Shufro Rose & Co. LLC
Annual return '25
+50.0%
SPY '25
+17.7%
Alpha
+32.3ptsvs SPY
Invested
$1.5B
Holdings
310
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SMTH
ALPS ETF TR
Held since at least Q1 2024
8.9%
02
$IBDU
ISHARES TR
Held since at least Q1 2024
6.3%
03
$GLW
CORNING INC
Held since at least Q1 2024
5.6%
04
$DCRE
DOUBLELINE ETF TRUST
Held since at least Q1 2024
5.4%
05
$IVV
ISHARES TR
Held since at least Q1 2024
3.8%
06
$AAPL
APPLE INC
Held since at least Q1 2024
3.4%
07
$LLY
ELI LILLY & CO
Held since at least Q1 2024
2.8%
08
$MSFT
MICROSOFT CORP
Q1 2026: Sold 1.1% (204.7k → 202.5k shares)
2.8%
09
$GDX
VANECK ETF TRUST
Held since at least Q1 2024
2.5%
10
$VO
VANGUARD INDEX FDS
Held since at least Q1 2024
2.4%
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 · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:31 UTC.