Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ALPINE WOODS CAPITAL INVESTORS, LLC (CIK 1226886) reported $416.7M across 199 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($31.8M, 7.63%), AVGO ($15.6M, 3.74%), WFC ($13.9M, 3.33%), JPM ($11.0M, 2.64%), GOOG ($10.9M, 2.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $31.8M | 7.63% | 182,262 | Added |
| 2 | AVGO | BROADCOM INC | $15.6M | 3.74% | 50,392 | Trimmed |
| 3 | WFC | WELLS FARGO & CO | $13.9M | 3.33% | 174,191 | Trimmed |
| 4 | JPM | JPMORGAN CHASE & CO | $11.0M | 2.64% | 37,365 | Trimmed |
| 5 | GOOG | ALPHABET INC | $10.9M | 2.62% | 38,060 | Trimmed |
| 6 | LHX | L3HARRIS TECHNOLOGIES INC | $10.6M | 2.54% | 30,662 | Trimmed |
| 7 | AEM | AGNICO EAGLE MINES LTD | $9.9M | 2.38% | 48,889 | Trimmed |
| 8 | AAPL | APPLE INC | $8.6M | 2.05% | 33,696 | Trimmed |
| 9 | AMGN | AMGEN INC | $8.1M | 1.95% | 23,064 | Added |
| 10 | STLD | STEEL DYNAMICS INC | $7.9M | 1.91% | 44,156 | Added |
| 11 | CMI | CUMMINS INC | $7.5M | 1.80% | 13,959 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $6.8M | 1.64% | 18,428 | Trimmed |
| 13 | ABBV | ABBVIE INC | $6.8M | 1.63% | 31,234 | Added |
| 14 | SO | SOUTHERN CO | $6.7M | 1.61% | 69,437 | Added |
| 15 | JNJ | JOHNSON & JOHNSON | $6.6M | 1.59% | 27,118 | Trimmed |
| 16 | PEP | PEPSICO INC | $6.6M | 1.59% | 42,796 | Added |
| 17 | EQIX | EQUINIX INC | $6.6M | 1.58% | 6,710 | Added |
| 18 | BAC | BANK AMERICA CORP | $6.6M | 1.57% | 134,382 | Trimmed |
| 19 | MDLZ | MONDELEZ INTL INC | $6.5M | 1.55% | 112,117 | Added |
| 20 | EVRG | EVERGY INC | $6.2M | 1.49% | 75,695 | Added |
| 21 | WM | WASTE MGMT INC DEL | $5.7M | 1.36% | 24,723 | Added |
| 22 | SBAC | SBA COMMUNICATIONS CORP | $5.6M | 1.33% | 32,295 | Added |
| 23 | TXN | TEXAS INSTRS INC | $5.4M | 1.30% | 27,895 | Added |
| 24 | LNG | CHENIERE ENERGY INC | $5.4M | 1.29% | 18,947 | Added |
| 25 | EMR | EMERSON ELEC CO | $4.9M | 1.19% | 37,765 | Added |
Source: SEC Form 13F filings · as of 2026-03-31