ALPINE WOODS CAPITAL INVESTORS, LLC Diversified Active

Location: Purchase, NY

CIK: 0001226886 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 6, 2024

Total Value: $648M (100.0% shares, 0.0% debt)

Holdings (173)

IXUS ISHARES TR 3.8%
Value $24.39M Shares 361,000 Est. Cost $67.56 Unrealized
WFC WELLS FARGO CO NEW 3.1%
Value $20.38M Shares 343,191 Est. Cost $33.73 Unrealized +68.6%
MSFT MICROSOFT CORP 3.0%
Value $19.69M Shares 44,050 Est. Cost $276.84 Unrealized +50.7%
GOOG ALPHABET INC 2.7%
Value $17.64M Shares 96,185 Est. Cost $122.96 Unrealized +37.3%
AAPL APPLE INC 2.7%
Value $17.48M Shares 83,014 Est. Cost $109.57 Unrealized +68.9%
AVGO BROADCOM INC 2.7%
Value $17.34M Shares 10,803 Est. Cost $32.58 Unrealized +322.6%
JPM JPMORGAN CHASE & CO. 2.6%
Value $16.6M Shares 82,086 Est. Cost $98.35 Unrealized +92.4%
LHX L3HARRIS TECHNOLOGIES INC 2.0%
Value $12.96M Shares 57,687 Est. Cost $189.28 Unrealized +10.5%
NVDA NVIDIA CORPORATION 1.9%
Value $12.2M Shares 98,780 Est. Cost $94.36 Unrealized +7.1%
AMGN AMGEN INC 1.8%
Value $11.54M Shares 36,945 Est. Cost $198.63 Unrealized +40.6%
AMZN AMAZON COM INC 1.8%
Value $11.37M Shares 58,810 Est. Cost $135.55 Unrealized +35.5%
CARR CARRIER GLOBAL CORPORATION 1.7%
Value $11.3M Shares 179,188 Est. Cost $50.81 Unrealized +18.5%
HPQ HP INC 1.7%
Value $11.05M Shares 315,465 Est. Cost $27.77 Unrealized +7.0%
BAC BANK AMERICA CORP 1.5%
Value $9.96M Shares 250,432 Est. Cost $25.58 Unrealized +44.0%
TXN TEXAS INSTRS INC 1.5%
Value $9.762M Shares 50,182 Est. Cost $161.72 Unrealized +8.9%
PEP PEPSICO INC 1.5%
Value $9.41M Shares 57,057 Est. Cost $146.68 Unrealized +10.7%
HD HOME DEPOT INC 1.4%
Value $9.092M Shares 26,412 Est. Cost $197.80 Unrealized +65.6%
MSI MOTOROLA SOLUTIONS INC 1.4%
Value $9.042M Shares 23,422 Est. Cost $181.64 Unrealized +95.2%
INGR INGREDION INC 1.4%
Value $8.844M Shares 77,102 Est. Cost $90.63 Unrealized +27.4%
TECK TECK RESOURCES LTD 1.3%
Value $8.543M Shares 178,360 Est. Cost $32.36 Unrealized +52.1%
SPY SPDR S&P 500 ETF TR 1.3%
Value $8.435M Shares 15,500 Est. Cost $544.22 Unrealized
IJH ISHARES TR 1.3%
Value $8.152M Shares 139,300 Est. Cost $58.52 Unrealized
AMAT APPLIED MATLS INC 1.2%
Value $8.095M Shares 34,303 Est. Cost $141.26 Unrealized +49.7%
TMO THERMO FISHER SCIENTIFIC INC 1.2%
Value $8.071M Shares 14,595 Est. Cost $378.39 Unrealized +50.6%
ICE INTERCONTINENTAL EXCHANGE IN 1.2%
Value $7.867M Shares 57,473 Est. Cost $116.26 Unrealized +13.3%
TTEK TETRA TECH INC NEW 1.2%
Value $7.774M Shares 38,019 Est. Cost $29.27 Unrealized +39.3%
TJX TJX COS INC NEW 1.2%
Value $7.695M Shares 69,887 Est. Cost $65.94 Unrealized +49.6%
