Alpine Woods Capital Investors
Latest statistics and disclosures from Alpine Woods Capital Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, JPM, WFC, AES, CVX, and represent 13.50% of Alpine Woods Capital Investors's stock portfolio.
- Added to shares of these 10 stocks: POOL, TSN, TSLA, BAX, TECK, NTR, ABBV, TXN, ABC, COP.
- Started 14 new stock positions in LKQ, USO, GIS, BAX, TSN, DPZ, EOG, COP, ABC, TSLA. FNKO, POOL, TRGP, TSCO.
- Reduced shares in these 10 stocks: GNRC (-$9.7M), NVDA (-$8.2M), , XLK (-$7.7M), AMAT (-$6.4M), AAPL (-$5.5M), WGO (-$5.1M), CSCO, GOOG, CARR.
- Sold out of its positions in T, ARKK, ARKW, ADBE, AAP, BKU, BLK, CARA, CCS, CPRT.
- Alpine Woods Capital Investors was a net seller of stock by $-112M.
- Alpine Woods Capital Investors has $687M in assets under management (AUM), dropping by -6.55%.
- Central Index Key (CIK): 0001226886
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Portfolio Holdings for Alpine Woods Capital Investors
Alpine Woods Capital Investors holds 178 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 3.6 | $25M | -18% | 191k | 129.93 | |
JPMorgan Chase & Co. (JPM) | 2.9 | $20M | -5% | 150k | 134.10 | |
Wells Fargo & Company (WFC) | 2.9 | $20M | 479k | 41.29 | ||
AES Corporation (AES) | 2.1 | $14M | -7% | 494k | 28.76 | |
Chevron Corporation (CVX) | 2.0 | $14M | 76k | 179.49 | ||
Alphabet Cap Stk Cl C (GOOG) | 2.0 | $14M | -24% | 152k | 88.73 | |
Bank of America Corporation (BAC) | 2.0 | $14M | -5% | 407k | 33.12 | |
Teck Resources CL B (TECK) | 1.9 | $13M | +19% | 351k | 37.82 | |
Johnson & Johnson (JNJ) | 1.8 | $13M | -6% | 71k | 176.65 | |
Home Depot (HD) | 1.8 | $12M | -9% | 39k | 315.86 | |
Dollar General (DG) | 1.8 | $12M | -11% | 50k | 246.25 | |
Broadcom (AVGO) | 1.8 | $12M | -8% | 22k | 559.14 | |
Abbvie (ABBV) | 1.8 | $12M | +19% | 74k | 161.61 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $12M | -12% | 131k | 88.23 | |
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Microsoft Corporation (MSFT) | 1.7 | $11M | +2% | 47k | 239.82 | |
Quest Diagnostics Incorporated (DGX) | 1.6 | $11M | 71k | 156.44 | ||
L3harris Technologies (LHX) | 1.6 | $11M | -2% | 52k | 208.21 | |
Raytheon Technologies Corp (RTX) | 1.5 | $10M | 102k | 100.92 | ||
Mondelez Intl Cl A (MDLZ) | 1.4 | $9.7M | -9% | 145k | 66.65 | |
Intuitive Surgical Com New (ISRG) | 1.4 | $9.5M | -8% | 36k | 265.35 | |
Amgen (AMGN) | 1.3 | $9.2M | +6% | 35k | 262.63 | |
MetLife (MET) | 1.3 | $9.2M | +5% | 127k | 72.37 | |
Trane Technologies SHS (TT) | 1.3 | $9.1M | -15% | 54k | 168.08 | |
Union Pacific Corporation (UNP) | 1.3 | $8.9M | -17% | 43k | 207.07 | |
Ingredion Incorporated (INGR) | 1.3 | $8.9M | -9% | 91k | 97.93 | |
Merck & Co (MRK) | 1.3 | $8.9M | 80k | 110.94 | ||
