Alpine Woods Capital Investors as of June 30, 2025
Portfolio Holdings for Alpine Woods Capital Investors
Alpine Woods Capital Investors holds 155 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 5.4 | $23M | 82k | 275.65 | |
| Wells Fargo & Company (WFC) | 4.1 | $17M | 213k | 80.12 | |
| JPMorgan Chase & Co. (JPM) | 3.7 | $15M | 53k | 289.91 | |
| Microsoft Corporation (MSFT) | 3.0 | $13M | 25k | 497.41 | |
| Apple (AAPL) | 2.8 | $12M | 58k | 205.17 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $11M | 60k | 177.39 | |
| Agnico (AEM) | 2.0 | $8.6M | 72k | 118.93 | |
| L3harris Technologies (LHX) | 2.0 | $8.4M | 34k | 250.84 | |
| NVIDIA Corporation (NVDA) | 2.0 | $8.3M | 53k | 157.99 | |
| Equinix (EQIX) | 1.9 | $8.1M | 10k | 795.47 | |
| Bank of America Corporation (BAC) | 1.8 | $7.8M | 164k | 47.32 | |
| Carrier Global Corporation (CARR) | 1.8 | $7.5M | 103k | 73.19 | |
| Ingredion Incorporated (INGR) | 1.7 | $7.2M | 53k | 135.62 | |
| Booking Holdings (BKNG) | 1.7 | $7.2M | 1.2k | 5789.24 | |
| Amgen (AMGN) | 1.6 | $6.7M | 24k | 279.21 | |
| Abbvie (ABBV) | 1.6 | $6.6M | 35k | 185.62 | |
| Amazon (AMZN) | 1.5 | $6.5M | 29k | 219.39 | |
| Steel Dynamics (STLD) | 1.5 | $6.1M | 48k | 128.01 | |
| Home Depot (HD) | 1.4 | $5.9M | 16k | 366.64 | |
| Palo Alto Networks (PANW) | 1.4 | $5.8M | 28k | 204.64 | |
| Intuitive Surgical Com New (ISRG) | 1.4 | $5.7M | 11k | 543.41 | |
| Kenvue (KVUE) | 1.4 | $5.7M | 272k | 20.93 | |
| Mondelez Intl Cl A (MDLZ) | 1.4 | $5.7M | 84k | 67.44 | |
| Southern Company (SO) | 1.3 | $5.6M | 61k | 91.83 | |
| Tetra Tech (TTEK) | 1.3 | $5.4M | 151k | 35.96 | |
| Meta Platforms Cl A (META) | 1.2 | $5.2M | 7.1k | 738.09 | |
| Motorola Solutions Com New (MSI) | 1.2 | $5.1M | 12k | 420.46 | |
| Texas Instruments Incorporated (TXN) | 1.2 | $5.1M | 25k | 207.62 | |
| Intercontinental Exchange (ICE) | 1.2 | $5.1M | 28k | 183.47 | |
| Netflix (NFLX) | 1.2 | $5.1M | 3.8k | 1339.13 | |
| Williams Companies (WMB) | 1.2 | $5.0M | 79k | 62.81 | |
| Cummins (CMI) | 1.2 | $4.9M | 15k | 327.50 | |
| Hp (HPQ) | 1.0 | $4.4M | 180k | 24.46 | |
| Johnson & Johnson (JNJ) | 1.0 | $4.2M | 28k | 152.75 | |
| HEICO Corporation (HEI) | 1.0 | $4.2M | 13k | 328.00 | |
| Amdocs SHS (DOX) | 0.9 | $3.9M | 43k | 91.24 | |
| Trane Technologies SHS (TT) | 0.9 | $3.7M | 8.5k | 437.41 | |
| Quest Diagnostics Incorporated (DGX) | 0.8 | $3.6M | 20k | 179.63 | |
| Evergy (EVRG) | 0.8 | $3.4M | 50k | 68.93 | |
| Bank of New York Mellon Corporation (BK) | 0.8 | $3.4M | 38k | 91.11 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $3.3M | 19k | 176.23 | |
| Teck Resources CL B (TECK) | 0.8 | $3.2M | 80k | 40.38 | |
| Snap-on Incorporated (SNA) | 0.7 | $3.1M | 9.9k | 311.18 | |
| Cheniere Energy Com New (LNG) | 0.7 | $3.0M | 12k | 243.52 | |
| Oneok (OKE) | 0.7 | $2.9M | 36k | 81.63 | |
| TJX Companies (TJX) | 0.7 | $2.9M | 24k | 123.49 | |
| United Rentals (URI) | 0.7 | $2.9M | 3.8k | 753.40 | |
| Union Pacific Corporation (UNP) | 0.7 | $2.8M | 12k | 230.08 | |
| Fiserv (FI) | 0.7 | $2.8M | 16k | 172.41 | |
| Uber Technologies (UBER) | 0.7 | $2.8M | 30k | 93.30 | |
| Chart Industries (GTLS) | 0.6 | $2.7M | 17k | 164.65 | |
| Reliance Steel & Aluminum (RS) | 0.6 | $2.7M | 8.6k | 313.90 | |
| W.W. Grainger (GWW) | 0.6 | $2.7M | 2.6k | 1040.24 | |
