Cobblestone Capital Advisors LLC Portfolio Holdings
Cobblestone Capital Advisors LLC
- $1.75 Billion
- Q1 2025
Cobblestone Capital Advisors LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.75 Billion distributed in 293 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $158M, Ishares Core S&P Total U.S. St with a value of $131M, Ishares U.S. Treasury Bond ETF with a value of $115M, Apple Inc. with a value of $76.7M, and Dimensional ETF Tr with a value of $72M.
Examining the 13F form we can see an decrease of $7.7M in the current position value, from $1.76B to 1.75B.
Cobblestone Capital Advisors LLC is based out at Rochester, NY
Below you can find more details about Cobblestone Capital Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 293
- Current Value $1.75 Billion
- Prior Value $1.76 Billion
- Filing
- Period Q1 2025
- Filing Date May 12, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 15 stocks
- Additional Purchases 78 stocks
- Sold out of 0 stocks
- Reduced holdings in 157 stocks