Cobblestone Capital Advisors LLC Portfolio Holdings
Cobblestone Capital Advisors LLC
- $2 Billion
- Q3 2025
Cobblestone Capital Advisors LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2 Billion distributed in 304 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $184M, Ishares Core S&P Total U.S. St with a value of $179M, Ishares U.S. Treasury Bond ETF with a value of $114M, Apple Inc. with a value of $86.8M, and Dimensional ETF Tr with a value of $86.7M.
Examining the 13F form we can see an increase of $122M in the current position value, from $1.87B to 2B.
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 304
- Current Value $2 Billion
- Prior Value $1.87 Billion
- Filing
- Period Q3 2025
- Filing Date November 12, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 10 stocks
- Additional Purchases 106 stocks
- Sold out of 0 stocks
- Reduced holdings in 110 stocks