Howe & Rusling Inc 13F annual report
Howe & Rusling Inc is an investment fund managing more than $1.04 trillion ran by Emily Lambert. There are currently 216 companies in Mrs. Lambert’s portfolio. The largest investments include JPMorgan Chase & Co and Ishares Tr, together worth $177 billion.
$1.04 trillion Assets Under Management (AUM)
As of 8th May 2024, Howe & Rusling Inc’s top holding is 189,687 shares of JPMorgan Chase & Co currently worth over $38 billion and making up 3.6% of the portfolio value.
Relative to the number of outstanding shares of JPMorgan Chase & Co, Howe & Rusling Inc owns more than approximately 0.1% of the company.
In addition, the fund holds 1,339,717 shares of Ishares Tr worth $139 billion.
The third-largest holding is Vanguard Index Fds worth $42.9 billion and the next is Vanguard Scottsdale Fds worth $45.7 billion, with 597,652 shares owned.
Currently, Howe & Rusling Inc's portfolio is worth at least $1.04 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Howe & Rusling Inc
The Howe & Rusling Inc office and employees reside in Rochester, New York. According to the last 13-F report filed with the SEC, Emily Lambert serves as the Vice President, Operations & Chief Compliance Officer at Howe & Rusling Inc.
Recent trades
In the most recent 13F filing, Howe & Rusling Inc revealed that it had opened a new position in
Micron Technology and bought 100,086 shares worth $11.8 billion.
This means they effectively own approximately 0.1% of the company.
Micron Technology makes up
7.3%
of the fund's Technology sector allocation and has grown its share price by 93.1% in the past year.
The investment fund also strengthened its position in Ishares Tr by buying
65,174 additional shares.
This makes their stake in Ishares Tr total 1,339,717 shares worth $139 billion.
On the other hand, there are companies that Howe & Rusling Inc is getting rid of from its portfolio.
Howe & Rusling Inc closed its position in Genpact Limited on 15th May 2024.
It sold the previously owned 112,642 shares for $4.08 billion.
Emily Lambert also disclosed a decreased stake in JPMorgan Chase & Co by approximately 0.1%.
This leaves the value of the investment at $38 billion and 189,687 shares.
One of the average hedge funds
The two most similar investment funds to Howe & Rusling Inc are Simplify Asset Management and Trust Co Of Virginia va. They manage $1.04 trillion and $1.04 trillion respectively.
Emily Lambert investment strategy
Howe & Rusling Inc’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 15.5% of
the total portfolio value.
The fund focuses on investments in the United States as
55.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
47% of the total holdings value.
On the other hand, small-cap stocks make up only 2.3% of the portfolio.
The average market cap of the portfolio companies is close to $137 billion.
