ALPINE WOODS CAPITAL INVESTORS, LLC

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CIK 1226886

13F portfolio (2026-Q1)

$417M

Positions

199

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

199

Top 5

20.0%

Top 10

30.8%

Effective N

55.0

HHI

0.018

This quarter

57 new · 0 exit →

By sector

Information Technology24.3%

Financials14.3%

Industrials13.4%

Health Care7.9%

Materials7.7%

Utilities7.4%

Consumer Staples7.0%

Consumer Discretionary6.2%

Other11.9%

By market cap

Large ($10–200B)47.0%

Mega (>$200B)40.5%

Unknown7.6%

Mid ($2–10B)4.7%

Small ($300M–2B)0.2%

By region

North America97.5%

Other2.0%

Asia-Pacific0.4%

By industry group GICS — finer than sector

Industry group	Weight	Names
Semiconductors & Semiconductor Equipment	13.60%	10
Banks	9.95%	14
Utilities	7.37%	12
Pharmaceuticals & Biotechnology	6.01%	12
Metals & Mining	5.25%	8
Technology Hardware & Equipment	4.98%	8
Aerospace & Defense	4.39%	5
Food Products	4.04%	6
Equity Real Estate Investment Trusts (REITs)	4.02%	7
Software & IT Services	3.94%	5
Machinery	3.89%	10
Specialty Retail	3.82%	6
Commercial Services & Supplies	3.00%	6
Beverages	2.84%	3
Chemicals	2.31%	5
Software	2.16%	4
Unclassified	2.11%	20
Communications Equipment	2.06%	2
Distributors	2.05%	10
Insurance	1.87%	4
Capital Markets	1.83%	8
Electrical Equipment & Components	1.19%	1
Construction & Engineering	1.12%	3
Health Care Providers & Services	1.06%	4
Oil, Gas & Consumable Fuels	1.00%	7
Media & Entertainment	0.95%	2
Health Care Equipment & Supplies	0.83%	2
Road & Rail	0.71%	1
Professional Services	0.61%	1
Textiles, Apparel & Luxury Goods	0.32%	4
Transportation Infrastructure	0.22%	2
Diversified Telecommunication Services	0.21%	2
Airlines	0.12%	1
Paper & Forest Products	0.10%	2
Real Estate Management & Development	0.05%	1
Automobiles & Components	0.05%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	NVDA	NVIDIA CORP	Information Technology	7.63%
2	AVGO	Broadcom Inc.	Information Technology	3.74%
3	WFC	WELLS FARGO & COMPANY/MN	Financials	3.33%
4	JPM	JPMORGAN CHASE & CO	Financials	2.64%
5	GOOG	Alphabet Inc.	Communication Services	2.62%
6	LHX	L3HARRIS TECHNOLOGIES, INC. /DE/	Industrials	2.54%
7	AEM	AGNICO EAGLE MINES LTD	Materials	2.38%
8	AAPL	Apple Inc.	Information Technology	2.05%
9	AMGN	AMGEN INC	Health Care	1.95%
10	STLD	STEEL DYNAMICS INC	Materials	1.91%

180/199 names classified · sector 98.0% of weight · industry 97.9% · mkt cap 92.4%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

FinancialsWFC, BAC, JPM, CME, COF · other

Information TechnologyAAPL, AVGO, MSFT, NVDA, QCOM · other

IndustrialsLHX, FISV, AES, CMI, CARR · other

Health CareJNJ, ISRG, AMGN, ABBV, NVS · other

Consumer DiscretionaryHD, AMZN, DG, MCK, ROST · other

Real EstateSPG, STWD, EQIX, CXW, SBAC · other

Communication ServicesGOOG, GOOGL, CMCSA, META, VOD · other

UtilitiesNEE, CMS, LNG, SO, EVRG · other

MaterialsAEM, TECK, KVUE, STLD, NTR · other

Consumer StaplesMDLZ, INGR, PEP, CVS, STZ · other

EnergyCVX, ENB, VVV, HP, DVN · other

UnclassifiedCOLONY CAP INC, COLONY NORTHSTAR INC, GLD, VODAFONE GP PLC, IXUS · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 98.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (156 classified)ALPINE WOODS CAPITAL INVESTORS, LLC centroid (Large Core)

Information TechnologyFinancialsIndustrialsHealth CareUtilitiesConsumer DiscretionaryConsumer StaplesCommunication ServicesMaterialsReal EstateEnergy

Style box summary for ALPINE WOODS CAPITAL INVESTORS, LLC: centroid Large Core. Heaviest cells: Large Growth 26.3%, Large Core 19.7%, Large Value 16.4%.

