Cobblestone Capital Advisors LLC Incresed Positions in Q3 2025

Cobblestone Capital Advisors LLC

  • $2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ITW
Illinois Tool Works Inc

Industrials
47
+ 1.39%
$252.31 - $269.41 $11.9K - $12.7K
3.43K $894K
AZN
Astrazeneca PLC

Healthcare
408
+ 12.85%
$68.72 - $82.11 $28K - $33.5K
3.58K $274K
IJK
Ishares S&P Midcap 400 Growth

ETFs
190
+ 2.73%
$91.28 - $97.59 $17.3K - $18.5K
7.15K $685K
CRWD
Crowd Strike Holdings, Inc.

Technology
145
+ 12.97%
$412.46 - $514.1 $59.8K - $74.5K
1.26K $619K
USFR
Wisdomtree Floating Rate Treas

ETFs
1.02K
+ 2.06%
$50.23 - $50.48 $51.4K - $51.6K
50.6K $2.54M
AEP
American Electric Power CO Inc

Utilities
80
+ 1.77%
$103.26 - $115.0 $8.26K - $9.2K
4.61K $518K
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.3K
+ 0.9%
$24.69 - $25.26 $32K - $32.7K
145K $3.63M
YUM
Yum Brands Inc

Consumer Cyclical
28
+ 0.29%
$139.5 - $153.94 $3.91K - $4.31K
9.7K $1.47M
VNQ
Vanguard Specialized Funds Van

ETFs
332
+ 8.08%
$88.47 - $93.24 $29.4K - $31K
4.44K $405K
MDT
Medtronic PLC

Healthcare
137
+ 4.39%
$87.67 - $95.74 $12K - $13.1K
3.26K $310K
D
Dominion Energy, Inc

Utilities
4
+ 0.05%
$56.32 - $62.1 $225 - $248
7.79K $476K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
96
+ 2.52%
$90.62 - $107.71 $8.7K - $10.3K
3.9K $384K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
506
+ 3.85%
$50.73 - $52.47 $25.7K - $26.5K
13.6K $711K
AFL
Aflac Inc

Financial Services
37
+ 0.81%
$98.09 - $111.7 $3.63K - $4.13K
4.59K $512K
MIDE
Dbx ETF Tr S&P Midcap 400 Esg

ETFs
55
+ 0.29%
$30.58 - $33.0 $1.68K - $1.82K
18.7K $602K
UNP
Union Pacific Corp

Industrials
69
+ 4.15%
$214.91 - $237.16 $14.8K - $16.4K
1.73K $409K
EPD
Enterprise Products Partners L.P.

Energy
12
+ 0.01%
$30.74 - $32.14 $369 - $386
96.9K $3.03M
MRCC
Monroe Capital Corp

Financial Services
1.43K
+ 7.94%
$6.2 - $7.69 $8.88K - $11K
19.5K $135K
CCAP
Crescent Capital Bdc, Inc.

Financial Services
741
+ 1.28%
$14.1 - $15.94 $10.4K - $11.8K
58.8K $838K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
66
+ 0.33%
$26.38 - $27.95 $1.74K - $1.84K
20.3K $554K
AMGN
Amgen Inc

Healthcare
35
+ 2.06%
$271.18 - $309.22 $9.49K - $10.8K
1.73K $488K
CEG
Constellation Energy Corp

Utilities
29
+ 3.34%
$298.82 - $354.89 $8.67K - $10.3K
898 $295K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
370
+ 2.07%
$22.89 - $23.7 $8.47K - $8.77K
18.3K $429K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
170
+ 1.34%
$20.76 - $21.78 $3.53K - $3.7K
12.8K $276K
TKR
Timken CO

Industrials
3
+ 0.09%
$73.5 - $81.69 $221 - $245
3.22K $242K
BBDC
Barings Bdc, Inc.

Financial Services
1.15K
+ 8.03%
$8.76 - $9.9 $10.1K - $11.4K
15.5K $135K
VZ
Verizon Communications Inc

Communication Services
5
+ 0.1%
$40.84 - $45.06 $204 - $225
4.82K $211K
MPLX
Mplx LP

Energy
198
+ 3.96%
$49.42 - $52.71 $9.79K - $10.4K
5.2K $259K
Kenvue Inc
5
+ 0.01%
N/A
47K $0
Doubleline ETF Trust
3.95K
+ 0.42%
N/A
954K $0
HTBI
Home Trust Bancshares, Inc.

Financial Services
12
+ 0.17%
N/A
7.26K $246K
Blackrock Inc
39
+ 4.55%
N/A
897 $0
CRH.L
Crh PLC

Basic Materials
7
+ 0.13%
N/A
5.53K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
45
+ 0.83%
N/A
5.47K $0
OSBC
Old Second Bancorp Inc

Financial Services
20
+ 0.15%
$16.56 - $19.08 $331 - $382
13.6K $235K
NOW
Service Now, Inc.

Technology
30
+ 8.47%
$850.86 - $1044.69 $25.5K - $31.3K
384 $353K
CSCO
Cisco Systems, Inc.

Technology
142
+ 0.58%
$66.2 - $71.79 $9.4K - $10.2K
24.6K $1.68M
SPGI
S&P Global Inc.

Financial Services
27
+ 3.47%
$484.94 - $564.15 $13.1K - $15.2K
804 $391K
BMY
Bristol Myers Squibb CO

Healthcare
137
+ 0.68%
$43.31 - $48.98 $5.93K - $6.71K
20.2K $910K
MDLZ
Mondelez International, Inc.

Consumer Defensive
10
+ 0.24%
$60.9 - $70.75 $609 - $708
4.17K $260K
AIG
American International Group, Inc.

Financial Services
154
+ 3.34%
$76.34 - $85.87 $11.8K - $13.2K
4.76K $374K
ADP
Automatic Data Processing Inc

Industrials
44
+ 1.62%
$288.69 - $310.94 $12.7K - $13.7K
2.76K $811K
KMB
Kimberly Clark Corp

Consumer Defensive
58
+ 0.75%
$121.72 - $136.77 $7.06K - $7.93K
7.83K $973K
DOV
Dover Corp

Industrials
62
+ 2.29%
$165.59 - $190.9 $10.3K - $11.8K
2.77K $462K
WM
Waste Management Inc

Industrials
52
+ 0.9%
$213.88 - $237.1 $11.1K - $12.3K
5.82K $1.29M
CRM
Salesforce, Inc.

Technology
74
+ 5.03%
$231.66 - $273.65 $17.1K - $20.3K
1.55K $366K
ROP
Roper Technologies Inc

Industrials
47
+ 4.83%
$495.03 - $573.0 $23.3K - $26.9K
1.02K $508K
IBM
International Business Machines Corp

Technology
22
+ 0.47%
$234.77 - $292.47 $5.16K - $6.43K
4.68K $1.32M
KO
Coca Cola CO

Consumer Defensive
764
+ 2.66%
$65.67 - $71.67 $50.2K - $54.8K
29.5K $1.95M
Activity Summary
Buys All Purchases 116 New Holdings 10 Increased Positions 106 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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