Arkolith/Funds/Shufro Rose & Co LLC

Shufro Rose & Co LLC

CIK 908195
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Shufro Rose & Co LLC holds a focused book of 304 stocks worth $1.5B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened ISHARES TR and trimmed CORNING INC. Their largest long position is ALPS ETF TR at 9% of the equity book. They also disclosed $3.1M in put options (a bearish bet), shown separately below and excluded from the equity book.

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Use Arkolith to show SHUFRO ROSE & CO LLC's latest
holdings, largest changes, and filing provenance.
Opened
25
new positions
Added to
72
existing
Trimmed
111
reduced
Sold out
18
exited

Concentration

Top-heavy: focused book

Top 5 holdings
30%
Top 10 holdings
44%
Top 20 holdings
63%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

10% mapped to company sectors

ETF / fund or unclassified
90%
Information Technology
7%
Financials
2%
Consumer Discretionary
1%
Consumer Staples
0%
Health Care
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • VANECK MERK GOLD ETF
    23×$15.2M
  • ALPS ETF TR
    +5.1%$6.4M
  • ISHARES TR
    +12%$5.9M
  • ISHARES TR
    +4.5%$4.0M
  • DOUBLELINE ETF TRUST
    +4.8%$3.6M
  • ISHARES TR
    New$3.6M
Trimmed / exited
  • VANGUARD INDEX FDS
    −72%$25.1M
  • CORNING INC
    −17%$16.9M
  • SPROTT ASSET MANAGEMENT LP
    −96%$16.1M
  • INVESCO EXCH TRD SLF IDX FD
    −14%$3.3M
  • REGENERON PHARMACEUTICALS
    −49%$2.0M
  • COHERENT CORP
    −5.3%$1.3M

