ALPINE WOODS CAPITAL INVESTORS, LLC

CIK 0001226886 • 6 13F filings • Apr 30, 2025 – Aug 7, 2026

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Filer information

Filed by: ALPINE WOODS CAPITAL INVESTORS, LLC, Chief Operating Officer
Address: 2500 WESTCHESTER AVE, SUITE 300, PURCHASE, NY, 10577
Phone: 914-251-0880
AUM: $420.0M

AUM over time

$460.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $420.0M1 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$490K	0.1%Prev: 0.1%	3,913 SH	Decreased-160 SH
ABBVIE INC	COM	$6.6M	1.6%Prev: 1.9%	29,044 SH	Decreased-5,985 SH
ADVANCED MICRO DEVICES INC	COM	$427K	0.1%Prev: 0.1%	1,995 SH	Increased+100 SH
AEROVIRONMENT INC	COM	$815K	0.2%	3,369 SH	New
AGNICO EAGLE MINES LTD	COM	$11.3M	2.7%Prev: 2.8%	66,682 SH	Decreased-4,545 SH
ALAMOS GOLD INC NEW	COM CL A	$1.0M	0.2%Prev: 0.1%	26,965 SH	Increased+19,965 SH
ALPHABET INC	CAP STK CL A	$5.9M	1.4%Prev: 1.1%	18,778 SH	Increased-82 SH
ALPHABET INC	CAP STK CL C	$18.9M	4.5%Prev: 3.4%	60,101 SH	Increased-186 SH
AMAZON COM INC	COM	$6.1M	1.4%Prev: 1.5%	26,221 SH	Decreased-3,743 SH
AMDOCS LTD	SHS	$2.3M	0.5%Prev: 0.9%	28,201 SH	Decreased-18,592 SH
AMERICAN SUPERCONDUCTOR CORP	SHS NEW	$663K	0.2%	23,026 SH	New
AMGEN INC	COM	$6.2M	1.5%Prev: 1.3%	19,061 SH	Increased-1,259 SH
APPLE INC	COM	$16.6M	3.9%Prev: 3.7%	60,965 SH	Increased-807 SH
ATLAS ENERGY SOLUTIONS INC	COM NEW	$653K	0.2%	69,351 SH	New
AVERY DENNISON CORP	COM	$277K	0.1%Prev: 0.1%	1,525 SH	Increased
BAKER HUGHES COMPANY	CL A	$1.8M	0.4%Prev: 0.5%	39,319 SH	Decreased-881 SH
BANK AMERICA CORP	COM	$7.8M	1.9%Prev: 1.7%	141,908 SH	Increased+1,516 SH
BANK NEW YORK MELLON CORP	COM	$3.5M	0.8%Prev: 0.9%	30,485 SH	Decreased-6,949 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$755K	0.2%Prev: 0.2%	1 SH	Increased
BIRKENSTOCK HOLDING PLC	COM SHS	$397K	0.1%	9,699 SH	New
BOOKING HOLDINGS INC	COM	$2.7M	0.6%Prev: 1.3%	500 SH	Decreased-500 SH
BROADCOM INC	COM	$24.0M	5.7%Prev: 6.2%	69,243 SH	Decreased-11,645 SH
BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$1.5M	0.4%Prev: 0.3%	39,624 SH	Increased+7,519 SH
CAMECO CORP	COM	$893K	0.2%Prev: 0.1%	9,766 SH	Increased+3,568 SH
CARLISLE COS INC	COM	$432K	0.1%Prev: 0.1%	1,350 SH	Decreased
CARRIER GLOBAL CORPORATION	COM	$205K	0.0%Prev: 0.5%	3,888 SH	Decreased-31,773 SH
CATERPILLAR INC	COM	$470K	0.1%Prev: 0.1%	821 SH	Increased
CENTRUS ENERGY CORP	CL A	$612K	0.1%	2,523 SH	New
CHENIERE ENERGY INC	COM NEW	$3.5M	0.8%Prev: 0.7%	17,786 SH	Increased+5,532 SH
CINTAS CORP	COM	$669K	0.2%Prev: 0.2%	3,557 SH	Decreased-156 SH
CISCO SYS INC	COM	$2.3M	0.5%Prev: 0.5%	29,536 SH	Increased+4 SH
CITIGROUP INC	COM NEW	$2.4M	0.6%Prev: 0.6%	20,238 SH	Decreased-3,351 SH
CLOROX CO DEL	COM	$304K	0.1%	3,018 SH	New
CME GROUP INC	COM	$2.0M	0.5%Prev: 0.6%	7,491 SH	Decreased-1,513 SH
CMS ENERGY CORP	COM	$332K	0.1%Prev: 0.1%	4,750 SH	Decreased
CONSOLIDATED EDISON INC	COM	$254K	0.1%Prev: 0.1%	2,555 SH	Decreased
CONSTELLATION BRANDS INC	CL A	$4.0M	0.9%	28,749 SH	New
CRISPR THERAPEUTICS AG	NAMEN AKT	$424K	0.1%Prev: 0.1%	8,085 SH	Decreased-194 SH
CROWDSTRIKE HLDGS INC	CL A	$668K	0.2%Prev: 0.2%	1,425 SH	Decreased-70 SH
CUMMINS INC	COM	$7.6M	1.8%Prev: 1.5%	14,818 SH	Increased-763 SH
D R HORTON INC	COM	$2.0M	0.5%Prev: 0.5%	13,621 SH	Decreased
DANAHER CORPORATION	COM	$231K	0.1%	1,008 SH	New
DENTSPLY SIRONA INC	COM	$680K	0.2%	59,483 SH	New
DIGITAL RLTY TR INC	COM	$611K	0.1%Prev: 0.2%	3,947 SH	Decreased-152 SH
DOMINOS PIZZA INC	COM	$1.5M	0.4%Prev: 0.4%	3,649 SH	Decreased-18 SH
DOVER CORP	COM	$215K	0.1%	1,100 SH	New
DUOLINGO INC	CL A COM	$333K	0.1%	1,895 SH	New
EDWARDS LIFESCIENCES CORP	COM	$1.5M	0.3%Prev: 0.4%	17,197 SH	Decreased-4,163 SH
ELEVANCE HEALTH INC FORMERLY	COM	$1.4M	0.3%Prev: 0.4%	4,072 SH	Decreased-795 SH
ELI LILLY & CO	COM	$806K	0.2%Prev: 0.1%	750 SH	Increased
EMERSON ELEC CO	COM	$2.5M	0.6%Prev: 0.5%	18,504 SH	Increased+1,450 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$195K	0.0%Prev: 0.0%	11,850 SH	Decreased
EQUINIX INC	COM	$4.1M	1.0%Prev: 1.6%	5,325 SH	Decreased-3,522 SH
ESSENTIAL UTILS INC	COM	$3.2M	0.8%Prev: 0.7%	82,933 SH	Increased+7,119 SH
EVERGY INC	COM	$4.8M	1.2%Prev: 1.0%	66,729 SH	Increased+9,168 SH
EXXON MOBIL CORP	COM	$222K	0.1%Prev: 0.1%	1,846 SH	Decreased-398 SH
FEDEX CORP	COM	$397K	0.1%Prev: 0.1%	1,373 SH	Increased
FIGURE TECHNOLOGY SOLUTIO	COM CL A	$1.9M	0.5%	46,457 SH	New
FIRST TR EXCHANGE TRADED FD	CLOUD COMPUTING	$455K	0.1%Prev: 0.1%	3,500 SH	Decreased
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$257K	0.1%Prev: 0.1%	3,600 SH	Decreased
FLOWSERVE CORP	COM	$2.5M	0.6%Prev: 0.4%	35,466 SH	Increased-8 SH
GALLAGHER ARTHUR J & CO	COM	$361K	0.1%Prev: 0.1%	1,395 SH	Decreased-14 SH
GARMIN LTD	SHS	$2.1M	0.5%Prev: 0.5%	10,209 SH	Decreased+895 SH
GENERAL MLS INC	COM	$546K	0.1%	11,750 SH	New
HEICO CORP NEW	COM	$3.6M	0.8%Prev: 1.0%	10,998 SH	Decreased-1,913 SH
HESS MIDSTREAM LP	CL A SHS	$3.1M	0.7%	89,315 SH	New
HINGE HEALTH INC	CL A	$1.9M	0.5%	41,914 SH	New
HOME DEPOT INC	COM	$4.4M	1.1%Prev: 1.5%	12,891 SH	Decreased-3,267 SH
HOULIHAN LOKEY INC	CL A	$642K	0.2%Prev: 0.2%	3,687 SH	Decreased-53 SH
HP INC	COM	$2.1M	0.5%Prev: 0.8%	95,219 SH	Decreased-34,333 SH
