SHUFRO ROSE & CO LLC — 13F Holdings & Portfolio

CIK 908195 · latest 13F-HR filed 2026-05-15

SHUFRO ROSE & CO LLC manages $1.47B in 13F-reported U.S. long-equity assets across 314 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SMTH (8.94%), IBDU (6.29%), GLW (5.62%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 25 new positions, exited 19, added to 85, and trimmed 102.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$1.47B

Long-equity book

Holdings

314

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+25 / −19 / ↑85 / ↓102

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CORNING INC$18.6M +29.0%
  • VANECK MERK GOLD ETF$15.3M +2393.3%
  • COHERENT CORP$4.3M +22.2%
  • ISHARES TR$3.5M +6.7%
  • PALO ALTO NETWORKS INC$3.5M +1438.4%
Show all 85

Top Trims

  • VANGUARD INDEX FDS-$24.2M -71.3%
  • SPROTT ASSET MANAGEMENT LP-$15.5M -95.7%
  • MICROSOFT CORP-$11.6M -22.0%
  • ELI LILLY & CO-$7.1M -14.7%
  • QUALCOMM INC-$5.8M -22.8%
Show all 102

New Positions

  • ISHARES TR$3.6M
  • BERKSHIRE HATHAWAY INC DEL$2.9M
  • ISHARES TR$2.5M
  • OLIN CORP$631.0K
  • TARGET CORP$569.6K
Show all 25

Exited Positions

  • AON PLC$3.5M
  • WARNER BROS DISCOVERY INC$1.3M
  • ALBEMARLE CORP$585.0K
  • BROADRIDGE FINL SOLUTIONS IN$557.9K
  • BLACKROCK MUNIHLDGS NY QLTY$395.9K
Show all 19
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ALPS ETF TR SMTH 00162Q346 $131.5M 8.94% 5,106,384 SH
2 ISHARES TR IBDU 46436E205 $92.5M 6.29% 3,978,128 SH
3 CORNING INC GLW 219350105 $82.6M 5.62% 607,533 SH
4 DOUBLELINE ETF TRUST DCRE 25861R303 $79.6M 5.41% 1,531,335 SH
5 ISHARES TR IVV 464287200 $55.7M 3.79% 85,201 SH
6 APPLE INC AAPL 037833100 $48.5M 3.30% 191,263 SH
7 ELI LILLY & CO LLY 532457108 $41.3M 2.81% 44,944 SH
8 MICROSOFT CORP MSFT 594918104 $40.2M 2.74% 108,638 SH
9 VANECK ETF TRUST GDX 92189F106 $36.5M 2.48% 397,235 SH
10 VANGUARD INDEX FDS VO 922908629 $35.6M 2.42% 123,931 SH
11 JPMORGAN CHASE & CO JPM 46625H100 $33.5M 2.28% 113,998 SH
12 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $33.3M 2.26% 69,414 SH
13 ISHARES TR IBDR 46435GAA0 $30.1M 2.05% 1,243,779 SH
14 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $30.0M 2.04% 156,365 SH
15 THERMO FISHER SCIENTIFIC INC TMO 883556102 $28.4M 1.93% 57,739 SH
16 SPDR GOLD TR GLD 78463V107 $26.5M 1.81% 61,702 SH
17 VANGUARD INDEX FDS VOO 922908363 $25.2M 1.71% 42,177 SH
18 TEXAS INSTRS INC TXN 882508104 $24.0M 1.63% 123,404 SH
19 COHERENT CORP COHR 19247G107 $23.8M 1.62% 99,977 SH
20 AVERY DENNISON CORP AVY 053611109 $20.9M 1.42% 120,964 SH
21 INVESCO EXCH TRD SLF IDX FD BSCQ 46138J791 $20.0M 1.36% 1,021,513 SH
22 QUALCOMM INC QCOM 747525103 $19.6M 1.34% 152,514 SH
23 INTERNATIONAL BUSINESS MACHS IBM 459200101 $17.9M 1.22% 73,874 SH
24 INVESCO EXCH TRD SLF IDX FD BSCS 46138J643 $16.8M 1.14% 821,597 SH
25 AMAZON COM INC AMZN 023135106 $16.7M 1.13% 80,031 SH
26 VANECK MERK GOLD ETF OUNZ 921078101 $15.9M 1.08% 353,101 SH
27 INVESCO EXCH TRD SLF IDX FD BSCT 46138J577 $15.9M 1.08% 850,769 SH
28 ISHARES TR QUAL 46432F339 $15.8M 1.07% 82,208 SH
29 TOUCHSTONE ETF TRUST TSEL 89157W806 $14.3M 0.97% 579,154 SH
30 JOHNSON CONTROLS INTERNATION JCI G51502105 $13.5M 0.92% 103,441 SH
31 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $13.2M 0.90% 166,330 SH
32 AMGEN INC AMGN 031162100 $13.0M 0.89% 37,011 SH
33 VANGUARD INDEX FDS VTI 922908769 $12.3M 0.83% 38,187 SH
34 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $11.5M 0.79% 139,572 SH
35 VANGUARD INDEX FDS VBR 922908611 $9.8M 0.66% 44,966 SH
36 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $9.1M 0.62% 152,749 SH
37 SALESFORCE INC CRM 79466L302 $8.7M 0.59% 46,621 SH
38 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $8.5M 0.58% 145,157 SH
39 EXXON MOBIL CORP XOM 30231G102 $8.3M 0.56% 48,639 SH
40 ISHARES TR MTUM 46432F396 $7.9M 0.54% 33,008 SH
41 CHEVRON CORPORATION CVX 166764100 $6.2M 0.42% 30,189 SH
42 ISHARES TR ICSH 46434V878 $6.1M 0.41% 120,098 SH
43 KLA CORP KLAC 482480100 $6.0M 0.41% 4,103 SH
44 DIMENSIONAL ETF TRUST DFIC 25434V799 $5.8M 0.40% 163,529 SH
45 ECOLAB INC ECL 278865100 $5.6M 0.38% 21,101 SH
46 UNILEVER PLC UL 904767803 $5.2M 0.35% 91,523 SH
47 LENNAR CORP LEN 526057104 $5.1M 0.35% 59,002 SH
48 AUTOZONE INC AZO 053332102 $4.9M 0.34% 1,461 SH
49 JOHNSON & JOHNSON JNJ 478160104 $4.9M 0.33% 19,882 SH
50 SENECA FOODS CORP NEW SENEA 817070501 $4.4M 0.30% 29,100 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $1.47B 314 0000908195-26-000002
2025-12-31 2026-02-09 $1.48B 300 0000908195-26-000001
2025-09-30 2025-11-12 $1.22B 315 0000908195-25-000010