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CIK: 0001226886
Total reported value
$460.2M
$460.2M
153 檔
14.6%
At the close of Q1 2025, Alpine Woods Capital Investors, LLC disclosed equity holdings valued at approximately $460.2M, spread across 153 reported holdings.
In Q1 2025, Alpine Woods Capital Investors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | Stock-Financials | 3.93% | +1.01% | — | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 3.47% | +0.06% | -16.80% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.45% | +0.04% | -19.71% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.35% | +0.18% | -26.41% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.62% | +0.15% | -22.17% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.40% | +0.03% | -22.44% | |
| 7 | AMGN | Amgen Inc | Stock-Healthcare | 1.97% | +0.02% | -14.31% | |
| 8 | BAC | Bank Of America CORP | Stock-Financials | 1.89% | +0.17% | -17.07% | |
| 9 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.84% | -0.74% | +1.72% | |
| 10 | INGR | Ingredion Inc | Stock-Consumer Staples | 1.84% | -0.18% | -22.52% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.82% | +0.06% | -20.08% | |
| 12 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.77% | -0.46% | -10.84% | |
| 13 | EQIX | Equinix Inc | Stock-Real Estate | 1.75% | — | +7.88% | |
| 14 | CARR | Carrier Global CORP | Stock-Industrials | 1.66% | +0.01% | -12.14% | |
| 15 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.58% | — | -14.94% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.52% | +0.03% | -40.61% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.50% | +0.16% | -16.87% | |
| 18 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.48% | +0.45% | +8.81% | |
| 19 | SO | Southern Co/the | Stock-Utilities | 1.44% | -0.18% | +27.32% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.41% | -5.54% | -44.16% | |
| 21 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.41% | -0.15% | -13.46% | |
| 22 | STLD | Steel Dynamics Inc | Stock-Materials | 1.36% | -0.56% | +732.38% | |
| 23 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.35% | -0.17% | -2.08% | |
| 24 | HPQ | Hp Inc | Stock-Tech | 1.28% | — | -20.43% | |
| 25 | ICE | Intercontinental Exchange In | Stock-Financials | 1.25% | -0.35% | EXIT | |
| 26 | MSI | Motorola Solutions Inc | Stock-Tech | 1.21% | -0.21% | -39.56% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.21% | +0.37% | -24.08% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.21% | -0.15% | -5.57% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.17% | -0.02% | -31.19% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 1.16% | +0.15% | -26.15% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | +0.06% | -16.83% | |
| 32 | AESI | Atlas Energy Solutions Inc | Stock-Other | 1.02% | — | +1360.85% | |
| 33 | WMB | Williams Cos Inc | Stock-Energy | 0.99% | -0.07% | +7.55% | |
| 34 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.99% | -0.61% | EXIT | |
| 35 | CMI | Cummins Inc | Stock-Industrials | 0.98% | +0.38% | -27.01% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.97% | -0.33% | +1.57% | |
| 37 | OKE | Oneok Inc | Stock-Energy | 0.93% | — | -17.18% | |
| 38 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.93% | — | -18.16% | |
| 39 | GIS | General Mills Inc | Stock-Consumer Staples | 0.92% | -0.21% | +25.24% | |
| 40 | FISV | Fiserv Inc | Stock-Other | 0.90% | — | -1.10% | |
| 41 | DOX | Amdocs Limited | Stock-Tech | 0.89% | — | -31.47% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.89% | -0.45% | -23.62% | |
| 43 | HEI | Heico CORP | Stock-Industrials | 0.87% | +0.10% | +0.68% | |
| 44 | SNA | Snap-on Inc | Stock-Industrials | 0.85% | — | -30.13% | |
| 45 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.82% | +0.29% | -52.38% | |
| 46 | ZTS | Zoetis Inc | Stock-Healthcare | 0.78% | — | -23.82% | |
| 47 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.78% | +0.01% | -49.40% | |
| 48 | TT | Trane Technologies plc | Stock-Industrials | 0.77% | +0.01% | -45.80% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.74% | — | -25.54% | |
| 50 | LNG | Cheniere Energy Inc | Stock-Energy | 0.74% | -0.42% | -2.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 2 | AVGO | Broadcom Inc | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 7 | AMGN | Amgen Inc | — | NEW | New buy |
| 8 | BAC | Bank Of America CORP | — | NEW | New buy |
| 9 | AEM | Agnico Eagle Mines LTD | — | NEW | New buy |
| 10 | INGR | Ingredion Inc | — | NEW | New buy |
| 11 | ABBV | Abbvie Inc | — | NEW | New buy |
| 12 | LHX | L3harris Technologies Inc | — | NEW | New buy |
| 13 | EQIX | Equinix Inc | — | NEW | New buy |
| 14 | CARR | Carrier Global CORP | — | NEW | New buy |
| 15 | KVUE | Kenvue Inc | — | NEW | New buy |
| 16 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 17 | HD | Home Depot Inc | — | NEW | New buy |
| 18 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 19 | SO | Southern Co/the | — | NEW | New buy |
| 20 | NVDA | Nvidia CORP | — | NEW | New buy |
| 21 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 22 | STLD | Steel Dynamics Inc | — | NEW | New buy |
| 23 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 24 | HPQ | Hp Inc | — | NEW | New buy |
| 25 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 26 | MSI | Motorola Solutions Inc | — | NEW | New buy |
| 27 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 28 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 29 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 30 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 31 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 32 | AESI | Atlas Energy Solutions Inc | — | NEW | New buy |
| 33 | WMB | Williams Cos Inc | — | NEW | New buy |
| 34 | TTEK | Tetra Tech Inc | — | NEW | New buy |
| 35 | CMI | Cummins Inc | — | NEW | New buy |
| 36 | PEP | Pepsico Inc | — | NEW | New buy |
| 37 | OKE | Oneok Inc | — | NEW | New buy |
| 38 | TECK | Teck Resources Ltd-cls B | — | NEW | New buy |
| 39 | GIS | General Mills Inc | — | NEW | New buy |
| 40 | FISV | Fiserv Inc | — | NEW | New buy |
| 41 | DOX | Amdocs Limited | — | NEW | New buy |
| 42 | NFLX | Netflix Inc | — | NEW | New buy |
| 43 | HEI | Heico CORP | — | NEW | New buy |
| 44 | SNA | Snap-on Inc | — | NEW | New buy |
| 45 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 46 | ZTS | Zoetis Inc | — | NEW | New buy |
| 47 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 48 | TT | Trane Technologies plc | — | NEW | New buy |
| 49 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 50 | LNG | Cheniere Energy Inc | — | NEW | New buy |
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 153 disclosed positions in Q1 2025.
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 WFC, AVGO, AAPL) accounted for 14.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
WFC
市值: $15.7M
During Q1 2025, Alpine Woods Capital Investors, LLC's top holdings by market value included WFC (3.9%)、AVGO (3.5%)、AAPL (3.5%). The largest single position, WFC, represented 3.9% of total portfolio value.
In Q1 2025, Alpine Woods Capital Investors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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