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Alpine Woods Capital Investors, Llc

Portfolio Manager
Alpine Woods Capital Investors, Llc
Performance
-4.21% (2026 Q1)
AUM (13F)
$416.68M
# of Holdings
199
Performance Rank
Allocation (Top 20)
46.84%

Alpine Woods Capital Investors, Llc Holdings Map

Top 50 Alpine Woods Capital Investors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
7.63%182.3K$31.8M
+252.44%(+130.55K)
2025-Q1: 52.0K shares2025-Q2: 52.5K shares2025-Q3: 52.9K shares2025-Q4: 51.7K shares2026-Q1: 182.3K shares
$139.71(+39.46%)
2026-03-31
AVGO
BROADCOM INC
3.74%50.4K$15.6M
-27.22%(-18.85K)
2025-Q1: 82.7K shares2025-Q2: 81.9K shares2025-Q3: 80.9K shares2025-Q4: 69.2K shares2026-Q1: 50.4K shares
$39.37(+815.44%)
2026-03-31
WFC
WELLS FARGO & CO
3.33%174.2K$13.9M
-2.24%(-4.00K)
2025-Q1: 218.2K shares2025-Q2: 213.2K shares2025-Q3: 178.2K shares2025-Q4: 178.2K shares2026-Q1: 174.2K shares
$42.69(+100.32%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.64%37.4K$11.0M
-22.74%(-11.00K)
2025-Q1: 54.5K shares2025-Q2: 53.1K shares2025-Q3: 53.2K shares2025-Q4: 48.4K shares2026-Q1: 37.4K shares
$111.05(+201.20%)
2026-03-31
GOOG
ALPHABET INC
2.62%38.1K$10.9M
-36.67%(-22.04K)
2025-Q1: 61.3K shares2025-Q2: 60.1K shares2025-Q3: 60.3K shares2025-Q4: 60.1K shares2026-Q1: 38.1K shares
$61.46(+479.54%)
2026-03-31
LHX
L3HARRIS TECHNOLOGIES INC
2.54%30.7K$10.6M
-7.42%(-2.46K)
2025-Q1: 33.8K shares2025-Q2: 33.7K shares2025-Q3: 34.1K shares2025-Q4: 33.1K shares2026-Q1: 30.7K shares
$207.54(+45.55%)
2026-03-31
AEM
AGNICO EAGLE MINES LTD
2.38%48.9K$9.9M
-26.68%(-17.79K)
2025-Q1: 67.9K shares2025-Q2: 72.3K shares2025-Q3: 71.2K shares2025-Q4: 66.7K shares2026-Q1: 48.9K shares
$50.09(+207.14%)
2026-03-31
AAPL
APPLE INC
2.05%33.7K$8.6M
-44.73%(-27.27K)
2025-Q1: 62.0K shares2025-Q2: 57.7K shares2025-Q3: 61.8K shares2025-Q4: 61.0K shares2026-Q1: 33.7K shares
$98.30(+213.97%)
2026-03-31
AMGN
AMGEN INC
1.95%23.1K$8.1M
+21.00%(+4.00K)
2025-Q1: 25.3K shares2025-Q2: 24.2K shares2025-Q3: 20.3K shares2025-Q4: 19.1K shares2026-Q1: 23.1K shares
$246.98(+51.49%)
2026-03-31
STLD
STEEL DYNAMICS INC
1.91%44.2K$7.9M
+10.28%(+4.12K)
2025-Q1: 43.3K shares2025-Q2: 47.8K shares2025-Q3: 49.9K shares2025-Q4: 40.0K shares2026-Q1: 44.2K shares
$125.84(+75.13%)
2026-03-31

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