§ 13F · FUND PROFILE
SHUFRO ROSE & CO LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1244.2T (13F)Positions · 311Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$53.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SMTH | ALPS ETF TR | 4.86M | $126.6T | 8.6% | +10% |
| 2 | IBDU | ISHARES TR | 3.81M | $89.1T | 6.0% | +9% |
| 3 | DCRE | DOUBLELINE ETF TRUST | 1.46M | $75.9T | 5.1% | +75% |
| 4 | GLW | CORNING INC | 732K | $64.1T | 4.3% | −18% |
| 5 | MSFT | MICROSOFT CORP | 109K | $52.8T | 3.6% | +1% |
| 6 | AAPL | APPLE INC | 193K | $52.4T | 3.5% | +6% |
| 7 | IVV | ISHARES TR | 76K | $52.1T | 3.5% | −23% |
| 8 | LLY | ELI LILLY & CO | 45K | $48.5T | 3.3% | ±0% |
| 9 | JPM | JPMORGAN CHASE & CO. | 114K | $36.6T | 2.5% | −1% |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 69K | $34.9T | 2.4% | +31% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHUFRO SIGNAL
AC read
SHUFRO ROSE & CO LLC is a Other fund managing $1244194.6 trillion in assets. The fund runs a broad portfolio of 311 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed