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CIK: 0001226886
Total reported value
$460.2M
$460.2M
173 檔
19.7%
During the Q4 2024 filing period, Alpine Woods Capital Investors, LLC (CIK: 0001226886) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $460.2M across 173 reported positions.
In Q4 2024, Alpine Woods Capital Investors, LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 10 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 4.36% | +0.06% | -4.63% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.66% | +0.04% | -3.82% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.36% | +0.18% | +3.53% | |
| 4 | WFC | Wells Fargo & Co | Stock-Financials | 2.90% | +1.01% | -36.42% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.85% | +0.15% | -2.84% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.85% | +0.03% | +5.19% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.37% | -5.54% | -0.05% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.23% | +0.03% | -5.30% | |
| 9 | INGR | Ingredion Inc | Stock-Consumer Staples | 1.82% | -0.18% | +4.95% | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 1.81% | +0.17% | -0.19% | |
| 11 | MSI | Motorola Solutions Inc | Stock-Tech | 1.60% | -0.21% | -2.40% | |
| 12 | CARR | Carrier Global CORP | Stock-Industrials | 1.53% | +0.01% | -15.26% | |
| 13 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.51% | -0.46% | -18.40% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.46% | +0.06% | +30.05% | |
| 15 | AMGN | Amgen Inc | Stock-Healthcare | 1.45% | +0.02% | -10.78% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.44% | +0.16% | -0.36% | |
| 17 | HPQ | Hp Inc | Stock-Tech | 1.43% | — | +2.77% | |
| 18 | EQIX | Equinix Inc | Stock-Real Estate | 1.42% | — | +0.24% | |
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.35% | -0.02% | +20.21% | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.28% | +0.37% | +154.83% | |
| 21 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.25% | — | +14.57% | |
| 22 | TXN | Texas Instruments Inc | Stock-Tech | 1.24% | +0.15% | +0.39% | |
| 23 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.20% | +0.29% | -2.11% | |
| 24 | TT | Trane Technologies plc | Stock-Industrials | 1.18% | +0.01% | +9.57% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.15% | +0.01% | -7.54% | |
| 26 | CMI | Cummins Inc | Stock-Industrials | 1.13% | +0.38% | -0.22% | |
| 27 | ICE | Intercontinental Exchange In | Stock-Financials | 1.12% | -0.35% | EXIT | |
| 28 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.11% | +0.45% | -8.09% | |
| 29 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.09% | -0.17% | -0.45% | |
| 30 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.08% | -0.15% | +5.17% | |
| 31 | TTEK | Tetra Tech Inc | Stock-Industrials | 1.06% | -0.61% | EXIT | |
| 32 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.99% | -0.74% | +2.61% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | +0.06% | -10.34% | |
| 34 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.95% | — | -12.40% | |
| 35 | SNA | Snap-on Inc | Stock-Industrials | 0.93% | — | -7.44% | |
| 36 | DOX | Amdocs Limited | Stock-Tech | 0.92% | — | -29.23% | |
| 37 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.87% | -0.14% | -1.02% | |
| 38 | OKE | Oneok Inc | Stock-Energy | 0.86% | — | +15.24% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.84% | -0.45% | -23.17% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | -0.15% | -0.05% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.84% | — | +2.65% | |
| 42 | IMAX | Imax CORP | Stock-Other | 0.81% | -0.08% | -1.21% | |
| 43 | SO | Southern Co/the | Stock-Utilities | 0.77% | -0.18% | +19.22% | |
| 44 | ZTS | Zoetis Inc | Stock-Healthcare | 0.76% | — | -1.47% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.73% | -0.33% | -46.49% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.01% | — | |
| 47 | CPAY | Corpay Inc | Stock-Tech | 0.68% | — | — | |
