account_balance
Investment manager · 13F filer · SEC CIK 1226886
Alpine Woods Capital Investors, LLC
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Reported value$425Mas of Sep 30, 2026
Positions225 44 new, 37 sold out
Top 10 weight27.0%MSFT alone is 3%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
3.3%Added +25%
AVGOBroadcom Inc.
3.3%Trimmed −13%
WFCWells Fargo & Company
3.3%
NVDANVIDIA Corp
3.1%Added +18%
JPMJPMorgan Chase & Co
3.0%
GOOGAlphabet Inc.
2.8%
AAPLApple Inc.
2.3%Trimmed −12%
AMGNAmgen Inc
2.3%Trimmed −8%
JNJJohnson & Johnson
1.8%Added +13%
ABBVAbbVie Inc.
1.8%Trimmed −5%
BACBank of America Corp
1.8%
CMICummins Inc
1.5%Trimmed −12%
MSFTMicrosoft Corp
3.3%
AVGOBroadcom Inc.
3.3%
WFCWells Fargo & Company
3.3%
NVDANVIDIA Corp
3.1%
JPMJPMorgan Chase & Co
3.0%
GOOGAlphabet Inc.
2.8%
AAPLApple Inc.
2.3%
AMGNAmgen Inc
2.3%
JNJJohnson & Johnson
1.8%
ABBV1.8%BAC1.8%CMI1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 3.3% Added +25%AVGO Broadcom Inc. 3.3% Trimmed −13%WFC Wells Fargo & Company 3.3% HeldNVDA NVIDIA Corp 3.1% Added +18%JPM JPMorgan Chase & Co 3.0% HeldGOOG Alphabet Inc. 2.8% HeldAAPL Apple Inc. 2.3% Trimmed −12%AMGN Amgen Inc 2.3% Trimmed −8%JNJ Johnson & Johnson 1.8% Added +13%ABBV AbbVie Inc. 1.8% Trimmed −5%BAC Bank of America Corp 1.8% HeldCMI Cummins Inc 1.5% Trimmed −12%
What changed
Biggest moves since Jun 30, 2026
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