Devon Energy Corporation (DVN) | 1.3 | $8.6M | -8% | 140k | 61.51 | |
Anthem (ELV) | 1.2 | $8.3M | 16k | 512.97 | ||
Portland Gen Elec Com New (POR) | 1.2 | $8.3M | -6% | 168k | 49.00 | |
Thermo Fisher Scientific (TMO) | 1.2 | $8.2M | -9% | 15k | 550.68 | |
Nutrien (NTR) | 1.2 | $8.1M | +32% | 111k | 73.03 | |
Northrop Grumman Corporation (NOC) | 1.1 | $7.7M | -8% | 14k | 545.61 | |
Texas Instruments Incorporated (TXN) | 1.1 | $7.3M | +32% | 44k | 165.22 | |
Hp (HPQ) | 1.1 | $7.3M | -17% | 270k | 26.87 | |
Qualcomm (QCOM) | 1.0 | $7.1M | -16% | 65k | 109.95 | |
Agnico (AEM) | 1.0 | $7.1M | +7% | 136k | 51.99 | |
Snap-on Incorporated (SNA) | 1.0 | $7.0M | -5% | 31k | 228.49 | |
Fiserv (FISV) | 1.0 | $6.7M | 66k | 101.07 | ||
Motorola Solutions Com New (MSI) | 1.0 | $6.6M | -8% | 26k | 257.72 | |
United Rentals (URI) | 1.0 | $6.5M | 18k | 355.44 | ||
Cummins (CMI) | 0.9 | $6.5M | -13% | 27k | 242.27 | |
Cme (CME) | 0.8 | $5.7M | -12% | 34k | 168.16 | |
W.W. Grainger (GWW) | 0.8 | $5.5M | +8% | 9.8k | 556.22 | |
Zebra Technologies Corporati Cl A (ZBRA) | 0.8 | $5.3M | -7% | 21k | 256.41 | |
Cisco Systems (CSCO) | 0.8 | $5.3M | -47% | 110k | 47.64 | |
Imax Corp Cad (IMAX) | 0.8 | $5.2M | -4% | 356k | 14.66 | |
Bank of New York Mellon Corporation (BK) | 0.8 | $5.2M | 114k | 45.52 | ||
Smucker J M Com New (SJM) | 0.7 | $5.1M | -25% | 32k | 158.45 | |
Hawks Acquisition Corp Unit 99/99/9999 (HWKZ.U) | 0.7 | $5.0M | 500k | 9.97 | ||
Target Corporation (TGT) | 0.7 | $4.9M | -4% | 33k | 149.04 | |
Pepsi (PEP) | 0.7 | $4.9M | -6% | 27k | 180.66 | |
Chart Industries (GTLS) | 0.7 | $4.9M | -2% | 42k | 115.23 | |
Deere & Company (DE) | 0.7 | $4.7M | 11k | 428.73 | ||
Regeneron Pharmaceuticals (REGN) | 0.7 | $4.7M | -11% | 6.5k | 721.52 | |
Akamai Technologies (AKAM) | 0.7 | $4.6M | -30% | 55k | 84.30 | |
Williams Companies (WMB) | 0.7 | $4.6M | -3% | 140k | 32.90 | |
Reliance Steel & Aluminum (RS) | 0.7 | $4.6M | -7% | 23k | 202.43 | |
Emerson Electric (EMR) | 0.6 | $4.1M | -2% | 43k | 96.07 | |
Aptiv SHS (APTV) | 0.6 | $4.0M | -5% | 43k | 93.14 | |
Laboratory Corp Amer Hldgs Com New (LH) | 0.6 | $4.0M | -16% | 17k | 235.47 | |
Williams-Sonoma (WSM) | 0.6 | $4.0M | -17% | 35k | 114.93 | |
Garmin SHS (GRMN) | 0.5 | $3.7M | -16% | 40k | 92.29 | |
TJX Companies (TJX) | 0.5 | $3.7M | -17% | 47k | 79.59 | |
Illumina (ILMN) | 0.5 | $3.6M | -6% | 18k | 202.22 | |
Ansys (ANSS) | 0.5 | $3.6M | -14% | 15k | 241.61 | |
Pool Corporation (POOL) | 0.5 | $3.6M | NEW | 12k | 302.30 | |
Helmerich & Payne (HP) | 0.5 | $3.4M | +6% | 69k | 49.57 | |
HEICO Corporation (HEI) | 0.5 | $3.4M | -13% | 22k | 153.64 | |
Aerojet Rocketdy (AJRD) | 0.5 | $3.3M | -19% | 60k | 55.93 | |
Tyson Foods Cl A (TSN) | 0.5 | $3.2M | NEW | 51k | 62.25 | |
