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.
Portfolio value
$1.75 Billion
ETFs: $827 Million
Financial Services: $232 Million
Technology: $208 Million
Consumer Cyclical: $113 Million
Industrials: $72.8 Million
Consumer Defensive: $65.8 Million
Communication Services: $57.3 Million
Healthcare: $42.6 Million
Other: $62.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
