ALPINE WOODS CAPITAL INVESTORS, LLC
•CIK: 1226886•Filing: Q4 2025
**ALPINE WOODS CAPITAL INVESTORS, LLC** manages $420M across a diversified portfolio of 174 positions. The firm maintains significant exposure to technology and financial sectors, highlighted by top holdings including AVGO at $24.0M and GOOG at $18.9M. Further concentration is evident in WFC ($16.6M), AAPL ($16.6M), and JPM ($15.6M). This allocation suggests a tactical, large-cap focus across growth and cyclical value plays.
Total AUM
$419.4M
+ $559.0K in options
QoQ Performance
-2.4%
Positions
166
+ 2 options
Top 10 Concentration
34.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AVGO
AVGO5.7%
GOOG4.5%
WFC4.0%
AAPL3.9%
JPM3.7%
MSFT3.0%
AEM2.7%
LHX2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other48.9%
Technology24.2%
Financial10.9%
Healthcare4.9%
Consumer4.2%
Consumer Staples2.1%
Real Estate1.6%
Utilities1.4%
🚪 Exited Positionssold since Q3 2025
+9 more exited positions
Changes from Q3 2025
NEW36 new positions
↑33 increased
↓76 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023