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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 2025 · Filed August 1, 2025 · Accession 0001033505-25-000004

Total Value
$1.95B
Positions
302
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (302)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46432F8342,212,425$171.0M8.76%
2ISHARES TR4642871501,203,768$162.6M8.32%
3ISHARES TR46429B2675,042,513$115.9M5.93%
4DIMENSIONAL ETF TRUST25434V8802,752,510$80.8M4.14%
5APPLE INCAAPL345,632$70.9M3.63%
6AMAZON COM INCAMZN295,750$64.9M3.32%
7MICROSOFT CORPMSFT126,775$63.1M3.23%
8J P MORGAN EXCHANGE TRADED F46641Q7531,189,925$52.6M2.69%
9NVIDIA CORPORATIONNVDA315,232$49.8M2.55%
10DOUBLELINE ETF TRUST25861R402950,433$46.6M2.39%
11BERKSHIRE HATHAWAY INC DELBRK-A93,347$45.3M2.32%
12VANGUARD INDEX FDS922908652231,954$44.7M2.29%
13ALPHABET INCGOOG251,421$44.6M2.28%
14ISHARES TR464287440463,937$44.4M2.27%
15ISHARES INC46434G103717,533$43.1M2.21%
16MARKEL GROUP INCMKL20,000$39.9M2.05%
17VISA INCV105,202$37.4M1.91%
18MOODYS CORPMCO58,936$29.6M1.51%
19VANGUARD INDEX FDS92290876994,243$28.6M1.47%
20ISHARES TR46432F39694,097$22.6M1.16%
21HENRY JACK & ASSOC INC426281101124,467$22.4M1.15%
22AMERICAN EXPRESS COAXP68,056$21.7M1.11%
23REPUBLIC SVCS INC76075910087,638$21.6M1.11%
24SPDR S&P 500 ETF TRSPY34,752$21.5M1.10%
25BROOKFIELD CORP11271J107335,786$20.8M1.06%
26COPART INCCPRT409,228$20.1M1.03%
27CANADIAN NATL RY CO136375102191,842$20.0M1.02%
28SCHWAB STRATEGIC TR808524102821,814$19.6M1.00%
29COSTCO WHSL CORP NEW22160K10516,367$16.2M0.83%
30PROCORE TECHNOLOGIES INCPCOR233,421$16.0M0.82%
31PEPSICO INCPEP116,005$15.3M0.78%
32SPDR INDEX SHS FDS78463X848464,287$15.2M0.78%
33OREILLY AUTOMOTIVE INC67103H107149,659$13.5M0.69%
34AMERICAN TOWER CORP NEW03027X10060,831$13.4M0.69%
35IDEXX LABS INC45168D10424,823$13.3M0.68%
36BERKSHIRE HATHAWAY INC DELBRK-A18$13.1M0.67%
37VANGUARD INDEX FDS92290836323,094$13.1M0.67%
38ALPHABET INCGOOG72,948$12.9M0.66%
39DIAGEO PLCDGEAF127,388$12.8M0.66%
40TJX COS INC NEW872540109100,474$12.4M0.64%
41SCHWAB STRATEGIC TR808524201506,127$12.4M0.63%
42BROADSTONE NET LEASE INCBNL706,055$11.3M0.58%
43J P MORGAN EXCHANGE TRADED F46641Q837216,467$11.0M0.56%
44SCHWAB STRATEGIC TR808524771417,042$10.2M0.52%
45WELLS FARGO CO NEW949746101125,964$10.1M0.52%
46GRAHAM CORPGHM187,289$9.3M0.47%
47CVS HEALTH CORPCVS129,388$8.9M0.46%
48PROCTER AND GAMBLE CO74271810951,655$8.2M0.42%
49PAYCHEX INCPAYX50,643$7.4M0.38%
50VANGUARD SCOTTSDALE FDS92206C706106,982$6.4M0.33%
51ISHARES TR46428765526,689$5.8M0.29%
52ISHARES TR46428722657,819$5.7M0.29%
53JPMORGAN CHASE & CO.VYLD19,360$5.6M0.29%
54EXXON MOBIL CORPXOM48,100$5.2M0.27%