The complete list of Howe & Rusling Inc trades based on 13F SEC filings
These positions were updated on May 15th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| JPMorgan Chase & Co. |
1.64%
189,687
|
$37,994,291,000 | 3.64% |
| Ishares Tr |
5.11%
1,339,717
|
$139,369,188,000 | 13.35% |
| Vanguard Index Fds |
6.96%
169,281
|
$42,894,158,000 | 4.11% |
| Vanguard Scottsdale Fds |
18.39%
597,652
|
$45,694,628,000 | 4.38% |
| Microsoft Corporation |
4.46%
68,037
|
$28,624,485,000 | 2.74% |
| Exxon Mobil Corp. |
0.86%
230,562
|
$26,800,561,000 | 2.57% |
| Broadcom Inc. |
10.51%
20,149
|
$26,705,874,000 | 2.56% |
| Apple Inc |
1.89%
147,539
|
$25,300,055,000 | 2.42% |
| Amazon.com Inc. |
6.24%
105,300
|
$18,994,061,000 | 1.82% |
| Constellation Brands, Inc. |
0.25%
64,905
|
$17,638,569,000 | 1.69% |
| Caterpillar Inc. |
8.92%
46,348
|
$16,983,446,000 | 1.63% |
| Intercontinental Exchange In |
0.17%
110,763
|
$15,222,209,000 | 1.46% |
| Meta Platforms Inc |
3.44%
28,930
|
$14,047,857,000 | 1.35% |
| Pepsico Inc |
18.83%
77,534
|
$13,569,268,000 | 1.30% |
| Unitedhealth Group Inc |
20.03%
27,231
|
$13,471,217,000 | 1.29% |
| Philip Morris International Inc |
1.32%
139,592
|
$12,789,395,000 | 1.23% |
| Johnson & Johnson |
39.11%
78,865
|
$12,475,722,000 | 1.20% |
| Honeywell International Inc |
119.96%
59,124
|
$12,135,232,000 | 1.16% |
| DTE Energy Co. |
6.68%
108,177
|
$12,131,004,000 | 1.16% |
| Alphabet Inc |
1.66%
82,506
|
$12,556,561,000 | 1.20% |
| Stryker Corp. |
13.65%
33,214
|
$11,886,418,000 | 1.14% |
| Micron Technology Inc. |
Opened
100,086
|
$11,799,174,000 | 1.13% |
| General Dynamics Corp. |
0.36%
40,744
|
$11,509,841,000 | 1.10% |
| Union Pac Corp |
38.83%
45,534
|
$11,198,102,000 | 1.07% |
| Bank America Corp |
33.73%
293,258
|
$11,120,344,000 | 1.07% |
| Abbvie Inc |
3.29%
60,716
|
$11,056,314,000 | 1.06% |
| Astrazeneca plc |
25.93%
161,458
|
$10,938,806,000 | 1.05% |
| Amphenol Corp. |
2.10%
89,989
|
$10,380,285,000 | 0.99% |
| Coca-Cola Co |
2.21%
163,050
|
$9,975,421,000 | 0.96% |
| Lowes Cos Inc |
30.54%
39,058
|
$9,949,334,000 | 0.95% |
| Tjx Cos Inc New |
128.13%
92,013
|
$9,331,937,000 | 0.89% |
| Eog Res Inc |
0.45%
72,906
|
$9,320,288,000 | 0.89% |
| Morgan Stanley |
25.86%
92,874
|
$8,745,008,000 | 0.84% |
| Goldman Sachs Group, Inc. |
Opened
20,439
|
$8,537,192,000 | 0.82% |
| Amdocs Ltd |
0.00%
92,767
|
$8,383,360,000 | 0.80% |
| Baxter International Inc. |
43.67%
188,933
|
$8,074,988,000 | 0.77% |
| Chevron Corp. |
45.35%
50,012
|
$7,888,931,000 | 0.76% |
| Us Bancorp Del |
13.04%
174,158
|
$7,784,842,000 | 0.75% |
| Crown Holdings, Inc. |
206.13%
98,007
|
$7,768,055,000 | 0.74% |
| CMS Energy Corporation |
13.52%
128,642
|
$7,762,259,000 | 0.74% |
| Range Res Corp |
Opened
223,807
|
$7,705,684,000 | 0.74% |
