Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SHUFRO ROSE & CO LLC (CIK 908195) reported $1.47B across 299 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SMTH ($131.5M, 8.94%), IBDU ($92.5M, 6.29%), GLW ($82.6M, 5.62%), DCRE ($79.6M, 5.41%), IVV ($55.7M, 3.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SMTH | ALPS ETF TR | $131.5M | 8.94% | 5.1M | Added |
| 2 | IBDU | ISHARES TR | $92.5M | 6.29% | 4.0M | Added |
| 3 | GLW | CORNING INC | $82.6M | 5.62% | 607,533 | Trimmed |
| 4 | DCRE | DOUBLELINE ETF TRUST | $79.6M | 5.41% | 1.5M | Added |
| 5 | IVV | ISHARES TR | $55.7M | 3.79% | 85,201 | Added |
| 6 | AAPL | APPLE INC | $50.2M | 3.41% | 197,763 | Added |
| 7 | LLY | ELI LILLY & CO | $41.3M | 2.81% | 44,944 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $41.2M | 2.80% | 111,238 | Added |
| 9 | GDX | VANECK ETF TRUST | $36.5M | 2.48% | 397,235 | Trimmed |
| 10 | VO | VANGUARD INDEX FDS | $35.6M | 2.42% | 123,931 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $33.5M | 2.28% | 113,998 | Added |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.3M | 2.26% | 69,414 | Trimmed |
| 13 | IBDR | ISHARES TR | $30.1M | 2.05% | 1.2M | Added |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $30.0M | 2.04% | 156,365 | Trimmed |
| 15 | TMO | THERMO FISHER SCIENTIFIC INC | $28.4M | 1.93% | 57,739 | Added |
| 16 | GLD | SPDR GOLD TR | $26.5M | 1.81% | 61,702 | Added |
| 17 | VOO | VANGUARD INDEX FDS | $25.2M | 1.71% | 42,177 | Trimmed |
| 18 | TXN | TEXAS INSTRS INC | $24.0M | 1.63% | 123,404 | Added |
| 19 | COHR | COHERENT CORP | $23.8M | 1.62% | 99,977 | Trimmed |
| 20 | AVY | AVERY DENNISON CORP | $20.9M | 1.42% | 120,964 | Added |
| 21 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $20.0M | 1.36% | 1.0M | Trimmed |
| 22 | QCOM | QUALCOMM INC | $19.6M | 1.34% | 152,514 | Added |
| 23 | IBM | INTERNATIONAL BUSINESS MACHS | $17.9M | 1.22% | 73,874 | Added |
| 24 | AMZN | AMAZON COM INC | $17.1M | 1.16% | 82,131 | Trimmed |
| 25 | BSCS | INVESCO EXCH TRD SLF IDX FD | $16.8M | 1.14% | 821,597 | Added |
Source: SEC Form 13F filings · as of 2026-03-31