Filed: 10/15/2025ACC: 0001226886-25-000012
📋 What this filing means
ALPINE WOODS CAPITAL INVESTORS, LLC filed this quarterly 13F‑HR report disclosing 152 equity positions with a total reported market value of $430.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
152
Positions
$430.16M
Total AUM (reported)
3.31M
Total Shares
Allocation by class
COM$339.67M79.0%
CL A$21.47M5.0%
COM NEW$21.19M4.9%
CAP STK CL C$14.68M3.4%
SHS$10.03M2.3%
CAP STK CL A$4.58M1.1%
COM SHS$3.71M0.9%
Portfolio Concentration
Top 3$59.18M13.8%
4–10$83.73M19.5%
11–25$91.44M21.3%
Rest$195.80M45.5%
Top 3 weight
13.8%
Top 10 weight
33.2%
Voting Authority Distribution
Total shares with voting rights: 3.31M
Sole
Full voting authority
993.38K
shares
% of voting shares30.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.32M
shares
% of voting shares70.0%
Investment Discretion (by position count)
Sole152
Shared0
Other0
Dominant voting typeNone · 70.0% of voting shares
Institutional Holdings152
Rows:
BROADCOM INC
SOLEShares80.89K
TypeSH
Market value$26.69M
6.20%
Sole
40.67K
Shared
0.00
None
40.21K
JPMORGAN CHASE & CO.
SOLEShares53.17K
TypeSH
Market value$16.77M
3.90%
Sole
27.34K
Shared
0.00
None
25.82K
APPLE INC
SOLEShares61.77K
TypeSH
Market value$15.73M
3.66%
Sole
40.10K
Shared
0.00
None
21.67K
WELLS FARGO CO NEW
SOLEShares178.19K
TypeSH
Market value$14.94M
3.47%
Sole
0.00
Shared
0.00
None
178.19K
ALPHABET INC
SOLEShares60.29K
TypeSH
Market value$14.68M
3.41%
Sole
36.12K
Shared
0.00
None
24.17K
MICROSOFT CORP
SOLEShares26.47K
TypeSH
Market value$13.71M
3.19%
Sole
19.25K
Shared
0.00
None
7.22K
AGNICO EAGLE MINES LTD
SOLEShares71.23K
TypeSH
Market value$12.01M
2.79%
Sole
35.45K
Shared
0.00
None
35.78K
L3HARRIS TECHNOLOGIES INC
SOLEShares34.11K
TypeSH
Market value$10.42M
2.42%
Sole
11.05K
Shared
0.00
None
23.05K
NVIDIA CORPORATION
SOLEShares52.91K
TypeSH
Market value$9.87M
2.29%
Sole
21.25K
Shared
0.00
None
31.66K
ABBVIE INC
SOLEShares35.03K
TypeSH
Market value$8.11M
1.89%
Sole
14.44K
Shared
0.00
None
20.59K
BANK AMERICA CORP
SOLEShares140.39K
TypeSH
Market value$7.24M
1.68%
Sole
71.84K
Shared
0.00
None
68.55K
STEEL DYNAMICS INC
SOLEShares49.93K
TypeSH
Market value$6.96M
1.62%
Sole
18.36K
Shared
0.00
None
31.57K
EQUINIX INC
SOLEShares8.85K
TypeSH
Market value$6.93M
1.61%
Sole
3.98K
Shared
0.00
None
4.87K
INGREDION INC
SOLEShares54.92K
TypeSH
Market value$6.71M
1.56%
Sole
16.30K
Shared
0.00
None
38.62K
CUMMINS INC
SOLEShares15.58K
TypeSH
Market value$6.58M
1.53%
Sole
5.19K
Shared
0.00
None
10.39K
AMAZON COM INC
SOLEShares29.96K
TypeSH
Market value$6.58M
1.53%
Sole
20.37K
Shared
0.00
None
9.60K
HOME DEPOT INC
SOLEShares16.16K
TypeSH
Market value$6.55M
1.52%
Sole
5.56K
Shared
0.00
None
10.60K
PALO ALTO NETWORKS INC
SOLEShares28.96K
TypeSH
Market value$5.90M
1.37%
Sole
20.62K
Shared
0.00
None
8.34K
AMGEN INC
SOLEShares20.32K
TypeSH
