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CIK: 0001226886
Total reported value
$460.2M
$460.2M
152 檔
19.3%
In Q3 2025, Alpine Woods Capital Investors, LLC's U.S. equity holdings reached a combined market value of $460.2M, distributed across 152 disclosed stock positions.
In Q3 2025, Alpine Woods Capital Investors, LLC adopted a defensive or profit-taking posture, trimming 17 positions and completely liquidating 14 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 6.20% | +0.06% | -1.27% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.90% | +0.18% | +0.14% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.66% | +0.04% | +7.07% | |
| 4 | WFC | Wells Fargo & Co | Stock-Financials | 3.47% | +1.01% | -16.42% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.41% | +0.03% | +0.26% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.19% | +0.15% | +4.44% | |
| 7 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 2.79% | -0.74% | -1.55% | |
| 8 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.42% | -0.46% | +1.27% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.29% | -5.54% | +0.87% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 1.89% | +0.06% | -1.06% | |
| 11 | BAC | Bank Of America CORP | Stock-Financials | 1.68% | +0.17% | -14.53% | |
| 12 | STLD | Steel Dynamics Inc | Stock-Materials | 1.62% | -0.56% | +4.51% | |
| 13 | EQIX | Equinix Inc | Stock-Real Estate | 1.61% | — | -13.54% | |
| 14 | INGR | Ingredion Inc | Stock-Consumer Staples | 1.56% | -0.18% | +3.38% | |
| 15 | CMI | Cummins Inc | Stock-Industrials | 1.53% | +0.38% | +3.16% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.53% | +0.03% | +1.85% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.52% | +0.16% | +0.82% | |
| 18 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.37% | +0.37% | +2.26% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 1.33% | +0.02% | -15.89% | |
| 20 | SO | Southern Co/the | Stock-Utilities | 1.32% | -0.18% | -1.58% | |
| 21 | MSI | Motorola Solutions Inc | Stock-Tech | 1.30% | -0.21% | +0.49% | |
| 22 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.26% | +0.45% | -19.42% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.22% | +0.06% | +0.95% | |
| 24 | WMB | Williams Cos Inc | Stock-Energy | 1.20% | -0.07% | +3.16% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.20% | -0.15% | +0.26% | |
| 26 | SBAC | Sba Communications CORP | Stock-Real Estate | 1.15% | -0.16% | — | |
| 27 | ICE | Intercontinental Exchange In | Stock-Financials | 1.14% | -0.35% | EXIT | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.13% | -0.33% | +148.22% | |
| 29 | TXN | Texas Instruments Inc | Stock-Tech | 1.11% | +0.15% | +5.87% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.07% | +0.01% | — | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 1.06% | -0.45% | +0.42% | |
| 32 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.03% | -0.17% | -5.86% | |
| 33 | TTEK | Tetra Tech Inc | Stock-Industrials | 1.02% | -0.61% | EXIT | |
| 34 | EVRG | Evergy Inc | Stock-Utilities | 1.02% | -0.11% | +15.32% | |
| 35 | HEI | Heico CORP | Stock-Industrials | 0.97% | +0.10% | +0.38% | |
| 36 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.95% | +0.29% | -0.75% | |
| 37 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.91% | -0.15% | -25.75% | |
| 38 | TT | Trane Technologies plc | Stock-Industrials | 0.91% | +0.01% | +9.07% | |
| 39 | DOX | Amdocs Limited | Stock-Tech | 0.89% | — | +10.12% | |
| 40 | URI | United Rentals Inc | Stock-Industrials | 0.84% | +0.35% | -0.53% | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.82% | +0.01% | +3.29% | |
| 42 | HPQ | Hp Inc | Stock-Tech | 0.82% | — | -28.08% | |
| 43 | SNA | Snap-on Inc | Stock-Industrials | 0.79% | — | -0.86% | |
| 44 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.78% | -0.14% | -11.43% | |
| 45 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.70% | -0.14% | EXIT | |
