ALPINE WOODS CAPITAL INVESTORS, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW ALPINE WOODS CAPITAL INVESTORS, LLC | Institutional Filer | ▼ 2.43% | $419.4M | 172 |
Current Portfolio Holdings
Showing all 172 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc. | Technology | 69K | $24.0M | 5.71% |
| 2 | GOOG | Alphabet Inc. | Technology | 60K | $18.9M | 4.50% |
| 3 | WFC | Wells Fargo & Company | Financial Services | 178K | $16.6M | 3.96% |
| 4 | AAPL | Apple Inc. | Technology | 61K | $16.6M | 3.95% |
| 5 | JPM | JPMorgan Chase & Co. | Financial Services | 48K | $15.6M | 3.72% |
| 6 | MSFT | Microsoft Corporation | Technology | 26K | $12.8M | 3.05% |
| 7 | AEM | Agnico Eagle Mines Limited | Basic Materials | 67K | $11.3M | 2.70% |
| 8 | LHX | L3Harris Technologies, Inc. | Industrials | 33K | $9.7M | 2.32% |
| 9 | NVDA | NVIDIA Corporation | Technology | 52K | $9.6M | 2.30% |
| 10 | BAC | Bank of America Corporation | Financial Services | 142K | $7.8M | 1.86% |
| 11 | CMI | Cummins Inc. | Industrials | 15K | $7.6M | 1.80% |
| 12 | STLD | Steel Dynamics, Inc. | Basic Materials | 40K | $6.8M | 1.62% |
| 13 | ABBV | AbbVie Inc. | Healthcare | 29K | $6.6M | 1.58% |
| 14 | INGR | Ingredion Incorporated | Consumer Defensive | 57K | $6.3M | 1.51% |
| 15 | AMGN | Amgen Inc. | Healthcare | 19K | $6.2M | 1.49% |
Showing 1 to 15 of 172 holdings