Alpine Woods Capital Investors
Alpine Woods Capital Investors reported 218 stocks worth $444M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are AVGO (3.9%), WFC (3.3%) and JPM (2.9%). Compared with Q1 2026, the fund opened new positions in MDT, IFF and TFC, added to JPM, CMI and LHX, trimmed AVGO, GOOG and NVDA and sold out of CLX, MA and TTEK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AVGO Broadcom Inc | $17.5M | 3.9% | 46K | −4,072 (−8%) | 8 of 8 | |
| 2 |  WFC Wells Fargo Co New | $14.4M | 3.3% | 174K | No change | 8 of 8 | |
| 3 |  JPM Jpmorgan Chase & Co. | $13M | 2.9% | 40K | +2,296 (+6%) | 8 of 8 | |
| 4 |  GOOG Alphabet Inc | $12.2M | 2.8% | 34K | −3,587 (−9%) | 8 of 8 | |
| 5 |  CMI Cummins Inc | $10M | 2.3% | 14K | +115 (+1%) | 8 of 8 | |
| 6 |  NVDA Nvidia Corporation | $9.6M | 2.2% | 48K | −134K (−74%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $9.6M | 2.2% | 33K | −435 (−1%) | 8 of 8 | |
| 8 |  LHX L3HARRIS Technologies in | $9.6M | 2.2% | 33K | +2,302 (+8%) | 8 of 8 | |
| 9 |  AMGN Amgen Inc | $9.1M | 2.0% | 25K | +1,965 (+9%) | 8 of 8 | |
| 10 |  MSFT Microsoft Corp | $8.2M | 1.9% | 22K | +3,671 (+20%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CLX Clorox Co Del | $3.3M | 32K |
 MA Mastercard Incorporated | $2.5M | 5,099 |
 TTEK Tetra Tech Inc New | $2.5M | 84K |
 C Citigroup Inc | $2.4M | 21K |
 TSN Tyson Foods Inc | $1.6M | 25K |
🔒 Free account: see all 30.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Alpine Woods Capital Investors 13F FAQ
What does Alpine Woods Capital Investors own?
Alpine Woods Capital Investors reported 218 stocks worth $444M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are AVGO (3.9%), WFC (3.3%) and JPM (2.9%). The table above lists every position in the filing (the top 10 without an account).
What did Alpine Woods Capital Investors buy and sell in Q2 2026?
Compared with Q1 2026: 52 new positions, 53 added to, 75 trimmed and 33 sold out. New positions include MDT, IFF and TFC. It sold all of CLX, MA and TTEK.
When will Alpine Woods Capital Investors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Alpine Woods Capital Investors's portfolio worth?
The Q2 2026 filing reports $444M in US stocks ($460M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.