Cobblestone Capital Advisors ny/ 13F annual report
Cobblestone Capital Advisors ny/ is an investment fund managing more than $1.62 trillion ran by Jason Garlock. There are currently 214 companies in Mr. Garlock’s portfolio. The largest investments include Ishares Tr and Apple Inc, together worth $505 billion.
Limited to 30 biggest holdings
$1.62 trillion Assets Under Management (AUM)
As of 30th July 2024, Cobblestone Capital Advisors ny/’s top holding is 8,021,253 shares of Ishares Tr currently worth over $439 billion and making up 27.0% of the portfolio value.
In addition, the fund holds 313,146 shares of Apple Inc worth $66 billion, whose value grew 10.5% in the past six months.
The third-largest holding is Dimensional Etf Trust worth $62.5 billion and the next is Microsoft worth $55.3 billion, with 123,715 shares owned.
Currently, Cobblestone Capital Advisors ny/'s portfolio is worth at least $1.62 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Cobblestone Capital Advisors ny/
The Cobblestone Capital Advisors ny/ office and employees reside in Rochester, New York. According to the last 13-F report filed with the SEC, Jason Garlock serves as the Chief Compliance Officer at Cobblestone Capital Advisors ny/.
Recent trades
In the most recent 13F filing, Cobblestone Capital Advisors ny/ revealed that it had opened a new position in
Ishares Tr and bought 35,911 shares worth $2.46 billion.
The investment fund also strengthened its position in Ishares Tr by buying
295,629 additional shares.
This makes their stake in Ishares Tr total 8,021,253 shares worth $439 billion.
On the other hand, there are companies that Cobblestone Capital Advisors ny/ is getting rid of from its portfolio.
Cobblestone Capital Advisors ny/ closed its position in Globe Life on 6th August 2024.
It sold the previously owned 3,205 shares for $373 million.
Jason Garlock also disclosed a decreased stake in Apple Inc by approximately 0.1%.
This leaves the value of the investment at $66 billion and 313,146 shares.
One of the largest hedge funds
The two most similar investment funds to Cobblestone Capital Advisors ny/ are Daymark Wealth Partners and Midland Wealth Advisors. They manage $1.62 trillion and $1.62 trillion respectively.
Jason Garlock investment strategy
Cobblestone Capital Advisors ny/’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 12.1% of
the total portfolio value.
The fund focuses on investments in the United States as
48.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
49% of the total holdings value.
On the other hand, small-cap stocks make up only 0.5% of the portfolio.
The average market cap of the portfolio companies is close to $153 billion.
The complete list of Cobblestone Capital Advisors ny/ trades based on 13F SEC filings
