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CIK: 0001226886
Total reported value
$460.2M
$460.2M
199 檔
18.1%
During the Q1 2026 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 199 reported positions.
Alpine Woods Capital Investors, LLC executed strategic sector rebalancing during Q1 2026, establishing 57 new positions while fully exiting 31 holdings and trimming 58 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.63% | -5.54% | +252.44% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 3.74% | +0.06% | -27.22% | |
| 3 | WFC | Wells Fargo & Co | Stock-Financials | 3.33% | +1.01% | -2.24% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.64% | +0.18% | -22.74% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.62% | +0.03% | -36.67% | |
| 6 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.54% | -0.46% | -7.42% | |
| 7 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 2.38% | -0.74% | -26.68% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.05% | +0.04% | -44.73% | |
| 9 | AMGN | Amgen Inc | Stock-Healthcare | 1.95% | +0.02% | +21.00% | |
| 10 | STLD | Steel Dynamics Inc | Stock-Materials | 1.91% | -0.56% | +10.28% | |
| 11 | CMI | Cummins Inc | Stock-Industrials | 1.80% | +0.38% | -5.80% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.64% | +0.15% | -30.33% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.63% | +0.06% | +7.54% | |
| 14 | SO | Southern Co/the | Stock-Utilities | 1.61% | -0.18% | +24.43% | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.59% | -0.33% | +9.06% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.59% | -0.15% | -0.48% | |
| 17 | EQIX | Equinix Inc | Stock-Real Estate | 1.58% | — | +26.01% | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.57% | +0.17% | -5.30% | |
| 19 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.55% | -0.15% | +176.06% | |
| 20 | EVRG | Evergy Inc | Stock-Utilities | 1.49% | -0.11% | +13.44% | |
| 21 | WM | Waste Management Inc | Stock-Industrials | 1.36% | +0.12% | +206.36% | |
| 22 | SBAC | Sba Communications CORP | Stock-Real Estate | 1.33% | -0.16% | +8.93% | |
| 23 | TXN | Texas Instruments Inc | Stock-Tech | 1.30% | +0.15% | +6.98% | |
| 24 | LNG | Cheniere Energy Inc | Stock-Energy | 1.29% | -0.42% | +6.53% | |
| 25 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.19% | -0.78% | +14.90% | |
| 26 | EMR | Emerson Electric Co | Stock-Industrials | 1.19% | -0.16% | +104.09% | |
| 27 | WMB | Williams Cos Inc | Stock-Energy | 1.18% | -0.07% | -7.42% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | +0.03% | -16.91% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 1.05% | +0.16% | +3.08% | |
| 30 | MSI | Motorola Solutions Inc | Stock-Tech | 1.03% | -0.21% | -12.04% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 1.03% | +0.10% | +344.07% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.96% | +0.37% | +75.40% | |
| 33 | MET | Metlife Inc | Stock-Financials | 0.94% | -0.19% | — | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.88% | -0.45% | +23.62% | |
| 35 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.87% | +0.01% | +2.02% | |
| 36 | PPG | Ppg Industries Inc | Stock-Materials | 0.84% | +0.03% | — | |
| 37 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.83% | +0.29% | -4.02% | |
| 38 | TT | Trane Technologies plc | Stock-Industrials | 0.83% | +0.01% | -4.62% | |
| 39 | BEPC | Brookfield Renewable CORP | Stock-Utilities | 0.81% | -0.12% | +112.91% | |
| 40 | CLX | Clorox Company | Stock-Consumer Staples | 0.80% | -0.80% | EXIT | |
| 41 | RS | Reliance Inc | Stock-Materials | 0.77% | +0.01% | +17.95% | |
| 42 | GIS | General Mills Inc | Stock-Consumer Staples | 0.77% | -0.21% | +635.84% | |
| 43 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.76% | -0.17% | -30.40% | |
| 44 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.74% | +0.01% | +24.55% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.71% | +0.01% | — | |
| 46 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.69% | -0.16% | +248.79% | |
