Shufro Rose &
$1.7B 13F equity value
331 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Shufro Rose & covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IBDU | ISHARES TR | 8,668,602 | $201M | 11.6% |
| GLW | CORNING INC | 561,262 | $143M | 8.2% |
| SMTH | ALPS ETF TR | 5,299,519 | $136M | 7.8% |
| DCRE | DOUBLELINE ETF TRUST | 1,569,464 | $81M | 4.7% |
| IVV | ISHARES TR | 87,982 | $66M | 3.8% |
| AAPL | APPLE INC | 197,318 | $57M | 3.3% |
| LLY | ELI LILLY & CO | 44,944 | $54M | 3.1% |
| VO | VANGUARD INDEX FDS | 515,810 | $42M | 2.4% |
| MSFT | MICROSOFT CORP | 110,520 | $41M | 2.4% |
| COHR | COHERENT CORP | 95,806 | $38M | 2.2% |
Track Shufro Rose &'s 13F portfolio: $1.7B in reported holdings, 331 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}