HUBBELL INC	COM	$684K	0.2%Prev: 0.1%	1,541 SH	Increased+681 SH
HUNTINGTON INGALLS INDS INC	COM	$461K	0.1%Prev: 0.1%	1,355 SH	Increased-33 SH
IMAX CORP	COM	$1.4M	0.3%Prev: 0.3%	36,655 SH	Decreased-5,473 SH
INGREDION INC	COM	$6.3M	1.5%Prev: 1.6%	57,409 SH	Decreased+2,492 SH
INTERCONTINENTAL EXCHANGE IN	COM	$2.2M	0.5%Prev: 1.1%	13,737 SH	Decreased-15,295 SH
INTERNATIONAL BUSINESS MACHS	COM	$215K	0.1%Prev: 0.0%	726 SH	Increased-12 SH
INTUITIVE SURGICAL INC	COM NEW	$5.6M	1.3%Prev: 1.0%	9,891 SH	Increased-12 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP HELT	$330K	0.1%Prev: 0.1%	7,500 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$507K	0.1%Prev: 0.1%	43,000 SH	Increased-35,500 SH
IREN LIMITED	ORDINARY SHARES	$595K	0.1%	15,743 SH	New
ISHARES TR	EXPANDED TECH	$793K	0.2%Prev: 0.2%	7,500 SH	Decreased
ISHARES TR	US BR DEL SE ETF	$538K	0.1%Prev: 0.1%	3,000 SH	Increased
JACOBS SOLUTIONS INC	COM	$2.4M	0.6%Prev: 0.5%	17,877 SH	Increased+4,887 SH
JOHNSON & JOHNSON	COM	$5.6M	1.3%Prev: 1.2%	27,248 SH	Increased-510 SH
JPMORGAN CHASE & CO.	COM	$15.6M	3.7%Prev: 3.9%	48,364 SH	Decreased-4,802 SH
KINDER MORGAN INC DEL	COM	$404K	0.1%Prev: 0.1%	14,700 SH	Decreased
KLA CORP	COM NEW	$307K	0.1%Prev: 0.1%	253 SH	Increased-5 SH
KRAFT HEINZ CO	COM	$890K	0.2%Prev: 0.5%	36,717 SH	Decreased-49,284 SH
L3HARRIS TECHNOLOGIES INC	COM	$9.7M	2.3%Prev: 2.4%	33,121 SH	Decreased-985 SH
LABCORP HOLDINGS INC	COM SHS	$2.1M	0.5%Prev: 0.7%	8,240 SH	Decreased-1,869 SH
LAM RESEARCH CORP	COM NEW	$1.9M	0.5%Prev: 0.5%	11,117 SH	Decreased-6,388 SH
LAMB WESTON HLDGS INC	COM	$301K	0.1%	7,180 SH	New
LENNAR CORP	CL A	$299K	0.1%	2,911 SH	New
LOUISIANA PAC CORP	COM	$665K	0.2%	8,240 SH	New
LUCID GROUP INC	COM NEW	$288K	0.1%	27,279 SH	New
M & T BK CORP	COM	$295K	0.1%Prev: 0.1%	1,465 SH	Increased
MANCHESTER UTD PLC NEW	ORD CL A	$203K	0.0%Prev: 0.0%	12,776 SH	Increased-223 SH
MARVELL TECHNOLOGY INC	COM	$651K	0.2%	7,663 SH	New
MASTERCARD INCORPORATED	CL A	$2.0M	0.5%Prev: 0.4%	3,542 SH	Increased+171 SH
MCKESSON CORP	COM	$482K	0.1%Prev: 0.1%	587 SH	Decreased-48 SH
META PLATFORMS INC	CL A	$2.3M	0.5%Prev: 1.2%	3,474 SH	Decreased-3,656 SH
MICROSOFT CORP	COM	$12.8M	3.0%Prev: 3.2%	26,449 SH	Decreased-21 SH
MONDELEZ INTL INC	CL A	$2.2M	0.5%Prev: 0.9%	40,614 SH	Decreased-21,985 SH
MOTOROLA SOLUTIONS INC	COM NEW	$4.3M	1.0%Prev: 1.3%	11,259 SH	Decreased-1,012 SH
MP MATERIALS CORP	COM CL A	$477K	0.1%	9,448 SH	New
NETFLIX INC	COM	$2.9M	0.7%Prev: 1.1%	30,821 SH	Decreased+27,023 SH
NEXTERA ENERGY INC	COM	$823K	0.2%Prev: 0.2%	10,250 SH	Increased-450 SH
NORTHROP GRUMMAN CORP	COM	$1.7M	0.4%Prev: 0.5%	2,937 SH	Decreased-488 SH