These positions were updated on August 6th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
3.83%
8,021,253
|
$438,914,732,000 | 27.05% |
| Apple Inc |
5.59%
313,146
|
$65,954,826,000 | 4.06% |
| Dimensional Etf Trust |
1.89%
2,456,866
|
$62,486,113,000 | 3.85% |
| Microsoft Corporation |
0.41%
123,715
|
$55,294,455,000 | 3.41% |
| Amazon.com Inc. |
0.44%
279,417
|
$53,997,336,000 | 3.33% |
| J P Morgan Exchange Traded F |
0.27%
1,321,006
|
$55,493,785,000 | 3.42% |
| Alphabet Inc |
0.78%
328,196
|
$60,103,510,000 | 3.70% |
| NVIDIA Corp |
818.71%
324,561
|
$40,096,263,000 | 2.47% |
| Vanguard Index Fds |
4.95%
354,121
|
$75,310,123,000 | 4.64% |
| Ishares Inc |
5.13%
699,473
|
$37,208,952,000 | 2.29% |
| Berkshire Hathaway Inc. |
2.66%
87,976
|
$35,788,637,000 | 2.21% |
| Visa Inc |
0.61%
120,076
|
$31,516,343,000 | 1.94% |
| Markel Group Inc |
0.16%
18,260
|
$28,771,552,000 | 1.77% |
| Wells Fargo Co New |
22.45%
408,879
|
$24,283,327,000 | 1.50% |
| Moodys Corp |
0.81%
57,519
|
$24,211,604,000 | 1.49% |
| Brookfield Corp |
0.79%
477,043
|
$19,816,357,000 | 1.22% |
| American Express Co. |
13.02%
85,500
|
$19,797,594,000 | 1.22% |
| Schwab Strategic Tr |
8.65%
929,774
|
$52,696,878,000 | 3.25% |
| Canadian Natl Ry Co |
0.95%
164,982
|
$19,489,290,000 | 1.20% |
| Spdr Sp 500 Etf Tr |
6.75%
34,709
|
$18,889,467,000 | 1.16% |
| Costco Whsl Corp New |
0.62%
21,864
|
$18,584,579,000 | 1.15% |
| Pepsico Inc |
0.61%
111,190
|
$18,338,597,000 | 1.13% |
| Henry Jack Assoc Inc |
2.13%
98,909
|
$16,420,921,000 | 1.01% |
| Disney Walt Co |
0.34%
165,245
|
$16,407,129,000 | 1.01% |
| Diageo plc |
51.33%
124,276
|
$15,668,668,000 | 0.97% |
| Shopify Inc |
3.08%
235,884
|
$15,580,139,000 | 0.96% |
| Broadstone Net Lease, Inc. |
19.39%
971,865
|
$15,423,502,000 | 0.95% |
| Adobe Inc |
0.81%
27,261
|
$15,144,576,000 | 0.93% |
| Spdr Index Shs Fds |
2.35%
526,045
|
$14,892,336,000 | 0.92% |
| Copart, Inc. |
0.21%
266,500
|
$14,433,640,000 | 0.89% |
| Tjx Cos Inc New |
1.16%
125,749
|
$13,844,946,000 | 0.85% |
| Idexx Labs Inc |
0.82%
24,240
|
$11,809,923,000 | 0.73% |
| American Tower Corp. |
0.06%
59,465
|
$11,558,893,000 | 0.71% |
| Procter And Gamble Co |
0.20%
55,166
|
$9,098,040,000 | 0.56% |
| CVS Health Corp |
4.52%
131,901
|
$7,790,071,000 | 0.48% |
| Republic Svcs Inc |
1,815.91%
39,257
|
$7,629,206,000 | 0.47% |
| Paychex Inc. |
5.78%
57,188
|
$6,780,210,000 | 0.42% |
| Exxon Mobil Corp. |
0.82%
48,524
|
$5,586,116,000 | 0.34% |
| Graham Corp. |
No change
187,789
|
$5,288,139,000 | 0.33% |
| Merck Co Inc |
2.91%
37,495
|
$4,641,933,000 | 0.29% |
| Johnson Johnson |
1.30%
31,527
|
$4,607,937,000 | 0.28% |
| Chevron Corp. |
0.54%
27,740
|
$4,339,153,000 | 0.27% |
| Jpmorgan Chase Co. |
2.92%
19,623
|
$3,968,948,000 | 0.24% |
| Spdr Ser Tr |
27.34%
117,969
|
$3,617,765,000 | 0.22% |
| Ishares Gold Tr |
2.11%
69,150
|
$3,037,760,000 | 0.19% |
| Enterprise Prods Partners L |
0.01%
97,256
|
$2,818,483,000 | 0.17% |
| Vanguard Bd Index Fds |
6.96%
38,989
|
$2,809,182,000 | 0.17% |
| National Fuel Gas Co. |
No change
48,496
|
$2,627,999,000 | 0.16% |
| Bank America Corp |
1.78%
63,265
|
$2,516,033,000 | 0.16% |
| Phillips 66 |
8.54%
17,459
|
$2,464,757,000 | 0.15% |
| Ishares Tr |
Opened
35,911
|
$2,455,277,000 | 0.15% |
| Constellation Brands, Inc. |
0.02%
8,455
|
$2,175,366,000 | 0.13% |
| Coca-Cola Co |
0.18%
32,992
|
$2,099,925,000 | 0.13% |
| Energy Transfer L P |
No change
128,574
|
$2,085,471,000 | 0.13% |
| Mcdonalds Corp |
0.63%
7,924
|
$2,019,306,000 | 0.12% |
| Qualcomm, Inc. |
0.35%
10,035
|
$1,998,800,000 | 0.12% |
| Vanguard Intl Equity Index F |
2.10%
78,310
|
$4,912,568,000 | 0.30% |
| Abbvie Inc |
0.88%
11,078
|
$1,900,099,000 | 0.12% |
| Lockheed Martin Corp. |
3.40%
4,062
|
$1,897,361,000 | 0.12% |
| Oracle Corp. |
No change
12,742
|
$1,799,171,000 | 0.11% |
| Unitedhealth Group Inc |
1.18%
3,443
|
$1,753,383,000 | 0.11% |
| Mastercard Incorporated |
No change
3,955
|
$1,744,890,000 | 0.11% |
| Dicks Sporting Goods, Inc. |
No change
8,046
|
$1,728,684,000 | 0.11% |
| Lattice Strategies Tr |
8.33%
62,024
|
$1,713,259,000 | 0.11% |
| Eli Lilly Co |
7.78%
1,884
|
$1,705,736,000 | 0.11% |
| Emerson Elec Co |
3.46%
15,338
|
$1,689,638,000 | 0.10% |
| NextEra Energy Inc |
No change
23,795
|
$1,684,924,000 | 0.10% |
| Stryker Corp. |
2.06%
4,950
|
$1,684,238,000 | 0.10% |
| Spdr Ser Tr |
Opened
136,015
|
$3,348,133,000 | 0.21% |
| Comcast Corp New |
1.66%
42,079
|
$1,647,819,000 | 0.10% |
| Bank New York Mellon Corp |
No change
26,773
|
$1,603,435,000 | 0.10% |
| Pimco Etf Tr |
53.08%
15,906
|
$1,600,946,000 | 0.10% |
| Meta Platforms Inc |
11.09%
3,167
|
$1,596,865,000 | 0.10% |
| Vanguard Scottsdale Fds |
105.65%
52,229
|
$2,607,898,000 | 0.16% |
| Yum Brands Inc. |
1.83%
11,093
|
$1,469,420,000 | 0.09% |
| Linde Plc. |
0.18%
3,266
|
$1,433,154,000 | 0.09% |
| Caterpillar Inc. |
7.57%
4,276
|
$1,424,336,000 | 0.09% |
| Oreilly Automotive Inc |
No change
1,275
|
$1,346,477,000 | 0.08% |
| Cisco Sys Inc |
0.65%
28,002
|
$1,330,376,000 | 0.08% |
| Home Depot, Inc. |
0.49%
3,841
|
$1,322,183,000 | 0.08% |
| Invesco Exch Traded Fd Tr Ii |
5.66%
51,721
|
$1,286,385,000 | 0.08% |
| Wisdomtree Tr |
12.02%
25,491
|
$1,282,453,000 | 0.08% |
| Waste Mgmt Inc Del |
No change
5,888
|
$1,256,146,000 | 0.08% |
| Honeywell International Inc |
0.85%
5,841
|
$1,247,261,000 | 0.08% |
| Boeing Co. |
10.09%
6,852
|
$1,247,171,000 | 0.08% |
| Eaton Corp Plc |
0.36%
3,850
|
$1,207,168,000 | 0.07% |
| Vanguard Star Fds |
13.77%
19,497
|
$1,175,670,000 | 0.07% |
| Crescent Cap Bdc Inc |
0.65%
61,232
|
$1,149,937,000 | 0.07% |
| GE Aerospace |
3.37%
7,171
|
$1,139,974,000 | 0.07% |
| Pfizer Inc. |
