StockDriftsStockDriftsTop 50 Cobblestone Capital Advisors Llc /Ny/ Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IXUS | ISHARES TR | 8.84% | 2.23M | $184.1M | +0.79%(+17.41K) | $55.10(+51.33%) | 2025-09-30 | |
| ITOT | ISHARES TR | 8.58% | 1.23M | $178.7M | +1.94%(+23.41K) | $75.13(+96.49%) | 2025-09-30 | |
| GOVT | ISHARES TR | 5.48% | 4.94M | $114.2M | -2.08%(-104.85K) | $24.53(-5.73%) | 2025-09-30 | |
| AAPL | APPLE INC | 4.17% | 340.8K | $86.8M | -1.41%(-4.87K) | $51.40(+427.99%) | 2025-09-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 4.16% | 2.76M | $86.7M | +0.38%(+10.34K) | $24.31(+32.20%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 3.13% | 125.8K | $65.2M | -0.77%(-974) | $156.08(+211.37%) | 2025-09-30 | |
| AMZN | AMAZON COM INC | 3.07% | 291.1K | $63.9M | -1.56%(-4.61K) | $52.36(+332.38%) | 2025-09-30 | |
| GOOG | ALPHABET INC | 2.91% | 248.8K | $60.6M | -1.06%(-2.66K) | $39.54(+669.59%) | 2025-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.81% | 313.3K | $58.5M | -0.62%(-1.96K) | $20.04(+771.06%) | 2025-09-30 | |
| JVAL | J P MORGAN EXCHANGE TRADED F | 2.75% | 1.21M | $57.3M | +1.40%(+16.60K) | $33.33(+47.84%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.12% | +73.34% | — | — | +73.34% |
| Top 20 Holdings Unweighted | +22.18% | +82.38% | — | — | +82.38% |
Cobblestone Capital Advisors Llc /Ny/ reports $2.08B in US-listed equity holdings across 304 positions in its most recent 13F filing. Its largest disclosed positions are IXUS (8.8%), ITOT (8.6%) and GOVT (5.5%). The top 20 holdings account for 64.76% of reported assets. Its disclosed equity book has returned +73.34% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cobblestone Capital Advisors Llc /Ny/’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1033505). View Cobblestone Capital Advisors Llc /Ny/’s 13F filings on SEC