AW
Alpine Woods Capital Investors, LLC
分散投資型モメンタム追随型ハイクオリティ型
申告総資産額
$4.2億
報告対象四半期: 2026-03-31 · 銘柄数: 200
ALPINE WOODS CAPITAL INVESTORS, LLCは最新の13F報告書で200件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$4.2億、四半期回転率は50.7%です。
機関パーソナリティ・スノーフレーク
- 集中度
- 7.27
- 回転率
- 50.71
- モメンタム／逆張り
- 100
- セクター集中度
- 71.88
- 多様性
- 100
- ポジション規律
- 83.78
直近の動向
増加 NVDA
+252.4% $2214.2万
減少 AVGO
-27.2% -$836.8万
減少 AAPL
-44.7% -$802.2万
減少 GOOG
-36.7% -$794.2万
減少 MSFT
-30.3% -$597.0万
減少 INGR
-75.4% -$473.8万
保有マップ
新規購入増加変化なし減少
上位10銘柄の比率
今四半期の全保有銘柄
上位199銘柄を表示中（全200銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 株式-IT | 7.63% | +5.33% | +252.44% | |
| 2 | AVGO | Broadcom INC | 株式-IT | 3.74% | -1.97% | -27.22% | |
| 3 | WFC | Wells Fargo & Co | 株式-金融 | 3.33% | -0.62% | -2.24% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.64% | -1.07% | -22.74% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.62% | -1.87% | -36.67% | |
| 6 | LHX | L3harris Technologies INC | 株式-資本財 | 2.54% | — | -7.42% | |
| 7 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 2.38% | -0.31% | -26.68% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.05% | -1.90% | -44.73% | |
| 9 | AMGN | Amgen INC | 株式-ヘルスケア | 1.95% | +0.46% | +21.00% | |
| 10 | STLD | Steel Dynamics INC | 株式-素材 | 1.91% | +0.29% | +10.28% | |
| 11 | CMI | Cummins INC | 株式-資本財 | 1.80% | — | -5.80% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.64% | -1.41% | -30.33% | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.63% | — | +7.54% | |
| 14 | SO | Southern Co/the | 株式-公益事業 | 1.61% | +0.45% | +24.43% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.59% | — | +9.06% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.59% | — | -0.48% | |
| 17 | EQIX | Equinix INC | 株式-不動産 | 1.58% | +0.61% | +26.01% | |
| 18 | BAC | Bank Of America CORP | 株式-金融 | 1.57% | -0.29% | -5.30% | |
| 19 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.55% | +1.03% | +176.06% | |
| 20 | EVRG | Evergy INC | 株式-公益事業 | 1.49% | +0.34% | +13.44% | |
| 21 | WM | Waste Management INC | 株式-資本財 | 1.36% | +0.94% | +206.36% | |
| 22 | SBAC | Sba Communications CORP | 株式-不動産 | 1.33% | — | +8.93% | |
| 23 | TXN | Texas Instruments INC | 株式-IT | 1.30% | — | +6.98% | |
| 24 | LNG | Cheniere Energy INC | 株式-エネルギー | 1.29% | +0.47% | +6.53% | |
| 25 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.19% | — | +14.90% | |
| 26 | EMR | Emerson Electric Co | 株式-資本財 | 1.19% | +0.61% | +104.09% | |
| 27 | WMB | Williams Cos INC | 株式-エネルギー | 1.18% | — | -7.42% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.09% | -0.35% | -16.91% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 1.05% | — | +3.08% | |
