Shufro Rose & Co. LLC has filed a Form 13F-HR with the SEC, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 150 securities held by the firm, managed by Principal and Senior Financial Advisor Steven Glass.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), comprising a significant portion of the total holdings. Notable individual stock positions include Apple Inc., with 192,927 shares valued at approximately $192.9 million; Microsoft Corporation, with 105,535 shares valued at roughly $105.5 million; and NVIDIA Corporation, with 18,312 shares valued at approximately $18.3 million.
The filing also details positions in major financial institutions, such as JPMorgan Chase & Co. with 107,755 shares and Johnson & Johnson with 19,696 shares. Additionally, the portfolio includes stakes in energy companies like ExxonMobil Holdings Corp. and Chevron Corporation, as well as industrial firms like Texas Instruments Inc. and Thermo Fisher Scientific Inc.
The filing lists the firm's address as 600 Lexington Avenue, 15th Floor, New York, NY 10022.