| Labcorp Holdings Com Shs (LH) | 0.6 | $2.7M | 10k | 262.51 | |
| Kraft Heinz (KHC) | 0.6 | $2.6M | 103k | 25.82 | |
| Corpay Com Shs (CPAY) | 0.6 | $2.6M | 7.8k | 331.82 | |
| Essential Utils (WTRG) | 0.6 | $2.5M | 68k | 37.14 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.6 | $2.5M | 5.6k | 445.20 | |
| Walt Disney Company (DIS) | 0.6 | $2.5M | 20k | 124.01 | |
| Cme (CME) | 0.6 | $2.5M | 9.0k | 275.62 | |
| James Hardie Inds Sponsored Adr | 0.6 | $2.3M | 86k | 26.89 | |
| Emerson Electric (EMR) | 0.5 | $2.3M | 17k | 133.33 | |
| Maplebear (CART) | 0.5 | $2.2M | 48k | 45.24 | |
| Tractor Supply Company (TSCO) | 0.5 | $2.1M | 40k | 52.77 | |
| Citigroup Com New (C) | 0.5 | $2.1M | 24k | 85.12 | |
| Cisco Systems (CSCO) | 0.5 | $2.1M | 30k | 69.38 | |
| Simon Property (SPG) | 0.5 | $2.0M | 13k | 160.76 | |
| Raymond James Financial (RJF) | 0.5 | $2.0M | 13k | 153.37 | |
| Garmin SHS (GRMN) | 0.5 | $1.9M | 9.3k | 208.72 | |
| Flowserve Corporation (FLS) | 0.5 | $1.9M | 37k | 52.35 | |
| Anthem (ELV) | 0.4 | $1.9M | 4.9k | 388.96 | |
| Prudential Financial (PRU) | 0.4 | $1.9M | 17k | 107.44 | |
| Pepsi (PEP) | 0.4 | $1.8M | 14k | 132.04 | |
| D.R. Horton (DHI) | 0.4 | $1.8M | 14k | 128.92 | |
| United Parcel Service CL B (UPS) | 0.4 | $1.7M | 17k | 100.94 | |
| Baker Hughes Company Cl A (BKR) | 0.4 | $1.7M | 45k | 38.34 | |
| Edwards Lifesciences (EW) | 0.4 | $1.7M | 21k | 78.21 | |
| Lam Research Corp Com New (LRCX) | 0.4 | $1.6M | 17k | 97.34 | |
| Us Bancorp Del Com New (USB) | 0.4 | $1.6M | 36k | 45.25 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $1.6M | 2.9k | 561.94 | |
| Northrop Grumman Corporation (NOC) | 0.4 | $1.5M | 3.1k | 499.98 | |
| Varonis Sys (VRNS) | 0.4 | $1.5M | 30k | 50.75 | |
| Domino's Pizza (DPZ) | 0.3 | $1.4M | 3.1k | 450.60 | |
| Zoetis Cl A (ZTS) | 0.3 | $1.4M | 8.7k | 155.95 | |
| Imax Corp Cad (IMAX) | 0.3 | $1.2M | 44k | 27.96 | |
| Metropcs Communications (TMUS) | 0.3 | $1.2M | 5.1k | 238.26 | |
| Qualcomm (QCOM) | 0.3 | $1.2M | 7.5k | 159.26 | |
| Regeneron Pharmaceuticals (REGN) | 0.3 | $1.1M | 2.1k | 525.00 | |
| Phillips 66 (PSX) | 0.3 | $1.1M | 8.9k | 119.30 | |
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.3 | $1.1M | 32k | 32.78 | |
| Nrg Energy Com New (NRG) | 0.2 | $899k | 5.6k | 160.58 | |
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $886k | 3.5k | 253.23 | |
| Cintas Corporation (CTAS) | 0.2 | $826k | 3.7k | 222.87 | |
| Ishares Tr Expanded Tech (IGV) | 0.2 | $821k | 7.5k | 109.50 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $762k | 1.5k | 509.31 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $753k | 940.00 | 801.39 | |
| Nextera Energy (NEE) | 0.2 | $751k | 11k | 69.42 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $729k | 1.00 | 728800.00 | |
| Digital Realty Trust (DLR) | 0.2 | $715k | 4.1k | 174.33 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $706k | 3.1k | 226.49 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $701k | 1.6k | 438.40 | |
| Houlihan Lokey Cl A (HLI) | 0.2 | $675k | 3.7k | 179.95 | |
| S&p Global (SPGI) | 0.2 | $672k | 1.3k | 527.29 | |
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $663k | 1.0k | 663.28 | |
| Waste Management (WM) | 0.2 | $663k | 2.9k | 228.82 | |
| Fortinet (FTNT) | 0.1 | $606k | 5.7k | 105.72 | |
| Eli Lilly & Co. (LLY) | 0.1 | $585k | 750.00 | 779.53 | |