DOX AMDOCS LTD 1.1%
Value $7.281M Shares 92,253 Est. Cost $77.66 Unrealized +1.5%
MDLZ MONDELEZ INTL INC 1.1%
Value $7.252M Shares 110,813 Est. Cost $53.24 Unrealized +22.4%
TT TRANE TECHNOLOGIES PLC 1.1%
Value $7.19M Shares 21,860 Est. Cost $135.22 Unrealized +132.0%
EQIX EQUINIX INC 1.0%
Value $6.672M Shares 8,819 Est. Cost $765.59 Unrealized -4.3%
BK BANK NEW YORK MELLON CORP 1.0%
Value $6.509M Shares 108,687 Est. Cost $36.50 Unrealized +52.7%
MRK MERCK & CO INC 1.0%
Value $6.348M Shares 51,277 Est. Cost $74.15 Unrealized +64.1%
DGX QUEST DIAGNOSTICS INC 0.9%
Value $6.026M Shares 44,027 Est. Cost $127.56 Unrealized +4.2%
META META PLATFORMS INC 0.9%
Value $5.885M Shares 11,671 Est. Cost $445.51 Unrealized +8.5%
ZTS ZOETIS INC 0.9%
Value $5.592M Shares 32,255 Est. Cost $127.88 Unrealized +27.7%
BKNG BOOKING HOLDINGS INC 0.9%
Value $5.59M Shares 1,411 Est. Cost $3093.44 Unrealized +18.1%
SUPER MICRO COMPUTER INC 0.8%
Value $5.487M Shares 6,697 Est. Cost $819.35 Unrealized
UBER UBER TECHNOLOGIES INC 0.8%
Value $5.391M Shares 74,177 Est. Cost $43.19 Unrealized +60.9%
ISRG INTUITIVE SURGICAL INC 0.8%
Value $5.369M Shares 12,069 Est. Cost $270.62 Unrealized +47.2%
SNA SNAP ON INC 0.8%
Value $5.367M Shares 20,533 Est. Cost $144.42 Unrealized +82.1%
PANW PALO ALTO NETWORKS INC 0.8%
Value $5.283M Shares 15,585 Est. Cost $104.36 Unrealized +43.3%
CMI CUMMINS INC 0.8%
Value $5.246M Shares 18,942 Est. Cost $220.01 Unrealized +25.5%
ABBV ABBVIE INC 0.8%
Value $5.002M Shares 29,161 Est. Cost $74.78 Unrealized +110.1%
AMD ADVANCED MICRO DEVICES INC 0.8%
Value $4.961M Shares 30,585 Est. Cost $90.20 Unrealized +78.4%
MU MICRON TECHNOLOGY INC 0.8%
Value $4.867M Shares 37,000 Est. Cost $125.19 Unrealized 0.0%
IMAX IMAX CORP 0.7%
Value $4.613M Shares 275,045 Est. Cost $15.77 Unrealized +4.9%
JNJ JOHNSON & JOHNSON 0.7%
Value $4.579M Shares 31,330 Est. Cost $66.77 Unrealized +111.8%
NFLX NETFLIX INC 0.7%
Value $4.564M Shares 6,763 Est. Cost $41.23 Unrealized +51.5%
AEM AGNICO EAGLE MINES LTD 0.7%
Value $4.505M Shares 68,882 Est. Cost $39.75 Unrealized +59.9%
NOC NORTHROP GRUMMAN CORP 0.7%
Value $4.394M Shares 10,080 Est. Cost $401.69 Unrealized +10.5%
REGN REGENERON PHARMACEUTICALS 0.7%
Value $4.382M Shares 4,169 Est. Cost $514.66 Unrealized +87.3%
LAM RESEARCH CORP 0.7%
Value $4.35M Shares 4,085 Est. Cost $621.29 Unrealized
MARATHON OIL CORP 0.7%
Value $4.349M Shares 151,680 Est. Cost $25.53 Unrealized
DPZ DOMINOS PIZZA INC 0.6%
Value $4.135M Shares 8,009 Est. Cost $367.14 Unrealized +35.4%
KVUE KENVUE INC 0.6%
Value $3.947M Shares 217,101 Est. Cost $21.04 Unrealized -13.6%
