Alpine Woods Capital Investors, LLC Portfolio Holdings
Alpine Woods Capital Investors, LLC
- $474 Million
- Q2 2025
Alpine Woods Capital Investors, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $474 Million distributed in 155 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $22.6M, Wells Fargo & Company with a value of $17.1M, Jpmorgan Chase & CO with a value of $15.4M, Microsoft Corp with a value of $12.6M, and Apple Inc. with a value of $11.8M.
Examining the 13F form we can see an increase of $74M in the current position value, from $400M to 474M.
Below you can find more details about Alpine Woods Capital Investors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$474 Million
Technology: $94.6 Million
ETFs: $80.9 Million
Financial Services: $63.4 Million
Industrials: $59.6 Million
Healthcare: $36.8 Million
Communication Services: $30.1 Million
Consumer Cyclical: $27.7 Million
Basic Materials: $22.3 Million
Other: $59 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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