ALPINE WOODS CAPITAL INVESTORS, LLC Q1 2026 Filing

Filed May 27, 2026

Portfolio Value

$108.3B

Holdings

199

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (199 positions)

StockValue
STLDSTEEL DYNAMICS INC
$7.9M
CMICUMMINS INC
$7.5M
MSFTMICROSOFT CORP
$6.8M
ABBVABBVIE INC
$6.8M
PEPPEPSICO INC
$6.6M
JNJJOHNSON & JOHNSON
$6.6M
EQIXEQUINIX INC
$6.6M
WMWASTE MGMT INC DEL
$5.7M
SBACSBA COMMUNICATIONS CORP
$5.6M
TXNTEXAS INSTRS INC
$5.4M
LNGCHENIERE ENERGY INC
$5.4M
STZCONSTELLATION BRANDS INC
$5.0M
EMREMERSON ELEC CO
$4.9M
AMZNAMAZON COM INC
$4.5M
HDHOME DEPOT INC
$4.4M
MSIMOTOROLA SOLUTIONS INC
$4.3M
QCOMQUALCOMM INC
$4.3M
TJXTJX COS INC NEW
$3.6M
PPGPPG INDS INC
$3.5M
BKBANK NEW YORK MELLON CORP
$3.5M
TTTRANE TECHNOLOGIES PLC
$3.5M
CLXCLOROX CO DEL
$3.3M
RSRELIANCE INC
$3.2M
ISRGINTUITIVE SURGICAL INC
$3.2M
SPGSIMON PPTY GROUP INC NEW
$3.1M
UNPUNION PAC CORP
$3.0M
GRMNGARMIN LTD
$2.9M
JJACOBS SOLUTIONS INC
$2.5M
MAMASTERCARD INCORPORATED
$2.5M
HEIHEICO CORP NEW
$2.4M
PRIPRIMERICA INC
$2.4M
TRVCCITIGROUP INC
$2.4M
LRCXLAM RESEARCH CORP
$2.3M
SNASNAP ON INC
$2.3M
METAMETA PLATFORMS INC
$2.2M
NOCNORTHROP GRUMMAN CORP
$2.0M
DGXQUEST DIAGNOSTICS INC
$2.0M
GOOGLALPHABET INC
$1.9M
PGPROCTER & GAMBLE CO
$1.9M
LHLABCORP HOLDINGS INC
$1.9M
DHID R HORTON INC
$1.9M
URIUNITED RENTALS INC
$1.7M
HLIHOULIHAN LOKEY INC
$1.7M
PANWPALO ALTO NETWORKS INC
$1.7M
PSXPHILLIPS 66
$1.7M
GWWWW GRAINGER INC
$1.6M
CRWDCROWDSTRIKE HLDGS INC
$1.6M
INGRINGREDION INC
$1.6M
ICEINTERCONTINENTAL EXCHANGE IN
$1.5M
DPZDOMINOS PIZZA INC
$1.5M
CMECME GROUP INC
$1.4M
NRANRG ENERGY INC
$1.2M
TMOTHERMO FISHER SCIENTIFIC INC
$1.2M
RJFRAYMOND JAMES FINL INC
$1.1M
CCOCAMECO CORP
$994K
TSMTAIWAN SEMICONDUCTOR MANUFAC
$879K
WMTWALMART INC
$857K
MCKMCKESSON CORP
$741K
BRK-BBERKSHIRE HATHAWAY INC DEL
$718K
GSGOLDMAN SACHS GROUP INC
$716K
VUGVANGUARD INDEX FDS
$699K
FQIDIGITAL RLTY TR INC
$691K
LLYELI LILLY & CO
$690K
BKNGBOOKING HOLDINGS INC
$669K
XLKSELECT SECTOR SPDR TR
$665K
TMUST-MOBILE US INC
$661K
CITCINTAS CORP
$586K
CATCATERPILLAR INC
$582K
CLSCELESTICA INC
$563K
XLCSELECT SECTOR SPDR TR
$554K
VGTVANGUARD WORLD FD
$495K
IAIISHARES TR
$493K
HUBBHUBBELL INC
$480K
FDXFEDEX CORP
$480K
VYMVANGUARD WHITEHALL FDS
$474K
HIIHUNTINGTON INGALLS INDS INC
$454K
AXONAXON ENTERPRISE INC
$431K
XLYSELECT SECTOR SPDR TR
$414K
AMDADVANCED MICRO DEVICES INC
$407K
CSLCARLISLE COS INC
$400K
SKYYFIRST TR EXCHANGE-TRADED FD
$383K
KLACKLA CORP
$359K
ABTABBOTT LABORATORIES
$341K
VRTXVERTEX PHARMACEUTICALS INC
$320K
XLVSELECT SECTOR SPDR TR
$306K
MTBM & T BK CORP
$303K
NXTNEXTPOWER INC
$297K
ORCLORACLE CORP
$277K
RGENREPLIGEN CORP
$271K
XOMEXXON MOBIL CORP
$263K
REGNREGENERON PHARMACEUTICALS
$247K
PHPARKER-HANNIFIN CORP
$247K
AMATAPPLIED MATLS INC
$233K
TOLTOLL BROTHERS INC
$232K
DOVDOVER CORP
$229K
POOLPOOL CORP
$226K
HWMHOWMET AEROSPACE INC
$215K
AVYAVERY DENNISON CORP
$212K
ELVELEVANCE HEALTH INC FORMERLY
$200K
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