ALPINE WOODS CAPITAL INVESTORS, LLC

Q3 2026 13F-HR Holdings

Location
Purchase, NY
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
227
Total value ($000)
$447,513
Net value change ($000)
-12,658 (-2.8%)
New positions
46
Sold out positions
39
Turnover %
15.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 5,958 72.3%
ACN 5,077 NEW
NVDA 3,356 34.8%
PFE 3,314 NEW
ITW 3,109 NEW
DOV 2,930 1186.2%
PLD 2,770 NEW
ECL 2,700 NEW
HUBB 1,938 NEW
SPACE EXPLORATION TECHN CORP 1,626 NEW
Top Reduces (Value $000, Stocks/ETFs)
LHX -6,532 -68.2%
SBAC -5,400 -100.0%
SO -5,318 -81.0%
AEM -5,024 -66.6%
CMI -3,623 -36.1%
AVGO -3,398 -19.4%
EQIX -2,922 -40.2%
MCD -2,760 -100.0%
TXN -2,323 -34.7%
PG -2,106 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 22,562 (5.0% 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