NRG ENERGY INC	COM NEW	$1.1M	0.3%Prev: 0.3%	7,023 SH	Decreased+34 SH
NUTRIEN LTD	COM	$363K	0.1%Prev: 0.1%	5,875 SH	Increased
NVIDIA CORPORATION	COM	$9.6M	2.3%Prev: 2.3%	51,715 SH	Decreased-1,195 SH
OLD DOMINION FREIGHT LINE IN	COM	$660K	0.2%	4,211 SH	New
OLD REP INTL CORP	COM	$3.7M	0.9%	80,000 SH	New
ORACLE CORP	COM	$1.1M	0.3%Prev: 0.1%	5,783 SH	Increased+3,758 SH
PALO ALTO NETWORKS INC	COM	$3.2M	0.8%Prev: 1.4%	17,619 SH	Decreased-11,338 SH
PARKER-HANNIFIN CORP	COM	$243K	0.1%Prev: 0.0%	276 SH	Increased
PEPSICO INC	COM	$5.6M	1.3%Prev: 1.1%	39,240 SH	Increased+4,601 SH
PHILLIPS 66	COM	$1.4M	0.3%Prev: 0.3%	10,731 SH	Decreased+231 SH
POOL CORP	COM	$298K	0.1%	1,302 SH	New
PORTLAND GEN ELEC CO	COM NEW	$353K	0.1%Prev: 0.1%	7,365 SH	Decreased-1,570 SH
PRUDENTIAL FINL INC	COM	$3.0M	0.7%Prev: 0.5%	26,327 SH	Increased+4,887 SH
QUALCOMM INC	COM	$1.3M	0.3%Prev: 0.3%	7,486 SH	Increased
QUEST DIAGNOSTICS INC	COM	$3.4M	0.8%Prev: 0.8%	19,402 SH	Increased+1,881 SH
RAYMOND JAMES FINL INC	COM	$1.7M	0.4%Prev: 0.5%	10,398 SH	Decreased-2,502 SH
REGENERON PHARMACEUTICALS	COM	$247K	0.1%	320 SH	New
RELIANCE INC	COM	$2.6M	0.6%Prev: 0.5%	8,987 SH	Increased+596 SH
REPLIGEN CORP	COM	$1.0M	0.2%	6,136 SH	New
ROBLOX CORP	CL A	$371K	0.1%	4,581 SH	New
RUBRIK INC.	CL A	$765K	0.2%	10,000 SH	New
SAMSARA INC	COM CL A	$871K	0.2%Prev: 0.5%	24,564 SH	Decreased-29,846 SH
SBA COMMUNICATIONS CORP NEW	CL A	$5.7M	1.4%Prev: 1.2%	29,648 SH	Increased+4,046 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$589K	0.1%	5,000 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$454K	0.1%	3,800 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$323K	0.1%	2,089 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.0M	0.2%	7,000 SH	New
SIMON PPTY GROUP INC NEW	COM	$2.4M	0.6%Prev: 0.5%	13,224 SH	Increased+1,102 SH
SNAP ON INC	COM	$2.9M	0.7%Prev: 0.8%	8,356 SH	Decreased-1,469 SH
SOUNDHOUND AI INC	CLASS A COM	$506K	0.1%Prev: 0.1%	50,742 SH	Increased+29,857 SH
SOUTHERN CO	COM	$4.9M	1.2%Prev: 1.3%	55,804 SH	Decreased-4,276 SH
SPROTT FDS TR	URANIUM MINERS E	$213K	0.1%Prev: 0.2%	3,881 SH	Decreased-8,039 SH
STEEL DYNAMICS INC	COM	$6.8M	1.6%Prev: 1.6%	40,039 SH	Decreased-9,890 SH
T-MOBILE US INC	COM	$752K	0.2%Prev: 0.3%	3,706 SH	Decreased-1,247 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$868K	0.2%Prev: 0.2%	2,855 SH	Decreased-260 SH
TARGET CORP	COM	$676K	0.2%	6,920 SH	New
TETRA TECH INC NEW	COM	$3.4M	0.8%Prev: 1.0%	102,808 SH	Decreased-28,559 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$463K	0.1%	14,837 SH	New