| 47 | GRMN | Garmin Ltd. | Stock-Tech | 0.69% | -0.05% | +21.09% | |
| 48 | J | Jacobs Solutions Inc | Stock-Industrials | 0.61% | -0.36% | +12.01% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.61% | -0.61% | EXIT | |
| 50 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.61% | -0.61% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +5.3% | +252.44% | Add |
| 2 | MDLZ | Mondelez International Inc-a | +1% | +176.06% | Add |
| 3 | WM | Waste Management Inc | +0.9% | +206.36% | Add |
| 4 | CLX | Clorox Company | +0.7% | +962.52% | Add |
| 5 | QCOM | Qualcomm Inc | +0.7% | +344.07% | Add |
| 6 | GIS | General Mills Inc | +0.6% | +635.84% | Add |
| 7 | EQIX | Equinix Inc | +0.6% | +26.01% | Add |
| 8 | EMR | Emerson Electric Co | +0.6% | +104.09% | Add |
| 9 | KHC | Kraft Heinz Co/the | +0.5% | +248.79% | Add |
| 10 | LNG | Cheniere Energy Inc | +0.5% | +6.53% | Add |
| 11 | AMGN | Amgen Inc | +0.5% | +21.00% | Add |
| 12 | BEPC | Brookfield Renewable CORP | +0.5% | +112.91% | Add |
| 13 | SO | Southern Co/the | +0.5% | +24.43% | Add |
| 14 | CSCO | Cisco Systems Inc | +0.4% | +75.40% | Add |
| 15 | EVRG | Evergy Inc | +0.3% | +13.44% | Add |
| 16 | STLD | Steel Dynamics Inc | +0.3% | +10.28% | Add |
| 17 | HLI | Houlihan Lokey Inc | +0.3% | +224.79% | Add |
| 18 | PEP | Pepsico Inc | +0.3% | +9.06% | Add |
| 19 | JNJ | Johnson & Johnson | +0.3% | -0.48% | Trim |
| 20 | STZ | Constellation Brands Inc-a | +0.3% | +14.90% | Add |
| 21 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +186.53% | Add |
| 22 | TXN | Texas Instruments Inc | +0.2% | +6.98% | Add |
| 23 | LHX | L3harris Technologies Inc | +0.2% | -7.42% | Trim |
| 24 | GRMN | Garmin Ltd. | +0.2% | +21.09% | Add |
| 25 | NFLX | Netflix Inc | +0.2% | +23.62% | Add |
| 26 | TMO | Thermo Fisher Scientific Inc | +0.2% | +171.78% | Add |
| 27 | SPG | Simon Property Group Inc | +0.2% | +24.55% | Add |
| 28 | RS | Reliance Inc | +0.2% | +17.95% | Add |
| 29 | MP | Mp Materials CORP | +0.2% | +138.75% | Add |
| 30 | WMT | Walmart Inc | +0.2% | +185.79% | Add |
| 31 | WMB | Williams Cos Inc | +0.1% | -7.42% | Trim |
| 32 | MA | Mastercard Inc - A | +0.1% | +43.96% | Add |
| 33 | TEVA | Teva Pharmaceutical-sp Adr | +0.1% | +98.31% | Add |
| 34 | USB | US Bancorp | +0.1% | +25.25% | Add |
| 35 | BKR | Baker Hughes Co | +0.1% | -8.02% | Trim |
| 36 | LRCX | Lam Research CORP | +0.1% | -2.76% | Trim |
| 37 | MRVL | Marvell Technology Inc | +0.1% | +30.73% | Add |
| 38 | PSX | Phillips 66 | +0.1% | -13.88% | Trim |
| 39 | NOC | Northrop Grumman CORP | +0.1% | -2.32% | Trim |
| 40 | MCK | Mckesson CORP | +0.1% | +45.83% | Add |
| 41 | TJX | Tjx Companies Inc | +0.1% | +2.02% | Add |
| 42 | J | Jacobs Solutions Inc | +0.1% | +12.01% | Add |
| 43 | ABBV | Abbvie Inc | +0.1% | +7.54% | Add |
| 44 | TSCO | Tractor Supply Company | 0% | +18.16% | Add |
| 45 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 46 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 47 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 48 | CCJ | Cameco CORP | 0% | -6.32% | Trim |
| 49 | FDX | Fedex CORP | 0% | -1.82% | Trim |
| 50 | NRG | Nrg Energy Inc | 0% | +19.32% | Add |
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 199 disclosed positions in Q1 2026.
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 NVDA, AVGO, WFC) accounted for 18.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
MET
市值: $3.9M
Top Position Liquidated / Trimmed
ORI
前期市值: $3.7M
During Q1 2026, Alpine Woods Capital Investors, LLC's top holdings by market value included NVDA (7.6%)、AVGO (3.7%)、WFC (3.3%). The largest single position, NVDA, represented 7.6% of total portfolio value.
In Q1 2026, Alpine Woods Capital Investors, LLC made 191 total portfolio adjustments, initiating 57 new buys, adding to 45 positions, trimming 58 holdings, and fully liquidating 31 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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