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CIK: 0001226886
Total reported value
$460.2M
$460.2M
155 檔
17.3%
The Q2 2025 SEC filing reveals that Alpine Woods Capital Investors, LLC held a total portfolio value of $460.2M, covering 155 public equity positions.
In Q2 2025, Alpine Woods Capital Investors, LLC adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 5.36% | +0.06% | -0.89% | |
| 2 | WFC | Wells Fargo & Co | Stock-Financials | 4.06% | +1.01% | -2.29% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.66% | +0.18% | -2.50% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.99% | +0.15% | -8.85% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.81% | +0.04% | -6.91% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.53% | +0.03% | -1.95% | |
| 7 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 2.04% | -0.74% | +6.61% | |
| 8 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.01% | -0.46% | -0.47% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.97% | -5.54% | +0.85% | |
| 10 | EQIX | Equinix Inc | Stock-Real Estate | 1.93% | — | +19.20% | |
| 11 | BAC | Bank Of America CORP | Stock-Financials | 1.85% | +0.17% | -9.10% | |
| 12 | CARR | Carrier Global CORP | Stock-Industrials | 1.78% | +0.01% | -1.54% | |
| 13 | INGR | Ingredion Inc | Stock-Consumer Staples | 1.71% | -0.18% | -2.19% | |
| 14 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.71% | +0.45% | -3.42% | |
| 15 | AMGN | Amgen Inc | Stock-Healthcare | 1.60% | +0.02% | -4.33% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.56% | +0.06% | +1.85% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.53% | +0.03% | -7.96% | |
| 18 | STLD | Steel Dynamics Inc | Stock-Materials | 1.45% | -0.56% | +10.37% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.40% | +0.16% | -1.62% | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.38% | +0.37% | +0.24% | |
| 21 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.36% | -0.17% | -3.05% | |
| 22 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.35% | — | +3.70% | |
| 23 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.35% | -0.15% | +1.52% | |
| 24 | SO | Southern Co/the | Stock-Utilities | 1.33% | -0.18% | -2.52% | |
| 25 | TTEK | Tetra Tech Inc | Stock-Industrials | 1.29% | -0.61% | EXIT | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | +0.06% | -2.57% | |
| 27 | MSI | Motorola Solutions Inc | Stock-Tech | 1.22% | -0.21% | +10.68% | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 1.21% | +0.15% | -4.74% | |
| 29 | ICE | Intercontinental Exchange In | Stock-Financials | 1.20% | -0.35% | EXIT | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 1.20% | -0.45% | -0.99% | |
| 31 | WMB | Williams Cos Inc | Stock-Energy | 1.18% | -0.07% | +19.89% | |
| 32 | CMI | Cummins Inc | Stock-Industrials | 1.17% | +0.38% | +21.08% | |
| 33 | HPQ | Hp Inc | Stock-Tech | 1.05% | — | -2.21% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | -0.15% | -4.72% | |
| 35 | HEI | Heico CORP | Stock-Industrials | 1.00% | +0.10% | -0.60% | |
| 36 | DOX | Amdocs Limited | Stock-Tech | 0.92% | — | +9.04% | |
| 37 | TT | Trane Technologies plc | Stock-Industrials | 0.88% | +0.01% | -7.14% | |
| 38 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.84% | -0.14% | +21.53% | |
| 39 | EVRG | Evergy Inc | Stock-Utilities | 0.82% | -0.11% | +228.57% | |
| 40 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.82% | +0.29% | -3.85% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.01% | -1.05% | |
| 42 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.76% | — | -21.65% | |
| 43 | SNA | Snap-on Inc | Stock-Industrials | 0.73% | — | -1.98% | |
| 44 | LNG | Cheniere Energy Inc | Stock-Energy | 0.70% | -0.42% | -5.35% | |
| 45 | OKE | Oneok Inc | Stock-Energy | 0.70% | — | -4.03% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.69% | +0.01% | -7.06% | |