Classified: 90.7% of book weight (156/199 names) · unclassified 9.3%: AEM, STZ, BEPC, CRWD, HESM, HNGE, MP, CCJ, BHP, TSM +33 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 199 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	NVDANVIDIA CORPORATION	182,262	$32M	7.6%	ADD 252%
2	AVGOBROADCOM INC	50,392	$16M	3.7%	TRIM −27%
3	WFCWELLS FARGO CO NEW	174,191	$14M	3.3%	TRIM −2%
4	JPMJPMORGAN CHASE & CO	37,365	$11M	2.6%	TRIM −23%
5	GOOGALPHABET INC	38,060	$11M	2.6%	TRIM −37%
6	LHXL3HARRIS TECHNOLOGIES INC	30,662	$11M	2.5%	TRIM −7%
7	AEMAGNICO EAGLE MINES LTD	48,889	$10M	2.4%	TRIM −27%
8	AAPLAPPLE INC	33,696	$9M	2.1%	TRIM −45%
9	AMGNAMGEN INC	23,064	$8M	1.9%	ADD 21%
10	STLDSTEEL DYNAMICS INC	44,156	$8M	1.9%	ADD 10%
11	CMICUMMINS INC	13,959	$8M	1.8%	TRIM −6%
12	MSFTMICROSOFT CORP	18,428	$7M	1.6%	TRIM −30%
13	ABBVABBVIE INC	31,234	$7M	1.6%	ADD 8%
14	SOSOUTHERN CO	69,437	$7M	1.6%	ADD 24%
15	PEPPEPSICO INC	42,796	$7M	1.6%	ADD 9%
16	JNJJOHNSON & JOHNSON	27,118	$7M	1.6%	HOLD
17	EQIXEQUINIX INC	6,710	$7M	1.6%	ADD 26%
18	BACBANK AMERICA CORP	134,382	$7M	1.6%	TRIM −5%
19	MDLZMONDELEZ INTL INC	112,117	$6M	1.6%	ADD 176%
20	EVRGEVERGY INC	75,695	$6M	1.5%	ADD 13%
21	WMWASTE MGMT INC DEL	24,723	$6M	1.4%	ADD 206%
22	SBACSBA COMMUNICATIONS CORP NEW	32,295	$6M	1.3%	ADD 9%
23	TXNTEXAS INSTRS INC	27,895	$5M	1.3%	ADD 7%
24	LNGCheniere Energy, Inc	18,947	$5M	1.3%	ADD 7%
25	STZCONSTELLATION BRANDS INC	33,033	$5M	1.2%	ADD 15%
26	EMREMERSON ELEC CO	37,765	$5M	1.2%	ADD 104%
27	WMBWILLIAMS COS INC	67,390	$5M	1.2%	TRIM −7%
28	AMZNAMAZON COM INC	21,787	$5M	1.1%	TRIM −17%
29	HDHOME DEPOT INC	13,288	$4M	1.0%	ADD 3%
30	MSIMOTOROLA SOLUTIONS INC	9,903	$4M	1.0%	TRIM −12%
31	QCOMQUALCOMM INC	33,243	$4M	1.0%	ADD 344%
32	CSCOCISCO SYS INC	51,806	$4M	1.0%	ADD 75%
33	METMETLIFE INC	55,498	$4M	0.9%	NEW
34	NFLXNETFLIX INC	38,102	$4M	0.9%	ADD 24%
35	TJXTJX COS INC NEW	22,625	$4M	0.9%	ADD 2%
36	PPGPPG INDS INC	32,925	$4M	0.8%	NEW
37	BNYBANK NEW YORK MELLON CORP	29,259	$3M	0.8%	TRIM −4%
38	TTTRANE TECHNOLOGIES PLC	8,295	$3M	0.8%	TRIM −5%
39	BEPCBROOKFIELD RENEWABLE CORP	84,363	$3M	0.8%	ADD 113%
40	CLXCLOROX CO DEL	32,067	$3M	0.8%	ADD 963%
41	RSRELIANCE INC	10,600	$3M	0.8%	ADD 18%
42	GISGENERAL MILLS INC	86,461	$3M	0.8%	ADD 636%
43	ISRGINTUITIVE SURGICAL INC	6,884	$3M	0.8%	TRIM −30%
44	SPGSIMON PPTY GROUP INC NEW	16,470	$3M	0.7%	ADD 25%
45	UNPUNION PAC CORP	12,200	$3M	0.7%	HOLD
46	KHCKRAFT HEINZ CO	128,064	$3M	0.7%	ADD 249%
47	GRMNGARMIN LTD	12,362	$3M	0.7%	ADD 21%
48	JJACOBS SOLUTIONS INC	20,024	$3M	0.6%	ADD 12%
49	MAMASTERCARD INCORPORATED	5,099	$3M	0.6%	ADD 44%
50	TTEKTETRA TECH INC NEW	84,047	$3M	0.6%	TRIM −18%
51	HEIHEICO CORP NEW	8,923	$2M	0.6%	TRIM −19%
52	PRIPRIMERICA INC	9,643	$2M	0.6%	NEW
53	CCITIGROUP INC	20,771	$2M	0.6%	ADD 3%
54	USBUS BANCORP	44,928	$2M	0.6%	ADD 25%
55	TSCOTRACTOR SUPPLY CO	51,513	$2M	0.6%	ADD 18%
56	LRCXLAM RESEARCH CORP	10,810	$2M	0.6%	TRIM −3%
57	SNASNAP ON INC	6,197	$2M	0.5%	TRIM −26%
58	BKRBAKER HUGHES COMPANY	36,165	$2M	0.5%	TRIM −8%
59	METAMETA PLATFORMS INC	3,809	$2M	0.5%	ADD 10%
60	UBERUBER TECHNOLOGIES INC	28,379	$2M	0.5%	ADD 4%
61	NOCNORTHROP GRUMMAN CORP	2,869	$2M	0.5%	TRIM −2%
62	DGXQUEST DIAGNOSTICS INC	9,979	$2M	0.5%	TRIM −49%
63	GOOGLALPHABET INC	6,771	$2M	0.5%	TRIM −64%
64	PGPROCTER AND GAMBLE CO	13,379	$2M	0.5%	NEW
65	LHLABCORP HOLDINGS INC	7,195	$2M	0.5%	TRIM −13%
66	DHID R HORTON INC	13,621	$2M	0.4%	HOLD
67	URIUNITED RENTALS INC	2,362	$2M	0.4%	TRIM −37%
68	HLIHOULIHAN LOKEY INC	11,975	$2M	0.4%	ADD 225%
69	PANWPALO ALTO NETWORKS INC	10,567	$2M	0.4%	TRIM −40%
70	PSXPHILLIPS 66	9,242	$2M	0.4%	TRIM −14%
71	TSNTYSON FOODS INC	25,448	$2M	0.4%	NEW
72	GWWWW GRAINGER INC	1,494	$2M	0.4%	TRIM −29%
73	CRWDCROWDSTRIKE HLDGS INC	4,083	$2M	0.4%	ADD 187%
74	INGRINGREDION INC	14,129	$2M	0.4%	TRIM −75%
75	ICEINTERCONTINENTAL EXCHANGE IN	9,336	$1M	0.4%	TRIM −32%
76	DPZDOMINOS PIZZA INC	4,065	$1M	0.4%	ADD 11%
77	CMECME GROUP INC	4,884	$1M	0.3%	TRIM −35%
78	PRUPRUDENTIAL FINL INC	12,965	$1M	0.3%	TRIM −51%
79	NRGNRG ENERGY INC	8,380	$1M	0.3%	ADD 19%
80	TMOTHERMO FISHER SCIENTIFIC INC	2,427	$1M	0.3%	ADD 172%
81	IMAXIMAX CORP	30,652	$1M	0.3%	TRIM −16%
82	HESMHESS MIDSTREAM LP	29,900	$1M	0.3%	TRIM −67%
83	HNGEHINGE HEALTH INC	30,100	$1M	0.3%	TRIM −28%
84	RJFRAYMOND JAMES FINL INC	7,916	$1M	0.3%	TRIM −24%
85	MPMP MATERIALS CORP	22,557	$1M	0.3%	ADD 139%
86	MKCMCCORMICK & CO INC	20,900	$1M	0.3%	NEW
87	CCJCAMECO CORP	9,149	$993,673	0.2%	TRIM −6%
88	MRVLMARVELL TECHNOLOGY INC	10,018	$992,284	0.2%	ADD 31%
89	BHPBHP BILLITON LIMITED	13,473	$980,026	0.2%	NEW
90	NEENEXTERA ENERGY INC	10,250	$952,020	0.2%	HOLD
91	TEVATEVA PHARMACEUTICAL INDS LTD	29,424	$886,251	0.2%	ADD 98%
92	TSMTAIWAN SEMICONDUCTOR MFG LTD	2,600	$878,670	0.2%	TRIM −9%
93	WMTWALMART INC	6,899	$857,409	0.2%	ADD 186%
94	MCKMCKESSON CORP	856	$740,748	0.2%	ADD 46%
95	BRK.ABERKSHIRE HATHAWAY INC DEL	1	$718,140	0.2%	HOLD
96	GSGOLDMAN SACHS GROUP INC	846	$715,708	0.2%	NEW
97	VUGVANGUARD INDEX FDS	1,600	$698,864	0.2%	HOLD
98	IXUSISHARES TR	8,000	$693,120	0.2%	NEW
99	DLRDIGITAL RLTY TR INC	3,833	$690,745	0.2%	TRIM −3%
100	LLYELI LILLY & CO	750	$689,828	0.2%	HOLD
101	BKNGBOOKING HOLDINGS INC	159	$669,441	0.2%	TRIM −68%
102	XLKSELECT SECTOR SPDR TR	5,000	$664,500	0.2%	TRIM −29%
103	TMUST-MOBILE US INC	3,146	$660,754	0.2%	TRIM −15%
104	IGVISHARES TR	8,100	$648,405	0.2%	ADD 8%
105	CTASCINTAS CORP	3,465	$586,070	0.1%	TRIM −3%
106	SCHWSCHWAB CHARLES CORP	6,218	$584,368	0.1%	NEW
107	CATCATERPILLAR INC	821	$581,646	0.1%	HOLD
108	WTRGESSENTIAL UTILS INC	14,077	$566,896	0.1%	TRIM −83%
109	CLSCELESTICA INC	2,000	$563,360	0.1%	NEW
110	XLCSELECT SECTOR SPDR TR	5,000	$554,300	0.1%	HOLD
111	DGRWWISDOMTREE TR	6,000	$527,040	0.1%	HOLD
112	VGTVANGUARD WORLD FD	710	$495,381	0.1%	TRIM −29%
113	KMIKINDER MORGAN INC DEL	14,700	$492,891	0.1%	HOLD
114	IAIISHARES TR	3,000	$492,540	0.1%	HOLD
115	HUBBHUBBELL INC	979	$480,442	0.1%	TRIM −36%
116	FDXFEDEX CORP	1,348	$480,131	0.1%	HOLD
117	VYMVANGUARD WHITEHALL FDS	3,200	$473,920	0.1%	HOLD
118	AGIALAMOS GOLD INC NEW	10,400	$462,072	0.1%	TRIM −61%
119	HIIHUNTINGTON INGALLS INDS INC	1,195	$453,986	0.1%	TRIM −12%
120	NTRNUTRIEN LTD	5,875	$443,328	0.1%	HOLD
121	AXONAXON ENTERPRISE INC	1,015	$431,060	0.1%	NEW
122	XLYSELECT SECTOR SPDR TR	3,800	$414,124	0.1%	HOLD
123	AMDADVANCED MICRO DEVICES INC	2,002	$407,267	0.1%	HOLD
124	CSLCARLISLE COS INC	1,200	$400,344	0.1%	TRIM −11%
125	CRSPCRISPR THERAPEUTICS AG	8,220	$391,025	0.1%	HOLD
126	SKYYFIRST TR EXCHANGE-TRADED FD	3,500	$382,760	0.1%	HOLD
127	CMSCMS ENERGY CORP	4,750	$368,505	0.1%	HOLD
128	KLACKLA CORP	244	$359,268	0.1%	TRIM −4%
129	ABTABBOTT LABS	3,325	$341,378	0.1%	TRIM −15%
130	VLYVALLEY NATL BANCORP	26,879	$330,074	0.1%	NEW
131	BF.BBROWN FORMAN CORP	12,300	$325,212	0.1%	NEW
132	VRTXVERTEX PHARMACEUTICALS INC	716	$319,723	0.1%	TRIM −49%
133	PIPRPIPER SANDLER COMPANIES	4,062	$310,946	0.1%	NEW
134	PSCHINVESCO EXCH TRADED FD TR II	7,500	$308,597	0.1%	HOLD
135	VVVVALVOLINE INC	9,153	$308,273	0.1%	TRIM −16%
136	COLDAMERICOLD REALTY TRUST INC	26,726	$306,280	0.1%	NEW
137	XLVSELECT SECTOR SPDR TR	2,089	$306,268	0.1%	HOLD
138	MTBM & T BK CORP	1,465	$302,845	0.1%	HOLD
139	CGNXCOGNEX CORP	6,131	$300,358	0.1%	NEW
140	CUBECUBESMART	8,152	$298,771	0.1%	NEW
141	SIRISIRIUSXM HOLDINGS INC	12,933	$298,494	0.1%	NEW
142	NXTNEXTPOWER INC	2,466	$297,276	0.1%	NEW
143	SEMSELECT MED HLDGS CORP	18,132	$295,370	0.1%	NEW
144	XRAYDENTSPLY SIRONA INC	25,415	$294,814	0.1%	TRIM −57%
145	FROGJFROG LTD	6,275	$294,486	0.1%	NEW
146	PORPORTLAND GEN ELEC CO	5,566	$293,718	0.1%	TRIM −24%
147	BIRKBIRKENSTOCK HOLDING PLC	8,111	$290,617	0.1%	TRIM −16%
148	HALOHALOZYME THERAPEUTICS INC	4,351	$281,205	0.1%	NEW
149	UECURANIUM ENERGY CORP	20,829	$281,192	0.1%	NEW
150	ETENERGY TRANSFER L P	14,400	$277,920	0.1%	ADD 22%