| CME Group Inc |
0.52%
35,621
|
$7,668,764,000 | 0.73% |
| Spdr S&p 500 Etf Tr |
30.11%
14,422
|
$7,543,969,000 | 0.72% |
| Mondelez International Inc. |
20.87%
107,430
|
$7,520,078,000 | 0.72% |
| Mastercard Incorporated |
5.89%
15,438
|
$7,434,241,000 | 0.71% |
| Visa Inc |
3.78%
26,504
|
$7,396,667,000 | 0.71% |
| Genuine Parts Co. |
1.00%
47,096
|
$7,296,619,000 | 0.70% |
| Vanguard Whitehall Fds |
13.09%
100,290
|
$10,035,915,000 | 0.96% |
| Vanguard Intl Equity Index F |
1.03%
211,922
|
$9,735,692,000 | 0.93% |
| Edwards Lifesciences Corp |
64.42%
69,772
|
$6,667,413,000 | 0.64% |
| Costco Whsl Corp New |
1.88%
8,795
|
$6,443,567,000 | 0.62% |
| Accenture Plc Ireland |
7.23%
18,446
|
$6,393,630,000 | 0.61% |
| Qualcomm, Inc. |
38.76%
37,190
|
$6,296,351,000 | 0.60% |
| Electronic Arts, Inc. |
0.74%
44,629
|
$5,920,976,000 | 0.57% |
| American Tower Corp. |
1.28%
29,280
|
$5,785,530,000 | 0.55% |
| Ishares Bitcoin Tr |
Opened
138,802
|
$5,617,324,000 | 0.54% |
| Intuit Inc |
9.35%
8,514
|
$5,534,339,000 | 0.53% |
| Disney Walt Co |
Opened
44,095
|
$5,395,445,000 | 0.52% |
| Becton Dickinson & Co. |
2,238.67%
21,048
|
$5,208,439,000 | 0.50% |
| Grayscale Bitcoin Tr Btc |
Opened
81,551
|
$5,151,577,000 | 0.49% |
| Norfolk Southn Corp |
74.03%
20,182
|
$5,143,833,000 | 0.49% |
| Allient Inc |
Opened
143,378
|
$5,115,720,000 | 0.49% |
| Crowdstrike Holdings Inc |
8.75%
15,486
|
$4,964,657,000 | 0.48% |
| Cencora Inc. |
37.05%
20,185
|
$4,904,745,000 | 0.47% |
| Mckesson Corporation |
19.37%
8,960
|
$4,810,177,000 | 0.46% |
| Fiserv, Inc. |
2.91%
29,903
|
$4,779,070,000 | 0.46% |
| Monster Beverage Corp. |
Opened
79,536
|
$4,714,895,000 | 0.45% |
| KLA Corp. |
3.56%
6,609
|
$4,616,993,000 | 0.44% |
| Asml Holding N V |
25.18%
4,410
|
$4,279,332,000 | 0.41% |
| Pinterest Inc |
7.74%
122,461
|
$4,245,723,000 | 0.41% |
| Genpact Limited |
Closed
112,642
|
$4,077,654,000 | |
| Booking Holdings Inc |
1.28%
1,104
|
$4,005,213,000 | 0.38% |
| NextEra Energy Inc |
47.91%
59,828
|
$3,823,624,000 | 0.37% |
| Applied Matls Inc |
0.86%
16,846
|
$3,474,176,000 | 0.33% |
| Marvell Technology Inc |
Opened
48,321
|
$3,424,993,000 | 0.33% |
| Vertex Pharmaceuticals, Inc. |
5.07%
8,137
|
$3,401,348,000 | 0.33% |
| Palo Alto Networks Inc |
3.63%
11,926
|
$3,388,535,000 | 0.32% |
| Skyworks Solutions, Inc. |
39.52%
29,989
|
$3,248,409,000 | 0.31% |
| L3Harris Technologies Inc |
2.87%
14,526
|
$3,095,446,000 | 0.30% |
| Vanguard World Fd |
36.10%
28,218
|
$3,831,421,000 | 0.37% |
| RTX Corp |
78.58%
26,382
|
$2,573,051,000 | 0.25% |
| Zscaler Inc |
7.47%
13,344
|
$2,570,359,000 | 0.25% |
| Merck & Co Inc |
3.14%
18,881
|
$2,491,335,000 | 0.24% |
| Corteva Inc |
6.45%
43,026
|
$2,481,310,000 | 0.24% |
| Invesco Exchange Traded Fd T |
6.68%
65,572
|
$3,141,333,000 | 0.30% |
| Adobe Inc |
0.14%
4,252
|
