ALPINE WOODS CAPITAL INVESTORS, LLC
CIK 1226886
13F filing for Q2 2026・No. 4,118
- Holdings
- US$460.17M
- Quarter change
- +US$43.5M
- Entries
- 220
- Net bought (estimate)
- −US$13.68M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 52
- Sold out 33
- Cut 76
- Added 52
- Corporate actions 0
- Unchanged 38
Largest holdings
218 stocks worth US$443.55M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AVGOBroadcomCOM | Cut | 46,320 | US$17.5M | 3.94% |
| WFCWELLS FARGO & COCOM | Unchanged | 174,191 | US$14.4M | 3.25% |
| JPMJPMORGAN CHASE & COCOM | Added | 39,661 | US$12.98M | 2.93% |
| GOOGALPHABET INCCAP STK CL C | Cut | 34,473 | US$12.18M | 2.75% |
| CMICUMMINS INCCOM | Added | 14,074 | US$10.04M | 2.26% |
| NVDANvidiaCOM | Cut | 48,172 | US$9.64M | 2.17% |
| AAPLAppleCOM | Cut | 33,261 | US$9.62M | 2.17% |
| LHXL3HARRIS TECHNOLOGIES INCCOM | Added | 32,964 | US$9.58M | 2.16% |
| AMGNAMGEN INCCOM | Added | 25,029 | US$9.06M | 2.04% |
| MSFTMicrosoftCOM | Added | 22,099 | US$8.24M | 1.86% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.