0.01%
40,309
|
$1,127,843,000 | 0.07% |
| Ssga Active Etf Tr |
5.49%
27,545
|
$1,094,088,000 | 0.07% |
| Kimberly-Clark Corp. |
0.22%
7,788
|
$1,076,369,000 | 0.07% |
| RTX Corp |
0.05%
10,153
|
$1,019,260,000 | 0.06% |
| Kenvue Inc |
5.28%
55,798
|
$1,014,406,000 | 0.06% |
| International Business Machs |
6.35%
5,798
|
$1,002,765,000 | 0.06% |
| Wheaton Precious Metals Corp |
0.90%
18,535
|
$971,595,000 | 0.06% |
| Vanguard Tax-managed Fds |
No change
19,453
|
$961,368,000 | 0.06% |
| Ready Capital Corp |
No change
115,244
|
$942,696,000 | 0.06% |
| Toronto Dominion Bk Ont |
0.99%
16,794
|
$922,999,000 | 0.06% |
| Mckesson Corporation |
3.27%
1,580
|
$922,784,000 | 0.06% |
| The Southern Co. |
2.97%
11,652
|
$903,838,000 | 0.06% |
| Abbott Labs |
No change
8,490
|
$882,196,000 | 0.05% |
| Bristol-Myers Squibb Co. |
3.70%
20,948
|
$869,966,000 | 0.05% |
| Blackrock Inc. |
No change
1,072
|
$844,008,000 | 0.05% |
| Deere Co |
No change
2,082
|
$777,898,000 | 0.05% |
| Broadcom Inc |
5.52%
478
|
$767,444,000 | 0.05% |
| Webster Finl Corp |
0.07%
16,893
|
$736,363,000 | 0.05% |
| Crown Holdings, Inc. |
No change
9,312
|
$692,720,000 | 0.04% |
| Nike, Inc. |
0.64%
9,086
|
$684,788,000 | 0.04% |
| Lowes Cos Inc |
No change
3,020
|
$665,790,000 | 0.04% |
| Goldman Sachs Group, Inc. |
No change
1,465
|
$662,649,000 | 0.04% |
| CSX Corp. |
No change
19,630
|
$656,624,000 | 0.04% |
| Illinois Tool Wks Inc |
No change
2,768
|
$655,906,000 | 0.04% |
| Accenture Plc Ireland |
3.04%
2,137
|
$648,388,000 | 0.04% |
| Duke Energy Corp. |
8.32%
6,207
|
$622,167,000 | 0.04% |
| Intel Corp. |
2.54%
19,067
|
$590,505,000 | 0.04% |
| Starbucks Corp. |
6.21%
7,354
|
$572,485,000 | 0.04% |
| Dow Inc |
0.83%
10,580
|
$561,293,000 | 0.03% |
| Walmart Inc |
No change
8,271
|
$560,030,000 | 0.03% |
| Intuitive Surgical Inc |
13.94%
1,226
|
$545,387,000 | 0.03% |
| Berkley W R Corp |
5.79%
6,880
|
$540,631,000 | 0.03% |
| Automatic Data Processing In |
1.32%
2,239
|
$534,427,000 | 0.03% |
| Truist Finl Corp |
1.65%
13,706
|
$532,463,000 | 0.03% |
| Enbridge Inc |
3.54%
14,915
|
$530,825,000 | 0.03% |
| L3Harris Technologies Inc |
No change
2,353
|
$528,437,000 | 0.03% |
| Sprott Physical Gold Silve |
No change
23,893
|
$526,844,000 | 0.03% |
| Union Pac Corp |
0.04%
2,293
|
$518,865,000 | 0.03% |
| Dbx Etf Tr |
2.51%
17,696
|
$509,106,000 | 0.03% |
| Novo-nordisk A S |
No change
3,556
|
$507,584,000 | 0.03% |
| Royal Bk Cda |
No change
4,768
|
$507,220,000 | 0.03% |
| Allstate Corp (The) |
No change
3,109
|
$496,383,000 | 0.03% |
| Trane Technologies plc |
No change
1,463
|
$481,225,000 | 0.03% |
| Advanced Micro Devices Inc. |
11.20%
2,935
|
$476,061,000 | 0.03% |
| Invesco Exchange Traded Fd T |
No change
20,220
|
$768,852,000 | 0.05% |
| Dover Corp. |
0.08%
2,586
|
$466,644,000 | 0.03% |
