ALPINE WOODS CAPITAL INVESTORS, LLC
SEC Form 13F institutional filer · CIK 0001226886
13F-HR · 116 reported holdings · 2026-03-31
Reported long-US-equity value
$0.36B
Top-10 concentration
35.3%
ALPINE WOODS CAPITAL INVESTORS, LLC — $356M AUM allocation strategy
ALPINE WOODS CAPITAL INVESTORS, LLC files SEC Form 13F and reports $356M of long US equity value across 116 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 17.6%, followed by Financials 8.8% and Industrials 6.7%.
The top 10 holdings account for 35% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
ALPINE WOODS CAPITAL INVESTORS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$356M
total across 116 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
35% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NVDA +131K sh · +$22.1M+$KHC +91.3K sh · +$1.99M+$GIS +74.7K sh · +$2.67M
Biggest trims (shares)
−$AAPL −27.3K sh · −$8.02M−$GOOGL −22K sh · −$7.94M−$AVGO −18.9K sh · −$8.37M
Exited to nil (held last quarter, gone now)
$HPQ ($2.12M last qtr)$EW ($1.47M last qtr)$TGT ($676K last qtr)$ODFL ($660K last qtr)$AJG ($361K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors13.3%—
- Diversified Banks8.8%—
- Biotechnology4.2%—
- Electric Utilities3.6%—
- Interactive Media & Services3.1%—
- Aerospace & Defense2.9%—
- Technology Hardware, Storage & Peripherals2.4%—
- Steel2.2%—
- Other holdings59.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 182K | $31.8M | +131K | 8.9% |
| $AVGO | Broadcom Inc | 50.4K | $15.6M | -18.9K | 4.4% |
| $WFC | Wells Fargo & Company | 174K | $13.9M | -4K | 3.9% |
| $JPM | JP Morgan Chase & Co | 37.4K | $11M | -11K | 3.1% |
| $GOOGL | Alphabet Inc | 38.1K | $10.9M | -22K | 3.1% |
| $LHX | L3Harris Technologies Inc | 30.7K | $10.6M | -2.46K | 3.0% |
| $AAPL | Apple Inc | 33.7K | $8.55M | -27.3K | 2.4% |
| $AMGN | Amgen Inc | 23.1K | $8.12M | +4K | 2.3% |
| $STLD | Steel Dynamics Inc | 44.2K | $7.95M | +4.12K | 2.2% |
| $CMI | Cummins Inc | 14K | $7.51M | -859 | 2.1% |
…and 106 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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