55SPDR SERIES TRUST78468R101175,722$5.1M0.26%
56VANGUARD BD INDEX FDS92193783566,879$4.9M0.25%
57CHEVRON CORP NEWCVX32,771$4.7M0.24%
58SHOPIFY INCSHOP38,406$4.4M0.23%
59ISHARES GOLD TRIAU69,642$4.3M0.22%
60JOHNSON & JOHNSONJNJ27,338$4.2M0.21%
61ISHARES TR46428880230,965$3.9M0.20%
62NATIONAL FUEL GAS CONFG46,143$3.9M0.20%
63SCHWAB STRATEGIC TR808524854143,237$3.6M0.18%
64ENTERPRISE PRODS PARTNERS L29379210796,904$3.0M0.15%
65SCHWAB STRATEGIC TR80852470698,352$3.0M0.15%
66MERCK & CO INCMRK34,897$2.8M0.14%
67INVESCO EXCH TRADED FD TR IIIVZ103,970$2.7M0.14%
68SCHWAB STRATEGIC TR808524607104,271$2.6M0.14%
69ISHARES TR4642872004,109$2.6M0.13%
70WISDOMTREE TRWT49,566$2.5M0.13%
71ORACLE CORPORCL-PD11,297$2.5M0.13%
72META PLATFORMS INCMETA3,339$2.5M0.13%
73ENERGY TRANSFER L PET-PI135,393$2.5M0.13%
74ISHARES TR46435G32632,205$2.4M0.13%
75ISHARES TR46428824040,073$2.4M0.13%
76ISHARES TR46428780422,316$2.4M0.12%
77SCHWAB STRATEGIC TR80852486299,475$2.4M0.12%
78ISHARES TR46428858825,318$2.4M0.12%
79ISHARES TR46428864644,295$2.3M0.12%
80BANK NEW YORK MELLON CORP06405810024,963$2.3M0.12%
81VANGUARD INTL EQUITY INDEX F92204277532,294$2.2M0.11%
82MASTERCARD INCORPORATEDMA3,831$2.2M0.11%
83CORNING INCGLW40,338$2.1M0.11%
84COCA COLA COKO28,709$2.0M0.10%
85PHILLIPS 66PSX16,851$2.0M0.10%
86SPDR SERIES TRUST78464A38390,150$2.0M0.10%
87ABBVIE INCABBV10,598$2.0M0.10%
88BANK AMERICA CORP06050510441,116$1.9M0.10%
89EMERSON ELEC COEMR14,364$1.9M0.10%
90MCDONALDS CORPMCD6,496$1.9M0.10%
91NEXTERA ENERGY INCNEE-PW27,049$1.9M0.10%
92SPDR SERIES TRUST78464A14461,250$1.8M0.09%
93STRYKER CORPORATIONSYK4,424$1.8M0.09%
94HOME DEPOT INCHD4,691$1.7M0.09%
95CISCO SYS INCCSCO24,480$1.7M0.09%
96ISHARES TR4642876485,651$1.6M0.08%
97WHEATON PRECIOUS METALS CORPWPM17,955$1.6M0.08%
98RTX CORPORATIONRTX10,977$1.6M0.08%
99VANGUARD SCOTTSDALE FDS92206C77134,410$1.6M0.08%
100CATERPILLAR INCCAT4,062$1.6M0.08%
101ISHARES TR46428746517,625$1.6M0.08%
102VANGUARD INTL EQUITY INDEX F92204285831,560$1.6M0.08%
103ISHARES TR46428777017,910$1.5M0.08%
104LOCKHEED MARTIN CORPLMT3,256$1.5M0.08%
105VANGUARD TAX-MANAGED FDS92194385826,383$1.5M0.08%
106QUALCOMM INCQCOM9,381$1.5M0.08%
107GE AEROSPACE3696043015,774$1.5M0.08%
108VANGUARD INDEX FDS9229087448,251$1.5M0.07%
109LINDE PLCLIN3,090$1.4M0.07%
110YUM BRANDS INCYUM9,671$1.4M0.07%
111AMERICAN CENTY ETF TR02507217421,710$1.4M0.07%
112DICKS SPORTING GOODS INC2533931027,051$1.4M0.07%
113DISNEY WALT CO25468710611,176$1.4M0.07%
114INTERNATIONAL BUSINESS MACHSINTR4,658$1.4M0.07%
115BOEING COBA-PA6,527$1.4M0.07%
116HONEYWELL INTL INC4385161065,803$1.4M0.07%
117COMCAST CORP NEWCCZ37,739$1.3M0.07%
118BROADCOM INCAVGO4,797$1.3M0.07%
119WASTE MGMT INC DEL94106L1095,771$1.3M0.07%
