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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

COBBLESTONE CAPITAL ADVISORS LLC /NY/

Quarter ended Q1 2023 · Filed February 9, 2023 · Accession 0001033505-23-000001

Total Value
$1.31B
Positions
273
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (273)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46432F8342,003,796$116.0M8.86%
2ISHARES TR46429B2674,356,953$99.0M7.56%
3ISHARES TR4642871501,075,136$91.2M6.96%
4DIMENSIONAL ETF TRUST25434V8802,303,897$49.8M3.80%
5APPLE INCAAPL355,089$46.1M3.52%
6J P MORGAN EXCHANGE TRADED F46641Q7531,032,473$34.2M2.61%
7VANGUARD INDEX FDS922908652218,408$29.0M2.22%
8ALPHABET INCGOOG314,299$27.9M2.13%
9MICROSOFT CORPMSFT113,901$27.3M2.09%
10VISA INCV122,357$25.4M1.94%
11MARKEL CORPMKL18,861$24.8M1.90%
12ISHARES TR464287226246,826$23.9M1.83%
13BERKSHIRE HATHAWAY INC DELBRK-A77,084$23.8M1.82%
14ISHARES INC46434G103506,940$23.7M1.81%
15BROADSTONE NET LEASE INCBNL1,412,466$22.9M1.75%
16CANADIAN NATL RY CO136375102192,385$22.9M1.75%
17WELLS FARGO CO NEW949746101546,105$22.5M1.72%
18AMAZON COM INCAMZN258,428$21.7M1.66%
19VANGUARD SCOTTSDALE FDS92206C706361,641$21.1M1.61%
20PEPSICO INCPEP114,222$20.6M1.58%
21ISHARES TR46432F396132,291$19.3M1.47%
22SCHWAB STRATEGIC TR808524102392,662$17.6M1.34%
23VANGUARD INDEX FDS92290876991,052$17.4M1.33%
24MOODYS CORPMCO60,262$16.8M1.28%
25AMERICAN EXPRESS COAXP103,436$15.3M1.17%
26SPDR S&P 500 ETF TRSPY37,249$14.2M1.09%
27SPDR INDEX SHS FDS78463X848589,761$14.2M1.08%
28TJX COS INC NEW872540109177,648$14.1M1.08%
29J P MORGAN EXCHANGE TRADED F46641Q837260,780$13.1M1.00%
30HENRY JACK & ASSOC INC42628110173,582$12.9M0.99%
31BROOKFIELD CORP11271J107405,798$12.8M0.97%
32AMERICAN TOWER CORP NEW03027X10059,990$12.7M0.97%
33COSTAR GROUP INCCSGP156,750$12.1M0.92%
34DIAGEO PLCDGEAF63,677$11.3M0.87%
35ADOBE SYSTEMS INCORPORATEDADBE32,192$10.8M0.83%
36SCHWAB STRATEGIC TR808524201234,861$10.6M0.81%
37IDEXX LABS INC45168D10425,857$10.5M0.81%
38SHOPIFY INCSHOP283,570$9.8M0.75%
39DISNEY WALT CO254687106112,796$9.8M0.75%
40SCHWAB STRATEGIC TR808524771180,761$9.7M0.74%
41ALPHABET INCGOOG96,887$8.5M0.65%
42VANGUARD BD INDEX FDS921937835115,602$8.3M0.63%
43COPART INCCPRT127,349$7.8M0.59%
44JOHNSON & JOHNSONJNJ42,371$7.5M0.57%
45ISHARES TR46428724269,597$7.3M0.56%
46PAYCHEX INCPAYX63,384$7.3M0.56%
47PROCTER AND GAMBLE CO74271810946,016$7.0M0.53%
48NVIDIA CORPORATIONNVDA44,124$6.4M0.49%
49PIMCO ETF TR72201R83360,099$5.9M0.45%
