ALPINE WOODS CAPITAL INVESTORS, LLC

Q3 2025 13F-HR Holdings

Location
Purchase, NY
Holdings as of
9/30/2025
Date filed
10/15/2025
Form type
13F-HR
Num holdings
152
Total value ($000)
$430,158
Net value change ($000)
+9,198 (2.2%)
New positions
12
Sold out positions
14
Turnover %
6.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/28/2025 Next filing: 2/18/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SBAC 4,950 NEW
AVGO 4,102 18.2%
GOOGL 4,017 37.7%
AAPL 3,892 32.9%
AEM 3,402 39.5%
PEP 3,022 164.0%
IOT 2,027 NEW
LHX 1,968 23.3%
CMI 1,635 33.1%
NVDA 1,584 19.1%
Top Reduces (Value $000, Stocks/ETFs)
CARR -5,384 -71.7%
KVUE -3,786 -66.5%
TECK -3,215 -100.0%
FISV -2,792 -100.0%
DIS -2,485 -100.0%
JHX -2,319 -100.0%
GTLS -2,174 -79.5%
WFC -2,145 -12.6%
CART -1,856 -85.6%
BKNG -1,785 -24.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 296 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type