| 47 | URI | United Rentals Inc | Stock-Industrials | 0.68% | +0.35% | — | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.67% | +0.01% | — | |
| 49 | FISV | Fiserv Inc | Stock-Other | 0.66% | — | — | |
| 50 | UBER | Uber Technologies Inc | Stock-Industrials | 0.66% | +0.22% | -0.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.9% | -0.89% | Trim |
| 2 | KHC | Kraft Heinz Co/the | +0.6% | NEW | New buy |
| 3 | NVDA | Nvidia CORP | +0.6% | +0.85% | Add |
| 4 | EVRG | Evergy Inc | +0.6% | +228.57% | Add |
| 5 | PRU | Prudential Financial Inc | +0.4% | NEW | New buy |
| 6 | MSFT | Microsoft CORP | +0.4% | -8.85% | Trim |
| 7 | VRNS | Varonis Systems Inc | +0.4% | NEW | New buy |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -2.50% | Trim |
| 9 | NFLX | Netflix Inc | +0.3% | -0.99% | Trim |
| 10 | CART | Maplebear Inc | +0.3% | +132.28% | Add |
| 11 | MA | Mastercard Inc - A | +0.3% | +443.58% | Add |
| 12 | TTEK | Tetra Tech Inc | +0.3% | +11.66% | Add |
| 13 | LHX | L3harris Technologies Inc | +0.2% | -0.47% | Trim |
| 14 | BKNG | Booking Holdings Inc | +0.2% | -3.42% | Trim |
| 15 | AEM | Agnico Eagle Mines LTD | +0.2% | +6.61% | Add |
| 16 | CMI | Cummins Inc | +0.2% | +21.08% | Add |
| 17 | META | Meta Platforms Inc-class A | +0.2% | -2.57% | Trim |
| 18 | WMB | Williams Cos Inc | +0.2% | +19.89% | Add |
| 19 | EQIX | Equinix Inc | +0.2% | +19.20% | Add |
| 20 | ASML | ASML Holding N.V. | +0.2% | NEW | New buy |
| 21 | PANW | Palo Alto Networks Inc | +0.2% | +0.24% | Add |
| 22 | PSX | Phillips 66 | +0.2% | +256.75% | Add |
| 23 | DGX | Quest Diagnostics Inc | +0.2% | +21.53% | Add |
| 24 | JHX | James Hardie Industries plc | +0.2% | +26.64% | Add |
| 25 | WFC | Wells Fargo & Co | +0.1% | -2.29% | Trim |
| 26 | GOOG | Alphabet Inc-cl C | +0.1% | -1.95% | Trim |
| 27 | HEI | Heico CORP | +0.1% | -0.60% | Trim |
| 28 | CSCO | Cisco Systems Inc | +0.1% | +28.13% | Add |
| 29 | CARR | Carrier Global CORP | +0.1% | -1.54% | Trim |
| 30 | TT | Trane Technologies plc | +0.1% | -7.14% | Trim |
| 31 | UBER | Uber Technologies Inc | +0.1% | -0.74% | Trim |
| 32 | STLD | Steel Dynamics Inc | +0.1% | +10.37% | Add |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | EXIT | Sold out |
| 34 | CVX | Chevron CORP | -0.2% | -62.64% | Trim |
| 35 | OKE | Oneok Inc | -0.2% | -4.03% | Trim |
| 36 | HPQ | Hp Inc | -0.2% | -2.21% | Trim |
| 37 | KVUE | Kenvue Inc | -0.2% | +3.70% | Add |
| 38 | FISV | Fiserv Inc | -0.2% | — | Unchanged |
| 39 | ABBV | Abbvie Inc | -0.3% | +1.85% | Add |
| 40 | MPC | Marathon Petroleum CORP | -0.3% | EXIT | Sold out |
| 41 | LOW | Lowe's Cos Inc | -0.4% | EXIT | Sold out |
| 42 | AMGN | Amgen Inc | -0.4% | -4.33% | Trim |
| 43 | ZTS | Zoetis Inc | -0.5% | -53.82% | Trim |
| 44 | VMC | Vulcan Materials Co | -0.5% | EXIT | Sold out |
| 45 | PEP | Pepsico Inc | -0.5% | -45.84% | Trim |
| 46 | AAPL | Apple Inc | -0.6% | -6.91% | Trim |
| 47 | MRK | Merck & Co. Inc. | -0.7% | EXIT | Sold out |
| 48 | GIS | General Mills Inc | -0.9% | EXIT | Sold out |
| 49 | AESI | Atlas Energy Solutions Inc | -1% | -91.65% | Trim |
| 50 | TMO | Thermo Fisher Scientific Inc | -1.1% | -90.17% | 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 155 disclosed positions in Q2 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 AVGO, WFC, JPM) accounted for 17.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
KHC
市值: $2.6M
Top Position Liquidated / Trimmed
GIS
前期市值: $3.7M
During Q2 2025, Alpine Woods Capital Investors, LLC's top holdings by market value included AVGO (5.4%)、WFC (4.1%)、JPM (3.7%). The largest single position, AVGO, represented 5.4% of total portfolio value.
In Q2 2025, Alpine Woods Capital Investors, LLC made 49 total portfolio adjustments, initiating 4 new buys, adding to 17 positions, trimming 22 holdings, and fully liquidating 6 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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