Fund Holdings — ALPINE WOODS CAPITAL INVESTORS, LLC

Total Portfolio Value
$443.55M
Total Bought
$79.54M
Total Sold
$84.01M
Net Transaction
-$4.47M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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ELI LILLY & CO(LLY)7505,061+4,3116906,0701.37%+5,380
MEDTRONIC PLC(MDT)068,491+68,49105,3581.21%+5,358
ABBOTT LABORATORIES3,32543,202+39,8773413,9200.88%+3,579
INTERNATIONAL FLAVORS&FRAGRA(IFF)039,770+39,77003,1510.71%+3,151
TRUIST FINL CORP(TFC)062,556+62,55603,1170.70%+3,117
MCDONALDS CORP(MCD)010,210+10,21002,7600.62%+2,760
CUMMINS INC(CMI)13,95914,074+1157,51010,0382.26%+2,528
DANAHER CORP DEL(DHR)012,322+12,32202,3470.53%+2,347
BOOKING HOLDINGS INC(BKNG)15915,782+15,6236692,8130.63%+2,144
CISCO SYS INC(CSCO)51,80651,966+1604,0206,1041.38%+2,084
JPMORGAN CHASE & CO(JPM)37,36539,661+2,29610,99112,9822.93%+1,991
PALO ALTO NETWORKS INC(PANW)10,56710,56701,6943,6040.81%+1,909
BROADCOM INC(AVGO)50,39246,320-4,07215,59717,4973.94%+1,901
VISA INC(V)05,284+5,28401,8130.41%+1,813
UNITED RENTALS INC(URI)2,3623,079+7171,7213,4880.79%+1,767
BANK OF NY MELLON CORP29,25935,724+6,4653,4715,1661.16%+1,695
ROCKWELL AUTOMATION INC(ROK)03,021+3,02101,4960.34%+1,496
STARBUCKS CORP(SBUX)014,384+14,38401,4700.33%+1,470
BANK OF AMER CORP134,382140,633+6,2516,5518,0131.81%+1,462
MICROSOFT CORP(MSFT)18,42822,099+3,6716,8228,2431.86%+1,422
HINGE HEALTH INC(HNGE)30,10029,938-1621,1612,4850.56%+1,324
PRECIGEN INC(PGEN)0229,618+229,61801,3090.30%+1,309
TEXAS INSTRS INC(TXN)27,89522,450-5,4455,4166,6921.51%+1,276
ALPHABET INC(GOOG)38,06034,473-3,58710,91812,1802.75%+1,262
UBER TECHNOLOGIES INC(UBER)28,37945,423+17,0442,0413,2780.74%+1,236
HOME DEPOT INC(HD)13,28815,837+2,5494,3705,5851.26%+1,215
WASTE MGMT INC DEL(WM)24,72330,639+5,9165,6816,8291.54%+1,148
SNOWFLAKE INC(SNOW)04,262+4,26201,0850.24%+1,085
AIRBNB INC07,556+7,55601,0810.24%+1,081
APPLE INC(AAPL)33,69633,261-4358,5529,6242.17%+1,073
VISTRA CORP(VST)06,666+6,66601,0570.24%+1,057
MARVELL TECHNOLOGY INC(MRVL)10,0186,842-3,1769922,0380.46%+1,046
INTEL CORP(INTC)07,480+7,48001,0440.24%+1,044
VERTIV HOLDINGS CO(VRT)03,032+3,03201,0150.23%+1,015
ABBVIE INC(ABBV)31,23430,836-3986,7937,7591.75%+966
US BANCORP(USB)44,92854,516+9,5882,3373,2930.74%+956
AMGEN INC(AMGN)23,06425,029+1,9658,1159,0642.04%+948
QUALCOMM INC(QCOM)33,24328,207-5,0364,2815,2121.18%+931
BRISTOL-MYERS SQUIBB CO(BMY)016,000+16,00009220.21%+922
LINDE PLC(LIN)01,667+1,66708650.20%+865
UNITEDHEALTH GROUP INC(UNH)01,888+1,88807850.18%+785
LAM RESEARCH CORP(LRCX)10,8107,082-3,7282,3103,0690.69%+759
MONSTER BEVERAGE CORP NEW(MNST)07,788+7,78807490.17%+749
HEICO CORP NEW(HEI)8,9238,953+302,4473,1890.72%+742
INTERACTIVE BROKERS GROUP IN(IBKR)08,227+8,22707160.16%+716
EQUINIX INC(EQIX)6,7106,977+2676,5777,2731.64%+695
ADVANCED MICRO DEVICES INC(AMD)2,0021,870-1324071,0860.24%+679