| 46 | UBER | Uber Technologies Inc | Stock-Industrials | 0.68% | +0.22% | +0.53% | |
| 47 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.67% | -0.09% | -0.25% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.67% | +0.01% | — | |
| 49 | LNG | Cheniere Energy Inc | Stock-Energy | 0.67% | -0.42% | +1.06% | |
| 50 | VRNS | Varonis Systems Inc | Stock-Tech | 0.65% | — | +62.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +2.7% | -1.27% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +1% | +0.26% | Trim |
| 3 | AEM | Agnico Eagle Mines LTD | +1% | -1.55% | Add |
| 4 | NVDA | Nvidia CORP | +0.9% | +0.87% | Add |
| 5 | EVRG | Evergy Inc | +0.8% | +15.32% | Add |
| 6 | LHX | L3harris Technologies Inc | +0.7% | +1.27% | Add |
| 7 | MSFT | Microsoft CORP | +0.6% | +4.44% | Trim |
| 8 | JPM | Jpmorgan Chase & Co | +0.6% | +0.14% | Trim |
| 9 | CMI | Cummins Inc | +0.6% | +3.16% | Add |
| 10 | MA | Mastercard Inc - A | +0.4% | +17.01% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.3% | — | Trim |
| 12 | J | Jacobs Solutions Inc | +0.3% | +217.68% | Add |
| 13 | STLD | Steel Dynamics Inc | +0.3% | +4.51% | Add |
| 14 | PSX | Phillips 66 | +0.3% | +17.87% | Add |
| 15 | URI | United Rentals Inc | +0.2% | -0.53% | Trim |
| 16 | LRCX | Lam Research CORP | +0.2% | +3.92% | Add |
| 17 | AAPL | Apple Inc | +0.2% | +7.07% | Trim |
| 18 | WMB | Williams Cos Inc | +0.2% | +3.16% | Add |
| 19 | META | Meta Platforms Inc-class A | +0.2% | +0.95% | Trim |
| 20 | PANW | Palo Alto Networks Inc | +0.2% | +2.26% | Add |
| 21 | PEP | Pepsico Inc | +0.2% | +148.22% | Add |
| 22 | CPAY | Corpay Inc | -0.4% | -63.82% | Trim |
| 23 | OKE | Oneok Inc | -0.4% | -19.93% | Trim |
| 24 | HPQ | Hp Inc | -0.5% | -28.08% | Trim |
| 25 | GTLS | Chart Industries Inc | -0.5% | -83.17% | Trim |
| 26 | MDLZ | Mondelez International Inc-a | -0.5% | -25.75% | Trim |
| 27 | AMGN | Amgen Inc | -0.6% | -15.89% | Trim |
| 28 | TMO | Thermo Fisher Scientific Inc | -1.1% | +1.95% | Trim |
| 29 | KVUE | Kenvue Inc | -1.1% | -56.86% | Trim |
| 30 | CARR | Carrier Global CORP | -1.2% | -65.26% | Trim |
| 31 | SBAC | Sba Communications CORP | — | NEW | New buy |
| 32 | AESI | Atlas Energy Solutions Inc | — | EXIT | Sold out |
| 33 | TECK | Teck Resources Ltd-cls B | — | EXIT | Sold out |
| 34 | GIS | General Mills Inc | — | EXIT | Sold out |
| 35 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 36 | ZTS | Zoetis Inc | — | EXIT | Sold out |
| 37 | MRK | Merck & Co. Inc. | — | EXIT | Sold out |
| 38 | VRNS | Varonis Systems Inc | — | NEW | New buy |
| 39 | KHC | Kraft Heinz Co/the | — | NEW | New buy |
| 40 | PRU | Prudential Financial Inc | — | NEW | New buy |
| 41 | VMC | Vulcan Materials Co | — | EXIT | Sold out |
| 42 | IOT | Samsara Inc-cl A | — | NEW | New buy |
| 43 | DIS | Walt Disney Co/the | — | EXIT | Sold out |
| 44 | JHX | James Hardie Industries plc | — | EXIT | Sold out |
| 45 | LOW | Lowe's Cos Inc | — | EXIT | Sold out |
| 46 | REGN | Regeneron Pharmaceuticals | — | EXIT | Sold out |
| 47 | UPS | United Parcel Service-cl B | — | EXIT | Sold out |
| 48 | ZM | Zoom Communications Inc | — | NEW | New buy |
| 49 | CVX | Chevron CORP | — | EXIT | Sold out |
| 50 | MPC | Marathon Petroleum CORP | — | EXIT | Sold out |
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 152 disclosed positions in Q3 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, JPM, AAPL) accounted for 19.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
SBAC
市值: $5.0M
Top Position Liquidated / Trimmed
AESI
前期市值: $4.1M
During Q3 2025, Alpine Woods Capital Investors, LLC's top holdings by market value included AVGO (6.2%)、JPM (3.9%)、AAPL (3.7%). The largest single position, AVGO, represented 6.2% of total portfolio value.
In Q3 2025, Alpine Woods Capital Investors, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 13 positions, trimming 17 holdings, and fully liquidating 14 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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