Howe & Rusling Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.53B
Q ending 2026-03-31
Prior quarter
$1.51B
Q ending 2025-12-31
Change
+1.4% QoQ · +28.9% YoY
Positions
477
reported holdings
Largest positions
Top 100 of 477 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $61.9M | 193K |
| Jpmorgan Chase & Co | JPM | Shares | $54.8M | 186K |
| Ishares Tr | IUSG | Shares | $52.5M | 339K |
| Ishares Tr | IVV | Shares | $52.3M | 80K |
| Vanguard Scottsdale Fds | VCIT | Shares | $51.6M | 624K |
| Broadcom Inc | AVGO | Shares | $50.0M | 162K |
| Apple Inc | AAPL | Shares | $42.3M | 167K |
| Ishares Tr | GVI | Shares | $42.1M | 395K |
| Exxon Mobil Corp | XOM | Shares | $39.8M | 235K |
| Ishares Tr | IUSV | Shares | $36.7M | 359K |
| Microsoft Corp | MSFT | Shares | $33.3M | 90K |
| Nvidia Corporation | NVDA | Shares | $32.0M | 183K |
| Amazon Com Inc | AMZN | Shares | $30.5M | 147K |
| Vanguard Scottsdale Fds | VCSH | Shares | $29.2M | 369K |
| Honeywell Intl Inc | HONGBP | Shares | $27.7M | 122K |
| Nextera Energy Inc | NEE | Shares | $24.8M | 267K |
| Meta Platforms Inc | META | Shares | $23.8M | 42K |
| Tjx Cos Inc New | TJX | Shares | $21.8M | 136K |
| Intercontinental Exchange In | ICE | Shares | $21.4M | 136K |
| Alphabet Inc | GOOG | Shares | $20.8M | 73K |
| Philip Morris Intl Inc | PM | Shares | $19.7M | 119K |
| Abbvie Inc | ABBV | Shares | $19.0M | 87K |
| Morgan Stanley | MS | Shares | $15.6M | 95K |
| Pepsico Inc | PEP | Shares | $15.5M | 100K |
| Goldman Sachs Group Inc | GS | Shares | $15.5M | 18K |
| Vanguard Whitehall Fds | VYM | Shares | $15.4M | 104K |
| Caseys Gen Stores Inc | CASY | Shares | $15.3M | 21K |
| Coca Cola Co | KO | Shares | $15.2M | 200K |
| Mcdonalds Corp | MCD | Shares | $15.2M | 49K |
| Caterpillar Inc | CAT | Shares | $14.6M | 21K |
| Vanguard Scottsdale Fds | VGIT | Shares | $13.7M | 230K |
| Range Res Corp | RRC | Shares | $12.6M | 280K |
| Intuit | INTU | Shares | $12.6M | 29K |
| Visa Inc | V | Shares | $12.5M | 42K |
| Union Pac Corp | UNP | Shares | $12.4M | 51K |
| Ishares Tr | IJR | Shares | $12.3M | 99K |
| Vanguard Intl Equity Index F | VWO | Shares | $12.3M | 228K |
| Bank America Corp | BAC | Shares | $12.1M | 247K |
| Elevance Health Inc Formerly | ELV | Shares | $11.3M | 39K |
| Mondelez Intl Inc | MDLZ | Shares | $11.2M | 194K |
| Dte Energy Co | DTE | Shares | $11.2M | 76K |
| Stryker Corporation | SYK | Shares | $10.6M | 32K |
| General Dynamics Corp | GD | Shares | $10.6M | 31K |
| Astrazeneca Plc | Shares | $10.5M | 53K | |
| Crown Hldgs Inc | CCK | Shares | $10.3M | 103K |
| Cme Group Inc | CME | Shares | $10.3M | 35K |
| Accenture Plc Ireland | Shares | $10.3M | 52K | |
| Chevron Corporation | CVX | Shares | $10.1M | 49K |