TSCO TRACTOR SUPPLY CO 0.6%
Value $3.66M Shares 13,555 Est. Cost $43.71 Unrealized +19.7%
WTRG ESSENTIAL UTILS INC 0.5%
Value $3.557M Shares 95,292 Est. Cost $35.11 Unrealized +5.7%
HSY HERSHEY CO 0.5%
Value $3.496M Shares 19,015 Est. Cost $183.90 Unrealized 0.0%
GOOGL ALPHABET INC 0.5%
Value $3.472M Shares 19,060 Est. Cost $106.18 Unrealized +57.6%
SO SOUTHERN CO 0.5%
Value $3.448M Shares 44,450 Est. Cost $64.23 Unrealized +11.8%
CRWD CROWDSTRIKE HLDGS INC 0.5%
Value $3.441M Shares 8,979 Est. Cost $280.46 Unrealized +18.6%
LOW LOWES COS INC 0.5%
Value $3.405M Shares 15,443 Est. Cost $221.35 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.5%
Value $3.399M Shares 19,442 Est. Cost $153.37 Unrealized +3.8%
SWKS SKYWORKS SOLUTIONS INC 0.5%
Value $3.318M Shares 31,130 Est. Cost $92.87 Unrealized 0.0%
URI UNITED RENTALS INC 0.5%
Value $3.295M Shares 5,095 Est. Cost $102.05 Unrealized +542.1%
NVO NOVO-NORDISK A S 0.5%
Value $3.283M Shares 23,000 Est. Cost $103.45 Unrealized
FMC FMC CORP 0.5%
Value $3.16M Shares 54,916 Est. Cost $73.92 Unrealized -25.5%
GRMN GARMIN LTD 0.5%
Value $3.145M Shares 19,306 Est. Cost $99.42 Unrealized +54.1%
BROOKFIELD RENEWABLE CORP 0.5%
Value $3.086M Shares 108,756 Est. Cost $40.37 Unrealized
HEI HEICO CORP NEW 0.5%
Value $3.038M Shares 13,587 Est. Cost $111.93 Unrealized +88.6%
RS RELIANCE INC 0.5%
Value $2.973M Shares 10,410 Est. Cost $161.32 Unrealized +86.7%
GWW GRAINGER W W INC 0.4%
Value $2.887M Shares 3,200 Est. Cost $404.53 Unrealized +129.3%
POR PORTLAND GEN ELEC CO 0.4%
Value $2.771M Shares 64,080 Est. Cost $40.13 Unrealized -0.9%
UNP UNION PAC CORP 0.4%
Value $2.76M Shares 12,200 Est. Cost $159.42 Unrealized +41.4%
ELV ELEVANCE HEALTH INC 0.4%
Value $2.759M Shares 5,092 Est. Cost $125.01 Unrealized +310.9%
WM WASTE MGMT INC DEL 0.4%
Value $2.636M Shares 12,355 Est. Cost $149.94 Unrealized +35.3%
EW EDWARDS LIFESCIENCES CORP 0.4%
Value $2.632M Shares 28,489 Est. Cost $75.55 Unrealized +17.2%
ET ENERGY TRANSFER L P 0.4%
Value $2.611M Shares 161,000 Est. Cost $12.29 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.4%
Value $2.593M Shares 5,533 Est. Cost $282.76 Unrealized +53.5%
EMR EMERSON ELEC CO 0.4%
Value $2.49M Shares 22,599 Est. Cost $61.71 Unrealized +74.2%
DIS DISNEY WALT CO 0.4%
Value $2.486M Shares 25,039 Est. Cost $83.44 Unrealized +26.5%
OKE ONEOK INC NEW 0.4%
Value $2.442M Shares 29,942 Est. Cost $68.58 Unrealized +7.8%
FISV FISERV INC 0.4%
Value $2.441M Shares 16,375 Est. Cost $47.06 Unrealized +221.7%
WMB WILLIAMS COS INC 0.4%
Value $2.409M Shares 56,679 Est. Cost $18.51 Unrealized +103.7%
