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Latest ALPINE WOODS CAPITAL INVESTORS, LLC Stock Portfolio

ALPINE WOODS CAPITAL INVESTORS, LLC Performance:
2025 Q4: 1.57%YTD: 14.42%2024: 12.73%
Performance for 2025 Q4 is 1.57%, and YTD is 14.42%, and 2024 is 12.73%.

About ALPINE WOODS CAPITAL INVESTORS, LLC and 13F Hedge Fund Stock Holdings

ALPINE WOODS CAPITAL INVESTORS, LLC is a hedge fund based in Purchase, NY. On 2026-02-18, the fund reported it's updated stock portfolio. In the 13F Holdings report, ALPINE WOODS CAPITAL INVESTORS, LLC reported an equity portfolio of $420 Millions as of 31 Dec, 2025.

The top stock holdings of ALPINE WOODS CAPITAL INVESTORS, LLC are AVGO, GOOG, WFC. The fund has invested 5.7% of it's portfolio in BROADCOM INC and 4.5% of portfolio in ALPHABET INC.

The fund managers got completely rid off ONEOK INC NEW (OKE), KENVUE INC and JEFFERIES FINL GROUP INC (JEF) stocks. They significantly reduced their stock positions in CARRIER GLOBAL CORPORATION (CARR), VERTEX PHARMACEUTICALS INC (VRTX) and SPROTT FDS TR. ALPINE WOODS CAPITAL INVESTORS, LLC opened new stock positions in CONSTELLATION BRANDS INC (STZ), OLD REP INTL CORP (ORI) and HESS MIDSTREAM LP (HESM). The fund showed a lot of confidence in some stocks as they added substantially to ALAMOS GOLD INC NEW (AGI), ORACLE CORP (ORCL) and SOUNDHOUND AI INC (SOUN).

ALPINE WOODS CAPITAL INVESTORS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that ALPINE WOODS CAPITAL INVESTORS, LLC made a return of 1.57% in the last quarter. In trailing 12 months, it's portfolio return was 14.42%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
constellation brands inc3,966,210
old rep intl corp3,651,200
hess midstream lp3,081,370
hinge health inc1,946,900
figure technology solutio1,897,300
world kinect corporation1,020,730
repligen corp1,005,440
aerovironment inc814,927
New stocks bought by ALPINE WOODS CAPITAL INVESTORS, LLC

Additions

Ticker% Inc.
alamos gold inc new285
oracle corp185
soundhound ai inc142
hubbell inc79.19
cameco corp57.57
waste mgmt inc del50.87
cheniere energy inc45.14
jacobs solutions inc37.62
Additions to existing portfolio by ALPINE WOODS CAPITAL INVESTORS, LLC

Reductions

Ticker% Reduced
carrier global corporation-89.1
vertex pharmaceuticals inc-68.29
sprott fds tr-67.44
kraft heinz co-57.31
samsara inc-54.85
intercontinental exchange in-52.68
meta platforms inc-51.28
select sector spdr tr-50.38
ALPINE WOODS CAPITAL INVESTORS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
kenvue inc-1,903,030
oneok inc new-2,101,830
westlake chem partners lp-448,976
aris water solutions inc-337,842
jefferies finl group inc-775,292
maplebear inc-312,497
at&t inc-219,453
ollies bargain outlet hldgs-482,912
ALPINE WOODS CAPITAL INVESTORS, LLC got rid off the above stocks

Sector Distribution

ALPINE WOODS CAPITAL INVESTORS, LLC has about 22.5% of it's holdings in Technology sector.

Sector%
Technology22.5
Financial Services15.5
Industrials13.4
Healthcare8.7
Others8.5
Communication Services7.7
Consumer Cyclical5.6
Consumer Defensive5
Utilities3.8
Energy3.8
Real Estate3.1
Basic Materials2.5

Market Cap. Distribution

ALPINE WOODS CAPITAL INVESTORS, LLC has about 85.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP43.2
MEGA-CAP42.6
UNALLOCATED8.5
MID-CAP4.6

Stocks belong to which Index?

About 80.5% of the stocks held by ALPINE WOODS CAPITAL INVESTORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50079.1
Others19.5
RUSSELL 20001.4
Top 5 Winners (%)%
XLB
select sector spdr tr
91.6 %
XLB
select sector spdr tr
74.2 %
LLY
eli lilly & co
40.9 %
AMD
advanced micro devices inc
31.3 %
FLS
flowserve corp
30.6 %
Top 5 Winners ($)$
GOOG
alphabet inc
4.2 M
WFC
wells fargo co new
1.7 M
STLD
steel dynamics inc
1.4 M
CMI
cummins inc
1.3 M
GOOG
alphabet inc
1.3 M
Top 5 Losers (%)%
SOUN
soundhound ai inc
-30.2 %
ORCL
oracle corp
-23.0 %
NFLX
netflix inc
-19.7 %
VVV
valvoline inc
-18.9 %
CRSP
crispr therapeutics ag
-18.9 %
Top 5 Losers ($)$
MSFT
microsoft corp
-0.9 M
NFLX
netflix inc
-0.9 M
HD
home depot inc
-0.9 M
MSI
motorola solutions inc
-0.9 M
INGR
ingredion inc
-0.7 M

ALPINE WOODS CAPITAL INVESTORS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of ALPINE WOODS CAPITAL INVESTORS, LLC

ALPINE WOODS CAPITAL INVESTORS, LLC has 172 stocks in it's portfolio. About 34% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for ALPINE WOODS CAPITAL INVESTORS, LLC last quarter.

Last Reported on: 18 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions