Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q3 2025 · Filed November 12, 2025 · Accession 0001033505-25-000018

Total Value
$2.08B
Positions
304
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (304)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46432F8342,229,835$184.1M8.84%
2ISHARES TR4642871501,227,179$178.7M8.58%
3ISHARES TR46429B2674,937,659$114.2M5.48%
4APPLE INCAAPL340,764$86.8M4.17%
5DIMENSIONAL ETF TRUST25434V8802,762,854$86.7M4.16%
6MICROSOFT CORPMSFT125,801$65.2M3.13%
7AMAZON COM INCAMZN291,136$63.9M3.07%
8ALPHABET INCGOOG248,763$60.6M2.91%
9NVIDIA CORPORATIONNVDA313,274$58.5M2.81%
10J P MORGAN EXCHANGE TRADED F46641Q7531,206,529$57.3M2.75%
11VANGUARD INDEX FDS922908652233,545$48.9M2.35%
12ISHARES INC46434G103724,616$47.8M2.29%
13DOUBLELINE ETF TRUST25861R402954,379$47.4M2.28%
14BERKSHIRE HATHAWAY INC DELBRK-A93,729$47.1M2.26%
15ISHARES TR464287440464,647$44.8M2.15%
16MARKEL GROUP INCMKL19,997$38.2M1.84%
17VISA INCV105,182$35.9M1.72%
18VANGUARD INDEX FDS92290876993,337$30.6M1.47%
19MOODYS CORPMCO58,905$28.1M1.35%
20ISHARES TR46432F39693,509$24.0M1.15%
21SPDR S&P 500 ETF TRSPY34,642$23.1M1.11%
22BROOKFIELD CORP11271J107332,728$22.8M1.10%
23AMERICAN EXPRESS COAXP67,740$22.5M1.08%
24SCHWAB STRATEGIC TR808524102817,820$21.0M1.01%
25REPUBLIC SVCS INC76075910087,956$20.2M0.97%
26COPART INCCPRT406,844$18.3M0.88%
27CANADIAN NATL RY CO136375102192,355$18.1M0.87%
28HENRY JACK & ASSOC INC426281101121,097$18.0M0.87%
29ALPHABET INCGOOG72,359$17.6M0.84%
30PROCORE TECHNOLOGIES INCPCOR235,111$17.1M0.82%
31PEPSICO INCPEP115,641$16.2M0.78%
32OREILLY AUTOMOTIVE INC67103H107150,322$16.2M0.78%
33SPDR INDEX SHS FDS78463X848456,230$15.9M0.77%
34IDEXX LABS INC45168D10424,765$15.8M0.76%
35COSTCO WHSL CORP NEW22160K10516,294$15.1M0.72%
36TJX COS INC NEW872540109100,538$14.5M0.70%
37VANGUARD INDEX FDS92290836322,478$13.8M0.66%
38BERKSHIRE HATHAWAY INC DELBRK-A18$13.6M0.65%
39BROADSTONE NET LEASE INCBNL744,528$13.3M0.64%
40SCHWAB STRATEGIC TR808524201498,111$13.1M0.63%
41AMERICAN TOWER CORP NEW03027X10060,589$11.7M0.56%
42DIAGEO PLCDGEAF120,288$11.5M0.55%
43SCHWAB STRATEGIC TR808524771410,994$10.8M0.52%
44J P MORGAN EXCHANGE TRADED F46641Q837210,276$10.7M0.51%
45GRAHAM CORPGHM187,289$10.3M0.49%
46WELLS FARGO CO NEW949746101120,159$10.1M0.48%
47VANGUARD SCOTTSDALE FDS92206C706164,857$9.9M0.48%
48CVS HEALTH CORPCVS129,937$9.8M0.47%
49ISHARES TR46428722684,352$8.5M0.41%
50ISHARES TR46428765532,691$7.9M0.38%
51PROCTER AND GAMBLE CO74271810951,407$7.9M0.38%
52PAYCHEX INCPAYX49,767$6.3M0.30%
53JPMORGAN CHASE & CO.VYLD19,514$6.2M0.30%
54EXXON MOBIL CORPXOM48,225$5.4M0.26%
55SPDR SERIES TRUST78468R101178,407$5.2M0.25%
56CHEVRON CORP NEWCVX33,028$5.1M0.25%
