ALPINE WOODS CAPITAL INVESTORS, LLC - Portfolio overview

ALPINE WOODS CAPITAL INVESTORS, LLC has 220 reported holdings in this dataset, with the latest filing dated 2026-05-27.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 5.39%
2. AVGO - BROADCOM INC, 3.60%
3. WFC - WELLS FARGO & CO, 3.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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