Holdings of Cobblestone Asset Management LLC
64 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 59.4 % of the equity sleeve
Sector breakdown
- Funds 26.0 %
- Technology 4.3 %
- Consumer staples 1.3 %
- Financials 0.9 %
- Industrials 0.8 %
- Health care 0.6 %
- Consumer discretionary 0.3 %
- Utilities 0.1 %
- Communication 0.1 %
- Unattributed 65.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.6 %
- KY 0.3 %
- TW 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 62 | 205.2M $ | 99.63 % |
| 2 | KY | 1 | 556.3K $ | 0.27 % |
| 3 | TW | 1 | 203.1K $ | 0.10 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | JPMorgan Ultra-Short Income ETF | 546,363 | 27.7M $ | |
| 2 | iShares Core S&P 500 ETF | 28,478 | 18.6M $ | |
| 3 | SPDR Series Trust | 215,250 | 12.2M $ | |
| 4 | SPDR Series Trust | 107,688 | 10.5M $ | |
| 5 | BlackRock ETF Trust | 174,701 | 10.2M $ | |
| 6 | State Street SPDR Portfolio Emerging Markets ETF | 205,616 | 9.6M $ | |
| 7 | J P Morgan Exchange Traded Fund Trust | 177,858 | 9.6M $ | |
| 8 | SPDR Series Trust | 114,560 | 8.8M $ | |
| 9 | iShares MSCI International Value Factor ETF | 209,808 | 8.3M $ | |
| 10 | iShares Trust | 68,062 | 6.9M $ | |
| 11 | iShares Trust | 278,031 | 6.4M $ | |
| 12 | iShares MBS ETF | 63,835 | 6.1M $ | |
| 13 | iShares MSCI EAFE Growth ETF | 48,639 | 5.4M $ | |
| 14 | Invesco S&P 500 Momentum ETF | 43,970 | 4.9M $ | |
| 15 | BlackRock ETF Trust | 128,837 | 4.7M $ | |
| 16 | iShares Trust | 87,135 | 4.4M $ | |
| 17 | BlackRock ETF Trust | 89,368 | 3.7M $ | |
| 18 | iShares Defense Industrials Ac | 109,785 | 3.6M $ | |
| 19 | BlackRock ETF Trust II | 62,789 | 3.3M $ | |
| 20 | iShares Bitcoin Trust ETF | 77,539 | 3M $ | |
| 21 | Palo Alto Networks Inc | 14,101 | 2.3M $ | |
| 22 | Apple Inc | 8,733 | 2.2M $ | |
| 23 | Ishares Inc | 31,968 | 2.2M $ | |
| 24 | Crowdstrike Holdings Inc | 5,144 | 2M $ | |
| 25 | iShares Ethereum Trust ETF | 118,569 | 1.9M $ | |
| 26 | Philip Morris International Inc. | 11,191 | 1.9M $ | |
| 27 | iShares MSCI Brazil ETF | 38,207 | 1.5M $ | |
| 28 | CSX Corp | 34,838 | 1.4M $ | |
| 29 | ISHARES TRUST | 38,937 | 1.4M $ | |
| 30 | Ishares Gold Trust | 15,660 | 1.4M $ | |
| 31 | Ishares Inc | 34,708 | 1.4M $ | |
| 32 | iShares Trust | 28,845 | 1.4M $ | |
| 33 | Coinbase Global Inc | 7,519 | 1.3M $ | |
| 34 | NewMarket Corp | 2,000 | 1.3M $ | |
| 35 | JPMorgan Active Growth ETF | 12,917 | 1.1M $ | |
| 36 | Invesco Senior Loan ETF | 47,750 | 974.6K $ | |
| 37 | Bristol-Myers Squibb Co | 14,946 | 906.5K $ | |
| 38 | JPMorgan Income ETF | 19,311 | 889.7K $ | |
| 39 | J.P. MORGAN EXCHANGE-TRADED FUND TRUST | 18,737 | 864.9K $ | |
| 40 | Altria Group, Inc. | 11,310 | 746.3K $ | |
| 41 | Microsoft Corp | 1,999 | 740K $ | |
| 42 | JPMorgan BetaBuilders International Equity ETF | 9,955 | 727.9K $ | |
| 43 | Ishares Inc | 9,630 | 724.5K $ | |
| 44 | Ishares Inc | 16,012 | 694.6K $ | |
| 45 | iShares Trust | 7,379 | 656.7K $ | |
| 46 | Intel Corp | 14,331 | 632.4K $ | |
| 47 | iShares MSCI South Korea ETF | 5,030 | 618.7K $ | |
| 48 | NIO Inc | 92,248 | 556.3K $ | |
| 49 | Global Net Lease Inc | 44,945 | 420.7K $ | |
| 50 | Tesla Inc | 1,087 | 404.1K $ | |
| 51 | Amazon.com Inc | 1,456 | 303.2K $ | |
| 52 | Dominion Energy Inc | 4,760 | 294.3K $ | |
| 53 | Palantir Technologies Inc | 1,925 | 281.6K $ | |
| 54 | Plug Power Inc | 121,280 | 274.1K $ | |
| 55 | Truist Financial Corp | 5,539 | 254.6K $ | |
| 56 | NVIDIA Corp | 1,456 | 253.9K $ | |
| 57 | SPDR Gold Shares | 579 | 249.1K $ | |
| 58 | International Business Machines Corp. | 1,000 | 242.4K $ | |
| 59 | Alphabet Inc | 837 | 240.1K $ | |
| 60 | McKesson Corp | 276 | 238.8K $ | |
| 61 | JPMorgan Chase & Co | 804 | 236.6K $ | |
| 62 | Bloom Energy Corp | 1,550 | 210K $ | |
| 63 | Taiwan Semiconductor Manufacturing Co Ltd | 601 | 203.1K $ | |
| 64 | QuantumScape Corp | 10,586 | 67.5K $ | |