151	AVTAVNET INC	4,494	$276,920	0.1%	NEW
152	ORCLORACLE CORP	1,880	$276,567	0.1%	TRIM −67%
153	LKQLKQ CORP	9,290	$272,847	0.1%	NEW
154	WKCWORLD KINECT CORPORATION	11,815	$272,572	0.1%	TRIM −73%
155	RGENREPLIGEN CORP	2,297	$270,633	0.1%	TRIM −63%
156	CWSTCASELLA WASTE SYS INC	3,400	$269,756	0.1%	NEW
157	KRPKIMBELL RTY PARTNERS LP	18,351	$265,539	0.1%	NEW
158	XOMEXXON MOBIL CORP	1,548	$262,634	0.1%	TRIM −16%
159	MOOVANECK ETF TRUST	3,000	$253,500	0.1%	HOLD
160	NSANATIONAL STORAGE AFFILIATES	6,594	$248,858	0.1%	NEW
161	REGNREGENERON PHARMACEUTICALS	320	$247,245	0.1%	HOLD
162	PHPARKER-HANNIFIN CORP	276	$247,086	0.1%	HOLD
163	PTENPATTERSON-UTI ENERGY INC	22,453	$243,166	0.1%	NEW
164	GXOGXO LOGISTICS INCORPORATED	4,539	$235,347	0.1%	NEW
165	AMATAPPLIED MATLS INC	682	$233,101	0.1%	NEW
166	WTTRSELECT WATER SOLUTIONS INC	15,197	$232,514	0.1%	NEW
167	TOLTOLL BROTHERS INC	1,700	$231,999	0.1%	HOLD
168	MCMOELIS & CO	4,059	$231,363	0.1%	NEW
169	PRVAPRIVIA HEALTH GROUP INC	11,214	$230,672	0.1%	NEW
170	DOVDOVER CORP	1,100	$229,295	0.1%	HOLD
171	IOTSAMSARA INC	7,195	$228,010	0.1%	TRIM −71%
172	PBPROSPERITY BANCSHARES INC	3,374	$226,665	0.1%	NEW
173	EFCELLINGTON FINANCIAL INC	19,095	$226,276	0.1%	NEW
174	MANUMANCHESTER UTD PLC NEW	13,450	$226,229	0.1%	ADD 5%
175	POOLPOOL CORP	1,117	$226,003	0.1%	TRIM −14%
176	CIBRFIRST TR EXCHANGE-TRADED FD	3,600	$225,648	0.1%	HOLD
177	MSMMSC INDL DIRECT INC	2,444	$225,508	0.1%	NEW
178	TTCTORO CO	2,409	$225,097	0.1%	NEW
179	CLBTCELLEBRITE DI LTD	16,207	$223,332	0.1%	NEW
180	GNTXGENTEX CORP	10,190	$222,652	0.1%	NEW
181	COLMCOLUMBIA SPORTSWEAR CO	4,027	$220,720	0.1%	NEW
182	ASAMER SPORTS INC	6,702	$220,630	0.1%	NEW
183	COCOVITA COCO CO INC	4,580	$219,428	0.1%	NEW
184	AMTMAMENTUM HOLDINGS INC	8,402	$219,124	0.1%	NEW
185	CARRCARRIER GLOBAL CORPORATION	3,888	$218,933	0.1%	HOLD
186	HWMHOWMET AEROSPACE INC	933	$215,019	0.1%	NEW
187	AVYAVERY DENNISON CORP	1,225	$211,533	0.1%	TRIM −20%
188	ASHASHLAND INC	3,689	$205,145	0.0%	NEW
189	OLLIOLLIES BARGAIN OUTLET HLDGS	2,228	$205,065	0.0%	NEW
190	FULTFULTON FINL CORP PA	9,946	$202,302	0.0%	NEW
191	ONBOLD NATL BANCORP IND	9,143	$202,060	0.0%	NEW
192	FHNFIRST HORIZON CORPORATION	8,862	$201,699	0.0%	NEW
193	FBINFORTUNE BRANDS INNOVATIONS I	5,166	$201,319	0.0%	NEW
194	TAT&T INC	6,938	$201,133	0.0%	NEW
195	HOPEHOPE BANCORP INC	17,953	$200,535	0.0%	NEW
196	HWCHANCOCK WHITNEY CORPORATION	3,151	$200,372	0.0%	NEW
197	ELVELEVANCE HEALTH INC FORMERLY	684	$200,095	0.0%	TRIM −83%
198	NOMDNOMAD FOODS LTD	15,593	$149,849	0.0%	NEW
199	SPRYARS PHARMACEUTICALS INC	10,000	$80,300	0.0%	NEW

