ALPINE WOODS CAPITAL INVESTORS, LLC

Q1 2026 13F-HR Holdings

Location
Purchase, NY
Holdings as of
3/31/2026
Date filed
5/27/2026
Form type
13F-HR
Num holdings
199
Total value ($000)
$416,675
Net value change ($000)
-3,318 (-0.8%)
New positions
57
Sold out positions
30
Turnover %
13.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/18/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
NVDA 22,141 229.6%
MDLZ 4,276 195.6%
MET 3,925 NEW
WM 3,908 220.4%
PPG 3,519 NEW
CLX 3,019 993.1%
QCOM 3,001 234.5%
GIS 2,672 489.4%
EQIX 2,497 61.2%
EMR 2,492 101.5%
Top Reduces (Value $000, Stocks/ETFs)
AVGO -8,368 -34.9%
AAPL -8,022 -48.4%
GOOGL -7,942 -42.1%
MSFT -5,969 -46.7%
INGR -4,738 -74.8%
JPM -4,593 -29.5%
GOOGL -3,931 -66.9%
ORI -3,651 -100.0%
WFC -2,740 -16.5%
WTRG -2,614 -82.2%
Instrument mix + QoQ Δ (ex-options)
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