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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 Q2 2023 · Filed May 5, 2023 · Accession 0001033505-23-000003

Total Value
$1.34B
Positions
268
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (268)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46432F8342,034,255$126.0M9.39%
2ISHARES TR4642871501,083,614$98.1M7.31%
3ISHARES TR46429B2673,408,322$79.7M5.94%
4APPLE INCAAPL349,269$57.6M4.29%
5DIMENSIONAL ETF TRUST25434V8802,311,881$53.3M3.97%
6SPDR SER TR78468R1011,393,139$40.7M3.03%
7MICROSOFT CORPMSFT129,999$37.5M2.79%
8J P MORGAN EXCHANGE TRADED F46641Q7531,084,793$36.9M2.75%
9VANGUARD INDEX FDS922908652216,647$30.4M2.26%
10AMAZON COM INCAMZN279,913$28.9M2.15%
11ALPHABET INCGOOG265,391$27.6M2.06%
12VISA INCV121,534$27.4M2.04%
13ISHARES INC46434G103516,665$25.2M1.88%
14MARKEL CORPMKL18,679$23.9M1.78%
15BERKSHIRE HATHAWAY INC DELBRK-A77,063$23.8M1.77%
16BROADSTONE NET LEASE INCBNL1,389,840$23.6M1.76%
17VANGUARD INDEX FDS922908769106,877$21.8M1.63%
18PEPSICO INCPEP113,008$20.6M1.53%
19WELLS FARGO CO NEW949746101537,764$20.1M1.50%
20CANADIAN NATL RY CO136375102168,800$19.9M1.48%
21ISHARES TR46432F396134,298$18.7M1.39%
22SCHWAB STRATEGIC TR808524102384,201$18.4M1.37%
23MOODYS CORPMCO59,347$18.2M1.35%
24AMERICAN EXPRESS COAXP101,906$16.8M1.25%
25SPDR S&P 500 ETF TRSPY36,962$15.1M1.13%
26SPDR INDEX SHS FDS78463X848578,905$14.9M1.11%
27DISNEY WALT CO254687106138,778$13.9M1.04%
28TJX COS INC NEW872540109176,577$13.8M1.03%
29SHOPIFY INCSHOP282,150$13.5M1.01%
30ADOBE SYSTEMS INCORPORATEDADBE33,623$13.0M0.97%
31BROOKFIELD CORP11271J107391,520$12.8M0.95%
32IDEXX LABS INC45168D10425,384$12.7M0.95%
33AMERICAN TOWER CORP NEW03027X10060,949$12.5M0.93%
34NVIDIA CORPORATIONNVDA44,268$12.3M0.92%
35J P MORGAN EXCHANGE TRADED F46641Q837236,660$11.9M0.89%
36SCHWAB STRATEGIC TR808524201231,658$11.2M0.83%
37COSTAR GROUP INCCSGP157,140$10.8M0.81%
38HENRY JACK & ASSOC INC42628110170,083$10.6M0.79%
39COSTCO WHSL CORP NEW22160K10519,892$9.9M0.74%
40COPART INCCPRT130,404$9.8M0.73%
41SCHWAB STRATEGIC TR808524771178,188$9.8M0.73%
42ALPHABET INCGOOG81,873$8.5M0.63%
43PAYCHEX INCPAYX59,521$6.8M0.51%
44JOHNSON & JOHNSONJNJ41,632$6.5M0.48%
45PROCTER AND GAMBLE CO74271810940,178$6.0M0.45%
46ISHARES TR46428765531,934$5.7M0.42%
47EXXON MOBIL CORPXOM47,791$5.2M0.39%
48PIMCO ETF TR72201R83351,236$5.1M0.38%
49CHEVRON CORP NEWCVX29,887$4.9M0.36%