Tesla Motors (TSLA) | 0.5 | $3.2M | NEW | 26k | 123.19 | |
Baxter International (BAX) | 0.5 | $3.2M | NEW | 62k | 50.97 | |
Jacobs Engineering Group (J) | 0.5 | $3.1M | -13% | 26k | 120.07 | |
Raymond James Financial (RJF) | 0.4 | $3.0M | +17% | 28k | 106.86 | |
Valvoline Inc Common (VVV) | 0.4 | $3.0M | -5% | 91k | 32.65 | |
Amdocs SHS (DOX) | 0.4 | $2.7M | -5% | 30k | 90.91 | |
Edwards Lifesciences (EW) | 0.4 | $2.7M | -8% | 36k | 74.62 | |
Citigroup Com New (C) | 0.4 | $2.7M | 59k | 45.23 | ||
Teledyne Technologies Incorporated (TDY) | 0.4 | $2.6M | 6.6k | 399.91 | ||
Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.4 | $2.6M | -24% | 96k | 27.54 | |
Nextera Energy (NEE) | 0.4 | $2.6M | -31% | 31k | 83.61 | |
Vulcan Materials Company (VMC) | 0.4 | $2.6M | 15k | 175.13 | ||
Metropcs Communications (TMUS) | 0.4 | $2.6M | -32% | 19k | 140.00 | |
Flowserve Corporation (FLS) | 0.4 | $2.6M | -12% | 83k | 30.68 | |
Digital Realty Trust (DLR) | 0.4 | $2.5M | -2% | 25k | 100.28 | |
Tetra Tech (TTEK) | 0.4 | $2.5M | 17k | 145.17 | ||
Plug Power Com New (PLUG) | 0.4 | $2.4M | -20% | 198k | 12.37 | |
Cheniere Energy Com New (LNG) | 0.4 | $2.4M | +29% | 16k | 149.97 | |
Select Sector Spdr Tr Technology (XLK) | 0.3 | $2.4M | -76% | 19k | 124.42 | |
Teleflex Incorporated (TFX) | 0.3 | $2.2M | 9.0k | 249.61 | ||
Abbott Laboratories (ABT) | 0.3 | $2.2M | 20k | 109.80 | ||
Carrier Global Corporation (CARR) | 0.3 | $2.2M | -61% | 52k | 41.25 | |
Applied Materials (AMAT) | 0.3 | $2.1M | -75% | 21k | 97.39 | |
Amazon (AMZN) | 0.3 | $2.1M | -32% | 25k | 83.98 | |
Verizon Communications (VZ) | 0.3 | $2.0M | -4% | 51k | 39.39 | |
Spdr Gold Tr Gold Shs (GLD) | 0.3 | $2.0M | -15% | 12k | 169.65 | |
UnitedHealth (UNH) | 0.3 | $1.9M | +28% | 3.7k | 530.28 | |
Pulte (PHM) | 0.3 | $1.9M | 43k | 45.52 | ||
Simon Property (SPG) | 0.3 | $1.9M | 16k | 117.45 | ||
Intercontinental Exchange (ICE) | 0.3 | $1.9M | -51% | 18k | 102.57 | |
SVB Financial (SIVB) | 0.3 | $1.7M | 7.6k | 230.13 | ||
Zoetis Cl A (ZTS) | 0.2 | $1.7M | 11k | 146.56 | ||
Lam Research Corporation (LRCX) | 0.2 | $1.7M | +23% | 4.0k | 420.37 | |
Oracle Corporation (ORCL) | 0.2 | $1.7M | +31% | 20k | 81.75 | |
Waste Management (WM) | 0.2 | $1.5M | -31% | 9.8k | 156.89 | |
Paramount Global 5.75% Conv Pfd A (PARAP) | 0.2 | $1.5M | -24% | 62k | 24.76 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.5M | +8% | 5.1k | 288.76 | |
Kraft Heinz (KHC) | 0.2 | $1.4M | +32% | 35k | 40.70 | |
Mp Materials Corp Com Cl A (MP) | 0.2 | $1.4M | +48% | 57k | 24.29 | |
Winnebago Industries (WGO) | 0.2 | $1.4M | -78% | 26k | 52.70 | |
Palo Alto Networks (PANW) | 0.2 | $1.3M | +60% | 9.4k | 139.55 | |
D.R. Horton (DHI) | 0.2 | $1.2M | 14k | 89.13 | ||
