Shufro, Rose & Co., LLC

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$27.08M4.4864,387+0.97%+$261,561.952.25
KAR Auction Services, Inc.
KAR
$13.38M0.71773,164+2.52%+$328,353.821.11
FS KKR Capital Corp.
FSK
$23.28M0.441.22M+6.1%+$1.34M1.94
Walker & Dunlop, Inc.
WD
$8.47M0.2583,804-2.13%-$184,536.170.71
Avery Dennison Corporation
AVY
$31.58M0.18141,445-0.72%-$229,724.792.63
BorgWarner Inc.
BWA
$12.68M0.16364,929+3.89%+$475,069.291.06
Corning Incorporated
GLW
$32.36M0.12981,906+0.35%+$113,052.812.69
Coherent, Inc.
COHR
$9.33M0.1153,929+1.09%+$100,629.210.78
Johnson Controls International plc
JCI
$23.54M0.05360,441-5.16%-$1.28M1.96
Moderna, Inc.
MRNA
$15.62M0.04146,584New+$15.62M1.3
Lennar Corporation
LEN
$11.48M0.0266,726-2.43%-$286,003.280.96
Starbucks Corporation
SBUX
$17.48M0.02191,246+0.07%+$11,423.761.45
Thermo Fisher Scientific Inc.
TMO
$35.23M0.0260,615-0.98%-$349,308.662.93
Texas Instruments Incorporated
TXN
$23.02M0.02132,122-10.08%-$2.58M1.92
QUALCOMM Incorporated
QCOM
$25.85M0.01152,693+1.39%+$355,359.682.15
AutoZone, Inc.
AZO
$7.64M0.012,423-2.77%-$217,463.850.64
MetLife, Inc.
MET
$5.14M0.0169,410-2.04%-$107,162.870.43
Amgen Inc.
AMGN
$11.98M0.0142,136-0.29%-$34,971.181
Illinois Tool Works Inc.
ITW
$6.29M0.0123,440-2.56%-$165,025.360.52
International Business Machines Corporation
IBM
$11.81M0.0161,837+559.95%+$10.02M0.98
Intel Corporation
INTC
$13.08M0.01296,218-5.32%-$735,343.171.09
Eli Lilly and Company
LLY
$35.46M0.0145,584-0.01%-$3,889.802.95
Unilever PLC
UL
$5.62M<0.01112,018-1.29%-$73,678.760.47
JPMorgan Chase & Co.
JPM
$24.99M<0.01124,773-33.45%-$12.56M2.08
Salesforce, Inc.
CRM
$9.25M<0.0130,722+2.51%+$226,183.130.77
The Walt Disney Company
DIS
$5.34M<0.0143,607-1.55%-$84,183.620.44
Chevron Corporation
CVX
$5.83M<0.0136,973-1.13%-$66,566.760.49
Microsoft Corporation
MSFT
$48.42M<0.01115,083-7.48%-$3.91M4.03
Amazon.com, Inc.
AMZN
$14.92M<0.0182,712+1.43%+$210,142.711.24
Apple Inc.
AAPL
$33.08M<0.01192,928+0.91%+$298,031.522.75
Exxon Mobil Corporation
XOM
$7.24M<0.0162,274+1.89%+$134,257.200.6
Vanguard Small Cap Value Index Fund
VBR
$7.22M<0.0137,644+14.31%+$904,338.990.6
Sprott Physical Gold and Silver Trust
CEF
$35.66M<0.011.75M+7.03%+$2.34M2.97
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$121.93M<0.015.12M+15,355.71%+$121.14M10.15
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$32.02M<0.011.34M-56.48%-$41.55M2.66
Vanguard Short-Term Bond Index Fund
BSV
$5.92M<0.0177,178-44.04%-$4.66M0.49
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$5.41M<0.01269,793New+$5.41M0.45
SPDR Gold Shares
GLD
$12.92M<0.0162,785-8.93%-$1.27M1.08
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$21.48M<0.011.12M-59.94%-$32.14M1.79
Invesco S&P 500 Equal Weight ETF
RSP
$41.91M<0.01247,448-5.07%-$2.24M3.49
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$10.51M<0.01514,328+3.66%+$370,886.290.87
Distillate U.S. Fundamental Stability & Value ETF
DSTL
$49.3M<0.01914,423+52.7%+$17.01M4.1
iShares MSCI USA Quality Factor ETF
QUAL
$10.25M<0.0162,379+1.84%+$185,221.160.85
iShares Core S&P 500 ETF
IVV
$11.96M<0.0122,756New+$11.96M1
Vanguard Total Bond Market Index Fund
BND
$33.76M<0.01464,768+10.68%+$3.26M2.81
iShares Short Maturity Bond ETF
NEAR
$6.92M<0.01137,098-16.28%-$1.35M0.58
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$12.35M<0.01134,494+5.49%+$642,506.161.03
Vanguard Mid Cap Index Fund
VO
$6.26M<0.0125,053-55.41%-$7.78M0.52
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$9.84M<0.01191,844-27.45%-$3.72M0.82
Vanguard Short-Term Corporate Bond Index Fund
VCSH
$7.83M<0.01101,326+0.7%+$54,426.510.65