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Portfolio (Quarterly) Guide ↗

ALPINE WOODS CAPITAL INVESTORS, LLC

· CIK 0001226886
13F Portfolio $417M AUM 200 positions Filed May 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 199 New
Page 10 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 4,027.0 $221K 0.05% NEW $54.81 +19.3%
182 AMER SPORTS INC 6,702.0 $221K 0.05% NEW $32.92
183 COCO VITA COCO CO INC Consumer Defensive 4,580.0 $219K 0.05% NEW $47.91 +75.1%
184 AMTM AMENTUM HOLDINGS INC Industrials 8,402.0 $219K 0.05% NEW $26.08 -15.0%
185 CARR CARRIER GLOBAL CORPORATION Industrials 3,888.0 $219K 0.05% NEW $56.31 +26.4%
186 HWM HOWMET AEROSPACE INC Industrials 933.0 $215K 0.05% NEW $230.46 +20.4%
187 AVY AVERY DENNISON CORP Industrials 1,225.0 $212K 0.05% NEW $172.68 -6.2%
188 ASH ASHLAND INC Basic Materials 3,689.0 $205K 0.05% NEW $55.61 +16.1%
189 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 2,228.0 $205K 0.05% NEW $92.04 -10.9%
190 FULT FULTON FINL CORP PA Financial Services 9,946.0 $202K 0.05% NEW $20.34 +13.6%
191 ONB OLD NATL BANCORP IND Financial Services 9,143.0 $202K 0.05% NEW $22.10 +13.1%
192 FHN FIRST HORIZON CORPORATION Financial Services 8,862.0 $202K 0.05% NEW $22.76 +9.5%
193 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 5,166.0 $201K 0.05% NEW $38.97 +9.0%
194 T AT&T INC Communication Services 6,938.0 $201K 0.05% NEW $28.99 -20.1%
195 HOPE HOPE BANCORP INC Financial Services 17,953.0 $201K 0.05% NEW $11.17 +16.7%
196 HWC HANCOCK WHITNEY CORPORATION Financial Services 3,151.0 $200K 0.05% NEW $63.59 +11.7%
197 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 684.0 $200K 0.05% NEW $292.54 +36.0%
198 NOMD NOMAD FOODS LTD Consumer Defensive 15,593.0 $150K 0.04% NEW $9.61 +6.2%
199 SPRY ARS PHARMACEUTICALS INC Healthcare 10,000.0 $80K 0.02% NEW $8.03 +20.8%
Page 10 of 10  ·  199 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.7%
Financial Services 14.5%
Industrials 13.8%
Healthcare 8.9%
Consumer Defensive 8.6%
Basic Materials 6.8%
Communication Services 5.2%
Consumer Cyclical 4.9%
Utilities 4.9%
Energy 4.6%