StockDriftsStockDriftsTop 50 Cobblestone Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | 12.43% | 546.4K | $27.7M | -11.22%(-69.02K) | $50.61(-0.19%) | 2026-03-31 | |
| IVV | ISHARES TR | 8.36% | 28.5K | $18.6M | +33.33%(+7.12K) | $482.07(+54.69%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 5.48% | 215.3K | $12.2M | -11.45%(-27.83K) | $51.60(+16.63%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 4.74% | 107.7K | $10.5M | +5.87%(+5.97K) | $73.52(+61.63%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 4.57% | 174.7K | $10.2M | -17.50%(-37.06K) | $45.33(+46.57%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 4.34% | 205.6K | $9.6M | -11.27%(-26.12K) | $41.19(+26.79%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 4.3% | 177.9K | $9.6M | +4.90%(+8.30K) | $53.41(-0.15%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.94% | 114.6K | $8.8M | -1.97%(-2.31K) | $72.42(+20.64%) | 2026-03-31 | |
| IVLU | ISHARES TR | 3.74% | 209.8K | $8.3M | -4.14%(-9.06K) | $34.18(+24.85%) | 2026-03-31 | |
| TLH | ISHARES TR | 3.08% | 68.1K | $6.9M | +5.96%(+3.83K) | $101.88(-2.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.08% | +37.05% |
| Top 20 Holdings Unweighted | +10.19% | +33.81% |
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