ALPINE WOODS CAPITAL INVESTORS, LLC

Q2 2026 13F-HR Holdings

Location
Purchase, NY
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
220
Total value ($000)
$460,171
Net value change ($000)
+43,496 (10.4%)
New positions
52
Sold out positions
33
Turnover %
15.3%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
LLY 5,380 779.7%
MDT 5,358 NEW
ABT 3,579 1049.6%
IFF 3,151 NEW
TFC 3,117 NEW
MCD 2,760 NEW
CMI 2,528 33.7%
DHR 2,347 NEW
BKNG 2,144 320.5%
CSCO 2,084 51.8%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -22,147 -69.7%
CLX -3,323 -100.0%
STZ -3,078 -62.1%
MA -2,548 -100.0%
TTEK -2,532 -100.0%
AEM -2,379 -24.0%
C -2,356 -100.0%
STLD -1,754 -22.1%
NFLX -1,695 -46.3%
TSN -1,630 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 16,624 (3.6% 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