Cobblestone Capital Advisors LLC Portfolio Holdings
Cobblestone Capital Advisors LLC
- $1.87 Billion
- Q2 2025
Cobblestone Capital Advisors LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.87 Billion distributed in 302 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $171M, Ishares Core S&P Total U.S. St with a value of $163M, Ishares U.S. Treasury Bond ETF with a value of $116M, Dimensional ETF Tr with a value of $80.8M, and Apple Inc. with a value of $70.9M.
Examining the 13F form we can see an increase of $119M in the current position value, from $1.75B to 1.87B.
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 Under $50 Millions
Summary
- Portfolio
- No. of Stocks 302
- Current Value $1.87 Billion
- Prior Value $1.75 Billion
- Filing
- Period Q2 2025
- Filing Date August 01, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 15 stocks
- Additional Purchases 117 stocks
- Sold out of 0 stocks
- Reduced holdings in 105 stocks