ALPINE WOODS CAPITAL INVESTORS, LLC
CIK: 1226886SEC EDGAR →
Portfolio Value
$108.3B
Holdings
199
As of
Q1 2026
New Positions
199
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WELLS FARGO & CO | 174,191 | $13.9B | 12.80% |
| 2 | SOUTHERN CO | 69,437 | $6.7B | 6.19% |
| 3 | BANK AMERICA CORP | 134,382 | $6.6B | 6.05% |
| 4 | MONDELEZ INTL INC | 112,117 | $6.5B | 5.97% |
| 5 | EVERGY INC | 75,695 | $6.2B | 5.72% |
| 6 | WILLIAMS COS INC | 67,390 | $4.9B | 4.53% |
| 7 | CISCO SYS INC | 51,806 | $4.0B | 3.71% |
| 8 | METLIFE INC | 55,498 | $3.9B | 3.62% |
| 9 | NETFLIX INC. | 38,102 | $3.7B | 3.38% |
| 10 | BROOKFIELD RENEWABLE CORP | 84,363 | $3.4B | 3.10% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 38 | $33.7B | 31.1% |
| Utilities | 8 | $18.7B | 17.2% |
| Consumer Defensive | 13 | $14.8B | 13.6% |
| Energy | 12 | $10.1B | 9.4% |
| Technology | 26 | $8.5B | 7.8% |
| Healthcare | 23 | $4.8B | 4.4% |
| Communication Services | 9 | $4.4B | 4.1% |
| Industrials | 30 | $4.2B | 3.9% |
| Consumer Cyclical | 13 | $3.3B | 3.1% |
| Basic Materials | 9 | $3.2B | 3.0% |
| Unknown | 11 | $1.6B | 1.5% |
| Real Estate | 7 | $1.1B | 1.0% |