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

304 positions
#SecurityValueShares% PortLast moveHistory
1ALPS ETF TR
SMITH CORE PLUS
$131.5M5.11M
9.0%
+5.1%
Added · +248K sh
2Ishares TR
IBONDS DEC 29
$92.5M3.98M
6.3%
+4.5%
Added · +173K sh
3Corning Inc
COM
$82.6M607.5K
5.6%
−17%
Reduced · −124K sh
4Doubleline ETF Trust
COMMERCIAL REAL
$79.6M1.53M
5.4%
+4.8%
Added · +70K sh
5Ishares TR
CORE S&P500 ETF
$55.7M85.2K
3.8%
+12%
Added · +9K sh
6Apple Inc
COM
$49.8M196.1K
3.4%
+1.7%
Added · +3K sh
7Eli Lilly & Co
COM
$41.3M44.9K
2.8%
−0.3%
Reduced · −161 sh
8Microsoft Corp
COM
$41.2M111.2K
2.8%
+1.9%
Added · +2K sh
9Vaneck ETF Trust
GOLD MINERS ETF
$36.5M397.2K
2.5%
−0.6%
Reduced · −2K sh
10Vanguard Index FDS
MID CAP ETF
$35.6M123.9K
2.4%
+6.2%
Added · +7K sh
11JPMorgan Chase & Co
COM
$33.5M114.0K
2.3%
+0.3%
Added · +340 sh
12Berkshire Hathaway Inc Del
CL B NEW
$33.3M69.4K
2.3%
−0.1%
Reduced · −81 sh
13Ishares TR
IBONDS DEC2026
$30.1M1.24M
2.1%
+4.4%
Added · +53K sh
14Invesco Exchange Traded FD T
S&P500 EQL WGT
$30.0M156.4K
2.0%
−2.1%
Reduced · −3K sh
15Thermo Fisher Scientific Inc
COM
$28.4M57.7K
1.9%
+0.9%
Added · +502 sh
16SPDR Gold TR
GOLD SHS
$26.5M61.7K
1.8%
+0.2%
Added · +139 sh
17Vanguard Index FDS
S&P 500 ETF SHS
$25.2M42.2K
1.7%
−0.2%
Reduced · −72 sh
18Texas Instrs Inc
COM
$24.0M123.4K
1.6%
+1.4%
Added · +2K sh
19Coherent Corp
COM
$23.8M100.0K
1.6%
−5.3%
Reduced · −6K sh
20Avery Dennison Corp
COM
$20.9M121.0K
1.4%
+3.1%
Added · +4K sh
21Invesco Exch TRD SLF Idx FD
BULSHS 2026 CB
$20.0M1.02M
1.4%
−14%
Reduced · −168K sh
22Qualcomm Inc
COM
$19.6M152.5K
1.3%
+2.5%
Added · +4K sh
23International Business Machs
COM
$17.9M73.9K
1.2%
+2.6%
Added · +2K sh
24Amazon Com Inc
COM
$17.1M82.1K
1.2%
−0.2%
Reduced · −193 sh
25Invesco Exch TRD SLF Idx FD
INVSCO BLSH 28
$16.8M821.6K
1.1%
+2.2%
Added · +18K sh
26Vaneck Merk Gold ETF
GOLD SHS
$15.9M353.1K
1.1%
23×
Added · +338K sh
27Invesco Exch TRD SLF Idx FD
BULETSHS 2029
$15.9M850.8K
1.1%
+2.2%
Added · +18K sh
28Ishares TR
MSCI USA QLT FCT
$15.8M82.2K
1.1%
+7.1%
Added · +5K sh
29Touchstone ETF Trust
TOUCHSTONE SANDS
$14.3M579.2K
1.0%
+26%
Added · +120K sh
30Johnson Controls Internation
SHS
$13.5M103.4K
0.9%
−1.9%
Reduced · −2K sh
31Vanguard Scottsdale FDS
SHRT TRM CORP BD
$13.2M166.3K
0.9%
+1.5%
Added · +3K sh
32Amgen Inc
COM
$13.0M37.0K
0.9%
−1.9%
Reduced · −701 sh
33Vanguard Index FDS
TOTAL STK MKT
$12.3M38.2K
0.8%
+4.2%
Added · +2K sh
34Vanguard Scottsdale FDS
INT-TERM CORP
$11.5M139.6K
0.8%
+1.2%
Added · +2K sh
35Vanguard Index FDS
SM CP VAL ETF
$9.8M45.0K
0.7%
−72%
Reduced · −116K sh
36Vanguard Scottsdale FDS
INTER TERM TREAS
$9.1M152.7K
0.6%
+2.0%
Added · +3K sh
37Salesforce Inc
COM
$8.7M46.6K
0.6%
−4.7%
Reduced · −2K sh
38Vanguard Scottsdale FDS
SHORT TERM TREAS
$8.5M145.2K
0.6%
+5.5%
Added · +8K sh
39Exxon Mobil Corp
COM
$8.3M48.6K
0.6%
−1.4%
Reduced · −703 sh
40Ishares TR
MSCI USA MMENTM
$7.9M33.0K
0.5%
+1.4%
Added · +445 sh
41Kla Corp
COM NEW
$7.1M4.8K
0.5%
−1.0%
Reduced · −49 sh
42Chevron Corporation
COM
$6.2M30.2K
0.4%
−4.3%
Reduced · −1K sh
43Ishares TR
ULTRA SHORT DUR
$6.1M120.1K
0.4%
−4.9%
Reduced · −6K sh
44Dimensional ETF Trust
INTL CORE EQUITY
$5.8M163.5K
0.4%
+15%
Added · +21K sh
45Ecolab Inc
COM
$5.6M21.1K
0.4%
+0.5%
Added · +112 sh
46Unilever PLC
SPON ADR NEW
$5.2M91.5K
0.4%
+0.2%
Added · +163 sh
47Lennar Corp
CL A
$5.1M59.0K
0.3%
−1.0%
Reduced · −597 sh
48Autozone Inc
COM
$4.9M1.5K
0.3%
−4.0%
Reduced · −61 sh
49Johnson & Johnson
COM
$4.9M19.9K
0.3%
−18%
Reduced · −4K sh
50Seneca Foods Corp New
CL A
$4.4M29.1K
0.3%
−6.4%
Reduced · −2K sh
Showing 50 of 304 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$3.1M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishREGENERON PHARMACEUTICALS$1.9M3K
PUT · bearishSTATE STR SPDR S&P 500 ETF T$715K1K
PUT · bearishAPPLE INCAAPL$431K2K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026314$1.5B13F-HR
Q4 2025Dec 31, 2025Feb 9, 2026300$1.5B13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025315$1.2B13F-HR
Q2 2025Jun 30, 2025Aug 11, 2025311$1.2B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.