ALPINE WOODS CAPITAL INVESTORS, LLC
Q2 2026 13F filing
Updated 34 days ago220 disclosed positions worth $460.2M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AVGO BROADCOM INC | $17.5M | 46.3K | 3.80% | Trimmed(-8.1%) |
| 2 | W WFC-PZ WELLS FARGO & CO | $14.4M | 174.2K | 3.13% | Unchanged |
| 3 | J JPM-PM JPMORGAN CHASE & CO | $13M | 39.7K | 2.82% | Added(+6.1%) |
| 4 | G GOOGN ALPHABET INC | $12.2M | 34.5K | 2.65% | Trimmed(-9.4%) |
| 5 | Q QQQ INVESCO QQQ TR | $11M | 15.0K | 2.40% | — |
| 6 | C CMI CUMMINS INC | $10M | 14.1K | 2.18% | Added(+0.8%) |
| 7 | N NVDA NVIDIA CORPORATION | $9.6M | 48.2K | 2.09% | Trimmed(-0.2%) |
| 8 | A AAPL APPLE INC | $9.6M | 33.3K | 2.09% | Trimmed(-1.3%) |
| 9 | L LHX L3HARRIS TECHNOLOGIES INC | $9.6M | 33.0K | 2.08% | Added(+7.5%) |
| 10 | A AMGN AMGEN INC | $9.1M | 25.0K | 1.97% | Added(+8.5%) |
| 11 | M MSFT MICROSOFT CORP | $8.2M | 22.1K | 1.79% | Added(+19.9%) |
| 12 | B BAC-PS BANK OF AMER CORP | $8M | 140.6K | 1.74% | Added(+4.7%) |
| 13 | A ABBV ABBVIE INC | $7.8M | 30.8K | 1.69% | Trimmed(-1.3%) |
| 14 | A AEM AGNICO EAGLE MINES LTD | $7.5M | 48.6K | 1.64% | Trimmed(-0.5%) |
| 15 | E EQIX EQUINIX INC | $7.3M | 7.0K | 1.58% | Added(+4.0%) |
| 16 | W WM WASTE MGMT INC DEL | $6.8M | 30.6K | 1.48% | Added(+23.9%) |
| 17 | T TXN TEXAS INSTRS INC | $6.7M | 22.4K | 1.45% | Trimmed(-19.5%) |
| 18 | J JNJ JOHNSON & JOHNSON | $6.6M | 26.0K | 1.44% | Trimmed(-4.1%) |
| 19 | S SOMN SOUTHERN CO | $6.6M | 68.6K | 1.43% | Trimmed(-1.2%) |
| 20 | M MDLZ MONDELEZ INTL INC | $6.4M | 111.3K | 1.40% | Trimmed(-0.7%) |
| 21 | E EVRG EVERGY INC | $6.3M | 73.4K | 1.38% | Trimmed(-3.0%) |
| 22 | S STLD STEEL DYNAMICS INC | $6.2M | 27.0K | 1.35% | Trimmed(-38.9%) |
| 23 | C CSCO CISCO SYS INC | $6.1M | 52.0K | 1.33% | Added(+0.3%) |
| 24 | L LLY ELI LILLY & CO | $6.1M | 5.1K | 1.32% | Added(+574.8%) |
| 25 | P PEP PEPSICO INC | $5.8M | 43.1K | 1.27% | Added(+0.7%) |
| 26 | H HD HOME DEPOT INC | $5.6M | 15.8K | 1.21% | Added(+19.2%) |
| 27 | W WFC-PZ WELLS FARGO & CO | $5.6M | 67.5K | 1.21% | Trimmed(-61.3%) |
| 28 | S SBAC SBA COMMUNICATIONS CORP | $5.4M | 30.6K | 1.17% | Trimmed(-5.3%) |
| 29 | M MDT MEDTRONIC PLC | $5.4M | 68.5K | 1.16% | — |
| 30 | Q QCOM QUALCOMM INC | $5.2M | 28.2K | 1.13% | Trimmed(-15.2%) |
| 31 | A AMZN AMAZON COM INC | $5.2M | 21.7K | 1.12% | Trimmed(-0.5%) |
| 32 | B BNY-PK BANK OF NY MELLON CORP | $5.2M | 35.7K | 1.12% | Added(+22.1%) |
| 33 | F FBTC WILLIAMS COS INC | $5.1M | 68.7K | 1.11% | Added(+2.0%) |
| 34 | E EMR EMERSON ELEC CO | $4.7M | 33.1K | 1.03% | Trimmed(-12.4%) |
| 35 | T TJX TJX COS INC NEW | $4.1M | 26.9K | 0.88% | Added(+18.8%) |
| 36 | C CQP CHENIERE ENERGY INC | $4M | 16.7K | 0.87% | Trimmed(-11.8%) |
| 37 | P PPG PPG INDS INC | $4M | 32.9K | 0.87% | Trimmed(-0.0%) |
| 38 | A ABT ABBOTT LABORATORIES | $3.9M | 43.2K | 0.85% | Added(+1199.3%) |
| 39 | T TT TRANE TECHNOLOGIES PLC | $3.9M | 7.8K | 0.84% | Trimmed(-5.4%) |
| 40 | M MSI MOTOROLA SOLUTIONS INC | $3.8M | 9.1K | 0.82% | Trimmed(-8.2%) |
| 41 | P PANW PALO ALTO NETWORKS INC | $3.6M | 10.6K | 0.78% | Unchanged |
| 42 | E EZRA RELIANCE INC | $3.6M | 9.6K | 0.78% | Trimmed(-9.1%) |
| 43 | U URI UNITED RENTALS INC | $3.5M | 3.1K | 0.76% | Added(+30.4%) |
| 44 | M MET-PF METLIFE INC | $3.5M | 41.1K | 0.75% | Trimmed(-26.0%) |
| 45 | S SPG-PJ SIMON PPTY GROUP INC NEW | $3.5M | 15.5K | 0.75% | Trimmed(-5.8%) |
| 46 | U UNP UNION PAC CORP | $3.3M | 12.2K | 0.72% | Unchanged |
| 47 | U USB-PS US BANCORP | $3.3M | 54.5K | 0.72% | Added(+21.3%) |
| 48 | U UBER UBER TECHNOLOGIES INC | $3.3M | 45.4K | 0.71% | Added(+60.1%) |
| 49 | B BEPC BROOKFIELD RENEWABLE CORP | $3.2M | 86.0K | 0.69% | Added(+1.9%) |
| 50 | H HEI-A HEICO CORP NEW | $3.2M | 9.0K | 0.69% | Added(+0.3%) |