57ISHARES GOLD TRIAU69,642$5.1M0.24%
58SHOPIFY INCSHOP34,047$5.1M0.24%
59JOHNSON & JOHNSONJNJ27,271$5.1M0.24%
60VANGUARD BD INDEX FDS92193783567,765$5.0M0.24%
61NATIONAL FUEL GAS CONFG46,143$4.3M0.20%
62ISHARES TR46428880230,912$4.2M0.20%
63VANGUARD SCOTTSDALE FDS92206C77177,720$3.6M0.18%
64SCHWAB STRATEGIC TR808524854144,533$3.6M0.17%
65CORNING INCGLW39,507$3.2M0.16%
66SCHWAB STRATEGIC TR80852470695,921$3.2M0.15%
67ENTERPRISE PRODS PARTNERS L29379210796,916$3.0M0.15%
68ORACLE CORPORCL-PD10,609$3.0M0.14%
69INVESCO EXCH TRADED FD TR IIIVZ105,588$3.0M0.14%
70MERCK & CO INCMRK35,005$2.9M0.14%
71SCHWAB STRATEGIC TR808524607104,495$2.9M0.14%
72ISHARES TR46428780423,144$2.8M0.13%
73BANK NEW YORK MELLON CORP06405810025,180$2.7M0.13%
74ISHARES TR46428864650,485$2.7M0.13%
75ISHARES TR46428858827,616$2.6M0.13%
76ISHARES TR46435G32632,205$2.6M0.12%
77ISHARES TR46428824039,568$2.6M0.12%
78ISHARES TR4642872003,813$2.6M0.12%
79WISDOMTREE TRWT50,589$2.5M0.12%
80ABBVIE INCABBV10,598$2.5M0.12%
81META PLATFORMS INCMETA3,299$2.4M0.12%
82ENERGY TRANSFER L PET-PI135,393$2.3M0.11%
83VANGUARD INTL EQUITY INDEX F92204277532,294$2.3M0.11%
84PHILLIPS 66PSX16,926$2.3M0.11%
85MASTERCARD INCORPORATEDMA3,940$2.2M0.11%
86SCHWAB STRATEGIC TR80852486291,230$2.2M0.11%
87BANK AMERICA CORP06050510441,518$2.1M0.10%
88SPDR SERIES TRUST78464A38393,645$2.1M0.10%
89WHEATON PRECIOUS METALS CORPWPM18,174$2.0M0.10%
90NEXTERA ENERGY INCNEE-PW26,847$2.0M0.10%
91MCDONALDS CORPMCD6,516$2.0M0.10%
92COCA COLA COKO29,473$2.0M0.09%
93CATERPILLAR INCCAT4,062$1.9M0.09%
94EMERSON ELEC COEMR14,364$1.9M0.09%
95HOME DEPOT INCHD4,627$1.9M0.09%
96RTX CORPORATIONRTX10,934$1.8M0.09%
97SPDR SERIES TRUST78464A14461,250$1.8M0.09%
98ISHARES TR4642876485,651$1.8M0.09%
99GE AEROSPACE3696043015,802$1.7M0.08%
100VANGUARD INTL EQUITY INDEX F92204285831,734$1.7M0.08%
101CISCO SYS INCCSCO24,622$1.7M0.08%
102ISHARES TR46428746517,499$1.6M0.08%
103STRYKER CORPORATIONSYK4,412$1.6M0.08%
104ISHARES TR46428777017,910$1.6M0.08%
105VANGUARD TAX-MANAGED FDS92194385826,383$1.6M0.08%
106QUALCOMM INCQCOM9,375$1.6M0.07%
107LOCKHEED MARTIN CORPLMT3,119$1.6M0.07%
108BROADCOM INCAVGO4,702$1.6M0.07%
109DICKS SPORTING GOODS INC2533931026,951$1.5M0.07%
110AMERICAN CENTY ETF TR02507217421,710$1.5M0.07%
111VANGUARD INDEX FDS9229087448,036$1.5M0.07%
112YUM BRANDS INCYUM9,699$1.5M0.07%
113LINDE PLCLIN3,090$1.5M0.07%
114BOEING COBA-PA6,492$1.4M0.07%
115INTERNATIONAL BUSINESS MACHSINTR4,680$1.3M0.06%
116TORONTO DOMINION BK ONTTORO16,340$1.3M0.06%
117WASTE MGMT INC DEL94106L1095,823$1.3M0.06%
118TRUIST FINL CORP89832Q10927,772$1.3M0.06%
119VANGUARD INTL EQUITY INDEX F9220427429,149$1.3M0.06%
120PIMCO ETF TR72201R83312,500$1.3M0.06%