| 48 | FISV | Fiserv Inc | Stock-Other | 0.64% | — | — | |
| 49 | WMB | Williams Cos Inc | Stock-Energy | 0.63% | -0.07% | +9.58% | |
| 50 | GRMN | Garmin Ltd. | Stock-Tech | 0.62% | -0.05% | -9.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.1% | -4.63% | Trim |
| 2 | GIS | General Mills Inc | +0.6% | NEW | New buy |
| 3 | AAPL | Apple Inc | +0.5% | -3.82% | Trim |
| 4 | COP | Conocophillips | +0.5% | +515.10% | Add |
| 5 | LRCX | Lam Research CORP | +0.5% | NEW | New buy |
| 6 | GOOG | Alphabet Inc-cl C | +0.5% | +5.19% | Add |
| 7 | ABBV | Abbvie Inc | +0.4% | +30.05% | Add |
| 8 | GS | Goldman Sachs Group Inc | +0.4% | NEW | New buy |
| 9 | ANET | Arista Networks Inc | +0.4% | NEW | New buy |
| 10 | SEI | Solaris Energy Infrastructur | +0.3% | NEW | New buy |
| 11 | ETHA | Ishares Ethereum Trust ETF | +0.3% | NEW | New buy |
| 12 | CCJ | Cameco CORP | +0.3% | NEW | New buy |
| 13 | PANW | Palo Alto Networks Inc | +0.3% | +154.83% | Add |
| 14 | TMO | Thermo Fisher Scientific Inc | +0.3% | +20.21% | Add |
| 15 | AGX | Argan Inc | +0.2% | +150.00% | Add |
| 16 | NVDA | Nvidia CORP | — | -0.05% | Trim |
| 17 | MSI | Motorola Solutions Inc | 0% | -2.40% | Trim |
| 18 | HPQ | Hp Inc | -0.1% | +2.77% | Add |
| 19 | SNA | Snap-on Inc | -0.1% | -7.44% | Trim |
| 20 | TXN | Texas Instruments Inc | -0.1% | +0.39% | Add |
| 21 | NFLX | Netflix Inc | -0.1% | -23.17% | Trim |
| 22 | AMD | Advanced Micro Devices | -0.1% | -5.45% | Trim |
| 23 | AES | Aes CORP | -0.1% | EXIT | Sold out |
| 24 | ICE | Intercontinental Exchange In | -0.1% | -12.89% | Trim |
| 25 | TTEK | Tetra Tech Inc | -0.1% | -0.16% | Trim |
| 26 | XOM | Exxon Mobil CORP | -0.2% | -72.80% | Trim |
| 27 | POR | Portland General Electric Co | -0.2% | -35.35% | Trim |
| 28 | NU | Nu Holdings Ltd. | -0.2% | EXIT | Sold out |
| 29 | WTRG | Essential Utilities Inc | -0.2% | -30.35% | Trim |
| 30 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | -46.19% | Trim |
| 31 | HSY | Hershey Co/the | -0.2% | EXIT | Sold out |
| 32 | CART | Maplebear Inc | -0.2% | -38.18% | Trim |
| 33 | CCL1EUR | Carnival CORP LTD | -0.2% | EXIT | Sold out |
| 34 | TDW | Tidewater Inc | -0.2% | -85.80% | Trim |
| 35 | TECK | Teck Resources Ltd-cls B | -0.2% | -12.40% | Trim |
| 36 | URNM | Sprott Uranium Miners ETF | -0.2% | -78.64% | Trim |
| 37 | RSG | Republic Services Inc | -0.2% | EXIT | Sold out |
| 38 | AESI | Atlas Energy Solutions Inc | -0.3% | -81.76% | Trim |
| 39 | ANETEUR | Arista Networks Inc | -0.3% | EXIT | Sold out |
| 40 | CARR | Carrier Global CORP | -0.3% | -15.26% | Trim |
| 41 | KHC | Kraft Heinz Co/the | -0.4% | EXIT | Sold out |
| 42 | LRCXEUR | Lam Research CORP | -0.4% | EXIT | Sold out |
| 43 | DOX | Amdocs Limited | -0.4% | -29.23% | Trim |
| 44 | AMGN | Amgen Inc | -0.4% | -10.78% | Trim |
| 45 | BEPC | Brookfield Renewable Corporation | -0.4% | EXIT | Sold out |
| 46 | MRO* | Marathon Oil CORP | -0.5% | EXIT | Sold out |
| 47 | UBER | Uber Technologies Inc | -0.6% | -60.41% | Trim |
| 48 | PEP | Pepsico Inc | -0.6% | -46.49% | Trim |
| 49 | LHX | L3harris Technologies Inc | -0.7% | -18.40% | Trim |
| 50 | WFC | Wells Fargo & Co | -1.5% | -36.42% | Trim |
According to official SEC Form 13F filings, Alpine Woods Capital Investors, LLC reported a total U.S. public equity portfolio value of $460.2M across 173 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, AAPL, JPM) accounted for 19.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
GIS
市值: $3.1M
Top Position Liquidated / Trimmed
MRO*
前期市值: $3.0M
During Q4 2024, Alpine Woods Capital Investors, LLC's top holdings by market value included AVGO (4.4%)、AAPL (3.7%)、JPM (3.4%). The largest single position, AVGO, represented 4.4% of total portfolio value.
In Q4 2024, Alpine Woods Capital Investors, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 8 positions, trimming 25 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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