| Mastercard Incorporated | MA | Shares | $9.9M | 20K |
| Vanguard World Fd | MGV | Shares | $9.9M | 68K |
| Costco Wholesale Corporation | COST | Shares | $9.8M | 10K |
| Ishares Tr | USHY | Shares | $9.6M | 260K |
| Vanguard Index Fds | VO | Shares | $9.4M | 33K |
| Cms Energy Corp | CMS | Shares | $8.9M | 115K |
| Amphenol Corp | APH | Shares | $8.8M | 70K |
| Asml Hldg Nv | Shares | $8.8M | 7K | |
| Medtronic Plc | Shares | $8.3M | 96K | |
| Crowdstrike Hldgs Inc | CRWD | Shares | $8.2M | 21K |
| Edwards Lifesciences Corp | EW | Shares | $8.1M | 101K |
| Danaher Corp Del | DHR | Shares | $7.6M | 40K |
| Kla Corp | KLAC | Shares | $7.6M | 5K |
| Johnson & Johnson | JNJ | Shares | $7.2M | 29K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $7.2M | 11K |
| Qualcomm Inc | QCOM | Shares | $7.0M | 54K |
| L3Harris Technologies Inc | LHX | Shares | $7.0M | 20K |
| Cadence Design System Inc | CDNS | Shares | $6.9M | 25K |
| Air Products And Chemicals I | APD | Shares | $6.7M | 23K |
| Norfolk Southn Corp | NSC | Shares | $6.5M | 22K |
| Lamar Advertising Co | LAMR | Shares | $6.4M | 51K |
| Micron Technology Inc | MU | Shares | $6.3M | 19K |
| Applied Matls Inc | AMAT | Shares | $5.8M | 17K |
| Select Sector Spdr Tr | XLF | Shares | $5.7M | 116K |
| S&P Global Inc | SPGI | Shares | $5.6M | 13K |
| Eog Res Inc | EOG | Shares | $5.6M | 39K |
| Idexx Labs Inc | IDXX | Shares | $5.5M | 10K |
| Ishares Tr | IEFA | Shares | $5.2M | 58K |
| Celsius Hldgs Inc | CELH | Shares | $5.1M | 145K |
| Becton Dickinson & Co | BDX | Shares | $5.1M | 33K |
| Disney Walt Co | DIS | Shares | $4.5M | 47K |
| Rtx Corporation | RTX | Shares | $4.4M | 23K |
| Lowes Cos Inc | LOW | Shares | $4.4M | 19K |
| Ishares Tr | DGRO | Shares | $4.3M | 62K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $4.3M | 10K |
| Ishares Tr | IQLT | Shares | $4.2M | 91K |
| Select Sector Spdr Tr | XLI | Shares | $4.0M | 25K |
| Select Sector Spdr Tr | XLK | Shares | $3.9M | 30K |
| Vanguard Intl Equity Index F | VEU | Shares | $3.9M | 53K |
| Zscaler Inc | ZS | Shares | $3.9M | 28K |
| Vanguard Whitehall Fds | VYMI | Shares | $3.8M | 41K |
| Merck & Co Inc | MRK | Shares | $2.9M | 24K |
| Vanguard Mun Bd Fds | VTEB | Shares | $2.8M | 56K |
| Corteva Inc | CTVA | Shares | $2.8M | 33K |
| Viking Holdings Ltd | Shares | $2.7M | 37K | |
| Ishares Tr | OEF | Shares | $2.7M | 8K |
| Select Sector Spdr Tr | XLV | Shares | $2.5M | 17K |
| Shell Plc | SHEL | Shares | $2.4M | 26K |
| Alphabet Inc | GOOGL | Shares | $2.2M | 8K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $2.2M | 3 |
| Vanguard Index Fds | VOE | Shares | $2.2M | 12K |
| Schwab Strategic Tr | SCHB | Shares | $2.1M | 85K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.