50ISHARES TR46428765533,180$5.8M0.44%
51CHEVRON CORP NEWCVX30,188$5.4M0.41%
52EXXON MOBIL CORPXOM48,059$5.3M0.40%
53MERCK & CO INCMRK40,709$4.5M0.34%
54VIASAT INCVSAT100,577$3.2M0.24%
55PFIZER INCPFE61,041$3.1M0.24%
56NATIONAL FUEL GAS CONFG48,496$3.1M0.23%
57ABBVIE INCABBV18,427$3.0M0.23%
58BROOKFIELD ASSET MANAGMT LTD113004105102,051$2.9M0.22%
59JPMORGAN CHASE & COVYLD21,683$2.9M0.22%
60ISHARES TR46428858830,253$2.8M0.21%
61BANK AMERICA CORP06050510479,082$2.6M0.20%
62VANGUARD INDEX FDS9229083637,070$2.5M0.19%
63ISHARES GOLD TRIAU71,341$2.5M0.19%
64SCHWAB STRATEGIC TR808524706102,464$2.4M0.19%
65SCHWAB STRATEGIC TR80852483952,321$2.4M0.18%
66ENTERPRISE PRODS PARTNERS L29379210796,730$2.3M0.18%
67ISHARES TR4642872005,977$2.3M0.18%
68MCDONALDS CORPMCD8,615$2.3M0.17%
69SCHWAB STRATEGIC TR80852486245,974$2.2M0.17%
70CONSTELLATION BRANDS INCSTZ9,489$2.2M0.17%
71LOCKHEED MARTIN CORPLMT4,508$2.2M0.17%
72SPDR GOLD TRGLD12,875$2.2M0.17%
73SCHWAB STRATEGIC TR80852460752,360$2.1M0.16%
74UNITEDHEALTH GROUP INCUNH3,997$2.1M0.16%
75BANK NEW YORK MELLON CORP06405810046,460$2.1M0.16%
76VANGUARD INTL EQUITY INDEX F92204277540,492$2.0M0.16%
77ISHARES TR46428824044,560$2.0M0.15%
78COCA COLA COKO31,767$2.0M0.15%
79NEXTERA ENERGY INCNEE-PW23,995$2.0M0.15%
80SCHWAB STRATEGIC TR80852485440,528$2.0M0.15%
81EMERSON ELEC COEMR19,448$1.9M0.14%
82ISHARES TR46428880221,959$1.8M0.14%
83GRAHAM CORPGHM186,753$1.8M0.14%
84PHILLIPS 66PSX16,507$1.7M0.13%
85ISHARES TR46428864632,385$1.6M0.12%
86ISHARES INC46434G85571,500$1.6M0.12%
87MASTERCARD INCORPORATEDMA4,579$1.6M0.12%
88BRISTOL-MYERS SQUIBB COCELG-RI21,239$1.5M0.12%
89ENERGY TRANSFER L PET-PI128,274$1.5M0.12%
90ISHARES TR46428744015,760$1.5M0.12%
91ABBOTT LABSABLZF13,657$1.5M0.11%
92CISCO SYS INCCSCO30,467$1.5M0.11%
93COMCAST CORP NEWCCZ41,247$1.4M0.11%
94CATERPILLAR INCCAT5,776$1.4M0.11%
95YUM BRANDS INCYUM10,669$1.4M0.10%
96BOEING COBA-PA7,122$1.4M0.10%
97ISHARES TR46428746520,616$1.4M0.10%
98J P MORGAN EXCHANGE TRADED F46641Q20927,418$1.4M0.10%
99LATTICE STRATEGIES TR51841610252,820$1.3M0.10%
100ISHARES TR4642876486,097$1.3M0.10%
101VANGUARD INDEX FDS9229087449,188$1.3M0.10%
102VANGUARD INTL EQUITY INDEX F92204274214,842$1.3M0.10%
103HONEYWELL INTL INC4385161065,894$1.3M0.10%
104RAYTHEON TECHNOLOGIES CORPRTX12,225$1.2M0.09%
105NIKE INCNKE10,467$1.2M0.09%
106ISHARES TR46428862024,228$1.2M0.09%
107VANGUARD INTL EQUITY INDEX F92204285830,220$1.2M0.09%
108HOME DEPOT INCHD3,724$1.2M0.09%
109COSTCO WHSL CORP NEW22160K1052,565$1.2M0.09%
110ISHARES TR4642876308,257$1.1M0.09%
111STRYKER CORPORATIONSYK4,675$1.1M0.09%
112KIMBERLY-CLARK CORPKMB8,007$1.1M0.08%
113TORONTO DOMINION BK ONTTORO16,630$1.1M0.08%
114OREILLY AUTOMOTIVE INC67103H1071,275$1.1M0.08%
115LINDE PLCLIN3,297$1.1M0.08%
116ORACLE CORPORCL-PD13,048$1.1M0.08%
117DICKS SPORTING GOODS INC2533931028,846$1.1M0.08%
118VANGUARD STAR FDS92190976820,494$1.1M0.08%
119QUALCOMM INCQCOM9,481$1.0M0.08%
120ISHARES TR4642877706,220$979,7740.07%
121READY CAPITAL CORPRC-PE86,268$961,0260.07%
122INTERNATIONAL BUSINESS MACHSINTR6,807$959,0380.07%
123BLACKROCK INCBLK1,343$951,6900.07%
124WASTE MGMT INC DEL94106L1096,004$941,9080.07%
125LILLY ELI & COLLY2,548$932,1600.07%
126SIRIUS XM HOLDINGS INCSIRI158,445$925,3210.07%
127ISHARES TR46428756416,825$922,6830.07%
128SSGA ACTIVE ETF TR78467V84822,821$913,7530.07%
129ENBRIDGE INCENNPF22,552$881,7830.07%
130VANGUARD TAX-MANAGED FDS92194385820,887$876,6270.07%
131EATON CORP PLCETN5,447$854,9070.07%
132ISHARES TR4642875073,292$796,3020.06%
133DEERE & CODE1,857$796,2070.06%
134AUTOMATIC DATA PROCESSING INADP3,216$768,1740.06%
135CROWN HLDGS INCCCK9,312$765,5400.06%
136VERIZON COMMUNICATIONS INCVZ19,178$755,6150.06%
137CONSOLIDATED EDISON INCED7,917$754,5690.06%
138AFLAC INCAFL10,233$736,1620.06%
139WHEATON PRECIOUS METALS CORPWPM18,191$710,9220.05%
140STARBUCKS CORPSBUX7,040$698,3790.05%
141YUM CHINA HLDGS INCYUMC12,413$678,3700.05%
142ISHARES TR46435G51610,269$675,0840.05%
143CRESCENT CAP BDC INC22565510951,247$654,9370.05%
144SOUTHERN COSOMN9,113$650,7770.05%
145LOWES COS INC5486611073,221$641,7520.05%
146CSX CORPCSX20,688$640,9140.05%
147ISHARES TR46432F84210,369$639,1450.05%
148ISHARES TR46429B6636,090$634,8220.05%
149ILLINOIS TOOL WKS INC4523081092,823$621,9070.05%
150TEGNA INC87901J10529,187$618,4730.05%
151TOMPKINS FINL CORP8901101097,797$604,8910.05%
152GENERAL ELECTRIC CO3696043017,112$595,9140.05%
153INTEL CORPINTC22,472$593,9350.05%
154VANGUARD INDEX FDS9229087513,219$590,8150.05%
155MCKESSON CORPMCK1,522$570,9330.04%
156GENERAL MLS INC3703341046,750$565,9880.04%
157MEDTRONIC PLCMDT7,228$561,7600.04%
158SCHWAB STRATEGIC TR8085247977,379$557,3780.04%
159ACCENTURE PLC IRELANDACN2,074$553,4260.04%
160SPDR SER TR78464A79712,117$547,0970.04%
161CONOCOPHILLIPSCOP4,393$518,3740.04%
162ISHARES TR46435G19323,132$515,7860.04%
163ISHARES TR4642876892,325$513,0810.04%
164ISHARES TR4642885707,140$512,5810.04%
