Alpine Woods Capital Investors as of June 30, 2024
Portfolio Holdings for Alpine Woods Capital Investors
Alpine Woods Capital Investors holds 173 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Core Msci Total (IXUS) | 3.8 | $24M | 361k | 67.56 | |
Wells Fargo & Company (WFC) | 3.1 | $20M | 343k | 59.39 | |
Microsoft Corporation (MSFT) | 3.0 | $20M | 44k | 446.95 | |
Alphabet Cap Stk Cl C (GOOG) | 2.7 | $18M | 96k | 183.42 | |
Apple (AAPL) | 2.7 | $18M | 83k | 210.62 | |
Broadcom (AVGO) | 2.7 | $17M | 11k | 1605.53 | |
JPMorgan Chase & Co. (JPM) | 2.6 | $17M | 82k | 202.26 | |
L3harris Technologies (LHX) | 2.0 | $13M | 58k | 224.58 | |
NVIDIA Corporation (NVDA) | 1.9 | $12M | 99k | 123.54 | |
Amgen (AMGN) | 1.8 | $12M | 37k | 312.45 | |
Amazon (AMZN) | 1.8 | $11M | 59k | 193.25 | |
Carrier Global Corporation (CARR) | 1.7 | $11M | 179k | 63.08 | |
Hp (HPQ) | 1.7 | $11M | 316k | 35.02 | |
Bank of America Corporation (BAC) | 1.5 | $10M | 250k | 39.77 | |
Texas Instruments Incorporated (TXN) | 1.5 | $9.8M | 50k | 194.53 | |
Pepsi (PEP) | 1.5 | $9.4M | 57k | 164.93 | |
Home Depot (HD) | 1.4 | $9.1M | 26k | 344.24 | |
Motorola Solutions Com New (MSI) | 1.4 | $9.0M | 23k | 386.05 | |
Ingredion Incorporated (INGR) | 1.4 | $8.8M | 77k | 114.70 | |
Teck Resources CL B (TECK) | 1.3 | $8.5M | 178k | 47.90 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $8.4M | 16k | 544.22 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $8.2M | 139k | 58.52 | |
Applied Materials (AMAT) | 1.2 | $8.1M | 34k | 235.99 | |
Thermo Fisher Scientific (TMO) | 1.2 | $8.1M | 15k | 553.00 | |
Intercontinental Exchange (ICE) | 1.2 | $7.9M | 58k | 136.89 | |
Tetra Tech (TTEK) | 1.2 | $7.8M | 38k | 204.48 | |
TJX Companies (TJX) | 1.2 | $7.7M | 70k | 110.10 | |
Amdocs SHS (DOX) | 1.1 | $7.3M | 92k | 78.92 | |
Mondelez Intl Cl A (MDLZ) | 1.1 | $7.3M | 111k | 65.44 | |
Trane Technologies SHS (TT) | 1.1 | $7.2M | 22k | 328.93 | |
Equinix (EQIX) | 1.0 | $6.7M | 8.8k | 756.60 | |
Bank of New York Mellon Corporation (BK) | 1.0 | $6.5M | 109k | 59.89 | |
Merck & Co (MRK) | 1.0 | $6.3M | 51k | 123.80 | |
Quest Diagnostics Incorporated (DGX) | 0.9 | $6.0M | 44k | 136.88 | |
Meta Platforms Cl A (META) | 0.9 | $5.9M | 12k | 504.22 | |
Zoetis Cl A (ZTS) | 0.9 | $5.6M | 32k | 173.36 | |
Booking Holdings (BKNG) | 0.9 | $5.6M | 1.4k | 3961.50 | |
Super Micro Computer | 0.8 | $5.5M | 6.7k | 819.35 | |
Uber Technologies (UBER) | 0.8 | $5.4M | 74k | 72.68 | |
Intuitive Surgical Com New (ISRG) | 0.8 | $5.4M | 12k | 444.85 | |
Snap-on Incorporated (SNA) | 0.8 | $5.4M | 21k | 261.39 | |
Palo Alto Networks (PANW) | 0.8 | $5.3M | 16k | 339.01 | |
Cummins (CMI) | 0.8 | $5.2M | 19k | 276.93 | |