TEXAS INSTRS INC	COM	$4.5M	1.1%Prev: 1.1%	26,076 SH	Decreased+73 SH
THERMO FISHER SCIENTIFIC INC	COM	$517K	0.1%Prev: 0.1%	893 SH	Increased-50 SH
TJX COS INC NEW	COM	$3.4M	0.8%Prev: 0.8%	22,176 SH	Decreased-2,259 SH
TOLL BROTHERS INC	COM	$230K	0.1%Prev: 0.1%	1,700 SH	Decreased
TRACTOR SUPPLY CO	COM	$2.2M	0.5%Prev: 0.6%	43,596 SH	Decreased-135 SH
TRANE TECHNOLOGIES PLC	SHS	$3.4M	0.8%Prev: 0.9%	8,697 SH	Decreased-536 SH
UBER TECHNOLOGIES INC	COM	$2.2M	0.5%Prev: 0.7%	27,273 SH	Decreased-2,585 SH
UNION PAC CORP	COM	$2.8M	0.7%Prev: 0.7%	12,200 SH	Decreased
UNITED RENTALS INC	COM	$3.1M	0.7%Prev: 0.8%	3,769 SH	Decreased-6 SH
UPSTART HLDGS INC	COM	$752K	0.2%	17,189 SH	New
US BANCORP DEL	COM NEW	$1.9M	0.5%Prev: 0.4%	35,871 SH	Increased+11 SH
VALVOLINE INC	COM	$316K	0.1%Prev: 0.1%	10,866 SH	Decreased+267 SH
VANECK ETF TRUST	AGRIBUSINESS ETF	$218K	0.1%Prev: 0.1%	3,000 SH	Decreased
VANGUARD INDEX FDS	GROWTH ETF	$781K	0.2%Prev: 0.2%	1,600 SH	Increased
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$459K	0.1%Prev: 0.1%	3,200 SH	Increased
VANGUARD WORLD FD	INF TECH ETF	$754K	0.2%Prev: 0.2%	1,000 SH	Increased
VARONIS SYS INC	COM	$52K	0.0%Prev: 0.7%	48,000 SH	Decreased-778 SH
VERTEX PHARMACEUTICALS INC	COM	$636K	0.2%Prev: 0.4%	1,402 SH	Decreased-3,019 SH
VIRTUS INVT PARTNERS INC	COM	$666K	0.2%	4,080 SH	New
WALMART INC	COM	$269K	0.1%	2,414 SH	New
WASTE MGMT INC DEL	COM	$1.8M	0.4%Prev: 0.3%	8,070 SH	Increased+2,721 SH
WELLS FARGO CO NEW	COM	$16.6M	4.0%Prev: 3.5%	178,191 SH	Increased
WESTLAKE CORPORATION	COM	$665K	0.2%	8,989 SH	New
WILLIAMS COS INC	COM	$4.4M	1.0%Prev: 1.2%	72,793 SH	Decreased-8,936 SH
WISDOMTREE TR	US QTLY DIV GRT	$537K	0.1%Prev: 0.1%	6,000 SH	Increased
WORLD KINECT CORPORATION	COM	$1.0M	0.2%	43,565 SH	New
WW GRAINGER INC	COM	$2.1M	0.5%	2,096 SH	New
ZOOM COMMUNICATIONS INC	CL A	$1.7M	0.4%Prev: 0.3%	19,327 SH	Increased+4,327 SH

Sold (vs prior filing)

ARIS WATER SOLUTIONS INC — $338K
AT&T INC — $219K
CHART INDS INC — $559K
CORPAY INC — $811K
COSTCO WHSL CORP NEW — $314K
GRAINGER W W INC — $2.5M
HOWMET AEROSPACE INC — $207K
JEFFERIES FINL GROUP INC — $775K
KENVUE INC — $1.9M
MAPLEBEAR INC — $312K
OLLIES BARGAIN OUTLET HLDGS — $483K
ONEOK INC NEW — $2.1M
ROYAL CARIBBEAN GROUP — $547K
S&P GLOBAL INC — $685K
SELECT SECTOR SPDR TR — $592K
SELECT SECTOR SPDR TR — $455K
SELECT SECTOR SPDR TR — $293K
SELECT SECTOR SPDR TR — $987K
WESTLAKE CHEM PARTNERS LP — $449K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 18, 2026	Q4 2025	13F-HR	0001226886-26-000001	$420.0M	View
Oct 15, 2025	Q3 2025	13F-HR	0001226886-25-000012	$430.2M	View
Aug 7, 2026	Q2 2026