ROBINHOOD MKTS INC(HOOD)06,500+6,50006520.15%+652
AMAZON COM INC(AMZN)21,78721,687-1004,5385,1691.17%+631
WELLS FARGO & CO(WFC)174,191174,191013,86714,3953.25%+528
META PLATFORMS INC(META)3,8094,747+9382,1792,6740.60%+495
NOVA LTD(NVMI)0891+89104840.11%+484
PPG INDS INC(PPG)32,92532,912-133,5193,9920.90%+473
TJX COS INC NEW(TJX)22,62526,876+4,2513,6134,0720.92%+459
ONDAS INC(ONDS)055,000+55,00004530.10%+453
GILEAD SCIENCES INC(GILD)03,500+3,50004420.10%+442
WW GRAINGER INC(GWW)1,4941,49401,6302,0320.46%+403
SIMON PPTY GROUP INC NEW(SPG)16,47015,515-9553,0723,4700.78%+398
TRANE TECHNOLOGIES PLC(TT)8,2957,845-4503,4573,8530.87%+396
KLA CORP(KLAC)2442,490+2,2463597510.17%+392
MAMAS CREATIONS INC(MAMA)021,714+21,71403880.09%+388
RUBRIK INC.(RBRK)04,776+4,77603830.09%+383
RELIANCE INC(RS)10,6009,641-9593,2223,6020.81%+380
GUARDIAN PHARMACY SVCS INC(GRDN)08,996+8,99603770.08%+377
TEVA PHARMACEUTICAL INDS LTD(TEVA)29,42436,992+7,5688861,2530.28%+367
UNION PAC CORP(UNP)12,20012,20002,9603,3180.75%+358
NORTHROP GRUMMAN CORP(NOC)2,8694,539+1,6701,9572,3120.52%+354
D R HORTON INC(DHI)13,62113,62101,8692,2190.50%+350
LEGENCE CORP(LGN)04,059+4,05903460.08%+346
TAIWAN SEMICONDUCTOR MANUFAC(TSM)2,6002,550-508791,2180.27%+339
CECO ENVIRONMENTAL CORP(CECO)03,616+3,61603280.07%+328
PURSUIT ATTRACTIONS AND HOSP(PRSU)05,486+5,48603070.07%+307
SILICON MOTION TECHNOLOGY CO(SIMO)0902+90203010.07%+301
SOLARIS ENERGY INFRAS INC(SEI)03,704+3,70402980.07%+298
VSE CORP(VSEC)01,261+1,26102880.06%+288
SELECT SECTOR SPDR TR
ST STR TECHN ETF
5,0005,00006659530.21%+288
CDW CORP(CDW)02,000+2,00002810.06%+281
LIFESTANCE HEALTH GROUP INC(LFST)026,029+26,02902790.06%+279
WATTS WATER TECHNOLOGIES INC(WTS)0703+70302750.06%+275
LXP INDUSTRIAL TRUST(LXP)05,100+5,10002750.06%+275
FLOWSERVE CORP(FLS)03,704+3,70402750.06%+275
UNIVERSAL DISPLAY CORP(OLED)02,955+2,95502560.06%+256
REDDIT INC(RDDT)01,473+1,47302560.06%+256
SONOCO PRODS CO(SON)04,468+4,46802520.06%+252
CATERPILLAR INC(CAT)821781-405828320.19%+250
ALPHABET INC(GOOG)6,7716,141-6301,9472,1950.49%+248
SPORTRADAR GROUP AG(SRAD)016,169+16,16902420.05%+242
GUARDANT HEALTH INC(GH)01,580+1,58002370.05%+237
THE REALREAL INC(REAL)020,053+20,05302360.05%+236
PLUMAS BANCORP(PLBC)04,000+4,00002340.05%+234
VIAVI SOLUTIONS INC(VIAV)04,844+4,84402310.05%+231
HARROW INC(HROW)05,214+5,21402210.05%+221
SCOTTS MIRACLE-GRO CO(SMG)03,212+3,21202190.05%+219
KENNAMETAL INC(KMT)06,130+6,13002150.05%+215
KARMAN HLDGS INC(KRMN)04,294+4,29402140.05%+214
SNAP ON INC(SNA)6,1976,122-752,2512,4630.56%+213
APPLIED MATLS INC682613-692334430.10%+210
WILLIAMS COS INC(WMB)67,39068,732+1,3424,9055,1101.15%+205
COGNEX CORP(CGNX)6,1316,961+8303005040.11%+204
PAYSIGN INC(PAYS)022,737+22,73701860.04%+186
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ALPINE WOODS CAPITAL INVESTORS, LLC — 13F Holdings — Q2 2026 | TickerTrail