ALPINE GLOBAL MANAGEMENT LLC
Q2 2026 Form 13-F

NEW YORK, NEW YORK
CIK 0001581655 · CRD 153062 · SEC-registered investment adviser
$615.4M Reported Value Total

GITTERMAN WEALTH MANAGEMENT, LLC reports 558 total accounts under management (AUM). There are 558 discretionary accounts valued at $666,146,820, and 0 non-discretionary accounts.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered Discretionary Manager
Source: Form ADV filed 2025-03-28
Reported value
$615.4M
Quarter over quarter
+10.6%
Holdings
232
Top-10 concentration
62.9%

Filing Structure

Reports holdings for

  • Alec Chapman (not a 13F filer in our records) · Q1 2023 – Q1 2023 · declared by one filing

Key People

Form ADV owners & control persons
Jeffrey Lewis Gitterman
MEMBER
Elias Stuart Rauch
MEMBER
Jennifer Anne Easley
DIRECTOR, OPERATIONS

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Q2 2026 13F record

Q2 2026 13F filing summary

Q2 2026 Form 13F portfolio summary
Period of report June 30, 2026
Filed August 14, 2026
Form 13F-HR
Reported value $615.4M
Positions 232
Change in reported value -7.9%
New positions 133
Exited positions 96
Position turnover 69.8%
Top-10 concentration 62.9%

13F filings by quarter

Form 13F filings by quarter
Quarter Positions Value
Q2 2026 13F
Filed Aug 14, 2026
232 $615.4M
Q1 2026 13F
Filed May 15, 2026
181 $667.9M
Q4 2025 13F
Filed Feb 17, 2026
341 $554.5M
Q3 2025 13F
Filed Nov 14, 2025
199 $558.8M
Q2 2025 13F
Filed Aug 14, 2025
162 $443.6M
Q1 2025 13F
Filed May 15, 2025
130 $377.7M
Q4 2024 13F
Filed Feb 14, 2025
212 $412.2M
Q3 2024 13F
Filed Nov 14, 2024
160 $413.1M
Q2 2024 13F
Filed Aug 14, 2024
462 $575.0M
Q1 2024 13F
Filed May 15, 2024
199 $516.3M
Q4 2023 13F
Filed Feb 12, 2024
190 $366.1M
Q3 2023 13F
Filed Nov 14, 2023
158 $433.6M
Q2 2023 13F
Filed Aug 14, 2023
203 $363.3M
Q1 2023 13F
Filed May 15, 2023
135 $257.4M
Q4 2022 13F
Filed Feb 14, 2023
454 $300.7M
Q3 2022 13F
Filed Nov 14, 2022
411 $427.3M
Q2 2022 13F
Filed Aug 15, 2022
484 $395.1M
Q1 2022 13F
Filed May 13, 2022
430 $441.7M
Q4 2021 13F
Filed Feb 14, 2022
768 $680.3M
Q3 2021 13F
Filed Nov 12, 2021
504 $1.0B

31 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q2 2026

Largest Q2 2026 13F positions by reported value
# Holding Reported value % of portfolio
1 IMVT IMMUNOVANT INC $53.0M 8.61%
2 XOVR ENTREPRENEURSHARES SERIES TR $52.6M 8.55%
3 CLM CORNERSTONE STRATEGIC INVEST $51.7M 8.4%
4 RIVN RIVIAN AUTOMOTIVE INC $46.1M 7.5%
5 SPCX SPACE EXPLORATION TECHN CORP $43.4M 7.06%
6 BE BLOOM ENERGY CORP $39.8M 6.46%
7 CRDO CREDO TECHNOLOGY GROUP HOLDI $36.9M 6.0%
8 ACHR ARCHER AVIATION INC $27.6M 4.49%
9 CRF CORNERSTONE TOTAL RETURN FD $21.5M 3.49%
10 SPY STATE STR SPDR S&P 500 ETF T $14.3M 2.33%
11 WBD WARNER BROS DISCOVERY INC $12.7M 2.06%
12 ARI APOLLO COML REAL ESTATE FIN $9.6M 1.57%
13 MSTR STRATEGY INC $7.5M 1.22%
14 RQI COHEN & STEERS QUALITY INCOM $6.9M 1.12%
15 LBRDA LIBERTY BROADBAND CORP $6.6M 1.07%
16 CSCO CISCO SYS INC $6.5M 1.05%
17 NXT NEXTPOWER INC $5.6M 0.91%
18 QXO QXO INC $4.3M 0.7%
19 APGE APOGEE THERAPEUTICS INC $4.3M 0.7%
20 IGV ISHARES TR $4.0M 0.65%

Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.

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