50MERCK & CO INCMRK39,680$4.2M0.31%
51VANGUARD BD INDEX FDS92193783553,018$3.9M0.29%
52SCHWAB STRATEGIC TR80852486278,411$3.8M0.28%
53VIASAT INCVSAT100,798$3.4M0.25%
54BROOKFIELD ASSET MANAGMT LTD11300410597,861$3.2M0.24%
55ISHARES TR46428724225,852$2.8M0.21%
56NATIONAL FUEL GAS CONFG48,496$2.8M0.21%
57ISHARES TR46428722626,807$2.7M0.20%
58ISHARES GOLD TRIAU71,341$2.7M0.20%
59JPMORGAN CHASE & COVYLD20,358$2.7M0.20%
60VANGUARD INDEX FDS9229083636,764$2.5M0.19%
61PFIZER INCPFE61,712$2.5M0.19%
62ENTERPRISE PRODS PARTNERS L29379210795,741$2.5M0.18%
63SCHWAB STRATEGIC TR808524706100,148$2.5M0.18%
64GRAHAM CORPGHM186,753$2.4M0.18%
65SPDR GOLD TRGLD12,907$2.4M0.18%
66ISHARES TR4642872005,416$2.2M0.17%
67ISHARES TR46428824044,545$2.2M0.16%
68CONSTELLATION BRANDS INCSTZ9,491$2.1M0.16%
69SCHWAB STRATEGIC TR80852460750,518$2.1M0.16%
70MCDONALDS CORPMCD7,524$2.1M0.16%
71BANK AMERICA CORP06050510471,278$2.0M0.15%
72COCA COLA COKO32,401$2.0M0.15%
73BANK NEW YORK MELLON CORP06405810043,800$2.0M0.15%
74LOCKHEED MARTIN CORPLMT4,144$2.0M0.15%
75ISHARES TR46428880222,282$2.0M0.15%
76VANGUARD INTL EQUITY INDEX F92204277535,867$1.9M0.14%
77BRISTOL-MYERS SQUIBB COCELG-RI27,403$1.9M0.14%
78UNITEDHEALTH GROUP INCUNH3,927$1.9M0.14%
79NEXTERA ENERGY INCNEE-PW23,995$1.8M0.14%
80SCHWAB STRATEGIC TR80852483939,270$1.8M0.14%
81PHILLIPS 66PSX17,552$1.8M0.13%
82ABBVIE INCABBV11,000$1.8M0.13%
83ISHARES TR46428864633,635$1.7M0.13%
84MASTERCARD INCORPORATEDMA4,579$1.7M0.12%
85COMCAST CORP NEWCCZ42,890$1.6M0.12%
86ENERGY TRANSFER L PET-PI128,274$1.6M0.12%
87BOEING COBA-PA7,172$1.5M0.11%
88DIAGEO PLCDGEAF8,337$1.5M0.11%
89CISCO SYS INCCSCO28,729$1.5M0.11%
90EMERSON ELEC COEMR16,848$1.5M0.11%
91LATTICE STRATEGIES TR51841610254,815$1.4M0.11%
92ISHARES TR46428858815,145$1.4M0.11%
93YUM BRANDS INCYUM10,695$1.4M0.11%
94ISHARES TR46428746519,706$1.4M0.10%
95VANGUARD SCOTTSDALE FDS92206C70623,181$1.4M0.10%
96ISHARES TR4642876486,097$1.4M0.10%
97QUALCOMM INCQCOM10,588$1.4M0.10%
98STRYKER CORPORATIONSYK4,675$1.3M0.10%
99CATERPILLAR INCCAT5,676$1.3M0.10%
100ISHARES TR46428862025,197$1.3M0.10%
101DICKS SPORTING GOODS INC2533931028,796$1.2M0.09%
102ORACLE CORPORCL-PD12,998$1.2M0.09%
103NIKE INCNKE9,707$1.2M0.09%
104SCHWAB STRATEGIC TR80852485423,390$1.2M0.09%
105VANGUARD INTL EQUITY INDEX F92204285829,118$1.2M0.09%
106READY CAPITAL CORPRC-PE115,244$1.2M0.09%
107LINDE PLCLIN3,297$1.2M0.09%