Abbvie (ABBV) | 0.8 | $5.0M | 29k | 171.52 | |
Advanced Micro Devices (AMD) | 0.8 | $5.0M | 31k | 162.21 | |
Micron Technology (MU) | 0.8 | $4.9M | 37k | 131.53 | |
Imax Corp Cad (IMAX) | 0.7 | $4.6M | 275k | 16.77 | |
Johnson & Johnson (JNJ) | 0.7 | $4.6M | 31k | 146.16 | |
Netflix (NFLX) | 0.7 | $4.6M | 6.8k | 674.88 | |
Agnico (AEM) | 0.7 | $4.5M | 69k | 65.40 | |
Northrop Grumman Corporation (NOC) | 0.7 | $4.4M | 10k | 435.95 | |
Regeneron Pharmaceuticals (REGN) | 0.7 | $4.4M | 4.2k | 1051.03 | |
Lam Research Corporation | 0.7 | $4.3M | 4.1k | 1064.85 | |
Marathon Oil Corporation (MRO) | 0.7 | $4.3M | 152k | 28.67 | |
Domino's Pizza (DPZ) | 0.6 | $4.1M | 8.0k | 516.33 | |
Kenvue (KVUE) | 0.6 | $3.9M | 217k | 18.18 | |
Tractor Supply Company (TSCO) | 0.6 | $3.7M | 14k | 270.00 | |
Essential Utils (WTRG) | 0.5 | $3.6M | 95k | 37.33 | |
Hershey Company (HSY) | 0.5 | $3.5M | 19k | 183.83 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $3.5M | 19k | 182.15 | |
Southern Company (SO) | 0.5 | $3.4M | 45k | 77.57 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $3.4M | 9.0k | 383.19 | |
Lowe's Companies (LOW) | 0.5 | $3.4M | 15k | 220.46 | |
Cheniere Energy Com New (LNG) | 0.5 | $3.4M | 19k | 174.83 | |
Skyworks Solutions (SWKS) | 0.5 | $3.3M | 31k | 106.58 | |
United Rentals (URI) | 0.5 | $3.3M | 5.1k | 646.73 | |
Novo-nordisk A S Adr (NVO) | 0.5 | $3.3M | 23k | 142.74 | |
Fmc Corp Com New (FMC) | 0.5 | $3.2M | 55k | 57.55 | |
Garmin SHS (GRMN) | 0.5 | $3.1M | 19k | 162.92 | |
Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.5 | $3.1M | 109k | 28.38 | |
HEICO Corporation (HEI) | 0.5 | $3.0M | 14k | 223.61 | |
Reliance Steel & Aluminum (RS) | 0.5 | $3.0M | 10k | 285.60 | |
W.W. Grainger (GWW) | 0.4 | $2.9M | 3.2k | 902.24 | |
Portland Gen Elec Com New (POR) | 0.4 | $2.8M | 64k | 43.24 | |
Union Pacific Corporation (UNP) | 0.4 | $2.8M | 12k | 226.26 | |
Anthem (ELV) | 0.4 | $2.8M | 5.1k | 541.86 | |
Waste Management (WM) | 0.4 | $2.6M | 12k | 213.34 | |
Edwards Lifesciences (EW) | 0.4 | $2.6M | 29k | 92.37 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.4 | $2.6M | 161k | 16.22 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $2.6M | 5.5k | 468.72 | |
Emerson Electric (EMR) | 0.4 | $2.5M | 23k | 110.16 | |
Walt Disney Company (DIS) | 0.4 | $2.5M | 25k | 99.29 | |
Oneok (OKE) | 0.4 | $2.4M | 30k | 81.55 | |
Fiserv (FI) | 0.4 | $2.4M | 16k | 149.04 | |
Williams Companies (WMB) | 0.4 | $2.4M | 57k | 42.50 | |
Visa Com Cl A (V) | 0.4 | $2.4M | 9.1k | 262.47 | |
Labcorp Holdings Com Shs (LH) | 0.4 | $2.3M | 11k | 203.51 | |
Vulcan Materials Company (VMC) | 0.3 | $2.2M | 9.0k | 248.68 | |
