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Home > Institutional Investor > Alpine Woods Capital Investors, Llc > Profile

Instuitional Investor - Alpine Woods Capital Investors, Llc

Fund Profile
Filing Period:
Fund Name: Alpine Woods Capital Investors, Llc
Portfolio Value $528,407,613
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 99,360 $23,035,622 4.35%
2.
Apple Inc.
 AAPL 77,191 $19,330,170 3.65%
3.
Jpmorgan Chase & Co
 JPM 73,997 $17,737,821 3.35%
4.
Wells Fargo & Company
 WFC 218,191 $15,325,736 2.9%
5.
Microsoft Corp
 MSFT 35,727 $15,058,931 2.84%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)