$2,145,560,000 | 0.21% |
| Biomarin Pharmaceutical Inc. |
0.54%
24,467
|
$2,136,932,000 | 0.20% |
| Paychex Inc. |
69.81%
16,645
|
$2,043,958,000 | 0.20% |
| Schwab Charles Corp |
74.07%
26,557
|
$1,921,133,000 | 0.18% |
| Schwab Strategic Tr |
15.29%
89,164
|
$4,881,045,000 | 0.47% |
| NVIDIA Corp |
11.85%
1,878
|
$1,697,004,000 | 0.16% |
| Mcdonalds Corp |
0.12%
5,815
|
$1,639,548,000 | 0.16% |
| Shell Plc |
0.27%
24,197
|
$1,622,159,000 | 0.16% |
| Broadstone Net Lease, Inc. |
19.20%
103,147
|
$1,616,315,000 | 0.15% |
| AMGEN Inc. |
3.72%
4,864
|
$1,382,933,000 | 0.13% |
| Intel Corp. |
0.91%
29,135
|
$1,286,890,000 | 0.12% |
| Spdr S&p Midcap 400 Etf Tr |
1.77%
2,278
|
$1,267,480,000 | 0.12% |
| Vanguard Mun Bd Fds |
9.93%
22,415
|
$1,134,183,000 | 0.11% |
| Lockheed Martin Corp. |
2.02%
2,478
|
$1,127,168,000 | 0.11% |
| Home Depot, Inc. |
25.37%
2,822
|
$1,082,355,000 | 0.10% |
| Pfizer Inc. |
37.63%
38,935
|
$1,080,446,000 | 0.10% |
| S&P Global Inc |
2.53%
2,355
|
$1,001,935,000 | 0.10% |
| Oneok Inc. |
4.07%
12,460
|
$998,919,000 | 0.10% |
| Cisco Sys Inc |
0.49%
19,500
|
$973,261,000 | 0.09% |
| Procter And Gamble Co |
28.14%
5,583
|
$905,819,000 | 0.09% |
| DuPont de Nemours Inc |
0.17%
11,579
|
$887,762,000 | 0.09% |
| Spdr Ser Tr |
21.29%
30,611
|
$1,377,259,000 | 0.13% |
| Ishares Inc |
8.82%
15,752
|
$801,278,000 | 0.08% |
| Motorola Solutions Inc |
5.51%
2,094
|
$743,329,000 | 0.07% |
| Spdr Dow Jones Indl Average |
14.13%
1,793
|
$713,184,000 | 0.07% |
| Wp Carey Inc |
0.11%
11,886
|
$670,846,000 | 0.06% |
| Wisdomtree Tr |
10.35%
12,887
|
$666,394,000 | 0.06% |
| Aflac Inc. |
0.34%
7,591
|
$651,764,000 | 0.06% |
| 3M Co. |
24.42%
6,017
|
$638,206,000 | 0.06% |
| International Business Machs |
13.50%
3,195
|
$610,118,000 | 0.06% |
| Verizon Communications Inc |
21.13%
14,528
|
$609,615,000 | 0.06% |
| Oracle Corp. |
14.50%
4,825
|
$606,108,000 | 0.06% |
| Bristol-Myers Squibb Co. |
22.61%
10,574
|
$573,429,000 | 0.05% |
| Dow Inc |
0.82%
9,863
|
$571,364,000 | 0.05% |
| Abbott Labs |
3.82%
5,024
|
$570,974,000 | 0.05% |
| Target Corp |
1.74%
3,217
|
$570,085,000 | 0.05% |
| Select Sector Spdr Tr |
69.01%
22,390
|
$2,158,184,000 | 0.21% |
| Ross Stores, Inc. |
39.82%
3,613
|
$530,244,000 | 0.05% |
| Campbell Soup Co. |
Opened
11,786
|
$523,888,000 | 0.05% |
| Dycom Inds Inc |
15.15%
3,624
|
$520,153,000 | 0.05% |
| Conocophillips |
29.97%
3,985
|
$507,198,000 | 0.05% |
| PPL Corp |
9.93%
18,111
|
$498,596,000 | 0.05% |
| Darling Ingredients Inc |
35.74%
10,592
|
$492,634,000 | 0.05% |
| Eli Lilly & Co |
10.11%
631
|
$490,893,000 | 0.05% |
| Waste Mgmt Inc Del |
Opened
2,259
|
$481,595,000 | 0.05% |
| Altria Group Inc. |
90.79%
10,880
|
$474,590,000 | 0.05% |
| General Electric Co |
22.08%
2,679
|
$470,245,000 | 0.05% |
| Transcat Inc |
Opened
4,203
|
$468,341,000 | 0.04% |
