Alpine Woods Capital Investors, LLC Portfolio Holdings

Alpine Woods Capital Investors, LLC

  • $463 Million
  • Q3 2025

Alpine Woods Capital Investors, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $463 Million distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $26.7M, Jpmorgan Chase & CO with a value of $16.8M, Apple Inc. with a value of $15.7M, Wells Fargo & Company with a value of $14.9M, and Alphabet Inc. with a value of $14.7M.

Examining the 13F form we can see an decrease of $11.6M in the current position value, from $474M to 463M.

Below you can find more details about Alpine Woods Capital Investors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $463 Million
Technology: $108 Million
Financial Services: $64.5 Million
ETFs: $55.3 Million
Industrials: $55.2 Million
Healthcare: $33.4 Million
Communication Services: $32 Million
Consumer Cyclical: $29.2 Million
Basic Materials: $20.3 Million
Other: $65.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$26.7 Million 5.77% of portfolio
80,888
Q3 2025 Reduced 1.27%
$881B
$16.8 Million 3.62% of portfolio
53,166
Q3 2025 Added 0.14%
$4.3T
$15.7 Million 3.4% of portfolio
61,772
Q3 2025 Added 7.07%
$317B
$14.9 Million 3.23% of portfolio
178,191
Q3 2025 Reduced 16.42%
$1.74T
$14.7 Million 3.17% of portfolio
60,287
Q3 2025 Added 0.26%
$3.78T
$13.7 Million 2.96% of portfolio
26,470
Q3 2025 Added 4.44%
$76.5B
$12 Million 2.59% of portfolio
71,227
Q3 2025 Reduced 1.55%
$55.4B
$10.4 Million 2.25% of portfolio
34,106
Q3 2025 Added 1.27%
$465B
$9.87 Million 2.13% of portfolio
52,910
Q3 2025 Added 0.87%
$414B
$8.11 Million 1.75% of portfolio
35,029
Q3 2025 Reduced 1.06%
$413B
$7.24 Million 1.56% of portfolio
140,392
Q3 2025 Reduced 14.53%
$71.5B
$6.93 Million 1.5% of portfolio
8,847
Q3 2025 Reduced 13.54%
$7.05B
$6.71 Million 1.45% of portfolio
54,917
Q3 2025 Added 3.38%
$2.39T
$6.58 Million 1.42% of portfolio
29,964
Q3 2025 Added 1.85%
$65.2B
$6.58 Million 1.42% of portfolio
15,581
Q3 2025 Added 3.16%
$367B
$6.55 Million 1.41% of portfolio
16,158
Q3 2025 Added 0.82%
$183B
$5.73 Million 1.24% of portfolio
20,320
Q3 2025 Reduced 15.89%
$98.6B
$5.69 Million 1.23% of portfolio
60,080
Q3 2025 Reduced 1.58%
$63.4B
$5.61 Million 1.21% of portfolio
12,271
Q3 2025 Added 0.49%
$191B
$5.4 Million 1.17% of portfolio
1,000
Q3 2025 Reduced 19.42%
$1.37T
$5.24 Million 1.13% of portfolio
7,130
Q3 2025 Added 0.95%
$74.3B
$5.18 Million 1.12% of portfolio
81,729
Q3 2025 Added 3.16%
$522B
$5.15 Million 1.11% of portfolio
27,758
Q3 2025 Added 0.26%
$177B
$5.06 Million 1.09% of portfolio
26,003
Q3 2025 Added 5.87%
$21.3B
$4.95 Million 1.07% of portfolio
25,602
Q3 2025 New
$84.9B
$4.89 Million 1.06% of portfolio
29,032
Q3 2025 Added 5.04%
$17.2B
$4.9 Million 1.06% of portfolio
49,929
Q3 2025 Added 4.51%
$204B
$4.86 Million 1.05% of portfolio
34,639
Q3 2025 Added 148.22%
$1.65T
$4.58 Million 0.99% of portfolio
18,860
Q2 2025 Reduced 1.05%
$49.1B
$4.55 Million 0.98% of portfolio
3,798
Q3 2025 Added 0.42%
$193B
$4.43 Million 0.96% of portfolio
9,903
Q3 2025 Reduced 5.86%
$17.6B
$4.38 Million 0.95% of portfolio
57,561
Q3 2025 Added 15.32%
$1.93B
$4.39 Million 0.95% of portfolio
131,367
Q3 2025 Reduced 12.77%
$17.1B
$4.17 Million 0.9% of portfolio
12,911
Q3 2025 Added 0.38%
$89.3B
$4.08 Million 0.88% of portfolio
37,434
Q3 2025 Reduced 0.75%
$96.9B
$3.9 Million 0.84% of portfolio
9,233
Q3 2025 Added 9.07%
$76.2B
$3.91 Million 0.84% of portfolio
62,599
Q3 2025 Reduced 25.75%
$9.48B
$3.84 Million 0.83% of portfolio
46,793
Q3 2025 Added 10.12%
$55.9B
$3.6 Million 0.78% of portfolio
3,775
Q3 2025 Reduced 0.53%
$170B
$3.53 Million 0.76% of portfolio
24,435
Q3 2025 Added 3.29%
$25.4B
$3.53 Million 0.76% of portfolio
129,552
Q3 2025 Reduced 28.08%
$17.5B
$3.4 Million 0.74% of portfolio
9,825
Q3 2025 Reduced 0.86%
$10.4B
$3.02 Million 0.65% of portfolio
75,814
Q3 2025 Added 12.1%
$181B
$2.93 Million 0.63% of portfolio
29,858
Q3 2025 Added 0.53%
$136B
$2.88 Million 0.62% of portfolio
12,200
Q4 2023 Reduced 4.31%
$53.8B
$2.88 Million 0.62% of portfolio
12,254
Q3 2025 Added 1.06%
$3.7B
$2.8 Million 0.61% of portfolio
48,778
Q3 2025 Added 62.17%
$6.15B
$2.49 Million 0.54% of portfolio
43,731
Q3 2025 Added 9.53%
$46.8B
$2.48 Million 0.54% of portfolio
2,600
Q3 2024 Reduced 18.75%

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $463 Million
  • Prior Value $474 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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