165ALTRIA GROUP INCMO11,137$509,0720.04%
166GOLDMAN SACHS GROUP INCGSCE1,465$503,0520.04%
167CVS HEALTH CORPCVS5,279$491,9500.04%
168ISHARES TR4642878045,197$491,8440.04%
169L3HARRIS TECHNOLOGIES INCLHX2,353$489,9180.04%
170ISHARES TR4642877054,839$487,7710.04%
171UNITED PARCEL SERVICE INCUPS2,805$487,6210.04%
172WISDOMTREE TRWT9,696$487,4180.04%
173VANGUARD INDEX FDS9229086372,763$481,3150.04%
174VANGUARD INDEX FDS9229085535,775$476,3140.04%
175ISHARES TR4642876066,885$470,2460.04%
176AMERICAN ELEC PWR CO INC0255371014,910$466,2040.04%
177TRUIST FINL CORP89832Q10910,818$465,4860.04%
178BERKLEY W R CORPWRB-PH6,414$465,4640.04%
1793M COMMM3,846$461,2120.04%
180META PLATFORMS INCMETA3,830$460,9020.04%
181ISHARES TR46428723412,122$459,4240.04%
182J P MORGAN EXCHANGE TRADED F46641Q3089,266$456,7210.03%
183SPROTT PHYSICAL GOLD & SILVESII25,393$455,2990.03%
184VANGUARD SCOTTSDALE FDS92206C7719,920$451,5580.03%
185ZIMMER BIOMET HOLDINGS INCZBH3,534$450,5850.03%
186FIRST HORIZON CORPORATIONFHN-PH18,336$449,2320.03%
187INVESCO QQQ TRIVZ1,679$447,0840.03%
188PPL CORPPPLC14,500$423,6900.03%
189AMGEN INCAMGN1,601$420,4870.03%
190ANALOG DEVICES INCADI2,475$405,9740.03%
191DOMINION ENERGY INCD6,533$400,5740.03%
192PHILIP MORRIS INTL INC7181721093,888$393,5040.03%
193M & T BK CORP55261F1042,680$388,7610.03%
194PNC FINL SVCS GROUP INC6934751052,461$388,6900.03%
195PAYLOCITY HLDG CORPPCTY1,985$385,6060.03%
196INVESCO EXCHANGE TRADED FD TIVZ2,463$382,1340.03%
197CINCINNATI FINL CORP1720621013,670$375,7710.03%
198WALMART INCWMT2,647$375,3180.03%
199THERMO FISHER SCIENTIFIC INCTMO659$362,9050.03%
200VMWARE INC9285634022,950$362,1420.03%
201AT&T INCT-PC19,607$360,9650.03%
202DOW INCDOW7,075$356,5020.03%
203SPROTT PHYSICAL GOLD TRSII25,111$354,0650.03%
204ISHARES TR4642871763,249$345,8240.03%
205ROCKWELL AUTOMATION INCROK1,329$342,3110.03%
206PAYPAL HLDGS INCPYPL4,792$341,2860.03%
207HCA HEALTHCARE INCHCA1,419$340,5030.03%
208COLGATE PALMOLIVE COCL4,274$336,7480.03%
209STATE STR CORPSTT-PG4,330$335,8780.03%
210GILEAD SCIENCES INCGILD3,871$332,3660.03%
211SCHWAB STRATEGIC TR80852484717,130$330,4380.03%
212NORFOLK SOUTHN CORP6558441081,320$325,2740.02%
213TRAVELERS COMPANIES INCTRV1,713$321,1700.02%
214METLIFE INCMET-PF4,355$315,1710.02%
215ISHARES TR46434V4077,553$308,8420.02%
216CARRIER GLOBAL CORPORATIONCARR7,402$305,3320.02%
217MARATHON PETE CORPMARA2,599$302,4980.02%
218ISHARES TR4642871682,470$297,8820.02%
219UNION PAC CORPUNP1,430$296,1170.02%