121GOLDMAN SACHS GROUP INCGSCE1,580$1.3M0.06%
122EATON CORP PLCETN3,359$1.3M0.06%
123DISNEY WALT CO25468710610,972$1.3M0.06%
124HONEYWELL INTL INC4385161065,813$1.2M0.06%
125ISHARES TR4642876306,850$1.2M0.06%
126SSGA ACTIVE ETF TR78467V84829,568$1.2M0.06%
127VANGUARD STAR FDS92190976816,153$1.2M0.06%
128COMCAST CORP NEWCCZ37,412$1.2M0.06%
129ELI LILLY & COLLY1,520$1.2M0.06%
130ISHARES TR46435G51612,441$1.2M0.06%
131ABBOTT LABSABLZF8,338$1.1M0.05%
132AMERICAN CENTY ETF TR02507270313,943$1.1M0.05%
133WALMART INCWMT10,438$1.1M0.05%
134SOUTHERN COSOMN11,284$1.1M0.05%
135ISHARES TR46428750716,277$1.1M0.05%
136PFIZER INCPFE41,148$1.0M0.05%
137THERMO FISHER SCIENTIFIC INCTMO2,159$1.0M0.05%
138BLACKROCK INCBLK897$1.0M0.05%
139ISHARES TR46429B6638,530$1.0M0.05%
140MCKESSON CORPMCK1,323$1.0M0.05%
141LOWES COS INC5486611074,055$1.0M0.05%
142NIKE INCNKE14,559$1.0M0.05%
143KIMBERLY-CLARK CORPKMB7,832$973,8040.05%
144GE VERNOVA INCGEV1,573$967,2380.05%
145ISHARES TR4642885707,640$962,2580.05%
146UNITEDHEALTH GROUP INCUNH2,785$961,6610.05%
147ISHARES TR46428756415,557$958,6230.05%
148DEERE & CODE2,091$956,1310.05%
149ISHARES INC46434G86321,216$921,1990.04%
150BRISTOL-MYERS SQUIBB COCELG-RI20,188$910,5000.04%
151CROWN HLDGS INCCCK9,312$899,4470.04%
152VANGUARD INDEX FDS9229087513,534$898,6260.04%
153ILLINOIS TOOL WKS INC4523081093,432$894,9290.04%
154ISHARES TR4642876892,310$875,3520.04%
155VANGUARD INDEX FDS9229087361,820$872,8910.04%
156CRESCENT CAP BDC INC22565510958,783$838,2460.04%
157NETFLIX INCNFLX685$821,2610.04%
158AUTOMATIC DATA PROCESSING INADP2,764$811,2340.04%
159ADOBE INCADBE2,297$810,2670.04%
160BERKLEY W R CORPWRB-PH10,320$790,7190.04%
161ISHARES TR4642872427,067$787,7590.04%
162CONSTELLATION BRANDS INCSTZ5,828$784,8440.04%
163KENVUE INCKVUE47,028$763,2680.04%
164SPROTT ASSET MANAGEMENT LPSII20,703$759,5990.04%
165L3HARRIS TECHNOLOGIES INCLHX2,477$756,5010.04%
166DUKE ENERGY CORP NEWDUKB6,050$748,7220.04%
167ISHARES TR4642874579,003$746,8890.04%
168INVESCO QQQ TRIVZ1,243$746,3190.04%
169TAIWAN SEMICONDUCTOR MFG LTD8740391002,637$736,4880.04%
170PHILIP MORRIS INTL INC7181721094,529$734,5300.04%
171ISHARES TR46428723413,577$725,0120.03%
172ISHARES TR46428862013,634$711,9680.03%
173ISHARES TR46432F8428,150$711,5770.03%
174ISHARES TR4642876067,153$685,8890.03%
175CRH PLCCRH5,528$662,8080.03%
176KKR & CO INCKKRT5,063$657,9370.03%
177INTUITIVE SURGICAL INCISRG1,466$655,6400.03%
178WEBSTER FINL CORP94789010910,788$641,2560.03%
179SPDR SERIES TRUST78464A79710,750$638,7650.03%
180CSX CORPCSX17,746$630,1610.03%
181CROWDSTRIKE HLDGS INCCRWD1,263$619,3500.03%
182TRANE TECHNOLOGIES PLCTT1,463$617,3280.03%