| 30 | MSI | Motorola Solutions INC | 株式-IT | 1.03% | — | -12.04% | |
| 31 | QCOM | Qualcomm INC | 株式-IT | 1.03% | +0.73% | +344.07% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.96% | +0.42% | +75.40% | |
| 33 | MET | Metlife INC | 株式-金融 | 0.94% | +0.94% | NEW | |
| 34 | NFLX | Netflix INC | 株式-通信サービス | 0.88% | — | +23.62% | |
| 35 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.87% | — | +2.02% | |
| 36 | PPG | Ppg Industries INC | 株式-素材 | 0.84% | +0.84% | NEW | |
| 37 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.83% | — | -4.02% | |
| 38 | TT | Trane Technologies plc | 株式-資本財 | 0.83% | — | -4.62% | |
| 39 | BEPC | Brookfield Renewable CORP | 株式-公益事業 | 0.81% | +0.45% | +112.91% | |
| 40 | CLX | Clorox Company | 株式-生活必需品 | 0.80% | +0.73% | +962.52% | |
| 41 | RS | Reliance INC | 株式-素材 | 0.77% | — | +17.95% | |
| 42 | GIS | General Mills INC | 株式-生活必需品 | 0.77% | +0.64% | +635.84% | |
| 43 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.76% | -0.57% | -30.40% | |
| 44 | SPG | Simon Property Group INC | 株式-不動産 | 0.74% | — | +24.55% | |
| 45 | UNP | Union Pacific CORP | 株式-資本財 | 0.71% | — | — | |
| 46 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.69% | +0.48% | +248.79% | |
| 47 | GRMN | Garmin Ltd. | 株式-IT | 0.69% | — | +21.09% | |
| 48 | J | Jacobs Solutions INC | 株式-資本財 | 0.61% | — | +12.01% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.61% | — | +43.96% | |
| 50 | TTEK | Tetra Tech INC | 株式-資本財 | 0.61% | — | -18.25% |
1–50 of 199
申告時価額推移
セクター配分
過去のセクター分布推移
四半期履歴概要
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 200 | $4.2億 | 51 | |
| 2025-12-31 | 174 | $4.2億 | 27 | |
| 2025-09-30 | 153 | $4.3億 | 39 | |
| 2025-06-30 | 155 | $4.2億 | 0 | |
| 2025-03-31 | 153 | $4.0億 | 100 | |
| 2024-12-31 | 173 | $5.3億 | 0 | |
| 2024-09-30 | 170 | $5.7億 | 0 | |
| 2024-06-30 | 173 | $6.5億 | 0 | |
| 2024-03-31 | 170 | $5.0億 | 0 | |
| 2023-12-31 | 166 | $6.7億 | 0 | |
| 2023-09-30 | 158 | $6.2億 | 0 | |
| 2023-06-30 | 158 | $6.4億 | 0 | |
| 2023-03-31 | 172 | $6.6億 | 0 | |
| 2022-12-31 | 178 | $6.9億 | 0 | |
| 2022-09-30 | 192 | $7.3億 | 0 | |
| 2022-06-30 | 198 | $8.0億 | 0 | |
| 2022-03-31 | 212 | $9.5億 | 0 | |
| 2021-12-31 | 210 | $10.1億 | 0 | |
| 2021-09-30 | 217 | $9.3億 | 0 | |
| 2021-06-30 | 228 | $9.7億 | 97 | |
| 2021-03-31 | 232 | $9.0億 | 23 | |
| 2020-12-31 | 219 | $8.2億 | 34 | |
| 2020-09-30 | 238 | $6.6億 | 37 | |
| 2020-06-30 | 249 | $5.2億 | 27 | |
| 2020-03-31 | 258 | $4.5億 | 35 | |
| 2019-12-31 | 255 | $5.3億 | 34 | |