120PIMCO ETF TR72201R83312,985$1.3M0.07%
121ELI LILLY & COLLY1,617$1.3M0.06%
122SSGA ACTIVE ETF TR78467V84831,325$1.3M0.06%
123EATON CORP PLCETN3,384$1.2M0.06%
124TORONTO DOMINION BK ONTTORO16,412$1.2M0.06%
125VANGUARD STAR FDS92190976817,097$1.2M0.06%
126VANGUARD INTL EQUITY INDEX F9220427429,168$1.2M0.06%
127ABBOTT LABSABLZF8,338$1.1M0.06%
128GOLDMAN SACHS GROUP INCGSCE1,583$1.1M0.06%
129ISHARES TR46435G51612,450$1.1M0.06%
130ISHARES TR4642876306,850$1.1M0.06%
131DEERE & CODE2,082$1.1M0.05%
132PFIZER INCPFE43,653$1.1M0.05%
133NIKE INCNKE14,709$1.0M0.05%
134SOUTHERN COSOMN11,301$1.0M0.05%
135AMERICAN CENTY ETF TR02507270313,946$1.0M0.05%
136WALMART INCWMT10,438$1.0M0.05%
137KIMBERLY-CLARK CORPKMB7,774$1.0M0.05%
138ISHARES TR46428750716,152$1.0M0.05%
139ISHARES TR46429B6638,530$999,4610.05%
140CONSTELLATION BRANDS INCSTZ6,099$992,2500.05%
141UNITEDHEALTH GROUP INCUNH3,180$992,0650.05%
142KENVUE INCKVUE47,023$984,1960.05%
143MCKESSON CORPMCK1,323$969,4680.05%
144CROWN HLDGS INCCCK9,334$961,2160.05%
145ISHARES TR46428756415,557$951,4670.05%
146ADOBE INCADBE2,436$942,4400.05%
147BRISTOL-MYERS SQUIBB COCELG-RI20,051$928,1760.05%
148NETFLIX INCNFLX683$914,6260.05%
149BLACKROCK INCBLK858$900,2570.05%
150LOWES COS INC5486611074,055$899,6830.05%
151ISHARES TR4642885707,640$887,4630.05%
152THERMO FISHER SCIENTIFIC INCTMO2,105$853,4940.04%
153AUTOMATIC DATA PROCESSING INADP2,720$838,8480.04%
154VANGUARD INDEX FDS9229087513,534$837,4880.04%
155ILLINOIS TOOL WKS INC4523081093,385$836,9420.04%
156GE VERNOVA INCGEV1,577$834,4700.04%
157PHILIP MORRIS INTL INC7181721094,555$829,6540.04%
158ISHARES INC46434G86321,116$827,1140.04%
159CRESCENT CAP BDC INC22565510958,042$818,3930.04%
160VANGUARD INDEX FDS9229087361,865$817,6160.04%
161ISHARES TR4642876892,310$810,8100.04%
162BERKLEY W R CORPWRB-PH10,320$758,2110.04%
163ACCENTURE PLC IRELANDACN2,523$754,1000.04%
164ISHARES TR4642874579,088$753,0320.04%
165INTUITIVE SURGICAL INCISRG1,366$742,2990.04%
166ISHARES TR4642872426,632$726,9340.04%
167DUKE ENERGY CORP NEWDUKB6,083$717,7800.04%
168ISHARES TR46432F8428,520$711,2500.04%
169INVESCO QQQ TRIVZ1,271$701,1630.04%
170ISHARES TR46428862013,128$675,3050.03%
171KKR & CO INCKKRT5,063$673,5310.03%
172ISHARES TR46428723413,896$670,3440.03%
173TRANE TECHNOLOGIES PLCTT1,463$639,9310.03%
174ISHARES TR4642876066,963$633,4820.03%
175SPROTT PHYSICAL GOLD & SILVESII20,703$623,1650.03%
176INTUITINTU775$610,4140.03%
177L3HARRIS TECHNOLOGIES INCLHX2,404$603,0200.03%
178SPDR SERIES TRUST78464A79710,750$599,4200.03%
179WEBSTER FINL CORP94789010910,870$593,5250.03%
180DBX ETF TR23305112718,686$571,5190.03%
181CROWDSTRIKE HLDGS INCCRWD1,118$569,4090.03%
