13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001226886
Total reported value
$460.2M
$460.2M
174 檔
19.9%
At the close of Q4 2025, Alpine Woods Capital Investors, LLC disclosed equity holdings valued at approximately $460.2M, spread across 174 reported holdings.
In Q4 2025, Alpine Woods Capital Investors, LLC adopted a defensive or profit-taking posture, trimming 30 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 5.71% | +0.06% | -14.40% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.49% | +0.03% | -0.31% | |
| 3 | WFC | Wells Fargo & Co | Stock-Financials | 3.95% | +1.01% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.95% | +0.04% | -1.31% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.71% | +0.18% | -9.03% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.05% | +0.15% | -0.08% | |
| 7 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 2.69% | -0.74% | -6.38% | |
| 8 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.32% | -0.46% | -2.89% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.30% | -5.54% | -2.26% | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 1.86% | +0.17% | +1.08% | |
| 11 | CMI | Cummins Inc | Stock-Industrials | 1.80% | +0.38% | -4.90% | |
| 12 | STLD | Steel Dynamics Inc | Stock-Materials | 1.62% | -0.56% | -19.81% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.58% | +0.06% | -17.09% | |
| 14 | INGR | Ingredion Inc | Stock-Consumer Staples | 1.51% | -0.18% | +4.54% | |
| 15 | AMGN | Amgen Inc | Stock-Healthcare | 1.49% | +0.02% | -6.20% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | +0.03% | -12.49% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.40% | +0.01% | -0.43% | |
| 18 | SBAC | Sba Communications CORP | Stock-Real Estate | 1.37% | -0.16% | +15.80% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.34% | -0.15% | -1.84% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.34% | -0.33% | +13.28% | |
| 21 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.33% | -0.17% | -0.12% | |
| 22 | SO | Southern Co/the | Stock-Utilities | 1.16% | -0.18% | -7.12% | |
| 23 | EVRG | Evergy Inc | Stock-Utilities | 1.15% | -0.11% | +15.93% | |
| 24 | TXN | Texas Instruments Inc | Stock-Tech | 1.08% | +0.15% | +0.28% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.06% | +0.16% | -20.22% | |
| 26 | WMB | Williams Cos Inc | Stock-Energy | 1.04% | -0.07% | -10.93% | |
| 27 | MSI | Motorola Solutions Inc | Stock-Tech | 1.03% | -0.21% | -8.25% | |
| 28 | EQIX | Equinix Inc | Stock-Real Estate | 0.97% | — | -39.81% | |
| 29 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.94% | -0.78% | — | |
| 30 | ORI | Old Republic Intl CORP | Stock-Financials | 0.87% | — | — | |
| 31 | HEI | Heico CORP | Stock-Industrials | 0.85% | +0.10% | -14.82% | |
| 32 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.84% | +0.29% | -18.56% | |
| 33 | LNG | Cheniere Energy Inc | Stock-Energy | 0.82% | -0.42% | +45.14% | |
| 34 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.82% | -0.61% | EXIT | |
| 35 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.81% | +0.01% | -9.24% | |
| 36 | TT | Trane Technologies plc | Stock-Industrials | 0.81% | +0.01% | -5.81% | |
| 37 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.80% | -0.14% | +10.74% | |
| 38 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.77% | +0.37% | -39.15% | |
| 39 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.76% | -0.14% | EXIT | |
| 40 | HESM | Hess Midstream LP - Class A | Stock-Other | 0.73% | -0.21% | — | |
| 41 | URI | United Rentals Inc | Stock-Industrials | 0.73% | +0.35% | -0.16% | |
| 42 | PRU | Prudential Financial Inc | Stock-Financials | 0.71% | -0.30% | EXIT | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.69% | -0.45% | +711.51% | |
| 44 | SNA | Snap-on Inc | Stock-Industrials | 0.69% | — | -14.95% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.67% | +0.01% | — | |