| 2019-09-30 | 271 | $5.4億 | 27 | |
| 2019-06-30 | 277 | $4.8億 | 16 | |
| 2019-03-31 | 260 | $4.6億 | 21 | |
| 2018-12-31 | 277 | $4.2億 | 33 | |
| 2018-09-30 | 254 | $4.9億 | 16 | |
| 2018-06-30 | 247 | $4.6億 | 100 | |
| 2018-03-31 | 396 | $18.9億 | 23 | |
| 2017-12-31 | 445 | $20.0億 | 29 | |
| 2017-09-30 | 451 | $19.6億 | 21 | |
| 2017-06-30 | 445 | $18.7億 | 20 | |
| 2017-03-31 | 451 | $18.8億 | 31 | |
| 2016-12-31 | 442 | $18.1億 | 30 | |
| 2016-09-30 | 424 | $18.1億 | 32 | |
| 2016-06-30 | 417 | $16.7億 | 29 | |
| 2016-03-31 | 422 | $17.2億 | 29 | |
| 2015-12-31 | 454 | $18.6億 | 36 | |
| 2015-09-30 | 477 | $18.4億 | 29 | |
| 2015-06-30 | 459 | $19.6億 | 28 | |
| 2015-03-31 | 451 | $19.6億 | 25 | |
| 2014-12-31 | 442 | $19.5億 | 32 | |
| 2014-09-30 | 459 | $18.8億 | 86 | |
| 2014-06-30 | 451 | $38.6億 | 86 | |
| 2014-03-31 | 440 | $18.1億 | 24 | |
| 2013-12-31 | 411 | $17.5億 | 28 | |
| 2013-09-30 | 366 | $16.3億 | 22 | |
| 2013-06-30 | 353 | $15.7億 | 0 |
今四半期の持株変動
Alpine Woods Capital Investors, LLCの2026-03-31時点における主要なポジション変更： 新規購入: Metlife INC (MET); 全売却: Old Republic Intl CORP (ORI); 新規購入: Ppg Industries INC (PPG); 全売却: Flowserve CORP (FLS); 新規購入: Primerica INC (PRI).
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +5.3% | +252.44% | 増加 |
| 2 | MDLZ | Mondelez International Inc-a | +1% | +176.06% | 増加 |
| 3 | WM | Waste Management INC | +0.9% | +206.36% | 増加 |
| 4 | CLX | Clorox Company | +0.7% | +962.52% | 増加 |
| 5 | QCOM | Qualcomm INC | +0.7% | +344.07% | 増加 |
| 6 | GIS | General Mills INC | +0.6% | +635.84% | 増加 |
| 7 | EQIX | Equinix INC | +0.6% | +26.01% | 増加 |
| 8 | EMR | Emerson Electric Co | +0.6% | +104.09% | 増加 |
| 9 | KHC | Kraft Heinz Co/the | +0.5% | +248.79% | 増加 |
| 10 | LNG | Cheniere Energy INC | +0.5% | +6.53% | 増加 |
| 11 | AMGN | Amgen INC | +0.5% | +21.00% | 増加 |
| 12 | BEPC | Brookfield Renewable CORP | +0.5% | +112.91% | 増加 |
| 13 | SO | Southern Co/the | +0.5% | +24.43% | 増加 |
| 14 | CSCO | Cisco Systems INC | +0.4% | +75.40% | 増加 |
| 15 | EVRG | Evergy INC | +0.3% | +13.44% | 増加 |
| 16 | STLD | Steel Dynamics INC | +0.3% | +10.28% | 増加 |
| 17 | HLI | Houlihan Lokey INC | +0.3% | +224.79% | 増加 |
| 18 | HEI | Heico CORP | -0.3% | -18.87% | 減少 |
| 19 | BAC | Bank Of America CORP | -0.3% | -5.30% | 減少 |
| 20 | ELV | Elevance Health INC | -0.3% | -83.20% | 減少 |
| 21 | AEM | Agnico Eagle Mines LTD | -0.3% | -26.68% | 減少 |
| 22 | URI | United Rentals INC | -0.3% | -37.33% | 減少 |
| 23 | DGX | Quest Diagnostics INC | -0.3% | -48.57% | 減少 |
| 24 | AMZN | Amazon.com INC | -0.4% | -16.91% | 減少 |