Comcast Corp Cl A (CMCSA) | 0.2 | $1.2M | -17% | 34k | 34.96 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.2M | 97k | 11.87 | ||
Royal Gold (RGLD) | 0.2 | $1.1M | -54% | 10k | 112.70 | |
AmerisourceBergen (ABC) | 0.2 | $1.1M | NEW | 6.8k | 165.68 | |
ON Semiconductor (ON) | 0.1 | $1.0M | +228% | 16k | 62.37 | |
Sherwin-Williams Company (SHW) | 0.1 | $1.0M | -42% | 4.3k | 237.35 | |
Cintas Corporation (CTAS) | 0.1 | $967k | -20% | 2.1k | 451.45 | |
Republic Services (RSG) | 0.1 | $886k | +23% | 6.9k | 129.06 | |
Pfizer (PFE) | 0.1 | $848k | 17k | 51.22 | ||
Advanced Micro Devices (AMD) | 0.1 | $832k | -66% | 13k | 64.81 | |
International Flavors & Fragrances (IFF) | 0.1 | $828k | -43% | 7.9k | 104.85 | |
ConocoPhillips (COP) | 0.1 | $802k | NEW | 6.8k | 117.94 | |
M&T Bank Corporation (MTB) | 0.1 | $801k | 5.5k | 145.11 | ||
NVIDIA Corporation (NVDA) | 0.1 | $774k | -91% | 5.3k | 146.18 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $735k | -38% | 7.0k | 105.26 | |
General Mills (GIS) | 0.1 | $688k | NEW | 8.2k | 83.90 | |
Comerica Incorporated (CMA) | 0.1 | $682k | 10k | 66.86 | ||
Humana (HUM) | 0.1 | $680k | -32% | 1.3k | 512.05 | |
Tractor Supply Company (TSCO) | 0.1 | $675k | NEW | 3.0k | 225.00 | |
Walt Disney Company (DIS) | 0.1 | $660k | +80% | 7.6k | 86.84 | |
Westlake Chem Partners Com Unit Rp Lp (WLKP) | 0.1 | $637k | 27k | 23.51 | ||
United Sts Oil Units (USO) | 0.1 | $631k | NEW | 9.0k | 70.11 | |
Domino's Pizza (DPZ) | 0.1 | $520k | NEW | 1.5k | 346.67 | |
Houlihan Lokey Cl A (HLI) | 0.1 | $507k | -53% | 5.8k | 87.13 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $505k | -72% | 6.8k | 74.48 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $469k | 1.00 | 469000.00 | ||
LKQ Corporation (LKQ) | 0.1 | $449k | NEW | 8.4k | 53.45 | |
First American Financial (FAF) | 0.1 | $421k | -50% | 8.0k | 52.35 | |
Toast Cl A (TOST) | 0.1 | $418k | +87% | 23k | 18.02 | |
Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $415k | -84% | 5.0k | 83.00 | |
Arthur J. Gallagher & Co. (AJG) | 0.1 | $393k | 2.1k | 188.49 | ||
EOG Resources (EOG) | 0.1 | $389k | NEW | 3.0k | 129.67 | |
Ishares Tr Expanded Tech (IGV) | 0.1 | $384k | -64% | 1.5k | 256.00 | |
Spdr Ser Tr S&p Regl Bkg (KRE) | 0.1 | $377k | -3% | 6.4k | 58.81 | |
Carlisle Companies (CSL) | 0.1 | $370k | 1.6k | 235.67 | ||
Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $362k | 6.0k | 60.33 | ||
Citizens Financial (CFG) | 0.1 | $359k | 9.1k | 39.36 | ||
Glacier Ban (GBCI) | 0.1 | $346k | -22% | 7.0k | 49.43 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $346k | 3.2k | 108.12 | ||
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $341k | 1.6k | 213.12 | ||
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $332k | -65% | 2.5k | 132.80 | |
Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH) | 0.0 | $330k | 2.5k | 132.00 | ||
