13F Insight
DOSSIER · 13F-HR · Q2 2026

ALPINE WOODS CAPITAL INVESTORS, LLC

$460M in tracked AUM across 220 positions as of Q2 2026.

AW
CIK 0001226886 · last filed Jun 30, 2026
Total AUM
$460M
as of Q2 2026
Holdings
220
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

ALPINE WOODS CAPITAL INVESTORS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
WFC
WELLS FARGO & CO
$20M242K4.3%02
AVGO
BROADCOM INC
$17M46K3.8%03
JPM
JPMORGAN CHASE & CO
$13M40K2.8%04
GOOG
ALPHABET INC
$12M34K2.6%05
QQQ
INVESCO QQQ TR
$11M15K2.4%06
CMI
CUMMINS INC
$10M14K2.2%07
NVDA
NVIDIA CORPORATION
$10M48K2.1%08
AAPL
APPLE INC
$10M33K2.1%09
LHX
L3HARRIS TECHNOLOGIES INC
$10M33K2.1%10
AMGN
AMGEN INC
$9M25K2.0%

Filing history

2026Q2Jun 30
$460M▲ 10.4%
220 positionsView →2026Q1Mar 31
$417M▼ 0.8%
200 positionsView →2025Q4Dec 31
$420M▲ 121.9%
174 positionsView →2025Q3Sep 30
$189M▼ 55.0%
68 positionsView →2025Q2Jun 30
$421M▲ 5.5%
155 positionsLocked2025Q1Mar 31
$399M▼ 24.5%
153 positionsLocked2024Q4Dec 31
$528M▼ 7.3%
173 positionsLocked2024Q3Sep 30
$570M▼ 12.1%
170 positionsLocked2024Q2Jun 30
$648M▲ 28.8%
173 positionsLocked2024Q1Mar 31
$503M▼ 24.7%
170 positionsLocked2023Q4Dec 31
$669M▲ 7.8%
166 positionsLocked2023Q3Sep 30
$621M▼ 3.0%
158 positionsLocked
Showing 12 of 50