| Cracker Barrel Old Ctry Stor |
Opened
6,423
|
$467,145,000 | 0.04% |
| American Elec Pwr Co Inc |
31.66%
5,385
|
$463,649,000 | 0.04% |
| Enterprise Prods Partners L |
0.32%
15,546
|
$453,644,000 | 0.04% |
| Kaman Corp. |
Opened
9,529
|
$437,096,000 | 0.04% |
| Grainger W W Inc |
No change
425
|
$432,353,000 | 0.04% |
| M & T Bk Corp |
Opened
2,855
|
$415,232,000 | 0.04% |
| Netflix Inc. |
33.27%
680
|
$412,985,000 | 0.04% |
| Enerpac Tool Group Corp |
19.02%
11,536
|
$411,374,000 | 0.04% |
| U.S. Physical Therapy, Inc. |
13.56%
3,634
|
$410,170,000 | 0.04% |
| Emerson Elec Co |
8.11%
3,586
|
$406,668,000 | 0.04% |
| Berkshire Hathaway Inc. |
No change
957
|
$402,438,000 | 0.04% |
| Boot Barn Holdings Inc |
31.28%
4,222
|
$401,724,000 | 0.04% |
| Comcast Corp New |
84.70%
9,258
|
$401,323,000 | 0.04% |
| Northrop Grumman Corp. |
1.96%
832
|
$398,373,000 | 0.04% |
| Sherwin-Williams Co. |
6.92%
1,144
|
$397,346,000 | 0.04% |
| NBT Bancorp. Inc. |
No change
10,832
|
$397,318,000 | 0.04% |
| Regeneron Pharmaceuticals, Inc. |
7.64%
411
|
$395,584,000 | 0.04% |
| Belden Inc |
24.04%
4,220
|
$390,815,000 | 0.04% |
| American Express Co. |
1.34%
1,668
|
$379,787,000 | 0.04% |
| Brinks Co |
6.32%
4,088
|
$377,650,000 | 0.04% |
| Seagen Inc |
Closed
1,772
|
$375,824,000 | |
| Cigna Group (The) |
33.55%
1,016
|
$369,002,000 | 0.04% |
| MGP Ingredients, Inc. |
39.47%
4,272
|
$367,948,000 | 0.04% |
| Louisiana Pac Corp |
Opened
4,283
|
$359,387,000 | 0.03% |
| Gilead Sciences, Inc. |
2.99%
4,895
|
$358,559,000 | 0.03% |
| Vanguard Tax-managed Fds |
78.86%
7,037
|
$353,050,000 | 0.03% |
| Boston Beer Co., Inc. |
34.79%
1,139
|
$346,735,000 | 0.03% |
| Timken Co. |
0.33%
3,909
|
$341,764,000 | 0.03% |
| Allstate Corp (The) |
32.05%
1,974
|
$341,522,000 | 0.03% |
| WEC Energy Group Inc |
2.14%
4,105
|
$337,103,000 | 0.03% |
| Spdr Gold Tr |
2.96%
1,633
|
$335,941,000 | 0.03% |
| Live Oak Bancshares Inc |
12.54%
7,858
|
$326,186,000 | 0.03% |
| Ulta Beauty Inc |
No change
618
|
$323,140,000 | 0.03% |
| Entergy Corp. |
0.23%
3,039
|
$321,162,000 | 0.03% |
| Dorman Prods Inc |
2.67%
3,311
|
$319,148,000 | 0.03% |
| AGCO Corp. |
No change
2,577
|
$317,023,000 | 0.03% |
| United Parcel Service, Inc. |
Closed
2,032
|
$316,784,000 | |
| Colgate-Palmolive Co. |
0.23%
3,517
|
$316,706,000 | 0.03% |
| ServiceNow Inc |
Opened
409
|
$311,822,000 | 0.03% |
| Proshares Tr |
8.47%
8,508
|
$597,564,000 | 0.06% |
| Wells Fargo Co New |
Opened
5,349
|
$321,643,000 | 0.03% |
| Ball Corp. |
96.38%
4,571
|
$307,903,000 | 0.03% |
| Moodys Corp |
Opened
709
|
$278,659,000 | 0.03% |
| Trane Technologies plc |
6.17%
928
|
$278,586,000 | 0.03% |
| Zoetis Inc |
Opened
1,637
|
$276,997,000 | 0.03% |
| Ingevity Corp |
0.97%
5,795
|
$276,422,000 | 0.03% |
| Royal Bk Cda |
Opened
2,643
|
$266,626,000 | 0.03% |
