Shufro Rose & Co. LLC

Institutional manager·CIK 0000908195
Latest Qtr return
+17.7%
SPY latest qtr
+17.6%
Alpha
+0.1ptsvs SPY
Invested
$1.5B
Holdings
303
Trades YTD
0

Performance · Fund vs SPY

Cumulative return · quarterly snapshots
+0%+75%Shufro +56.5%SPY +72.2%Q1 '25Q2 '25Q3 '25Q4 '25

Coverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.

EDITORIAL BRIEF · refreshed Jul 2, 2026

Why follow Shufro Rose & Co. LLC right now?

Shufro Rose & Co. LLC reported $1.5B across 303 positions in its Q1 2026 13F-HR (period ending 2026-03-31). The portfolio's largest allocation sits in ALPS ETF TR (SMTH) at 9.0%, followed by iShares fixed-income ETF IBDU at 6.3% and Corning Inc at 5.6%, indicating meaningful ETF exposure alongside individual equity holdings. Gold-linked instruments feature notably: VanEck Merk Gold ETF (OUNZ) saw shares increase 2,196% quarter-over-quarter, while GDX carries a 2.5% portfolio weight.

Significant share increases were also recorded in Palo Alto Networks (+1,668%), Bank of America (+488%), Expedia (+157%), and floating-rate bond ETF FLOT (+91%). Quarterly alpha versus SPY was +0.1% in Q1 2026 and +1.6% in Q4 2025, following two consecutive quarters of negative alpha in mid-2025. Past performance is not indicative of future results.

Generated from public SEC filings. Not investment advice.…

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Top holdings · current snapshot

Source: 13F-HR
01
$SMTH
ALPS ETF TR
Q4 2025: Increased +5.1% (4.86M → 5.11M shares)
9.0%
-1.9%
~$25.76 Mar 2026
02
$IBDU
ISHARES TR
Q4 2025: Increased +4.5% (3.81M → 3.98M shares)
6.3%
-0.9%
~$23.26 Mar 2026
03
$GLW
CORNING INC
Q4 2025: Sold 16.9% (731.6k → 607.5k shares)
5.6%
+33.2%
~$135.97 Mar 2026
04
$DCRE
DOUBLELINE ETF TRUST
Q4 2025: Increased +4.8% (1.46M → 1.53M shares)
5.4%
-0.6%
~$51.96 Mar 2026
05
$IVV
ISHARES TR
Q4 2025: Increased +11.9% (76.1k → 85.2k shares)
3.8%
+12.8%
~$653.21 Mar 2026
06
$AAPL
APPLE INC
Q4 2025: Increased +1.7% (192.9k → 196.1k shares)
3.4%
+21.6%
~$253.79 Mar 2026
07
$LLY
ELI LILLY & CO
Q4 2025: Sold 0.4% (45.1k → 44.9k shares)
2.8%
+20.1%
~$919.77 Mar 2026
08
$MSFT
MICROSOFT CORP
Q4 2025: Increased +1.9% (109.1k → 111.2k shares)
2.8%
+21.6%
~$370.17 Mar 2026
09
$GDX
VANECK ETF TRUST
Q4 2025: Sold 0.6% (399.6k → 397.2k shares)
2.5%
-2.5%
~$91.77 Mar 2026
10
$VO
VANGUARD INDEX FDS
Q4 2025: Increased +6.2% (116.7k → 123.9k shares)
2.4%
-1.1%
~$287.18 Mar 2026
See all 303 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Convergence · Shufro Rose & Co. LLC

active pattern signal
Pattern 01 · Convergence · all signals →
AMGN
Amgen Inc. - Common Stock 16 curated funds · 1 Congress  · 30-day window  · 2026-06-05 – 2026-07-05
T
AT&T Inc. 14 curated funds · 1 Congress  · 30-day window  · 2026-06-05 – 2026-07-05

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR filings · Performance through 2026-03-31 · Last refreshed 16:56 UTC.