account_balance
Investment manager · 13F filer · SEC CIK 908195
Shufro Rose & Co LLC
Reported value$1.56Bas of Sep 30, 2026
Positions149 5 new, 167 sold out
Top 10 weight50.3%IBDU alone is 12%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IBDUiShares Tr
12.1%Trimmed −4%
SMTHAlps ETF Tr
8.3%
DCREDoubleline ETF Trust
5.1%
GLWCorning Inc
4.5%Trimmed −19%
IVViShares Tr
4.4%
AAPLApple Inc
4.1%Trimmed −2%
MSFTMicrosoft Corp
3.5%Trimmed −5%
LLYEli Lilly & Co
3.3%
VOVanguard Index FDS
2.5%Trimmed −2%
TMOThermo Fisher Scientific Inc
2.4%Trimmed −3%
JPMJPMorgan Chase & Co
2.3%
BSCUInvesco Exch TRD SLF Idx Fd
2.2%Added +40%
IBDUiShares Tr
12.1%Trimmed −4%
SMTHAlps ETF Tr
8.3%
DCREDoubleline ETF Trust
5.1%
GLWCorning Inc
4.5%Trimmed −19%
IVViShares Tr
4.4%
VO2.5%
TMO2.4%JPM2.3%BSCU2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IBDU iShares Tr 12.1% Trimmed −4%
SMTH Alps ETF Tr 8.3% Held
DCRE Doubleline ETF Trust 5.1% Held
GLW Corning Inc 4.5% Trimmed −19%IVV iShares Tr 4.4% Held
AAPL Apple Inc 4.1% Trimmed −2%MSFT Microsoft Corp 3.5% Trimmed −5%LLY Eli Lilly & Co 3.3% HeldVO Vanguard Index FDS 2.5% Trimmed −2%
TMO Thermo Fisher Scientific Inc 2.4% Trimmed −3%JPM JPMorgan Chase & Co 2.3% HeldBSCU Invesco Exch TRD SLF Idx Fd 2.2% Added +40%
What changed