V VISA INC 0.4%
Value $2.377M Shares 9,056 Est. Cost $272.23 Unrealized -0.5%
LH LABCORP HOLDINGS INC 0.4%
Value $2.314M Shares 11,369 Est. Cost $199.50 Unrealized 0.0%
VMC VULCAN MATLS CO 0.3%
Value $2.238M Shares 9,000 Est. Cost $160.39 Unrealized +59.2%
CVX CHEVRON CORP NEW 0.3%
Value $2.217M Shares 14,172 Est. Cost $84.94 Unrealized +74.7%
HESM HESS MIDSTREAM LP 0.3%
Value $2.08M Shares 57,079 Est. Cost $27.87 Unrealized +9.8%
KHC KRAFT HEINZ CO 0.3%
Value $2.039M Shares 63,281 Est. Cost $33.03 Unrealized -1.5%
GTLS CHART INDS INC 0.3%
Value $2.015M Shares 13,960 Est. Cost $149.15 Unrealized +1.2%
XOM EXXON MOBIL CORP 0.3%
Value $1.992M Shares 17,302 Est. Cost $90.93 Unrealized +21.1%
DHI D R HORTON INC 0.3%
Value $1.92M Shares 13,621 Est. Cost $24.49 Unrealized +489.9%
AESI ATLAS ENERGY SOLUTIONS INC 0.3%
Value $1.906M Shares 95,633 Est. Cost $20.60 Unrealized 0.0%
CME CME GROUP INC 0.3%
Value $1.822M Shares 9,269 Est. Cost $45.86 Unrealized +325.2%
QCOM QUALCOMM INC 0.3%
Value $1.718M Shares 8,625 Est. Cost $92.76 Unrealized +96.6%
CSCO CISCO SYS INC 0.3%
Value $1.692M Shares 35,615 Est. Cost $38.10 Unrealized +18.9%
AGI ALAMOS GOLD INC NEW 0.3%
Value $1.678M Shares 107,000 Est. Cost $12.81 Unrealized +21.5%
C CITIGROUP INC 0.3%
Value $1.662M Shares 26,183 Est. Cost $49.91 Unrealized +17.6%
SPGI S&P GLOBAL INC 0.3%
Value $1.63M Shares 3,655 Est. Cost $396.07 Unrealized +7.0%
RJF RAYMOND JAMES FINL INC 0.2%
Value $1.595M Shares 12,900 Est. Cost $74.51 Unrealized +61.8%
NOW SERVICENOW INC 0.2%
Value $1.519M Shares 1,931 Est. Cost $146.74 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS INC 0.2%
Value $1.517M Shares 2,800 Est. Cost $445.31 Unrealized +29.3%
SPG SIMON PPTY GROUP INC NEW 0.2%
Value $1.501M Shares 9,890 Est. Cost $60.37 Unrealized +124.5%
COST COSTCO WHSL CORP NEW 0.2%
Value $1.493M Shares 1,757 Est. Cost $577.58 Unrealized +34.0%
FLS FLOWSERVE CORP 0.2%
Value $1.493M Shares 31,030 Est. Cost $35.65 Unrealized +30.7%
SLB SCHLUMBERGER LTD 0.2%
Value $1.434M Shares 30,400 Est. Cost $47.83 Unrealized -3.9%
BKR BAKER HUGHES COMPANY 0.2%
Value $1.414M Shares 40,216 Est. Cost $32.56 Unrealized -2.8%
ARIS WATER SOLUTIONS INC 0.2%
Value $1.41M Shares 90,000 Est. Cost $14.58 Unrealized
ARISTA NETWORKS INC 0.2%
Value $1.405M Shares 4,010 Est. Cost $280.22 Unrealized
STNG SCORPIO TANKERS INC 0.2%
Value $1.382M Shares 17,005 Est. Cost $70.36 Unrealized
APP APPLOVIN CORP 0.2%
Value $1.248M Shares 15,000 Est. Cost $40.57 Unrealized +91.2%
RSG REPUBLIC SVCS INC 0.2%
Value $1.239M Shares 6,375 Est. Cost $151.31 Unrealized +22.4%
URNM SPROTT FDS TR 0.2%
