StockDriftsStockDriftsTop 50 Alpine Woods Capital Investors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 3.94% | 46.3K | $17.5M | -8.08%(-4.07K) | $39.37(+967.60%) | 2026-06-30 | |
| WFC | WELLS FARGO & CO | 3.25% | 174.2K | $14.4M | +0.00%(+0) | $42.69(+106.46%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.93% | 39.7K | $13.0M | +6.14%(+2.30K) | $122.31(+195.56%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.75% | 34.5K | $12.2M | -9.42%(-3.59K) | $61.46(+470.28%) | 2026-06-30 | |
| CMI | CUMMINS INC | 2.26% | 14.1K | $10.0M | +0.82%(+115) | $258.34(+150.13%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.17% | 48.2K | $9.6M | -73.57%(-134.09K) | $139.71(+57.80%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.17% | 33.3K | $9.6M | -1.29%(-435) | $98.30(+211.98%) | 2026-06-30 | |
| LHX | L3HARRIS TECHNOLOGIES INC | 2.16% | 33.0K | $9.6M | +7.51%(+2.30K) | $215.07(+33.92%) | 2026-06-30 | |
| AMGN | AMGEN INC | 2.04% | 25.0K | $9.1M | +8.52%(+1.97K) | $255.50(+64.33%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.86% | 22.1K | $8.2M | +19.92%(+3.67K) | $318.75(+57.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.77% | +85.04% | +10.18% | +62.35% |
| Top 20 Holdings Unweighted | +21.04% | +77.32% | +8.64% | +51.31% |
Alpine Woods Capital Investors LLC reports $460.17M in US-listed equity holdings across 218 positions in its most recent 13F filing. Its largest disclosed positions are AVGO (3.9%), WFC (3.3%) and JPM (2.9%). The top 20 holdings account for 41.33% of reported assets. Its disclosed equity book has returned +85.04% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Alpine Woods Capital Investors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1226886). View Alpine Woods Capital Investors LLC’s 13F filings on SEC