| Armstrong World Inds Inc New |
39.06%
2,142
|
$266,080,000 | 0.03% |
| Polaris Inc |
23.79%
2,637
|
$264,017,000 | 0.03% |
| Murphy USA Inc |
37.67%
627
|
$262,839,000 | 0.03% |
| CVS Health Corp |
10.65%
3,290
|
$262,429,000 | 0.03% |
| Targa Res Corp |
Opened
2,294
|
$256,906,000 | 0.02% |
| Tesla Inc |
Closed
1,005
|
$251,472,000 | |
| First Tr Exchange Traded Fd |
20.22%
12,967
|
$385,968,000 | 0.04% |
| Vanguard Bd Index Fds |
11.71%
3,769
|
$288,261,000 | 0.03% |
| Northern Lts Fd Tr Iv |
No change
9,900
|
$366,804,000 | 0.04% |
| Alliance Resource Partners L |
No change
12,000
|
$240,600,000 | 0.02% |
| First Tr Mid Cap Core Alphad |
Opened
2,121
|
$240,458,000 | 0.02% |
| Global X Fds |
1.51%
31,606
|
$445,935,000 | 0.04% |
| The Southern Co. |
Opened
3,265
|
$234,232,000 | 0.02% |
| Stepan Co. |
16.54%
2,549
|
$229,512,000 | 0.02% |
| Vanguard Specialized Funds |
Closed
1,472
|
$228,781,000 | |
| Texas Instrs Inc |
97.64%
1,292
|
$225,080,000 | 0.02% |
| Thor Inds Inc |
13.27%
1,909
|
$224,003,000 | 0.02% |
| Etf Ser Solutions |
Opened
4,764
|
$223,276,000 | 0.02% |
| Rockwell Automation Inc |
No change
757
|
$220,537,000 | 0.02% |
| Toyota Motor Corporation |
Opened
867
|
$218,207,000 | 0.02% |
| Newmont Corp |
29.45%
6,050
|
$216,832,000 | 0.02% |
| Salesforce Inc |
Opened
716
|
$215,645,000 | 0.02% |
| Humana Inc. |
42.18%
606
|
$210,113,000 | 0.02% |
| Check Point Software Tech Lt |
Opened
1,270
|
$208,293,000 | 0.02% |
| MetLife, Inc. |
Opened
2,753
|
$204,025,000 | 0.02% |
| Malibu Boats Inc |
5.62%
4,676
|
$202,378,000 | 0.02% |
| Ishares Tr |
Opened
3,798
|
$347,699,000 | 0.03% |
| Spdr Ser Tr |
Opened
6,093
|
$445,306,000 | 0.04% |
| Select Sector Spdr Tr |
Opened
2,692
|
$175,425,000 | 0.02% |
| VanEck ETF Trust |
Opened
4,800
|
$287,801,000 | 0.03% |
| Global X Fds |
Opened
3,217
|
$109,250,000 | 0.01% |
| Ishares Tr |
Closed
6,783
|
$502,493,000 | |
| Vanguard Scottsdale Fds |
Opened
1,683
|
$115,112,000 | 0.01% |
| Vanguard Index Fds |
Opened
535
|
$110,773,000 | 0.01% |
| Dimensional Etf Trust |
Opened
6,760
|
$240,513,000 | 0.02% |
| Vanguard World Fds |
Closed
1,157
|
$109,546,000 | |
| Invesco Exchange Traded Fd T |
Opened
2,185
|
$109,614,000 | 0.01% |
| Vanguard Bd Index Fds |
Opened
317
|
$22,929,000 | 0.00% |
| Global X Fds |
Closed
425
|
$8,824,000 | |
| First Tr Exchange Traded Fd |
Opened
95
|
$5,358,000 | 0.00% |
| Vanguard Intl Equity Index F |
Opened
74
|
$5,000,000 | 0.00% |
| Wisdomtree Tr |
Opened
119
|
$5,307,000 | 0.00% |
| Schwab Strategic Tr |
Opened
47
|
$4,350,000 | 0.00% |
| Vanguard Whitehall Fds |
Closed
49
|
$3,496,000 | |
| Meta Materials Inc |
Closed
14,570
|
$3,088,000 | |
| Proshares Tr |
Opened
449
|
$2,901,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 226 holdings | |||
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