Value $1.231M Shares 25,000 Est. Cost $48.34 Unrealized
HUBB HUBBELL INC 0.2%
Value $1.07M Shares 2,928 Est. Cost $383.93 Unrealized 0.0%
J JACOBS SOLUTIONS INC 0.2%
Value $1.06M Shares 7,585 Est. Cost $103.79 Unrealized +11.3%
TMUS T-MOBILE US INC 0.2%
Value $1.029M Shares 5,842 Est. Cost $117.74 Unrealized +38.9%
WTTR SELECT WATER SOLUTIONS INC 0.2%
Value $984K Shares 92,000 Est. Cost $10.70 Unrealized
VAL VALARIS LTD 0.1%
Value $969K Shares 13,000 Est. Cost $72.41 Unrealized 0.0%
DKNG DRAFTKINGS INC NEW 0.1%
Value $916K Shares 24,000 Est. Cost $41.51 Unrealized 0.0%
COR CENCORA INC 0.1%
Value $908K Shares 4,028 Est. Cost $169.64 Unrealized +34.7%
NEE NEXTERA ENERGY INC 0.1%
Value $895K Shares 12,638 Est. Cost $52.71 Unrealized +28.3%
HLI HOULIHAN LOKEY INC 0.1%
Value $862K Shares 6,395 Est. Cost $82.10 Unrealized +55.8%
AES AES CORP 0.1%
Value $861K Shares 49,019 Est. Cost $14.87 Unrealized +17.7%
CMCSA COMCAST CORP NEW 0.1%
Value $859K Shares 21,929 Est. Cost $39.37 Unrealized -5.7%
XLK SELECT SECTOR SPDR TR 0.1%
Value $792K Shares 3,500 Est. Cost $102.37 Unrealized
CTAS CINTAS CORP 0.1%
Value $769K Shares 1,098 Est. Cost $51.00 Unrealized +230.5%
LLY ELI LILLY & CO 0.1%
Value $679K Shares 750 Est. Cost $249.97 Unrealized +216.4%
CFLT CONFLUENT INC 0.1%
Value $664K Shares 22,500 Est. Cost $28.28 Unrealized +1.6%
IGV ISHARES TR 0.1%
Value $652K Shares 7,500 Est. Cost $97.86 Unrealized
DLR DIGITAL RLTY TR INC 0.1%
Value $624K Shares 4,105 Est. Cost $99.30 Unrealized +37.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value $612K Shares 1 Est. Cost $308211.47 Unrealized +100.0%
CSL CARLISLE COS INC 0.1%
Value $608K Shares 1,500 Est. Cost $229.14 Unrealized +72.3%
COP CONOCOPHILLIPS 0.1%
Value $607K Shares 5,306 Est. Cost $108.13 Unrealized +6.7%
VUG VANGUARD INDEX FDS 0.1%
Value $598K Shares 1,600 Est. Cost $145.06 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value $577K Shares 1,000 Est. Cost $166.86 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value $552K Shares 3,175 Est. Cost $73.73 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value $552K Shares 11,640 Est. Cost $49.01 Unrealized -3.6%
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value $549K Shares 6,099 Est. Cost $103.65 Unrealized -6.7%
VVV VALVOLINE INC 0.1%
Value $516K Shares 11,944 Est. Cost $28.92 Unrealized +45.2%
WLKP WESTLAKE CHEM PARTNERS LP 0.1%
Value $483K Shares 21,390 Est. Cost $23.88 Unrealized
NTR NUTRIEN LTD 0.1%
Value $480K Shares 9,424 Est. Cost $75.84 Unrealized -31.6%
FDX FEDEX CORP 0.1%
Value $475K Shares 1,583 Est. Cost $143.51 Unrealized +75.4%
