Alpine Woods Capital Investors, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Alpine Woods Capital Investors, LLC disclosed 172 US equity positions worth $419.4m in its Q4 2025 13F filing. The largest position was AVGO at 5.7% of the reported book, followed by GOOG and WFC. Against the Q3 2025 filing, it opened 3 new positions, added to 13 and reduced 25 among the top 50 holdings.
What did Alpine Woods Capital Investors, LLC own in Q4 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AVGO BROADCOM INC | Technology | 5.7% | $24.0m | 69,243 | -14% | reduced |
| 2 | GOOG ALPHABET INC | Communication Services | 4.5% | $18.9m | 60,101 | -0% | held |
| 3 | WFC WELLS FARGO CO NEW | Financial Services | 4.0% | $16.6m | 178,191 | 0% | held |
| 4 | AAPL APPLE INC | Technology | 4.0% | $16.6m | 60,965 | -1% | reduced |
| 5 | JPM JPMORGAN CHASE & CO. | Financial Services | 3.7% | $15.6m | 48,364 | -9% | reduced |
| 6 | MSFT MICROSOFT CORP | Technology | 3.0% | $12.8m | 26,449 | -0% | held |
| 7 | AEM AGNICO EAGLE MINES LTD | Basic Materials | 2.7% | $11.3m | 66,682 | -6% | reduced |
| 8 | LHX L3HARRIS TECHNOLOGIES INC | Industrials | 2.3% | $9.7m | 33,121 | -3% | reduced |
| 9 | NVDA NVIDIA CORPORATION | Technology | 2.3% | $9.6m | 51,715 | -2% | reduced |
| 10 | BAC BANK AMERICA CORP | Financial Services | 1.9% | $7.8m | 141,908 | 1% | added |
| 11 | CMI CUMMINS INC | Industrials | 1.8% | $7.6m | 14,818 | -5% | reduced |
| 12 | STLD STEEL DYNAMICS INC | Basic Materials | 1.6% | $6.8m | 40,039 | -20% | reduced |
| 13 | ABBV ABBVIE INC | Healthcare | 1.6% | $6.6m | 29,044 | -17% | reduced |
| 14 | INGR INGREDION INC | Consumer Defensive | 1.5% | $6.3m | 57,409 | 5% | added |
| 15 | AMGN AMGEN INC | Healthcare | 1.5% | $6.2m | 19,061 | -6% | reduced |
| 16 | AMZN AMAZON COM INC | Consumer Cyclical | 1.4% | $6.1m | 26,221 | -12% | reduced |
| 17 | GOOGL ALPHABET INC | Communication Services | 1.4% | $5.9m | 18,778 | -0% | held |
| 18 | SBAC SBA COMMUNICATIONS CORP NEW | Real Estate | 1.4% | $5.7m | 29,648 | 16% | added |
| 19 | JNJ JOHNSON & JOHNSON | Healthcare | 1.3% | $5.6m | 27,248 | -2% | reduced |
| 20 | PEP PEPSICO INC | Consumer Defensive | 1.3% | $5.6m | 39,240 | 13% | added |
| 21 | ISRG INTUITIVE SURGICAL INC | Healthcare | 1.3% | $5.6m | 9,891 | -0% | held |
| 22 | SO SOUTHERN CO | Utilities | 1.2% | $4.9m | 55,804 | -7% | reduced |
| 23 | EVRG EVERGY INC | Utilities | 1.2% | $4.8m | 66,729 | 16% | added |
| 24 | TXN TEXAS INSTRS INC | Technology | 1.1% | $4.5m | 26,076 | 0% | held |
| 25 | HD HOME DEPOT INC | Consumer Cyclical | 1.1% | $4.4m | 12,891 | -20% | reduced |
| 26 | WMB WILLIAMS COS INC | Energy | 1.0% | $4.4m | 72,793 | -11% | reduced |
| 27 | MSI MOTOROLA SOLUTIONS INC | Technology | 1.0% | $4.3m | 11,259 | -8% | reduced |
| 28 | EQIX EQUINIX INC | Real Estate | 1.0% | $4.1m | 5,325 | -40% | reduced |
| 29 | STZ CONSTELLATION BRANDS INC | Consumer Defensive | 0.9% | $4.0m | 28,749 | – | new |
| 30 | ORI OLD REP INTL CORP | Financial Services | 0.9% | $3.7m | 80,000 | – | new |
| 31 | HEI HEICO CORP NEW | Industrials | 0.8% | $3.6m | 10,998 | -15% | reduced |
| 32 | BNY BANK NEW YORK MELLON CORP | Financial Services | 0.8% | $3.5m | 30,485 | -19% | reduced |
| 33 | LNG CHENIERE ENERGY INC | Energy | 0.8% | $3.5m | 17,786 | 45% | added |
| 34 | TTEK TETRA TECH INC NEW | Industrials | 0.8% | $3.4m | 102,808 | -22% | reduced |
| 35 | TJX TJX COS INC NEW | Consumer Cyclical | 0.8% | $3.4m | 22,176 | -9% | reduced |
| 36 | TT TRANE TECHNOLOGIES PLC | Industrials | 0.8% | $3.4m | 8,697 | -6% | reduced |
| 37 | DGX QUEST DIAGNOSTICS INC | Healthcare | 0.8% | $3.4m | 19,402 | 11% | added |
| 38 | PANW PALO ALTO NETWORKS INC | Technology | 0.8% | $3.2m | 17,619 | -39% | reduced |
| 39 | WTRG ESSENTIAL UTILS INC | Utilities | 0.8% | $3.2m | 82,933 | 9% | added |
| 40 | HESM HESS MIDSTREAM LP | Energy | 0.7% | $3.1m | 89,315 | – | new |
| 41 | URI UNITED RENTALS INC | Industrials | 0.7% | $3.1m | 3,769 | -0% | held |
| 42 | PRU PRUDENTIAL FINL INC | Financial Services | 0.7% | $3.0m | 26,327 | 23% | added |
| 43 | NFLX NETFLIX INC | Communication Services | 0.7% | $2.9m | 30,821 | 712% | added |
| 44 | SNA SNAP ON INC | Industrials | 0.7% | $2.9m | 8,356 | -15% | reduced |
| 45 | UNP UNION PAC CORP | Industrials | 0.7% | $2.8m | 12,200 | 0% | held |
| 46 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 0.6% | $2.7m | 500 | -50% | reduced |
| 47 | RS RELIANCE INC | Basic Materials | 0.6% | $2.6m | 8,987 | 7% | added |
| 48 | FLS FLOWSERVE CORP | Industrials | 0.6% | $2.5m | 35,466 | -0% | held |
| 49 | EMR EMERSON ELEC CO | Industrials | 0.6% | $2.5m | 18,504 | 9% | added |
| 50 | SPG SIMON PPTY GROUP INC NEW | Real Estate | 0.6% | $2.4m | 13,224 | 9% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.