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Alpine Woods Capital Investors, LLC

CIK:0001226886
Investment Adviser
$364M AUM
152 holdings
Purchase, NY, United States
Founded:1998
12 employees
Latest filing:Sep 30, 2025

Alpine Woods Capital Investors, LLC is an investment advisory firm based in Purchase, New York. The firm was founded in 1998 and provides asset management services, primarily for institutional and high net worth clients. It acts as an investment adviser and manages various types of funds, with a focus on public equity markets. The firm is registered with the SEC and currently has a team of 12 employees, including a significant share of investment professionals.

Investment Strategy

Alpine Woods Capital Investors, LLC primarily employs strategies focused on long and short positions in publicly traded equities, with an emphasis on value and growth opportunities in various sectors. The firm utilizes fundamental analysis and seeks to generate returns through disciplined portfolio construction, risk management, and diversification across different asset classes and geographies.

Latest 13F Filing Activity

Alpine Woods Capital Investors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 151 equity positions and 1 options positions with a total 13F market value of $430M. The fund increased holdings in Sba Communications Corp. New, Broadcom Inc., Alphabet Inc. among other positions. Alpine Woods Capital Investors, LLC reduced exposure to Carrier Global Corporation, Kenvue Inc., Teck Resources LTD among others.

Top Buys
S
SBACSBA COMMUNICATIONS CORP NEW
+$5.0M
A
AVGOBROADCOM INC
+$4.1M
G
GOOGALPHABET INC
+$4.0M
A
AAPLAPPLE INC
+$3.9M
A
AEMAGNICO EAGLE MINES LTD
+$3.4M
Top Sells
C
CARRCARRIER GLOBAL CORPORATION
-$5.4M
K
KVUEKENVUE INC
-$3.8M
T
TECKTECK RESOURCES LTD
-$3.2M
F
FIFISERV INC
-$2.8M
D
DISDISNEY WALT CO
-$2.5M

Top Holdings

A
AVGOBROADCOM INC
+6.2%$26.7M
J
JPMJPMORGAN CHASE & CO.
+3.9%$16.8M
A
AAPLAPPLE INC
+3.7%$15.7M
W
WFCWELLS FARGO CO NEW
+3.5%$14.9M
G
GOOGALPHABET INC
+3.4%$14.7M

Equity Positions (151)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
BROADCOM INC6.20%$26.7M80,888$38.80$329.91+$4.1M
JPMORGAN CHASE & CO.3.90%$16.8M53,166$114.61$315.43+$1.4M
APPLE INC3.66%$15.7M61,772$89.08$254.63+$3.9M
WELLS FARGO CO NEW3.47%$14.9M178,191$46.09$83.82-$2.1M
ALPHABET INC3.41%$14.7M60,287$90.82$243.55+$4.0M

Options Positions (1)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
INVESCO QQQ TRSold
Put
$296.3K785$600.37$551.64-435+$162.7K

Industry Allocation

NATIONAL COMMERCIAL BANKS
+10.0%
SEMICONDUCTORS & RELATED DEVICES
+9.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+9.4%
SERVICES-PREPACKAGED SOFTWARE
+4.2%
PHARMACEUTICAL PREPARATIONS
+3.7%