183ACCENTURE PLC IRELANDACN2,503$617,2400.03%
184J P MORGAN EXCHANGE TRADED F46641Q64712,130$612,2020.03%
185SPROTT ASSET MANAGEMENT LPSII20,549$608,6620.03%
186HCA HEALTHCARE INCHCA1,426$607,7620.03%
187DBX ETF TR23305112718,741$603,0690.03%
188TEGNA INC87901J10529,187$593,3720.03%
189ENBRIDGE INCENNPF11,179$564,0930.03%
190INVESCO EXCHANGE TRADED FD TIVZ12,315$556,7620.03%
191SCHWAB STRATEGIC TR80852479720,299$554,1630.03%
192PPL CORPPPLC14,839$551,4180.03%
193CITIZENS FINL GROUP INCCIA10,330$549,1260.03%
194DIMENSIONAL ETF TRUST25434V79916,390$537,4290.03%
195ISHARES SILVER TRSLV12,663$536,5320.03%
196ADVANCED MICRO DEVICES INCAMD3,272$529,3510.03%
197ISHARES TR4642877054,069$527,8430.03%
198GLOBE LIFE INCGL-PD3,661$523,4140.03%
199AMERICAN ELEC PWR CO INC0255371014,606$518,1750.02%
200AFLAC INCAFL4,585$512,1450.02%
201ROPER TECHNOLOGIES INCROP1,020$508,6640.02%
202CONSOLIDATED EDISON INCED5,032$505,8170.02%
203ALTRIA GROUP INCMO7,646$505,0980.02%
204YUM CHINA HLDGS INCYUMC11,713$502,7220.02%
205AMGEN INCAMGN1,731$488,4890.02%
206DOMINION ENERGY INCD7,786$476,2800.02%
207VANGUARD INDEX FDS9229086291,607$472,0410.02%
208VITESSE ENERGY INCVTS20,250$470,4080.02%
209DOVER CORPDOV2,774$462,7870.02%
210VANGUARD SPECIALIZED FUNDS9219088442,103$453,8070.02%
211ANALOG DEVICES INCADI1,839$451,8430.02%
212ROYAL BK CDA7800871023,000$441,9600.02%
213INTUITINTU640$437,0630.02%
214ALIBABA GROUP HLDG LTDBBAAY2,435$435,2080.02%
2153M COMMM2,780$431,4010.02%
216ISHARES TR46435G19318,251$429,9940.02%
217STARBUCKS CORPSBUX5,022$424,8570.02%
218INTEL CORPINTC12,620$423,4010.02%
219UNION PAC CORPUNP1,733$409,6300.02%
220VANGUARD INDEX FDS9229085534,440$405,9050.02%
221SELECT SECTOR SPDR TR81369Y3085,147$403,3710.02%
222DANAHER CORPORATION2358511022,034$403,2610.02%
223CHUBB LIMITEDCB1,426$402,4890.02%
224ISHARES TR4642875981,956$398,2230.02%
225ALLSTATE CORPALL-PJ1,828$392,3810.02%
226S&P GLOBAL INCSPGI804$391,3150.02%
227ZIMMER BIOMET HOLDINGS INCZBH3,903$384,4460.02%
228NORFOLK SOUTHN CORP6558441081,274$382,7230.02%
229TOMPKINS FINL CORP8901101095,770$382,0320.02%
230CARRIER GLOBAL CORPORATIONCARR6,371$380,3490.02%
231ISHARES TR4642882734,900$375,9280.02%
232BLOOM ENERGY CORPBE4,433$374,8990.02%
233AMERICAN INTL GROUP INC0268747844,762$374,0080.02%
234TE CONNECTIVITY PLCTEL1,691$371,1330.02%
235OLD REP INTL CORP6802231048,654$367,5360.02%
236COLGATE PALMOLIVE COCL4,595$367,3250.02%
237SALESFORCE INCCRM1,545$366,2670.02%
238INVESCO EXCHANGE TRADED FD TIVZ7,905$359,0460.02%
239TESLA INCTSLA801$356,2210.02%
240SERVICENOW INCNOW384$353,3880.02%
241GENERAL DYNAMICS CORPGD1,035$352,9350.02%
242UNUM GROUPUNMA4,436$345,0330.02%
243AT&T INCT-PC12,200$344,5280.02%
