Shufro Rose &
$1.5B Assets Reported
323 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SMTH | ALPS ETF TR | 5,106,384 | $132M | 8.9% |
| IBDU | ISHARES TR | 3,978,128 | $93M | 6.3% |
| GLW | CORNING INC | 607,533 | $83M | 5.6% |
| DCRE | DOUBLELINE ETF TRUST | 1,531,335 | $80M | 5.4% |
| IVV | ISHARES TR | 85,201 | $56M | 3.8% |
| AAPL | APPLE INC | 197,763 | $50M | 3.4% |
| LLY | ELI LILLY & CO | 44,944 | $41M | 2.8% |
| MSFT | MICROSOFT CORP | 111,238 | $41M | 2.8% |
| GDX | VANECK ETF TRUST | 397,235 | $36M | 2.5% |
| VO | VANGUARD INDEX FDS | 123,931 | $36M | 2.4% |
Track Shufro Rose &'s 13F portfolio: $1.5B in reported holdings, 323 positions. Top holdings, AUM, and quarterly changes on SentiSense.