Top 50 Shufro Rose & Co Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SMTH | ALPS ETF TR | 8.96% | 5.11M | $131.5M | +5.11%(+248.34K) | $25.84(-1.06%) | 2026-03-31 | |
| IBDU | ISHARES TR | 6.31% | 3.98M | $92.5M | +4.54%(+172.92K) | $23.02(+0.33%) | 2026-03-31 | |
| GLW | CORNING INC | 5.63% | 607.5K | $82.6M | -16.95%(-124.02K) | $125.61(+52.70%) | 2026-03-31 | |
| DCRE | DOUBLELINE ETF TRUST | 5.42% | 1.53M | $79.6M | +4.77%(+69.77K) | $51.84(-0.18%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.79% | 85.2K | $55.7M | +11.91%(+9.07K) | $533.73(+39.11%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.39% | 196.1K | $49.8M | +1.66%(+3.21K) | $257.32(+16.68%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2.82% | 44.9K | $41.3M | -0.36%(-161) | $102.32(+882.12%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.81% | 111.2K | $41.2M | +1.92%(+2.09K) | $523.80(-19.45%) | 2026-03-31 | |
| GDX | VANECK ETF TRUST | 2.48% | 397.2K | $36.5M | -0.58%(-2.33K) | $37.37(+133.74%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.43% | 123.9K | $35.6M | +6.21%(+7.24K) | $66.49(+15.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.24% | +37.66% |
| Top 20 Holdings Unweighted | +12.89% | +43.88% |
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