Charles River Laboratories (CRL) | 0.0 | $325k | 1.5k | 218.12 | ||
Vicor Corporation (VICR) | 0.0 | $323k | 6.0k | 53.83 | ||
Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $319k | 1.0k | 319.00 | ||
Exxon Mobil Corporation (XOM) | 0.0 | $309k | 2.8k | 110.36 | ||
CMS Energy Corporation (CMS) | 0.0 | $301k | 4.8k | 63.37 | ||
Avery Dennison Corporation (AVY) | 0.0 | $299k | 1.7k | 181.21 | ||
Ishares Tr Us Br Del Se Etf (IAI) | 0.0 | $288k | 3.0k | 96.00 | ||
FedEx Corporation (FDX) | 0.0 | $279k | -3% | 1.6k | 173.40 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $272k | -85% | 2.0k | 136.00 | |
Eli Lilly & Co. (LLY) | 0.0 | $271k | -7% | 740.00 | 366.22 | |
Danaher Corporation (DHR) | 0.0 | $268k | 1.0k | 265.87 | ||
Alexander's (ALX) | 0.0 | $259k | 1.2k | 219.68 | ||
Alexandria Real Estate Equities (ARE) | 0.0 | $259k | -5% | 1.8k | 145.51 | |
Vaneck Etf Trust Agribusiness Etf (MOO) | 0.0 | $258k | 3.0k | 86.00 | ||
Consolidated Edison (ED) | 0.0 | $248k | 2.6k | 95.20 | ||
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $245k | -92% | 1.9k | 128.95 | |
Targa Res Corp (TRGP) | 0.0 | $235k | NEW | 3.2k | 73.44 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $234k | -71% | 6.0k | 39.00 | |
Funko Com Cl A (FNKO) | 0.0 | $229k | NEW | 21k | 10.90 | |
Becton, Dickinson and (BDX) | 0.0 | $216k | -5% | 850.00 | 254.12 | |
Intra Cellular Therapies (ITCI) | 0.0 | $212k | -11% | 4.0k | 53.00 | |
Warby Parker Cl A Com (WRBY) | 0.0 | $203k | -16% | 15k | 13.48 | |
First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $202k | 3.5k | 57.71 | ||
Nlight (LASR) | 0.0 | $110k | -64% | 11k | 10.18 |
Past Filings by Alpine Woods Capital Investors
SEC 13F filings are viewable for Alpine Woods Capital Investors going back to 2010
- Alpine Woods Capital Investors 2022 Q4 filed Feb. 8, 2023
- Alpine Woods Capital Investors 2022 Q3 filed Oct. 31, 2022
- Alpine Woods Capital Investors 2022 Q2 filed Aug. 2, 2022
- Alpine Woods Capital Investors 2022 Q1 filed May 10, 2022
- Alpine Woods Capital Investors 2021 Q4 filed Feb. 3, 2022
- Alpine Woods Capital Investors 2021 Q3 filed Nov. 12, 2021
- Alpine Woods Capital Investors 2021 Q2 filed Aug. 9, 2021
- Alpine Woods Capital Investors 2021 Q1 filed May 11, 2021
- Alpine Woods Capital Investors 2020 Q4 filed Feb. 1, 2021
- Alpine Woods Capital Investors 2020 Q3 filed Nov. 2, 2020
- Alpine Woods Capital Investors 2020 Q2 filed Aug. 10, 2020
- Alpine Woods Capital Investors 2020 Q1 filed May 4, 2020
- Alpine Woods Capital Investors 2019 Q4 filed Feb. 7, 2020
- Alpine Woods Capital Investors 2019 Q3 filed Nov. 1, 2019
- Alpine Woods Capital Investors 2019 Q2 filed Aug. 5, 2019
- Alpine Woods Capital Investors 2019 Q1 filed May 6, 2019