182CSX CORPCSX17,430$568,7410.03%
183TAIWAN SEMICONDUCTOR MFG LTD8740391002,503$566,9050.03%
184ROPER TECHNOLOGIES INCROP973$551,5360.03%
185HCA HEALTHCARE INCHCA1,433$548,9830.03%
186SCHWAB STRATEGIC TR80852479720,233$536,1810.03%
187DIMENSIONAL ETF TRUST25434V79917,150$533,1940.03%
188YUM CHINA HLDGS INCYUMC11,713$523,6890.03%
189SPROTT PHYSICAL GOLD TRSII20,549$520,9180.03%
190INVESCO EXCHANGE TRADED FD TIVZ12,315$520,5560.03%
191GLOBE LIFE INCGL-PD4,167$517,9170.03%
192CHUBB LIMITEDCB1,783$516,5710.03%
193ISHARES TR4642877054,179$516,4520.03%
194CRH PLCCRH5,521$506,8280.03%
195ENBRIDGE INCENNPF11,182$506,7690.03%
196CONSOLIDATED EDISON INCED5,032$504,9620.03%
197PPL CORPPPLC14,839$502,8940.03%
198DOVER CORPDOV2,712$496,9200.03%
199ADVANCED MICRO DEVICES INCAMD3,470$492,3710.03%
200TEGNA INC87901J10529,187$489,1750.03%
201AFLAC INCAFL4,548$479,6330.02%
202AMGEN INCAMGN1,696$473,5410.02%
203AMERICAN ELEC PWR CO INC0255371014,526$469,6180.02%
204CARRIER GLOBAL CORPORATIONCARR6,371$466,2940.02%
205CITIZENS FINL GROUP INCCIA10,387$464,8400.02%
206VANGUARD INDEX FDS9229086291,627$455,2840.02%
207ALTRIA GROUP INCMO7,646$448,2880.02%
208VITESSE ENERGY INCVTS20,250$447,3230.02%
209DOMINION ENERGY INCD7,782$439,8580.02%
210ANALOG DEVICES INCADI1,839$437,7190.02%
211VANGUARD SPECIALIZED FUNDS9219088442,103$430,4220.02%
2123M COMMM2,780$423,2280.02%
213COLGATE PALMOLIVE COCL4,595$417,6860.02%
214ISHARES TR46435G19317,881$415,3760.02%
215S&P GLOBAL INCSPGI777$409,7050.02%
216ISHARES TR4642878462,711$409,0200.02%
217DANAHER CORPORATION2358511022,056$406,1430.02%
218SALESFORCE INCCRM1,471$401,2440.02%
219ROYAL BK CDA7800871023,000$394,6500.02%
220AMERICAN INTL GROUP INC0268747844,608$394,3990.02%
221ISHARES SILVER TRSLV11,806$387,3550.02%
222UNION PAC CORPUNP1,664$382,8540.02%
223ISHARES TR4642875981,956$379,9140.02%
224ALLSTATE CORPALL-PJ1,828$367,9950.02%
225VANGUARD INDEX FDS9229085534,108$365,8590.02%
226SERVICENOW INCNOW354$363,9410.02%
227TOMPKINS FINL CORP8901101095,770$361,9530.02%
228PAYLOCITY HLDG CORPPCTY1,985$359,6630.02%
229UNUM GROUPUNMA4,436$358,2520.02%
230STARBUCKS CORPSBUX3,871$354,7000.02%
231AT&T INCT-PC12,200$353,0680.02%
232ZIMMER BIOMET HOLDINGS INCZBH3,807$347,2370.02%
233ISHARES TR4642882734,650$337,9620.02%
234OLD REP INTL CORP6802231048,689$334,0060.02%
235AON PLCAON912$325,3660.02%
236SPDR SERIES TRUST78464A67211,225$322,9440.02%
237INVESCO EXCHANGE TRADED FD TIVZ7,905$321,4970.02%
238NORFOLK SOUTHN CORP6558441081,250$319,9630.02%
239WEC ENERGY GROUP INCWEC2,995$312,0790.02%
240EQUINIX INCEQIX386$307,0520.02%
241TEXAS INSTRS INC8825081041,477$306,6550.02%
242BRINKER INTL INC1096411001,700$306,5610.02%
