Institutions / Howe & Rusling Inc
Howe & Rusling Inc
CIK 769963 · Institution · as of Dec 31, 2025
Portfolio value
$1.51B
Positions
477
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 477 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $62.29M | 4.1% |
| JPMorgan Chase & Co | $60.20M | 4.0% |
| Broadcom Inc. | $58.73M | 3.9% |
| iShares Tr | $55.58M | 3.7% |
| iShares Tr | $54.18M | 3.6% |
| Apple Inc. | $45.54M | 3.0% |
| Vanguard Scottsdale Fds | $44.60M | 3.0% |
| Microsoft Corp | $40.14M | 2.7% |
| iShares Tr | $40.12M | 2.7% |
| iShares Tr | $35.82M | 2.4% |
| NVIDIA Corp | $34.08M | 2.3% |
| Amazon.com Inc | $33.65M | 2.2% |
| Exxon Mobil Corp | $27.94M | 1.8% |
| Vanguard Scottsdale Fds | $26.96M | 1.8% |
| Meta Platforms Inc | $26.75M | 1.8% |
| Honeywell International Inc | $23.37M | 1.5% |
| Alphabet Inc. | $22.68M | 1.5% |
| Intercontinental Exchange, Inc. | $21.80M | 1.4% |
| Vanguard Whitehall Fds | $21.17M | 1.4% |
| Nextera Energy Inc | $21.15M | 1.4% |
| TJX Cos Inc/The | $20.78M | 1.4% |
| AbbVie Inc. | $19.68M | 1.3% |
| Intuit Inc. | $18.87M | 1.2% |
| Philip Morris International Inc. | $18.72M | 1.2% |
| The Goldman Sachs Group, Inc. | $17.63M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.