| Abbott Laboratories (ABT) | 0.1 | $545k | 4.0k | 136.01 | |
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $543k | 5.0k | 108.53 | |
| Jacobs Engineering Group (J) | 0.1 | $538k | 4.1k | 131.45 | |
| Carlisle Companies (CSL) | 0.1 | $523k | 1.4k | 373.40 | |
| Ishares Tr Us Br Del Se Etf (IAI) | 0.1 | $507k | 3.0k | 169.14 | |
| Costco Wholesale Corporation (COST) | 0.1 | $504k | 509.00 | 989.94 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $502k | 6.0k | 83.74 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $500k | 14k | 35.69 | |
| Westlake Chem Partners Com Unit Rp Lp (WLKP) | 0.1 | $473k | 21k | 22.09 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $455k | 1.4k | 320.12 | |
| Cameco Corporation (CCJ) | 0.1 | $452k | 6.1k | 74.23 | |
| Oracle Corporation (ORCL) | 0.1 | $446k | 2.0k | 218.63 | |
| McKesson Corporation (MCK) | 0.1 | $432k | 590.00 | 732.78 | |
| Kinder Morgan (KMI) | 0.1 | $432k | 15k | 29.40 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $427k | 3.2k | 133.31 | |
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $426k | 3.5k | 121.64 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $414k | 8.5k | 48.64 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $413k | 1.9k | 217.33 | |
| Valvoline Inc Common (VVV) | 0.1 | $401k | 11k | 37.87 | |
| Chevron Corporation (CVX) | 0.1 | $394k | 2.8k | 143.19 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $375k | 925.00 | 405.46 | |
| Portland Gen Elec Com New (POR) | 0.1 | $366k | 9.0k | 40.63 | |
| Nutrien (NTR) | 0.1 | $342k | 5.9k | 58.24 | |
| Huntington Ingalls Inds (HII) | 0.1 | $336k | 1.4k | 241.46 | |
| CMS Energy Corporation (CMS) | 0.1 | $329k | 4.8k | 69.28 | |
| Aris Water Solutions Class A Com (ARIS) | 0.1 | $328k | 14k | 23.65 | |
| Caterpillar (CAT) | 0.1 | $319k | 821.00 | 388.21 | |
| FedEx Corporation (FDX) | 0.1 | $312k | 1.4k | 227.31 | |
| Hubbell (HUBB) | 0.1 | $306k | 750.00 | 408.41 | |
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH) | 0.1 | $301k | 7.5k | 40.07 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $297k | 2.8k | 107.80 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $285k | 2.1k | 134.79 | |
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $272k | 3.6k | 75.58 | |
| Advanced Micro Devices (AMD) | 0.1 | $269k | 1.9k | 141.90 | |
| Consolidated Edison (ED) | 0.1 | $256k | 2.6k | 100.35 | |
| Atlas Energy Solutions Com New (AESI) | 0.1 | $255k | 19k | 13.37 | |
| Kla Corp Com New (KLAC) | 0.1 | $245k | 273.00 | 895.74 | |
| Avery Dennison Corporation (AVY) | 0.1 | $237k | 1.4k | 175.47 | |
| M&T Bank Corporation (MTB) | 0.1 | $226k | 1.2k | 193.99 | |
| At&t (T) | 0.1 | $223k | 7.7k | 28.94 | |
| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.1 | $221k | 3.0k | 73.62 | |
| Ameriprise Financial (AMP) | 0.1 | $216k | 405.00 | 533.73 | |
| Sprott Fds Tr Uranium Miners E (URNM) | 0.1 | $216k | 4.5k | 47.93 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $215k | 12k | 18.13 | |
| Dover Corporation (DOV) | 0.0 | $202k | 1.1k | 183.23 | |
| Manchester Utd Ord Cl A (MANU) | 0.0 | $189k | 11k | 17.81 | |
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 0.0 | $134k | 122k | 1.09 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt Put Option (RSP) | 0.0 | $87k | 35k | 2.45 |