Cobblestone Capital Advisors LLC Portfolio Holdings
Cobblestone Capital Advisors LLC
- $1.6 Billion
- Q2 2024
Cobblestone Capital Advisors LLC has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.6 Billion distributed in 279 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $142M, Ishares Core S&P Total U.S. St with a value of $130M, Ishares U.S. Treasury Bond ETF with a value of $93.9M, Apple Inc. with a value of $66M, and Dimensional ETF Tr with a value of $62.3M.
Examining the 13F form we can see an increase of $36M in the current position value, from $1.56B to 1.6B.
Cobblestone Capital Advisors LLC is based out at Rochester, NY
Below you can find more details about Cobblestone Capital Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 279
- Current Value $1.6 Billion
- Prior Value $1.56 Billion
- Filing
- Period Q2 2024
- Filing Date August 06, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 9 stocks
- Additional Purchases 88 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks