Shufro Rose & Co Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.47B
Q ending 2026-03-31
Prior quarter
$1.48B
Q ending 2025-12-31
Change
-0.5% QoQ · +16.1% YoY
Positions
307
reported holdings

Largest positions

Top 100 of 307 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.
HoldingTickerTypeValueShares
Alps Etf TrSMTHShares$131.5M5.1M
Ishares TrIBDUShares$92.5M4.0M
Corning IncGLWShares$82.6M608K
Doubleline Etf TrustDCREShares$79.6M1.5M
Ishares TrIVVShares$55.7M85K
Apple IncAAPLShares$49.8M196K
Eli Lilly & CoLLYShares$41.3M45K
Microsoft CorpMSFTShares$41.2M111K
Vaneck Etf TrustGDXShares$36.5M397K
Vanguard Index FdsVOShares$35.6M124K
Jpmorgan Chase & CoJPMShares$33.5M114K
Berkshire Hathaway Inc DelBRK/BShares$33.3M69K
Ishares TrIBDRShares$30.1M1.2M
Invesco Exchange Traded Fd TRSPShares$30.0M156K
Thermo Fisher Scientific IncTMOShares$28.4M58K
Spdr Gold TrGLDShares$26.5M62K
Vanguard Index FdsVOOShares$25.2M42K
Texas Instrs IncTXNShares$24.0M123K
Coherent CorpCOHRShares$23.8M100K
Avery Dennison CorpAVYShares$20.9M121K
Invesco Exch Trd Slf Idx FdBSCQShares$20.0M1.0M
Qualcomm IncQCOMShares$19.6M153K
International Business MachsIBMShares$17.9M74K
Amazon Com IncAMZNShares$17.1M82K
Invesco Exch Trd Slf Idx FdBSCSShares$16.8M822K
Vaneck Merk Gold EtfOUNZShares$15.9M353K
Invesco Exch Trd Slf Idx FdBSCTShares$15.9M851K
Ishares TrQUALShares$15.8M82K
Touchstone Etf TrustTSELShares$14.3M579K
Johnson Controls InternationShares$13.5M103K
Vanguard Scottsdale FdsVCSHShares$13.2M166K
Amgen IncAMGNShares$13.0M37K
Vanguard Index FdsVTIShares$12.3M38K
Vanguard Scottsdale FdsVCITShares$11.5M140K
Vanguard Index FdsVBRShares$9.8M45K
Vanguard Scottsdale FdsVGITShares$9.1M153K
Salesforce IncCRMShares$8.7M47K
Vanguard Scottsdale FdsVGSHShares$8.5M145K
Exxon Mobil CorpXOMShares$8.3M49K
Ishares TrMTUMShares$7.9M33K
Kla CorpKLACShares$7.1M5K
Chevron CorporationCVXShares$6.2M30K
Ishares TrICSHShares$6.1M120K
Dimensional Etf TrustDFICShares$5.8M164K
Ecolab IncECLShares$5.6M21K
Unilever PlcULShares$5.2M92K
Lennar CorpLENShares$5.1M59K
Autozone IncAZOShares$4.9M1K
Johnson & JohnsonJNJShares$4.9M20K
Seneca Foods Corp NewSENEAShares$4.4M29K
Ishares TrIMTMShares$4.1M86K
Everpure IncPShares$4.1M69K
Pepsico IncPEPShares$4.0M26K
Illinois Tool Wks IncITWShares$3.8M15K
Palo Alto Networks IncPANWShares$3.7M23K
Ishares TrSGOVShares$3.6M36K
Nvidia CorporationNVDAShares$3.5M20K
American Centy Etf TrAVDVShares$3.4M34K
Ishares TrIEFAShares$3.4M37K
Alphabet IncGOOGLShares$3.4M12K
Realty Income CorpOShares$3.2M52K
New York Times Co Mtn BeNYTShares$3.1M37K
Ishares TrIJRShares$3.1M25K
Metlife IncMETShares$2.9M41K
Nike IncNKEShares$2.9M55K
Goldman Sachs Etf TrGSLCShares$2.9M23K
Berkshire Hathaway Inc DelBRK/AShares$2.9M4
Cheniere Energy IncLNGShares$2.8M10K
American Centy Etf TrAVIVShares$2.7M36K
Ishares TrIBDVShares$2.5M116K
Dimensional Etf TrustDFEMShares$2.5M71K
Ishares TrEFAVShares$2.4M26K
Ishares IncIEMGShares$2.4M34K
Enbridge IncENBShares$2.4M44K
Keurig Dr Pepper IncKDPShares$2.3M89K
Bank America CorpBACShares$2.2M45K
Alphabet IncGOOGShares$2.1M7K
Verisk Analytics IncVRSKShares$2.1M11K
Perma-Pipe Intl Hldgs IncPPIHShares$2.1M70K
Regeneron PharmaceuticalsREGNShares$2.0M3K
Regeneron PharmaceuticalsREGNPut$1.9M3K
Ishares TrPFFShares$1.8M61K
Yum Brands IncYUMShares$1.8M12K
Marathon Pete CorpMPCShares$1.7M7K
Merck & Co IncMRKShares$1.7M14K
Ishares U S Etf TrNEARShares$1.7M33K
Ishares TrFLOTShares$1.7M33K
Medtronic PlcShares$1.7M19K
Jacobs Solutions IncJShares$1.7M13K
Ishares IncEUSAShares$1.7M16K
Shell PlcSHELShares$1.6M18K
Walker & Dunlop IncWDShares$1.6M36K
Equinix IncEQIXShares$1.6M2K
Nutrien LtdNTRShares$1.5M20K
American Centy Etf TrAVESShares$1.5M25K
Lam Research CorpLRCXShares$1.5M7K
ConocophillipsCOPShares$1.5M11K
Alaska Air Group IncALKShares$1.4M39K
Broadcom IncAVGOShares$1.4M5K
Iac IncPPLIShares$1.4M35K

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.