| Consolidated Edison, Inc. |
No change
5,217
|
$466,505,000 | 0.03% |
| HCA Healthcare Inc |
No change
1,419
|
$455,897,000 | 0.03% |
| Colgate-Palmolive Co. |
1.98%
4,552
|
$441,727,000 | 0.03% |
| American Centy Etf Tr |
4.97%
7,820
|
$437,466,000 | 0.03% |
| Netflix Inc. |
No change
645
|
$435,298,000 | 0.03% |
| Conocophillips |
No change
3,731
|
$426,752,000 | 0.03% |
| Taiwan Semiconductor Mfg Ltd |
17.26%
2,412
|
$419,230,000 | 0.03% |
| Analog Devices Inc. |
8.70%
1,836
|
$419,086,000 | 0.03% |
| Philip Morris International Inc |
1.22%
4,127
|
$418,144,000 | 0.03% |
| Aflac Inc. |
No change
4,679
|
$417,882,000 | 0.03% |
| AMGEN Inc. |
No change
1,320
|
$412,434,000 | 0.03% |
| TEGNA Inc |
No change
29,187
|
$406,867,000 | 0.03% |
| American Elec Pwr Co Inc |
4.22%
4,626
|
$405,886,000 | 0.03% |
| PPL Corp |
No change
14,500
|
$400,925,000 | 0.02% |
| Citizens Finl Group Inc |
1.80%
11,115
|
$400,467,000 | 0.02% |
| Yum China Holdings Inc |
No change
12,511
|
$385,840,000 | 0.02% |
| Tompkins Finl Corp |
No change
7,797
|
$381,274,000 | 0.02% |
| Zimmer Biomet Holdings Inc |
No change
3,490
|
$378,770,000 | 0.02% |
| Salesforce Inc |
No change
1,471
|
$378,195,000 | 0.02% |
| Thermo Fisher Scientific Inc. |
3.64%
683
|
$377,699,000 | 0.02% |
| American Intl Group Inc |
10.31%
5,083
|
$377,362,000 | 0.02% |
| Globe Life Inc. |
Closed
3,205
|
$372,966,000 | |
| Carrier Global Corporation |
No change
5,902
|
$372,299,000 | 0.02% |
| Dominion Energy Inc |
0.34%
7,591
|
$371,960,000 | 0.02% |
| Altria Group Inc. |
6.81%
8,148
|
$371,141,000 | 0.02% |
| Rockwell Automation Inc |
9.43%
1,335
|
$367,499,000 | 0.02% |
| Verizon Communications Inc |
19.12%
8,543
|
$352,296,000 | 0.02% |
| United Parcel Service, Inc. |
No change
2,430
|
$332,546,000 | 0.02% |
| Ishares Silver Tr |
21.63%
12,406
|
$329,628,000 | 0.02% |
| Medtronic Plc |
1.90%
4,182
|
$329,166,000 | 0.02% |
| Regeneron Pharmaceuticals, Inc. |
33.33%
300
|
$315,309,000 | 0.02% |
| M T Bk Corp |
4.59%
2,080
|
$314,829,000 | 0.02% |
| Costar Group, Inc. |
63.04%
4,176
|
$309,609,000 | 0.02% |
| Ge Vernova Inc |
Opened
1,785
|
$306,146,000 | 0.02% |
| WD-40 Co. |
No change
1,366
|
$300,029,000 | 0.02% |
| Pnc Finl Svcs Group Inc |
No change
1,919
|
$298,367,000 | 0.02% |
| Sysco Corp. |
1.59%
4,165
|
$297,340,000 | 0.02% |
| Telus Corp. |
2.19%
19,385
|
$293,489,000 | 0.02% |
| Palo Alto Networks Inc |
Opened
860
|
$291,549,000 | 0.02% |
| General Dynamics Corp. |
4.80%
971
|
$281,726,000 | 0.02% |
| Marathon Pete Corp |
No change
1,615
|
$280,171,000 | 0.02% |
| Norfolk Southn Corp |
1.52%
1,300
|
$279,097,000 | 0.02% |
| Aon plc. |
4.75%
948
|
$278,314,000 | 0.02% |
| Astrazeneca plc |
4.56%
3,529
|
$275,227,000 | 0.02% |
| TE Connectivity Ltd |
2.04%
1,821
|
$274,008,000 | 0.02% |
| 3M Co. |
No change