108VANGUARD STAR FDS92190976820,209$1.1M0.08%
109HONEYWELL INTL INC4385161065,803$1.1M0.08%
110SSGA ACTIVE ETF TR78467V84826,967$1.1M0.08%
111HOME DEPOT INCHD3,747$1.1M0.08%
112ISHARES TR4642876308,039$1.1M0.08%
113OREILLY AUTOMOTIVE INC67103H1071,275$1.1M0.08%
114KIMBERLY-CLARK CORPKMB7,797$1.0M0.08%
115RAYTHEON TECHNOLOGIES CORPRTX10,675$1.0M0.08%
116VANGUARD INTL EQUITY INDEX F92204274210,911$1.0M0.07%
117TORONTO DOMINION BK ONTTORO16,630$996,1370.07%
118WASTE MGMT INC DEL94106L1096,004$979,6730.07%
119ENBRIDGE INCENNPF25,179$960,5790.07%
120ISHARES TR4642877706,220$938,9720.07%
121ISHARES TR46428756416,825$934,4610.07%
122VANGUARD TAX-MANAGED FDS92194385819,687$889,2620.07%
123WHEATON PRECIOUS METALS CORPWPM18,091$871,2850.06%
124ABBOTT LABSABLZF8,445$855,1410.06%
125J P MORGAN EXCHANGE TRADED F46641Q20916,183$846,5330.06%
126INTERNATIONAL BUSINESS MACHSINTR6,437$843,8270.06%
127EATON CORP PLCETN4,837$828,7720.06%
128ISHARES TR4642875073,187$797,2600.06%
129YUM CHINA HLDGS INCYUMC12,413$786,8610.06%
130CROWN HLDGS INCCCK9,312$770,1960.06%
131DEERE & CODE1,857$766,7190.06%
132VANGUARD INDEX FDS9229087445,515$761,6770.06%
133SOUTHERN COSOMN10,847$754,7110.06%
134BLACKROCK INCBLK1,123$751,4220.06%
135STARBUCKS CORPSBUX7,048$733,9390.05%
136ISHARES TR46435G51610,208$733,3430.05%
137VERIZON COMMUNICATIONS INCVZ18,120$704,6990.05%
138CRESCENT CAP BDC INC22565510951,447$700,7090.05%
139ILLINOIS TOOL WKS INC4523081092,823$687,2600.05%
140ISHARES TR46435G19329,680$683,0860.05%
141INTEL CORPINTC20,812$679,9290.05%
142META PLATFORMS INCMETA3,129$663,1610.05%
143GENERAL ELECTRIC CO3696043016,910$660,5960.05%
144AFLAC INCAFL10,233$660,2340.05%
145ISHARES TR46432F8429,815$656,1330.05%
146LOWES COS INC5486611073,221$644,1040.05%
147SIRIUS XM HOLDINGS INCSIRI159,253$632,2350.05%
148MEDTRONIC PLCMDT7,837$631,8190.05%
149ISHARES TR46429B6636,090$619,1100.05%
150LILLY ELI & COLLY1,798$617,4700.05%
151AUTOMATIC DATA PROCESSING INADP2,766$615,7950.05%
152ACCENTURE PLC IRELANDACN2,074$592,7700.04%
153ISHARES TR4642885707,140$556,8490.04%
154ISHARES TR4642876892,325$547,3290.04%
155UNITED PARCEL SERVICE INCUPS2,805$544,1420.04%
156DOW INCDOW9,923$543,9630.04%
157MCKESSON CORPMCK1,522$541,9090.04%
158SCHWAB STRATEGIC TR8085247977,395$541,0390.04%
159VANGUARD INDEX FDS9229085536,485$538,5080.04%
160INVESCO QQQ TRIVZ1,649$529,2140.04%
161VANGUARD INDEX FDS9229087512,775$526,0290.04%
162CSX CORPCSX17,430$521,8550.04%
163TOMPKINS FINL CORP8901101097,797$516,2400.04%
164WISDOMTREE TRWT10,129$509,1850.04%
165CVS HEALTH CORPCVS6,762$502,5010.04%
166DOMINION ENERGY INCD8,971$501,5760.04%
167CONSOLIDATED EDISON INCED5,217$499,1110.04%
168ALTRIA GROUP INCMO11,137$496,9330.04%
169TEGNA INC87901J10529,187$493,5530.04%
170ISHARES TR4642876066,885$492,3470.04%
171ISHARES TR4642877054,709$483,9440.04%
172ISHARES TR4642878044,997$483,2440.04%
173SPROTT PHYSICAL GOLD & SILVESII25,393$480,1850.04%
174GOLDMAN SACHS GROUP INCGSCE1,465$479,2170.04%
175ISHARES TR46428723412,062$475,9670.04%
176L3HARRIS TECHNOLOGIES INCLHX2,353$461,7530.03%
177PHILIP MORRIS INTL INC7181721094,745$461,4860.03%
178ZIMMER BIOMET HOLDINGS INCZBH3,534$456,5930.03%
179SPDR SER TR78464A79712,117$449,1950.03%
180AMERICAN ELEC PWR CO INC0255371014,910$446,7610.03%
181VANGUARD INDEX FDS9229086372,363$441,4330.03%
182ISHARES TR4642874404,230$419,2780.03%
183CONOCOPHILLIPSCOP4,219$418,5670.03%
184TELUS CORPORATIONTU20,970$416,4650.03%
185CINCINNATI FINL CORP1720621013,670$411,3340.03%
186TRUIST FINL CORP89832Q10912,019$409,8640.03%
187PPL CORPPPLC14,500$402,9550.03%
188BERKLEY W R CORPWRB-PH6,414$399,3360.03%
189WEBSTER FINL CORP94789010910,028$395,2850.03%
190PAYLOCITY HLDG CORPPCTY1,985$394,5790.03%
191WALMART INCWMT2,664$392,7510.03%
192SPROTT PHYSICAL GOLD TRSII25,111$388,2170.03%
193AMGEN INCAMGN1,601$387,0420.03%
194INVESCO EXCHANGE TRADED FD TIVZ2,463$386,1500.03%
195THERMO FISHER SCIENTIFIC INCTMO659$379,8280.03%
196HCA HEALTHCARE INCHCA1,419$374,1620.03%
197DUKE ENERGY CORP NEWDUKB3,855$371,8500.03%
198VMWARE INC9285634022,950$368,3080.03%
199ADVANCED MICRO DEVICES INCAMD3,695$362,1320.03%
200TESLA INCTSLA1,714$355,5870.03%
201PAYPAL HLDGS INCPYPL4,567$346,8180.03%
202ISHARES TR4642871763,131$345,1930.03%
203UNION PAC CORPUNP1,662$334,5010.02%
204SCHWAB STRATEGIC TR80852484717,130$334,0350.02%
205NOVO-NORDISK A SNONOF2,065$328,6250.02%
206ISHARES TR46434V4077,879$328,3970.02%
207STATE STR CORPSTT-PG4,330$327,7380.02%
208FIRST HORIZON CORPORATIONFHN-PH18,336$326,0150.02%
209COLGATE PALMOLIVE COCL4,274$321,1920.02%
210GILEAD SCIENCES INCGILD3,772$312,9300.02%
211CITIZENS FINL GROUP INCCIA9,723$295,2780.02%
212ANALOG DEVICES INCADI1,475$290,9000.02%
213ISHARES TR4642871682,470$289,4350.02%
214SALESFORCE INCCRM1,417$283,0890.02%
215DBX ETF TR23305112711,206$282,6210.02%