Chevron Corporation (CVX) | 0.3 | $2.2M | 14k | 156.42 | |
Hess Midstream Cl A Shs (HESM) | 0.3 | $2.1M | 57k | 36.44 | |
Kraft Heinz (KHC) | 0.3 | $2.0M | 63k | 32.22 | |
Chart Industries (GTLS) | 0.3 | $2.0M | 14k | 144.34 | |
Exxon Mobil Corporation (XOM) | 0.3 | $2.0M | 17k | 115.12 | |
D.R. Horton (DHI) | 0.3 | $1.9M | 14k | 140.93 | |
Atlas Energy Solutions Com New (AESI) | 0.3 | $1.9M | 96k | 19.93 | |
Cme (CME) | 0.3 | $1.8M | 9.3k | 196.60 | |
Qualcomm (QCOM) | 0.3 | $1.7M | 8.6k | 199.18 | |
Cisco Systems (CSCO) | 0.3 | $1.7M | 36k | 47.51 | |
Alamos Gold Com Cl A (AGI) | 0.3 | $1.7M | 107k | 15.68 | |
Citigroup Com New (C) | 0.3 | $1.7M | 26k | 63.46 | |
S&p Global (SPGI) | 0.3 | $1.6M | 3.7k | 446.00 | |
Raymond James Financial (RJF) | 0.2 | $1.6M | 13k | 123.61 | |
Servicenow (NOW) | 0.2 | $1.5M | 1.9k | 786.67 | |
Martin Marietta Materials (MLM) | 0.2 | $1.5M | 2.8k | 541.80 | |
Simon Property (SPG) | 0.2 | $1.5M | 9.9k | 151.80 | |
Costco Wholesale Corporation (COST) | 0.2 | $1.5M | 1.8k | 849.99 | |
Flowserve Corporation (FLS) | 0.2 | $1.5M | 31k | 48.10 | |
Schlumberger Com Stk (SLB) | 0.2 | $1.4M | 30k | 47.18 | |
Baker Hughes Company Cl A (BKR) | 0.2 | $1.4M | 40k | 35.17 | |
Aris Water Solutions Class A Com (ARIS) | 0.2 | $1.4M | 90k | 15.67 | |
Arista Networks (ANET) | 0.2 | $1.4M | 4.0k | 350.48 | |
Scorpio Tankers SHS (STNG) | 0.2 | $1.4M | 17k | 81.29 | |
Applovin Corp Com Cl A (APP) | 0.2 | $1.2M | 15k | 83.22 | |
Republic Services (RSG) | 0.2 | $1.2M | 6.4k | 194.34 | |
Sprott Fds Tr Uranium Miners E (URNM) | 0.2 | $1.2M | 25k | 49.24 | |
Hubbell (HUBB) | 0.2 | $1.1M | 2.9k | 365.48 | |
Jacobs Engineering Group (J) | 0.2 | $1.1M | 7.6k | 139.71 | |
Metropcs Communications (TMUS) | 0.2 | $1.0M | 5.8k | 176.18 | |
Select Water Solutions Cl A Com (WTTR) | 0.2 | $984k | 92k | 10.70 | |
Valaris Cl A (VAL) | 0.1 | $969k | 13k | 74.50 | |
Draftkings Com Cl A (DKNG) | 0.1 | $916k | 24k | 38.17 | |
AmerisourceBergen (COR) | 0.1 | $908k | 4.0k | 225.30 | |
Nextera Energy (NEE) | 0.1 | $895k | 13k | 70.81 | |
Houlihan Lokey Cl A (HLI) | 0.1 | $862k | 6.4k | 134.86 | |
AES Corporation (AES) | 0.1 | $861k | 49k | 17.57 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $859k | 22k | 39.16 | |
Select Sector Spdr Tr Technology (XLK) | 0.1 | $792k | 3.5k | 226.23 | |
Cintas Corporation (CTAS) | 0.1 | $769k | 1.1k | 700.26 | |
Eli Lilly & Co. (LLY) | 0.1 | $679k | 750.00 | 905.38 | |
Confluent Class A Com (CFLT) | 0.1 | $664k | 23k | 29.53 | |
Ishares Tr Expanded Tech (IGV) | 0.1 | $652k | 7.5k | 86.90 | |
Digital Realty Trust (DLR) | 0.1 | $624k | 4.1k | 152.05 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $612k | 1.00 | 612241.00 | |
