Alpine Woods Capital Investors' Portfolio Changes in Q3 2026
This article summarizes the observable purchases and sales by Alpine Woods Capital Investors, Llc during the quarter ending June 30, 2026.
According to filings from Alpine Woods Capital Investors, Llc, the investment strategy for this quarter appears focused on concentrated growth in specific sectors. The filing shows that all holdings listed under "changed_holdings" experienced a 100% change in shares from the prior period.
The investor's largest purchase during this quarter was APPLE INC (AAPL), adding a significant position that now accounts for approximately 2.17% of their portfolio as of June 30, 2026.
Other notable additions include WELLS FARGO & CO (WFC), which now represents about 3.25% of the portfolio, and JPMORGAN CHASE & CO (JPM) at approximately 2.93%. The investor also increased exposure to several other companies including BROOKFIELD RENEWABLE CORP (BEPC) and SOUTHERN CO (SO).
In the Technology sector, significant purchases were noted for BROADCORP INC (AVGO) at about 3.94% allocation and MICROSOFT CORP (MSFT) adding approximately 1.86%. The Communication Services sector saw a major addition with ALPHABET INC (GOOG) now holding around 2.75% of the portfolio.
The investor also made substantial purchases in other sectors, including CUMMINS INC (CMI) at about 2.26%, L3HARRIS TECHNOLOGIES INC (LHX) adding approximately 2.16%, and MEDTRONIC PLC (MDT) at around 1.21%. Furthermore, the Consumer Defensive sector saw additions like EVERGY INC (EVRG) and TRUIST FINL CORP (TFC).
No sales or exits were disclosed in the "changed_holdings" list for this quarter. The filing indicates that all changes represent either new positions or complete replacement of previous holdings, with no reduction shown.