	Netflix Inc Communication Services	Added	38,102	+7,281	$3,663,507	+26.8%	0.93%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	22,625	+449	$3,613,212	+6.1%	0.91%
PPG	Ppg Industries Inc Basic Materials	NEW	32,925	NEW	$3,519,024	NEW	0.89%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	29,259	-1,226	$3,470,995	−1.9%	0.88%
TT	Trane Technologies plc Industrials	Reduced	8,295	-402	$3,456,858	+2.1%	0.87%
BEPC	Brookfield Renewable Corp Utilities	Added	84,363	+44,739	$3,360,178	+121.2%	0.85%
CLX	Clorox Co /De/ Consumer Defensive	Added	32,067	+29,049	$3,323,103	+992.0%	0.84%
RS	Reliance, Inc. Basic Materials	Added	10,600	+1,613	$3,221,552	+24.1%	0.81%
GIS	General Mills Inc Consumer Defensive	Added	86,461	+74,711	$3,218,078	+489.0%	0.81%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	6,884	-3,007	$3,173,455	−43.4%	0.80%
SPG	Simon Property Group Inc. Real Estate	Added	16,470	+3,246	$3,072,149	+25.5%	0.78%
UNP	Union Pacific Corp Industrials	Held	12,200	0	$2,959,964	+4.9%	0.75%
KHC	Kraft Heinz Co Consumer Defensive	Added	128,064	+91,347	$2,880,159	+223.5%	0.73%
GRMN	Garmin Ltd Technology	Added	12,362	+2,153	$2,868,107	+38.5%	0.73%
J	Jacobs Solutions Inc. Industrials	Added	20,024	+2,147	$2,548,654	+7.6%	0.64%
MA	Mastercard Inc Financial Services	Added	5,099	+1,557	$2,547,766	+26.0%	0.64%
TTEK	Tetra Tech Inc Industrials	Reduced	84,047	-18,761	$2,531,495	−26.6%	0.64%
HEI	Heico Corp Industrials	Reduced	8,923	-2,075	$2,446,686	−31.3%	0.62%