244WEC ENERGY GROUP INCWEC2,994$343,0830.02%
245NEWMONT CORPNEMCL3,918$330,3270.02%
246ARISTA NETWORKS INCANET2,252$328,1390.02%
247AON PLCAON905$322,7050.02%
248CONOCOPHILLIPSCOP3,358$317,6340.02%
249PAYLOCITY HLDG CORPPCTY1,985$316,1510.02%
250MARATHON PETE CORPMARA1,615$311,2760.01%
251M & T BK CORP55261F1041,570$310,2640.01%
252MEDTRONIC PLCMDT3,257$310,1970.01%
253VANGUARD INDEX FDS922908637991$305,0900.01%
254EQUINIX INCEQIX386$302,3310.01%
255SPDR SERIES TRUST78464A67210,440$301,7160.01%
256HOMETRUST BANCSHARES INCHTB7,255$297,0200.01%
257PALO ALTO NETWORKS INCPANW1,452$295,6570.01%
258CONSTELLATION ENERGY CORPCEG898$295,5050.01%
259SCHWAB STRATEGIC TR80852480512,326$286,9500.01%
260T-MOBILE US INCTMUSZ1,175$281,2720.01%
261ISHARES TR464287614600$281,0460.01%
262CINCINNATI FINL CORP1720621011,770$279,8370.01%
263ISHARES TR4642871681,959$278,3740.01%
264SCHWAB STRATEGIC TR80852484712,810$276,3120.01%
265ASTRAZENECA PLCAZN3,582$274,8120.01%
266ISHARES TR4642886612,295$274,2760.01%
267VANGUARD INDEX FDS9229086111,308$272,9930.01%
268ALLIANCE RESOURCE PARTNERS LARLP10,770$272,3200.01%
269REGIONS FINANCIAL CORP NEWRF-PF10,250$270,2930.01%
270TEXAS INSTRS INC8825081041,468$269,7160.01%
271BANK MONTREAL QUE0636711012,000$260,5000.01%
272MONDELEZ INTL INC6092071054,168$260,3520.01%
273MPLX LPMPLXP5,198$259,6410.01%
274INVESCO EXCHANGE TRADED FD TIVZ1,330$252,3090.01%
275IONQ INCIONQ-WT4,097$251,9660.01%
276ISHARES TR4642874811,740$247,7940.01%
277ISHARES TR4642876711,486$244,5070.01%
278TRAVELERS COMPANIES INCTRV871$243,2010.01%
279TIMKEN COTKR3,224$242,3810.01%
280OLD SECOND BANCORP INC ILLOSBC13,629$235,5780.01%
281STATE STR CORPSTT-PG2,025$234,9210.01%
282OTIS WORLDWIDE CORPOTIS2,548$232,9640.01%
283AMERICAN WTR WKS CO INC NEW0304201031,641$228,4110.01%
284ISHARES TR4642883234,250$226,7380.01%
285DIMENSIONAL ETF TRUST25434V6825,467$224,6400.01%
286ECOLAB INCECL815$223,1960.01%
287SNAP ON INCSNA644$223,1660.01%
288MARVELL TECHNOLOGY INCMRVL2,598$218,4160.01%
289NOVARTIS AGNVSEF1,684$215,9570.01%
290BRINKER INTL INC1096411001,700$215,3560.01%
291VERIZON COMMUNICATIONS INCVZ4,818$211,7450.01%
292SYSCO CORPSYY2,500$205,8500.01%
293ISHARES TR4642874731,468$205,0360.01%
294EASTMAN CHEM COEMN3,212$202,5170.01%
295LYONDELLBASELL INDUSTRIES NLYB4,125$202,2900.01%
296VANGUARD WHITEHALL FDS9219464061,428$201,2770.01%
297VANGUARD WELLINGTON FD9219357061,330$200,5930.01%
298TC ENERGY CORPTRPRF3,685$200,5010.01%
299EASTMAN KODAK COKODK30,140$193,1980.01%
300WENDYS CO95058W10020,842$190,9130.01%
301MONROE CAP CORPMRCC19,480$136,7500.01%
302BARINGS BDC INCBBDC15,464$135,4650.01%
303UR-ENERGY INCURG19,050$34,1000.00%
304SILEXION THERAPEUTICS CORPSLXNW10,000$3520.00%