| 25 | PANW | Palo Alto Networks INC | -0.4% | -40.02% | 減少 |
| 26 | PRU | Prudential Financial INC | -0.4% | -50.75% | 減少 |
| 27 | HESM | Hess Midstream LP - Class A | -0.5% | -66.52% | 減少 |
| 28 | BKNG | Booking Holdings INC | -0.5% | -68.20% | 減少 |
| 29 | ISRG | Intuitive Surgical INC | -0.6% | -30.40% | 減少 |
| 30 | WFC | Wells Fargo & Co | -0.6% | -2.24% | 減少 |
| 31 | WTRG | Essential Utilities INC | -0.6% | -83.03% | 減少 |
| 32 | GOOGL | Alphabet Inc-cl A | -0.9% | -63.94% | 減少 |
| 33 | JPM | Jpmorgan Chase & Co | -1.1% | -22.74% | 減少 |
| 34 | INGR | Ingredion INC | -1.1% | -75.39% | 減少 |
| 35 | MSFT | Microsoft CORP | -1.4% | -30.33% | 減少 |
| 36 | GOOG | Alphabet Inc-cl C | -1.9% | -36.67% | 減少 |
| 37 | AAPL | Apple INC | -1.9% | -44.73% | 減少 |
| 38 | AVGO | Broadcom INC | -2% | -27.22% | 減少 |
| 39 | MET | Metlife INC | — | NEW | 新規購入 |
| 40 | ORI | Old Republic Intl CORP | — | EXIT | 全売却 |
| 41 | PPG | Ppg Industries INC | — | NEW | 新規購入 |
| 42 | FLS | Flowserve CORP | — | EXIT | 全売却 |
| 43 | PRI | Primerica INC | — | NEW | 新規購入 |
| 44 | DOX | Amdocs Limited | — | EXIT | 全売却 |
| 45 | HPQ | Hp INC | — | EXIT | 全売却 |
| 46 | PG | Procter & Gamble Co/the | — | NEW | 新規購入 |
| 47 | FIGR | Figure Technology Solut-cl A | — | EXIT | 全売却 |
| 48 | ZM | Zoom Communications INC | — | EXIT | 全売却 |
| 49 | TSN | Tyson Foods Inc-cl A | — | NEW | 新規購入 |
| 50 | EW | Edwards Lifesciences CORP | — | EXIT | 全売却 |
FAQ
Alpine Woods Capital Investors, LLCとはどのような機関投資家ですか？
Alpine Woods Capital Investors, LLCはの投資運用会社で、SEC フォーム 13F を四半期ごとに提出し、米国上場株式の保有状況を開示しています。直近の報告期間（2026-03-31）時点で、同社が追跡する株式ポートフォリオの評価額は約 $4.2億、200 件のポジションが開示されています。
Alpine Woods Capital Investors, LLCの主要ポジションは何ですか？
最新の13Fファイリングによると、Alpine Woods Capital Investors, LLCの時価総額上位の保有銘柄は以下の通りです：
1. Nvidia CORP (NVDA) — $3178.6万 (7.6%)
2. Broadcom INC (AVGO) — $1559.7万 (3.7%)
3. Wells Fargo & Co (WFC) — $1386.7万 (3.3%)
4. Jpmorgan Chase & Co (JPM) — $1099.1万 (2.6%)
5. Alphabet Inc-cl C (GOOG) — $1091.8万 (2.6%)
Alpine Woods Capital Investors, LLCは直近のファイリングでどのような変更を行いましたか？
直近の報告四半期において、Alpine Woods Capital Investors, LLCは50件の主要なポジション調整を実施しました：5件の新規ポジション開設、17件の保有増加、21件の一部売却、および7件の完全売却です。 その中でも特に大きな変動：新規購入: Metlife INC (MET); 全売却: Old Republic Intl CORP (ORI); 新規購入: Ppg Industries INC (PPG); 全売却: Flowserve CORP (FLS); 新規購入: Primerica INC (PRI)
Alpine Woods Capital Investors, LLCはどのセクターに重点を置いていますか？
現在開示されている株式ポートフォリオに基づくAlpine Woods Capital Investors, LLCの主要セクター配分は以下の通りです：
• Information Technology: 40.8%
• Financials: 18.7%
• Health Care: 13.5%
• Communication Services: 9.5%
• Consumer Staples: 8.3%
• Consumer Discretionary: 5.3%