§ 13F · FUND PROFILE
ALPINE WOODS CAPITAL INVESTORS, LLC.
AUM · $460M (13F)Positions · 220Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$53M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 46K | $17M | 3.8% | −54% |
| 2 | WFC | WELLS FARGO & CO | 174K | $14M | 3.1% | −31% |
| 3 | JPM | JPMORGAN CHASE & CO | 40K | $13M | 2.8% | −47% |
| 4 | GOOG | ALPHABET INC | 34K | $12M | 2.6% | −55% |
| 5 | QQQ | INVESCO QQQ TR | 15K | $11M | 2.4% | NEW |
| 6 | CMI | CUMMINS INC | 14K | $10M | 2.2% | −50% |
| 7 | NVDA | NVIDIA CORPORATION | 48K | $10M | 2.1% | −87% |
| 8 | AAPL | APPLE INC | 33K | $10M | 2.1% | −51% |
| 9 | LHX | L3HARRIS TECHNOLOGIES INC | 33K | $10M | 2.1% | −46% |
| 10 | AMGN | AMGEN INC | 25K | $9M | 2.0% | −46% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALPINE SIGNAL
AC read
ALPINE WOODS CAPITAL INVESTORS, LLC is a Other fund managing $460 million in assets. The fund runs a broad portfolio of 220 positions.
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