Carlisle Companies (CSL) | 0.1 | $608k | 1.5k | 405.21 | |
ConocoPhillips (COP) | 0.1 | $607k | 5.3k | 114.38 | |
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $598k | 1.6k | 374.01 | |
Vanguard World Inf Tech Etf (VGT) | 0.1 | $577k | 1.0k | 576.59 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $552k | 3.2k | 173.81 | |
Devon Energy Corporation (DVN) | 0.1 | $552k | 12k | 47.40 | |
Akamai Technologies (AKAM) | 0.1 | $549k | 6.1k | 90.08 | |
Valvoline Inc Common (VVV) | 0.1 | $516k | 12k | 43.20 | |
Westlake Chem Partners Com Unit Rp Lp (WLKP) | 0.1 | $483k | 21k | 22.58 | |
Nutrien (NTR) | 0.1 | $480k | 9.4k | 50.91 | |
FedEx Corporation (FDX) | 0.1 | $475k | 1.6k | 299.84 | |
Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $468k | 6.0k | 78.05 | |
Marathon Petroleum Corp (MPC) | 0.1 | $468k | 2.7k | 173.48 | |
Select Sector Spdr Tr Communication (XLC) | 0.1 | $428k | 5.0k | 85.66 | |
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $422k | 2.5k | 168.79 | |
Abbott Laboratories (ABT) | 0.1 | $417k | 4.0k | 103.91 | |
Oracle Corporation (ORCL) | 0.1 | $386k | 2.7k | 141.20 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $380k | 3.2k | 118.60 | |
Teleflex Incorporated (TFX) | 0.1 | $375k | 1.8k | 210.33 | |
Arthur J. Gallagher & Co. (AJG) | 0.1 | $362k | 1.4k | 259.31 | |
UnitedHealth (UNH) | 0.1 | $362k | 710.00 | 509.26 | |
Ishares Tr Us Br Del Se Etf (IAI) | 0.1 | $351k | 3.0k | 116.93 | |
Avery Dennison Corporation (AVY) | 0.1 | $350k | 1.6k | 218.65 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $347k | 1.9k | 182.40 | |
First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $334k | 3.5k | 95.53 | |
Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH) | 0.0 | $320k | 7.5k | 42.60 | |
Parker-Hannifin Corporation (PH) | 0.0 | $317k | 626.00 | 505.81 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $309k | 2.1k | 145.75 | |
Kinder Morgan (KMI) | 0.0 | $292k | 15k | 19.87 | |
CMS Energy Corporation (CMS) | 0.0 | $283k | 4.8k | 59.53 | |
Caterpillar (CAT) | 0.0 | $274k | 821.00 | 333.10 | |
Danaher Corporation (DHR) | 0.0 | $252k | 1.0k | 249.85 | |
Kla Corp Com New (KLAC) | 0.0 | $247k | 300.00 | 824.51 | |
Consolidated Edison (ED) | 0.0 | $229k | 2.6k | 89.42 | |
M&T Bank Corporation (MTB) | 0.0 | $223k | 1.5k | 151.36 | |
Vaneck Etf Trust Agribusiness Etf (MOO) | 0.0 | $210k | 3.0k | 70.12 | |
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $203k | 3.6k | 56.42 | |
First American Financial (FAF) | 0.0 | $202k | 3.8k | 53.95 | |
Alexandria Real Estate Equities (ARE) | 0.0 | $201k | 1.7k | 116.97 | |
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 0.0 | $168k | 173k | 0.97 |