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Asset Manager ← All Institutions

ALPINE WOODS CAPITAL INVESTORS, LLC

Q1 2026 · Filed 2026-02-18
Market Value
$0
-100.0%
Holdings
171
-13
New Purchases
0
Added To
0
Closed
171
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 34 $0 0%
Large Cap 104 $0 0%
Mid Cap 26 $0 0%
Small Cap 6 $0 0%
Micro Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$286.3B
Median Market Cap
$49.4B
Avg P/E
31.1
Median P/E
23.7
Avg Dividend Yield
0.02%
Avg Beta
1.00
# Stocks
156
# ETFs / Funds
15

Top Holdings (171 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DLR —% -$611K -3,947 -100.0% SOLD
2 BRK-A —% -$755K -1 -100.0% SOLD
3 ED —% -$254K -2,555 -100.0% SOLD
4 MANU —% -$203K -12,776 -100.0% SOLD
5 FDX —% -$397K -1,373 -100.0% SOLD
6 HLI —% -$642K -3,687 -100.0% SOLD
7 UBER —% -$2M -27,273 -100.0% SOLD
8 LHX —% -$10M -33,121 -100.0% SOLD
9 AEM —% -$11M -66,682 -100.0% SOLD
10 XOM —% -$222K -1,846 -100.0% SOLD
11 NEE —% -$823K -10,250 -100.0% SOLD
12 PSX —% -$1M -10,731 -100.0% SOLD
13 RJF —% -$2M -10,398 -100.0% SOLD
14 FLS —% -$2M -35,466 -100.0% SOLD
15 TEVA —% -$463K -14,837 -100.0% SOLD
16 WTRG —% -$3M -82,933 -100.0% SOLD
17 HESM —% -$3M -89,315 -100.0% SOLD
18 CARR —% -$205K -3,888 -100.0% SOLD
19 ICE —% -$2M -13,737 -100.0% SOLD
20 BEPC —% -$2M -39,624 -100.0% SOLD
21 HII —% -$461K -1,355 -100.0% SOLD
22 POR —% -$353K -7,365 -100.0% SOLD
23 AVY —% -$277K -1,525 -100.0% SOLD
24 HUBB —% -$684K -1,541 -100.0% SOLD
25 HD —% -$4M -12,891 -100.0% SOLD
26 WMB —% -$4M -72,793 -100.0% SOLD
27 ABBV —% -$7M -29,044 -100.0% SOLD
28 DHR —% -$231K -1,008 -100.0% SOLD
29 AJG —% -$361K -1,395 -100.0% SOLD
30 CSL —% -$432K -1,350 -100.0% SOLD
31 LEU —% -$612K -2,523 -100.0% SOLD
32 GRMN —% -$2M -10,209 -100.0% SOLD
33 MTB —% -$295K -1,465 -100.0% SOLD
34 ET —% -$195K -11,850 -100.0% SOLD
35 SPG —% -$2M -13,224 -100.0% SOLD
36 AESI —% -$653K -69,351 -100.0% SOLD
37 J —% -$2M -17,877 -100.0% SOLD
38 ABT —% -$490K -3,913 -100.0% SOLD
39 NTR —% -$363K -5,875 -100.0% SOLD
40 WLK —% -$665K -8,989 -100.0% SOLD
41 MSI —% -$4M -11,259 -100.0% SOLD
42 LPX —% -$665K -8,240 -100.0% SOLD
43 VVV —% -$316K -10,866 -100.0% SOLD
44 IMAX —% -$1M -36,655 -100.0% SOLD
45 MP —% -$477K -9,448 -100.0% SOLD
46 IBM —% -$215K -726 -100.0% SOLD
47 WM —% -$2M -8,070 -100.0% SOLD
48 HPQ —% -$2M -95,219 -100.0% SOLD
49 STZ —% -$4M -28,749 -100.0% SOLD
50 TJX —% -$3M -22,176 -100.0% SOLD
51 TMO —% -$517K -893 -100.0% SOLD
52 KMI —% -$404K -14,700 -100.0% SOLD
53 CLX —% -$304K -3,018 -100.0% SOLD
54 JPM —% -$16M -48,364 -100.0% SOLD
55 AGI —% -$1M -26,965 -100.0% SOLD
56 LH —% -$2M -8,240 -100.0% SOLD
57 BAC —% -$8M -141,908 -100.0% SOLD
58 SO —% -$5M -55,804 -100.0% SOLD
59 DHI —% -$2M -13,621 -100.0% SOLD
60 DOV —% -$215K -1,100 -100.0% SOLD
61 PH —% -$243K -276 -100.0% SOLD
62 CMI —% -$8M -14,818 -100.0% SOLD
63 PRU —% -$3M -26,327 -100.0% SOLD
64 TGT —% -$676K -6,920 -100.0% SOLD
65 UNP —% -$3M -12,200 -100.0% SOLD
66 LEN —% -$299K -2,911 -100.0% SOLD
67 MCK —% -$482K -587 -100.0% SOLD
68 CMS —% -$332K -4,750 -100.0% SOLD
69 INGR —% -$6M -57,409 -100.0% SOLD
70 LLY —% -$806K -750 -100.0% SOLD
71 NRG —% -$1M -7,023 -100.0% SOLD
72 MA —% -$2M -3,542 -100.0% SOLD
73 ORI —% -$4M -80,000 -100.0% SOLD
74 HNGE —% -$2M -41,914 -100.0% SOLD
75 LNG —% -$3M -17,786 -100.0% SOLD
76 RS —% -$3M -8,987 -100.0% SOLD
77 IOT —% -$871K -24,564 -100.0% SOLD
78 RBRK —% -$765K -10,000 -100.0% SOLD
79 USB —% -$2M -35,871 -100.0% SOLD
80 GIS —% -$546K -11,750 -100.0% SOLD
81 URI —% -$3M -3,769 -100.0% SOLD
82 JNJ —% -$6M -27,248 -100.0% SOLD
83 GWW —% -$2M -2,096 -100.0% SOLD
84 CCJ —% -$893K -9,766 -100.0% SOLD
85 EMR —% -$2M -18,504 -100.0% SOLD
86 HEI —% -$4M -10,998 -100.0% SOLD
87 LW —% -$301K -7,180 -100.0% SOLD
88 CAT —% -$470K -821 -100.0% SOLD
89 EW —% -$1M -17,197 -100.0% SOLD
90 TT —% -$3M -8,697 -100.0% SOLD
91 TOL —% -$230K -1,700 -100.0% SOLD
92 NOC —% -$2M -2,937 -100.0% SOLD
93 TSM —% -$868K -2,855 -100.0% SOLD
94 SNA —% -$3M -8,356 -100.0% SOLD
95 CSCO —% -$2M -29,536 -100.0% SOLD
96 AMD —% -$427K -1,995 -100.0% SOLD
97 IGV —% -$793K -7,500 -100.0% SOLD
98 LRCX —% -$2M -11,117 -100.0% SOLD
99 DUOL —% -$333K -1,895 -100.0% SOLD
100 CIBR —% -$257K -3,600 -100.0% SOLD

Options Breakdown

1 Calls $0 Call Value 1 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
VRNS $0 SOLD

Top Puts

SymbolSharesValueStatus
QQQ $0 SOLD

Sold Out Positions

SymbolValue% Port
ABT —%
BRK-A —%
ED —%
MANU —%
FDX —%
HLI —%
UBER —%
LHX —%
AEM —%
XOM —%
NEE —%
PSX —%
NTR —%
DLR —%
TEVA —%
View SEC EDGAR Filings for ALPINE WOODS CAPITAL INVESTORS, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms