Fund HoldingsALPINE WOODS CAPITAL INVESTORS, LLC

Total Portfolio Value
$668.67M
Total Bought
$201.20M
Total Sold
$422.36M
Net Transaction
-$221.16M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
APPLE INC(AAPL)0189,612+189,612036,5065.46%+36,506
JPMORGAN CHASE & CO(JPM)0132,085+132,085022,4683.36%+22,468
BROADCOM INC(AVGO)017,593+17,593019,6382.94%+19,638
WELLS FARGO CO NEW(WFC)0390,936+390,936019,2422.88%+19,242
ALPHABET INC(GOOG)147,548131,448-16,1001918,5252.77%+18,506
MICROSOFT CORP(MSFT)045,624+45,624017,1562.57%+17,156
ALPHABET INC(GOOG)124,360109,360-15,0001615,2762.28%+15,260
L3HARRIS TECHNOLOGIES INC(LHX)066,630+66,630014,0342.10%+14,034
BANK AMERICA CORP0370,731+370,731012,4831.87%+12,483
ADVANCED MICRO DEVICES INC(AMD)077,298+77,298011,3961.70%+11,396
INTUITIVE SURGICAL INC033,226+33,226011,2091.68%+11,209
HOME DEPOT INC(HD)028,184+28,18409,7671.46%+9,767
TETRA TECH INC NEW(TTEK)56,35756,726+36999,4691.42%+9,461
THERMO FISHER SCIENTIFIC INC(TMO)16,28817,284+99689,1741.37%+9,166
INGREDION INC(INGR)083,625+83,62509,0761.36%+9,076
TECK RESOURCES LTD(TECK)222,023208,735-13,288108,8231.32%+8,814
AMGEN INC(AMGN)29,90730,411+50488,7591.31%+8,751
CHENIERE ENERGY INC(LNG)47,85849,628+1,77088,4721.27%+8,464
AMAZON COM INC(AMZN)26,71055,342+28,63238,4091.26%+8,405
UBER TECHNOLOGIES INC(UBER)136,069136,589+52068,4101.26%+8,404
AMDOCS LTD(DOX)83,64193,449+9,80878,2131.23%+8,206
ABBVIE INC(ABBV)52,69852,423-27588,1241.21%+8,116
GARMIN LTD(GRMN)062,656+62,65608,0541.20%+8,054
TRANE TECHNOLOGIES PLC(TT)032,462+32,46207,9171.18%+7,917
MONDELEZ INTL INC(MDLZ)0109,028+109,02807,8981.18%+7,898
NETFLIX INC(NFLX)015,510+15,51007,5521.13%+7,552
GRAINGER W W INC(GWW)09,100+9,10007,5411.13%+7,541
SNAP ON INC(SNA)025,867+25,86707,4711.12%+7,471
CHEVRON CORP NEW(CVX)61,95950,039-11,920107,4641.12%+7,453
JOHNSON & JOHNSON(JNJ)047,178+47,17807,3951.11%+7,395
MOTOROLA SOLUTIONS INC(MSI)022,769+22,76907,1291.07%+7,129
UNITED RENTALS INC(URI)12,42012,395-2567,1081.06%+7,102
CHART INDS INC57,02351,759-5,264107,0561.06%+7,047
VALVOLINE INC(VVV)187,056182,672-4,38466,8651.03%+6,859
BOOKING HOLDINGS INC(BKNG)7601,910+1,15026,7741.01%+6,772
TEXAS INSTRS INC(TXN)039,626+39,62606,7551.01%+6,755
REGENERON PHARMACEUTICALS(REGN)8,1747,478-69676,5650.98%+6,558
AGNICO EAGLE MINES LTD(AEM)0117,894+117,89406,4660.97%+6,466
KENVUE INC(KVUE)295,206296,934+1,72866,3930.96%+6,387
FISERV INC(FISV)046,825+46,82506,2200.93%+6,220
ELEVANCE HEALTH INC(ELV)013,002+13,00206,1310.92%+6,131
NVIDIA CORPORATION(NVDA)5,49511,995+6,50025,9400.89%+5,938
PEPSICO INC(PEP)034,083+34,08305,7890.87%+5,789
CME GROUP INC(CME)31,50626,506-5,00065,5830.83%+5,577
PALO ALTO NETWORKS INC(PANW)10,30918,434+8,12525,4360.81%+5,434
LABORATORY CORP AMER HLDGS022,998+22,99805,2270.78%+5,227
TJX COS INC NEW(TJX)41,20455,470+14,26645,2040.78%+5,200
BAKER HUGHES COMPANY(BKR)10,847149,049+138,20205,0940.76%+5,094
BANK NEW YORK MELLON CORP095,667+95,66704,9790.74%+4,979
AKAMAI TECHNOLOGIES INC(AKAM)40,76440,464-30044,7890.72%+4,785
MERCK & CO INC(MRK)042,725+42,72504,6580.70%+4,658
QUEST DIAGNOSTICS INC(DGX)030,442+30,44204,1970.63%+4,197
HP INC(HPQ)264,492138,196-126,29674,1580.62%+4,152
JACOBS SOLUTIONS INC(J)29,64529,627-1843,8460.58%+3,842
SOUTHERN CO(SO)054,120+54,12003,7950.57%+3,795
HERSHEY CO(HSY)21,08519,611-1,47443,6560.55%+3,652
SELECT SECTOR SPDR TR
ST STR TECHN ETF
018,730+18,73003,6050.54%+3,605
NOVO-NORDISK A S(NVO)034,800+34,80003,6000.54%+3,600
RAYMOND JAMES FINL INC(RJF)36,30031,000-5,30043,4570.52%+3,453
DISNEY WALT CO(DIS)38,18538,185033,4480.52%+3,445
ESSENTIAL UTILS INC(WTRG)091,853+91,85303,4310.51%+3,431
VULCAN MATLS CO(VMC)015,000+15,00003,4050.51%+3,405
DIGITAL RLTY TR INC(DLR)024,820+24,82003,3400.50%+3,340
APPLIED MATLS INC19,34320,343+1,00033,2970.49%+3,294
ANSYS INC09,070+9,07003,2910.49%+3,291
CUMMINS INC(CMI)013,652+13,65203,2710.49%+3,271
ORACLE CORP(ORCL)24,39029,650+5,26033,1260.47%+3,123
PFIZER INC(PFE)0106,183+106,18303,0570.46%+3,057
VERTEX PHARMACEUTICALS INC(VRTX)6,4447,440+99623,0270.45%+3,025
DEERE & CO(DE)07,500+7,50002,9990.45%+2,999
UNION PAC CORP(UNP)12,75012,200-55032,9970.45%+2,994
HEICO CORP NEW(HEI)22,28616,448-5,83842,9420.44%+2,938
CISCO SYS INC(CSCO)058,217+58,21702,9410.44%+2,941
TELEDYNE TECHNOLOGIES INC(TDY)6,5846,584032,9380.44%+2,936
CONOCOPHILLIPS(COP)11,50025,269+13,76912,9330.44%+2,932
CARRIER GLOBAL CORPORATION(CARR)66,66851,079-15,58942,9340.44%+2,931
ILLUMINA INC(ILMN)021,000+21,00002,9240.44%+2,924
SALESFORCE INC(CRM)011,000+11,00002,8950.43%+2,895
INTERCONTINENTAL EXCHANGE IN(ICE)20,30622,519+2,21322,8920.43%+2,890
EDWARDS LIFESCIENCES CORP037,869+37,86902,8880.43%+2,888
PORTLAND GEN ELEC CO(POR)065,572+65,57202,8420.43%+2,842
BROOKFIELD RENEWABLE CORP(BEPC)096,235+96,23502,7710.41%+2,771
RELIANCE STEEL & ALUMINUM CO(RS)10,1869,791-39532,7380.41%+2,736
TRACTOR SUPPLY CO(TSCO)11,45612,687+1,23122,7280.41%+2,726
NORTHROP GRUMMAN CORP(NOC)05,773+5,77302,7030.40%+2,703
KRAFT HEINZ CO(KHC)072,820+72,82002,6930.40%+2,693
IMAX CORP392,278174,750-217,52882,6250.39%+2,617
EMERSON ELEC CO(EMR)026,831+26,83102,6110.39%+2,611
AES CORP(AES)0134,911+134,91102,5970.39%+2,597
DOMINOS PIZZA INC(DPZ)6,1895,791-39822,3870.36%+2,385
LAM RESEARCH CORP(LRCX)3,1692,965-20422,3230.35%+2,321
MARATHON OIL CORP79,04595,665+16,62022,3110.35%+2,309
WILLIAMS COS INC(WMB)064,853+64,85302,2590.34%+2,259
ZOETIS INC(ZTS)11,42211,422022,2540.34%+2,252
CITIGROUP INC(C)41,95440,856-1,09822,1020.31%+2,100
COSTCO WHSL CORP NEW(COST)1,4573,150+1,69312,0790.31%+2,078
D R HORTON INC(DHI)013,621+13,62102,0700.31%+2,070
EQUINIX INC(EQIX)1,0002,506+1,50612,0180.30%+2,018
FLOWSERVE CORP(FLS)048,979+48,97902,0190.30%+2,019
CENCORA INC09,138+9,13801,8770.28%+1,877
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