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

NVDANVIDIA CORPORATION

93K

52K

53K

52K

182K

$32M

AVGOBROADCOM INC

99K

83K

82K

81K

69K

50K

$16M

WFCWELLS FARGO CO NEW

218K

213K

178K

174K

$14M

JPMJPMORGAN CHASE & CO

74K

54K

53K

48K

37K

$11M

GOOGALPHABET INC

79K

61K

60K

38K

$11M

LHXL3HARRIS TECHNOLOGIES INC

38K

34K

33K

31K

$11M

AEMAGNICO EAGLE MINES LTD

67K

68K

72K

71K

67K

49K

$10M

AAPLAPPLE INC

77K

62K

58K

62K

61K

34K

$9M

AMGNAMGEN INC

29K

25K

24K

20K

19K

23K

$8M

STLDSTEEL DYNAMICS INC

43K

48K

50K

40K

44K

$8M

CMICUMMINS INC

17K

12K

15K

16K

15K

14K

$8M

MSFTMICROSOFT CORP

36K

28K

25K

26K

18K

$7M

ABBVABBVIE INC

43K

35K

29K

31K

$7M

SOSOUTHERN CO

49K

63K

61K

60K

56K

69K

$7M

PEPPEPSICO INC

25K

26K

14K

35K

39K

43K

$7M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆ALPINE WOODS CAPITAL INVESTORS, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 199 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

ALPINE WOODS CAPITAL INVESTORS, LLC