220WALGREENS BOOTS ALLIANCE INC9314271087,684$287,0740.02%
221PACKAGING CORP AMER6951561092,200$281,4020.02%
222NOVO-NORDISK A SNONOF2,065$279,4770.02%
223VANGUARD INDEX FDS9229086291,370$279,2200.02%
224DANAHER CORPORATION2358511021,034$274,4440.02%
225DBX ETF TR23305112710,860$266,8390.02%
226REPUBLIC SVCS INC7607591002,049$264,3010.02%
227ISHARES TR4642882734,650$262,6320.02%
228SCHWAB STRATEGIC TR8085248058,078$260,1920.02%
229TELUS CORPORATIONTU13,465$260,0090.02%
230TESLA INCTSLA2,085$256,8300.02%
231SYSCO CORPSYY3,340$255,3430.02%
232ISHARES TR4642876713,130$255,1580.02%
233DUKE ENERGY CORP NEWDUKB2,439$251,2170.02%
234INVESCO EXCHANGE TRADED FD TIVZ1,581$250,4460.02%
235SBA COMMUNICATIONS CORP NEWSBAC890$249,4760.02%
236SCHWAB STRATEGIC TR8085247635,200$242,9460.02%
237OTIS WORLDWIDE CORPOTIS3,073$240,6470.02%
238PRICE T ROWE GROUP INCTROW2,200$239,9320.02%
239TRANE TECHNOLOGIES PLCTT1,425$239,5280.02%
240ADVANCED MICRO DEVICES INCAMD3,695$239,3150.02%
241INVESCO EXCH TRADED FD TR IIIVZ13,509$238,0290.02%
242WEBSTER FINL CORP9478901094,985$235,9900.02%
243GENERAL DYNAMICS CORPGD950$235,7040.02%
244CIGNA CORP NEW125523100708$234,5890.02%
245UNUM GROUPUNMA5,668$232,5580.02%
246INTUITIVE SURGICAL INCISRG876$232,4470.02%
247PPG INDS INC6935061071,840$231,3620.02%
248DIMENSIONAL ETF TRUST25434V2039,230$231,1190.02%
249IDEX CORP45167R1041,012$231,0700.02%
250UNILEVER PLCUNLYF4,551$229,1430.02%
251PIONEER NAT RES CO7237871071,003$229,0750.02%
252ASTRAZENECA PLCAZN3,375$228,8250.02%
253ISHARES SILVER TRSLV10,200$224,6040.02%
254SMUCKER J M CO8326964051,406$222,7950.02%
255TEXAS INSTRS INC8825081041,342$221,7250.02%
256REGIONS FINANCIAL CORP NEWRF-PF10,250$220,9900.02%
257ISHARES INC46434G8637,328$220,3530.02%
258WD 40 COWDFC1,366$220,2130.02%
259CARDINAL HEALTH INCCAH2,850$219,0800.02%
260AMERICAN WTR WKS CO INC NEW0304201031,407$214,4550.02%
261EASTMAN CHEM COEMN2,605$212,1510.02%
262MONDELEZ INTL INC6092071053,179$211,8610.02%
263ISHARES S&P GSCI COMMODITY-ISMCF9,925$210,7080.02%
264AON PLCAON685$205,5960.02%
265HOLLY ENERGY PARTNERS L P43576310710,000$181,2000.01%
266EATON VANCE TAX-MANAGED GLOBETN12,702$95,9000.01%
267GILAT SATELLITE NETWORKS LTDGILT13,109$76,0320.01%
268CANOPY GROWTH CORPCGC13,223$30,5450.00%
269KOPIN CORPKOPN19,380$24,0310.00%
270UR-ENERGY INCURG19,050$21,9080.00%
271EOS ENERGY ENTERPRISES INCEOSE10,361$15,3340.00%
272FLORA GROWTH CORP33976410244,533$10,1360.00%
273MORINGA ACQUISITION CORPSLXNW10,000$9600.00%