2,580
|
$263,651,000 | 0.02% |
| Paylocity Hldg Corp |
No change
1,985
|
$261,723,000 | 0.02% |
| Att Inc |
1.45%
13,605
|
$259,992,000 | 0.02% |
| ServiceNow Inc |
No change
330
|
$259,602,000 | 0.02% |
| Brookfield Asset Managmt Ltd |
Closed
6,119
|
$257,121,000 | |
| Vanguard Index Fds |
Closed
1,817
|
$462,278,000 | |
| Cincinnati Finl Corp |
23.05%
2,170
|
$256,277,000 | 0.02% |
| Texas Instrs Inc |
4.61%
1,317
|
$256,197,000 | 0.02% |
| Bank Montreal Que |
No change
3,000
|
$251,550,000 | 0.02% |
| Ge Healthcare Technologies I |
0.63%
3,215
|
$250,513,000 | 0.02% |
| Eastman Chem Co |
10.34%
2,539
|
$248,746,000 | 0.02% |
| Vanguard Wellington Fd |
13.18%
1,845
|
$247,406,000 | 0.02% |
| Alibaba Group Hldg Ltd |
17.04%
3,435
|
$247,320,000 | 0.02% |
| Danaher Corp. |
5.67%
987
|
$246,602,000 | 0.02% |
| Rocket Pharmaceuticals Inc |
Closed
9,000
|
$242,460,000 | |
| Otis Worldwide Corporation |
No change
2,473
|
$238,051,000 | 0.01% |
| Travelers Companies Inc. |
No change
1,157
|
$235,265,000 | 0.01% |
| Financial Instns Inc |
No change
12,000
|
$231,840,000 | 0.01% |
| Ppg Inds Inc |
No change
1,840
|
$231,638,000 | 0.01% |
| MetLife, Inc. |
No change
3,255
|
$228,469,000 | 0.01% |
| Unum Group |
No change
4,468
|
$228,360,000 | 0.01% |
| Smucker J M Co |
Closed
1,785
|
$224,678,000 | |
| Cigna Group (The) |
No change
679
|
$224,458,000 | 0.01% |
| Schwab Strategic Tr |
Closed
3,868
|
$220,598,000 | |
| Cardinal Health, Inc. |
Closed
1,950
|
$218,205,000 | |
| Target Corp |
Closed
1,226
|
$217,260,000 | |
| State Str Corp |
No change
2,880
|
$213,120,000 | 0.01% |
| MPLX LP |
10.92%
5,000
|
$212,950,000 | 0.01% |
| PayPal Holdings Inc |
5.50%
3,628
|
$210,533,000 | 0.01% |
| Novartis AG |
Opened
1,975
|
$210,259,000 | 0.01% |
| Mondelez International Inc. |
0.28%
3,178
|
$207,940,000 | 0.01% |
| Corning, Inc. |
Opened
5,332
|
$207,155,000 | 0.01% |
| Regions Financial Corp. |
No change
10,250
|
$205,410,000 | 0.01% |
| Fiserv, Inc. |
Closed
1,284
|
$205,209,000 | |
| Idex Corporation |
No change
1,012
|
$203,615,000 | 0.01% |
| Old Rep Intl Corp |
Opened
6,574
|
$203,137,000 | 0.01% |
| TC Energy Corporation |
Closed
4,990
|
$200,598,000 | |
| Schlumberger Ltd. |
3.06%
4,249
|
$200,468,000 | 0.01% |
| Barings BDC Inc |
0.00%
20,319
|
$197,704,000 | 0.01% |
| Monroe Cap Corp |
0.00%
24,522
|
$186,613,000 | 0.01% |
| Gilat Satellite Networks |
No change
13,109
|
$58,598,000 | 0.00% |
| New York Cmnty Bancorp Inc |
No change
10,000
|
$32,200,000 | 0.00% |
| Ur-Energy Inc. |
No change
19,050
|
$26,670,000 | 0.00% |
| Kopin Corp. |
No change
19,380
|
$16,278,000 | 0.00% |
| Eos Energy Enterprises, Inc. |
Closed
10,361
|
$10,672,000 | |
| No transactions found | |||
| Showing first 500 out of 225 holdings | |||
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