ALPINE WOODS CAPITAL INVESTORS, LLC

CIK 0001226886 · PURCHASE, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

ALPINE WOODS CAPITAL INVESTORS, LLC reported 220 positions worth $460.2M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: AVGO (3.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$460.2M
2026 Q2
Positions
220
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
25.2%
Est. Net Flow (Q)
2026 Q2
10 / 220 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AVGOBROADCOM INCSH$17.5M3.80%46,320
2WFCWELLS FARGO & COSH$14.4M3.13%174,191
3JPMJPMORGAN CHASE & COSH$13.0M2.82%39,661
4GOOGALPHABET INCSH$12.2M2.65%34,473
5QQQINVESCO QQQ TRPUT$11.0M2.40%15,000
6CMICUMMINS INCSH$10.0M2.18%14,074
7NVDANVIDIA CORPORATIONSH$9.6M2.09%48,172
8AAPLAPPLE INCSH$9.6M2.09%33,261
9LHXL3HARRIS TECHNOLOGIES INCSH$9.6M2.08%32,964
10AMGNAMGEN INCSH$9.1M1.97%25,029

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does ALPINE WOODS CAPITAL INVESTORS, LLC hold as of Q2 2026?

ALPINE WOODS CAPITAL INVESTORS, LLC reported 220 positions worth $460.2M in its Q2 2026 13F filing. Largest positions: AVGO (3.8%), WFC (3.1%), JPM (2.8%), GOOG (2.6%) and QQQ (2.4%).

What did ALPINE WOODS CAPITAL INVESTORS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did ALPINE WOODS CAPITAL INVESTORS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.