243M & T BK CORP55261F1041,570$304,5650.02%
244CONOCOPHILLIPSCOP3,358$301,3470.02%
245PALO ALTO NETWORKS INCPANW1,470$300,8210.02%
246TE CONNECTIVITY PLCTEL1,755$295,9450.02%
247VANGUARD INDEX FDS9229086371,024$292,1480.01%
248ISHARES TR4642871682,141$284,3470.01%
249SCHWAB STRATEGIC TR80852480512,802$282,9250.01%
250ALLIANCE RESOURCE PARTNERS LARLP10,770$281,5280.01%
251CONSTELLATION ENERGY CORPCEG869$280,4790.01%
252MONDELEZ INTL INC6092071054,158$280,4270.01%
253T-MOBILE US INCTMUSZ1,175$279,9560.01%
254ALIBABA GROUP HLDG LTDBBAAY2,435$276,1540.01%
255ISHARES TR4642886612,295$273,3120.01%
256MEDTRONIC PLCMDT3,120$271,9710.01%
257HOMETRUST BANCSHARES INCHTB7,243$270,9610.01%
258MARATHON PETE CORPMARA1,615$268,2680.01%
259SCHWAB STRATEGIC TR80852484712,640$267,4630.01%
260INTEL CORPINTC11,923$267,0760.01%
261TESLA INCTSLA834$264,9290.01%
262OTIS WORLDWIDE CORPOTIS2,673$264,6810.01%
263CINCINNATI FINL CORP1720621011,770$263,5890.01%
264MPLX LPMPLXP5,000$257,5500.01%
265VANGUARD INDEX FDS9229086111,308$255,0740.01%
266ISHARES TR464287614600$254,7480.01%
267SELECT SECTOR SPDR TR81369Y3083,134$253,7600.01%
268GENERAL DYNAMICS CORPGD858$250,2450.01%
269WENDYS CO95058W10021,892$250,0070.01%
270SPDR SERIES TRUST78464A7631,819$246,8930.01%
271NOVO-NORDISK A SNONOF3,556$245,4360.01%
272BANK MONTREAL QUE0636711012,200$243,3860.01%
273INVESCO EXCHANGE TRADED FD TIVZ1,330$241,7220.01%
274OLD SECOND BANCORP INC ILLOSBC13,609$241,4240.01%
275ISHARES TR4642874811,740$241,3040.01%
276REGIONS FINANCIAL CORP NEWRF-PF10,250$241,0800.01%
277EASTMAN CHEM COEMN3,212$239,8080.01%
278LYONDELLBASELL INDUSTRIES NLYB4,125$238,6730.01%
279TIMKEN COTKR3,221$233,6840.01%
280TRAVELERS COMPANIES INCTRV871$233,0280.01%
281ARISTA NETWORKS INCANET2,277$232,9600.01%
282AMERICAN WTR WKS CO INC NEW0304201031,641$228,2800.01%
283FISERV INCFISV1,315$226,7200.01%
284SCHWAB STRATEGIC TR8085248399,724$225,9860.01%
285ISHARES TR4642876711,486$223,4950.01%
286ECOLAB INCECL824$222,0190.01%
287ASTRAZENECA PLCAZN3,174$221,8000.01%
288UNITED PARCEL SERVICE INCUPS2,175$219,5450.01%
289STATE STR CORPSTT-PG2,025$215,3390.01%
290VANGUARD WHITEHALL FDS9219464061,583$211,0300.01%
291VERIZON COMMUNICATIONS INCVZ4,813$208,2480.01%
292AMERIPRISE FINL INC03076C106390$208,1550.01%
293DIMENSIONAL ETF TRUST25434V6825,422$206,3620.01%
294NOVARTIS AGNVSEF1,684$203,7810.01%
295MARVELL TECHNOLOGY INCMRVL2,608$201,8720.01%
296CARDINAL HEALTH INCCAH1,201$201,7680.01%
297SNAP ON INCSNA644$200,4000.01%
298EASTMAN KODAK COKODK30,140$170,2910.01%
299BARINGS BDC INCBBDC14,315$130,8400.01%
300MONROE CAP CORPMRCC18,047$114,7790.01%
301UR-ENERGY INCURG19,050$20,0030.00%
302SILEXION THERAPEUTICS CORPSLXNW10,000$4090.00%