Shufro Rose & CO LLC Portfolio Holdings
Shufro Rose & CO LLC
- $1.19 Billion
- Q3 2025
Shufro Rose & CO LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.19 Billion distributed in 315 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Ibonds Dec 2029 Ter with a value of $82.2M, Corning Inc with a value of $73.1M, Ishares Core S&P 500 ETF with a value of $66.6M, Microsoft Corp with a value of $55.7M, and Apple Inc. with a value of $46.4M.
Examining the 13F form we can see an increase of $66.7M in the current position value, from $1.12B to 1.19B.
Below you can find more details about Shufro Rose & CO LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.19 Billion
ETFs: $459 Million
Technology: $302 Million
Financial Services: $119 Million
Healthcare: $91.4 Million
Industrials: $70.7 Million
Consumer Cyclical: $62.2 Million
Energy: $25.2 Million
Consumer Defensive: $20.1 Million
Other: $38.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 315
- Current Value $1.19 Billion
- Prior Value $1.12 Billion
- Filing
- Period Q3 2025
- Filing Date November 12, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 8 stocks
- Additional Purchases 4 stocks
- Sold out of 0 stocks
- Reduced holdings in 104 stocks