Market value$5.73M
1.33%
Sole
5.77K
Shared
0.00
None
14.55K
SOUTHERN CO
SOLEShares60.08K
TypeSH
Market value$5.69M
1.32%
Sole
18.80K
Shared
0.00
None
41.28K
MOTOROLA SOLUTIONS INC
SOLEShares12.27K
TypeSH
Market value$5.61M
1.30%
Sole
6.05K
Shared
0.00
None
6.22K
BOOKING HOLDINGS INC
SOLEShares1K
TypeSH
Market value$5.40M
1.26%
Sole
520.00
Shared
0.00
None
480.00
META PLATFORMS INC
SOLEShares7.13K
TypeSH
Market value$5.24M
1.22%
Sole
6.13K
Shared
0.00
None
1K
WILLIAMS COS INC
SOLEShares81.73K
TypeSH
Market value$5.18M
1.20%
Sole
1.50K
Shared
0.00
None
80.23K
JOHNSON & JOHNSON
SOLEShares27.76K
TypeSH
Market value$5.15M
1.20%
Sole
0.00
Shared
0.00
None
27.76K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 80.89K | SH | $26.69M 6.20% | 40.67K | 0.00 | 40.21K |
JPMORGAN CHASE & CO.SOLE | COM | 53.17K | SH | $16.77M 3.90% | 27.34K | 0.00 | 25.82K |
APPLE INCSOLE | COM | 61.77K | SH | $15.73M 3.66% | 40.10K | 0.00 | 21.67K |
WELLS FARGO CO NEWSOLE | COM | 178.19K | SH | $14.94M 3.47% | 0.00 | 0.00 | 178.19K |
ALPHABET INCSOLE | CAP STK CL C | 60.29K | SH | $14.68M 3.41% | 36.12K | 0.00 | 24.17K |
MICROSOFT CORPSOLE | COM | 26.47K | SH | $13.71M 3.19% | 19.25K | 0.00 | 7.22K |
AGNICO EAGLE MINES LTDSOLE | COM | 71.23K | SH | $12.01M 2.79% | 35.45K | 0.00 | 35.78K |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 34.11K | SH | $10.42M 2.42% | 11.05K | 0.00 | 23.05K |
NVIDIA CORPORATIONSOLE | COM | 52.91K | SH | $9.87M 2.29% | 21.25K | 0.00 | 31.66K |
ABBVIE INCSOLE | COM | 35.03K | SH | $8.11M 1.89% | 14.44K | 0.00 | 20.59K |
BANK AMERICA CORPSOLE | COM | 140.39K | SH | $7.24M 1.68% | 71.84K | 0.00 | 68.55K |
STEEL DYNAMICS INCSOLE | COM | 49.93K | SH | $6.96M 1.62% | 18.36K | 0.00 | 31.57K |
EQUINIX INCSOLE | COM | 8.85K | SH | $6.93M 1.61% | 3.98K | 0.00 | 4.87K |
INGREDION INCSOLE | COM | 54.92K | SH | $6.71M 1.56% | 16.30K | 0.00 | 38.62K |
CUMMINS INCSOLE | COM | 15.58K | SH | $6.58M 1.53% | 5.19K | 0.00 | 10.39K |
AMAZON COM INCSOLE | COM | 29.96K | SH | $6.58M 1.53% | 20.37K | 0.00 | 9.60K |
HOME DEPOT INCSOLE | COM | 16.16K | SH | $6.55M 1.52% | 5.56K | 0.00 | 10.60K |
PALO ALTO NETWORKS INCSOLE | COM | 28.96K | SH | $5.90M 1.37% | 20.62K | 0.00 | 8.34K |
AMGEN INCSOLE | COM | 20.32K | SH | $5.73M 1.33% | 5.77K | 0.00 | 14.55K |
SOUTHERN COSOLE | COM | 60.08K | SH | $5.69M 1.32% | 18.80K | 0.00 | 41.28K |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 12.27K | SH | $5.61M 1.30% | 6.05K | 0.00 | 6.22K |
BOOKING HOLDINGS INCSOLE | COM | 1K | SH | $5.40M 1.26% | 520.00 | 0.00 | 480.00 |
META PLATFORMS INCSOLE | CL A | 7.13K | SH | $5.24M 1.22% | 6.13K | 0.00 | 1K |
WILLIAMS COS INCSOLE | COM | 81.73K | SH | $5.18M 1.20% | 1.50K | 0.00 | 80.23K |
JOHNSON & JOHNSONSOLE | COM | 27.76K | SH | $5.15M 1.20% | 0.00 | 0.00 | 27.76K |
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