| 46 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.64% | +0.45% | -50.00% | |
| 47 | RS | Reliance Inc | Stock-Materials | 0.62% | +0.01% | +7.10% | |
| 48 | FLS | Flowserve CORP | Stock-Industrials | 0.59% | +0.06% | NEW | |
| 49 | EMR | Emerson Electric Co | Stock-Industrials | 0.58% | -0.16% | +8.50% | |
| 50 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.58% | +0.01% | +9.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.1% | -0.31% | Trim |
| 2 | WFC | Wells Fargo & Co | +0.5% | — | Unchanged |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.43% | Trim |
| 4 | ISRG | Intuitive Surgical Inc | +0.3% | -0.12% | Trim |
| 5 | AAPL | Apple Inc | +0.3% | -1.31% | Trim |
| 6 | CMI | Cummins Inc | +0.3% | -4.90% | Trim |
| 7 | SBAC | Sba Communications CORP | +0.2% | +15.80% | Add |
| 8 | PEP | Pepsico Inc | +0.2% | +13.28% | Add |
| 9 | AGI | Alamos Gold Inc-class A | +0.2% | +285.21% | Add |
| 10 | PRU | Prudential Financial Inc | +0.2% | +22.79% | Add |
| 11 | AEM | Agnico Eagle Mines LTD | -0.1% | -6.38% | Trim |
| 12 | MSFT | Microsoft CORP | -0.1% | -0.08% | Trim |
| 13 | UBER | Uber Technologies Inc | -0.2% | -8.66% | Trim |
| 14 | SO | Southern Co/the | -0.2% | -7.12% | Trim |
| 15 | WMB | Williams Cos Inc | -0.2% | -10.93% | Trim |
| 16 | LH | Labcorp Holdings Inc | -0.2% | -18.49% | Trim |
| 17 | JPM | Jpmorgan Chase & Co | -0.2% | -9.03% | Trim |
| 18 | TTEK | Tetra Tech Inc | -0.2% | -21.74% | Trim |
| 19 | VRTX | Vertex Pharmaceuticals Inc | -0.3% | -68.29% | Trim |
| 20 | IOT | Samsara Inc-cl A | -0.3% | -54.85% | Trim |
| 21 | MSI | Motorola Solutions Inc | -0.3% | -8.25% | Trim |
| 22 | ABBV | Abbvie Inc | -0.3% | -17.09% | Trim |
| 23 | HPQ | Hp Inc | -0.3% | -26.50% | Trim |
| 24 | KHC | Kraft Heinz Co/the | -0.3% | -57.31% | Trim |
| 25 | DOX | Amdocs Limited | -0.4% | -39.73% | Trim |
| 26 | NFLX | Netflix Inc | -0.4% | +711.51% | Add |
| 27 | MDLZ | Mondelez International Inc-a | -0.4% | -35.12% | Trim |
| 28 | CARR | Carrier Global CORP | -0.4% | -89.10% | Trim |
| 29 | HD | Home Depot Inc | -0.5% | -20.22% | Trim |
| 30 | AVGO | Broadcom Inc | -0.5% | -14.40% | Trim |
| 31 | PANW | Palo Alto Networks Inc | -0.6% | -39.15% | Trim |
| 32 | ICE | Intercontinental Exchange In | -0.6% | -52.68% | Trim |
| 33 | BKNG | Booking Holdings Inc | -0.6% | -50.00% | Trim |
| 34 | EQIX | Equinix Inc | -0.6% | -39.81% | Trim |
| 35 | VRNS | Varonis Systems Inc | -0.6% | -1.59% | Trim |
| 36 | META | Meta Platforms Inc-class A | -0.7% | -51.28% | Trim |
| 37 | STZ | Constellation Brands Inc-a | — | NEW | New buy |
| 38 | ORI | Old Republic Intl CORP | — | NEW | New buy |
| 39 | HESM | Hess Midstream LP - Class A | — | NEW | New buy |
| 40 | OKE | Oneok Inc | — | EXIT | Sold out |
| 41 | HNGE | Hinge Health Inc-a | — | NEW | New buy |
| 42 | KVUE | Kenvue Inc | — | EXIT | Sold out |
| 43 | FIGR | Figure Technology Solut-cl A | — | NEW | New buy |
| 44 | WKC | World Kinect CORP | — | NEW | New buy |
| 45 | RGEN | Repligen CORP | — | NEW | New buy |
| 46 | AVAV | Aerovironment Inc | — | NEW | New buy |
| 47 | CPAY | Corpay Inc | — | EXIT | Sold out |
| 48 | JEF | Jefferies Financial Group In | — | EXIT | Sold out |
| 49 | RBRK | Rubrik Inc-a | — | NEW | New buy |
| 50 | UPST | Upstart Holdings 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 174 disclosed positions in Q4 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, GOOG, WFC) accounted for 19.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
STZ
市值: $4.0M
Top Position Liquidated / Trimmed
OKE
前期市值: $2.1M
During Q4 2025, Alpine Woods Capital Investors, LLC's top holdings by market value included AVGO (5.7%)、GOOG (4.5%)、WFC (4.0%). The largest single position, AVGO, represented 5.7% of total portfolio value.
In Q4 2025, Alpine Woods Capital Investors, LLC made 49 total portfolio adjustments, initiating 10 new buys, adding to 5 positions, trimming 30 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.