DGRW WISDOMTREE TR 0.1%
Value $468K Shares 6,000 Est. Cost $38.33 Unrealized
MPC MARATHON PETE CORP 0.1%
Value $468K Shares 2,696 Est. Cost $179.57 Unrealized 0.0%
XLC SELECT SECTOR SPDR TR 0.1%
Value $428K Shares 5,000 Est. Cost $72.66 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value $422K Shares 2,500 Est. Cost $93.75 Unrealized
ABT ABBOTT LABS 0.1%
Value $417K Shares 4,011 Est. Cost $66.95 Unrealized +53.8%
ORCL ORACLE CORP 0.1%
Value $386K Shares 2,733 Est. Cost $71.97 Unrealized +69.9%
VYM VANGUARD WHITEHALL FDS 0.1%
Value $380K Shares 3,200 Est. Cost $77.95 Unrealized
TFX TELEFLEX INCORPORATED 0.1%
Value $375K Shares 1,783 Est. Cost $163.78 Unrealized +26.0%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value $362K Shares 1,395 Est. Cost $51.57 Unrealized +374.1%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $362K Shares 710 Est. Cost $333.96 Unrealized +41.7%
IAI ISHARES TR 0.1%
Value $351K Shares 3,000 Est. Cost $56.00 Unrealized
AVY AVERY DENNISON CORP 0.1%
Value $350K Shares 1,600 Est. Cost $67.90 Unrealized +216.6%
XLY SELECT SECTOR SPDR TR 0.1%
Value $347K Shares 1,900 Est. Cost $98.23 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.1%
Value $334K Shares 3,500 Est. Cost $74.57 Unrealized
PSCH INVESCO EXCH TRADED FD TR II 0.0%
Value $320K Shares 7,500 Est. Cost $65.45 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value $317K Shares 626 Est. Cost $328.44 Unrealized +60.7%
XLV SELECT SECTOR SPDR TR 0.0%
Value $309K Shares 2,120 Est. Cost $136.53 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value $292K Shares 14,700 Est. Cost $15.34 Unrealized +15.6%
CMS CMS ENERGY CORP 0.0%
Value $283K Shares 4,750 Est. Cost $19.45 Unrealized +196.1%
CAT CATERPILLAR INC 0.0%
Value $273K Shares 821 Est. Cost $213.76 Unrealized +58.4%
DHR DANAHER CORPORATION 0.0%
Value $252K Shares 1,009 Est. Cost $140.03 Unrealized +78.7%
KLAC KLA CORP 0.0%
Value $247K Shares 300 Est. Cost $631.89 Unrealized +15.3%
ED CONSOLIDATED EDISON INC 0.0%
Value $228K Shares 2,555 Est. Cost $41.49 Unrealized +111.5%
MTB M & T BK CORP 0.0%
Value $223K Shares 1,475 Est. Cost $117.30 Unrealized +18.5%
MOO VANECK ETF TRUST 0.0%
Value $210K Shares 3,000 Est. Cost $67.33 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value $203K Shares 3,600 Est. Cost $56.42 Unrealized
FAF FIRST AMERN FINL CORP 0.0%
Value $202K Shares 3,750 Est. Cost $44.49 Unrealized +17.8%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value $201K Shares 1,720 Est. Cost $108.07 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.0%
Value $168K Shares 172,500 Est. Cost Unrealized