216NORFOLK SOUTHN CORP6558441081,320$279,8400.02%
217ISHARES TR4642876713,130$277,8510.02%
218REPUBLIC SVCS INC7607591002,049$277,0660.02%
219VANGUARD SCOTTSDALE FDS92206C7715,950$276,9730.02%
220ISHARES TR4642882734,650$276,7220.02%
221ROCKWELL AUTOMATION INCROK929$272,6160.02%
2223M COMMM2,580$271,1840.02%
223GENERAL MLS INC3703341043,150$269,1990.02%
224WALGREENS BOOTS ALLIANCE INC9314271087,684$265,7130.02%
225CARRIER GLOBAL CORPORATIONCARR5,802$265,4420.02%
226TRANE TECHNOLOGIES PLCTT1,425$262,1720.02%
227M & T BK CORP55261F1042,180$260,6630.02%
228DANAHER CORPORATION2358511021,034$260,6100.02%
229INVESCO EXCHANGE TRADED FD TIVZ1,581$260,1070.02%
230SYSCO CORPSYY3,340$257,9490.02%
231METLIFE INCMET-PF4,355$252,3290.02%
232PNC FINL SVCS GROUP INC6934751051,961$249,2440.02%
233PPG INDS INC6935061071,840$245,7880.02%
234WD 40 COWDFC1,366$243,2170.02%
235VANGUARD WELLINGTON FD9219357062,200$238,3260.02%
236TEXAS INSTRS INC8825081041,281$238,2790.02%
237ASTRAZENECA PLCAZN3,375$234,2590.02%
238J P MORGAN EXCHANGE TRADED F46641Q3084,633$233,8740.02%
239IDEX CORP45167R1041,012$233,8030.02%
240AT&T INCT-PC12,122$233,3490.02%
241UNILEVER PLCUNLYF4,480$232,6470.02%
242SBA COMMUNICATIONS CORP NEWSBAC890$232,3530.02%
243AMERICAN INTL GROUP INC0268747844,580$230,6490.02%
244ISHARES INC46434G8637,299$229,7730.02%
245ISHARES TR464287614939$229,4260.02%
246ISHARES SILVER TRSLV10,200$225,6240.02%
247UNUM GROUPUNMA5,668$224,2270.02%
248INTUITIVE SURGICAL INCISRG876$223,7920.02%
249MONDELEZ INTL INC6092071053,186$222,1410.02%
250GENERAL DYNAMICS CORPGD971$221,5920.02%
251EASTMAN CHEM COEMN2,605$219,7060.02%
252TE CONNECTIVITY LTDTEL1,670$219,0370.02%
253AON PLCAON685$215,9740.02%
254CARDINAL HEALTH INCCAH2,850$215,1750.02%
255ISHARES TR46429B6972,925$212,7650.02%
256MARATHON PETE CORPMARA1,578$212,7620.02%
257SMUCKER J M CO8326964051,345$211,6630.02%
258DIMENSIONAL ETF TRUST25434V2037,665$206,5720.02%
259ALIBABA GROUP HLDG LTDBBAAY2,017$206,0980.02%
260VANGUARD INDEX FDS922908629955$201,4290.02%
261REGIONS FINANCIAL CORP NEWRF-PF10,250$190,2400.01%
262GILAT SATELLITE NETWORKS LTDGILT13,109$67,1190.01%
263EOS ENERGY ENTERPRISES INCEOSE10,361$26,6280.00%
264CANOPY GROWTH CORPCGC13,223$23,1410.00%
265KOPIN CORPKOPN19,380$21,1250.00%
266UR-ENERGY INCURG19,050$20,1930.00%
267FLORA GROWTH CORP33976410244,533$13,0840.00%
268MORINGA ACQUISITION CORPSLXNW10,000$8920.00%