Armbruster Capital Management, Inc. has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $549 Million distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Wellington Fd U S Val with a value of $50.1M, Ishares Msci Usa Momentum Fact with a value of $50M, Invesco ETF Tr Ii S&P 500 Low with a value of $33.4M, Invesco Exchange Traded Fd Tr with a value of $33.3M, and Ishares Msci Usa Quality Facto with a value of $29.3M.

Examining the 13F form we can see an increase of $49.5M in the current position value, from $500M to 549M.

Below you can find more details about Armbruster Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $549 Million
ETFs: $514 Million
Technology: $7.76 Million
Industrials: $5.15 Million
Financial Services: $4.68 Million
Consumer Defensive: $3.03 Million
Healthcare: $2.38 Million
Communication Services: $2.08 Million
Energy: $1.84 Million
Other: $3.37 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $549 Million
  • Prior Value $500 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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