Howe & Rusling INC (CIK: 0000769963) is a financial institution headquartered at 165 Culver Rd, Suite 100, Rochester, New York 14620. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $1.53 B, comprising 477 distinct securities. Over its filing history, it has submitted 52 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 31.6%. Quarterly turnover: 2.5%. ▲ 42 new, +162 added, −162 reduced, ×42 exited.

Top Buys

Q1 2026

1. AZN Astrazeneca PLC

+$10.49 M

2. VCIT Vanguard Intermediate-Term Corporate Bond Etf

+$7.53 M

3. VIK Viking Holdings

+$2.7 M

4. MSFT Microsoft Corporation

+$2.55 M

5. MDLZ Mondelez International

+$2.54 M

Top Sells

Q1 2026

1. VYM Vanguard High Dividend Yield Index Etf

−$6.41 M

2. PINS Pinterest

−$5.51 M

3. BKNG Booking Holdings

−$2.95 M

4. SPY Spdr S&P 500 Etf Trust

−$2.86 M

5. AVGO Broadcom

−$2.49 M

Stocks/ETFs

+1.34%

$1.53 B 99.91%

Options

$0 0.00%

Debt

-27.65%

$44,914 0.00%

Other

+47.56%

$1.28 M 0.08%

Name	Shares	Market Value	Weight	Change	Activity
Vanguard Total Stock Market Etf ETF-VTI	192,890	$61.88 M	4.04%	▲ 7,105	Add 3.8%
Jpmorgan Chase & Co JPM	186,300	$54.8 M	3.58%	▼ 531	Reduce -0.3%
Ishares Core S&P Us Growth Etf ETF-IUSG	338,734	$52.54 M	3.43%	▲ 16,137	Add 5.0%
Ishares Core S&P 500 Etf ETF-IVV	80,058	$52.29 M	3.41%	▼ 1,087	Reduce -1.3%
Vanguard Intermediate-Term Corporate Bond Etf ETF-VCIT	623,601	$51.6 M	3.37%	▲ 91,015	Add 17.1%
Broadcom AVGO	161,641	$50.03 M	3.26%	▼ 8,046	Reduce -4.7%
Apple AAPL	166,518	$42.26 M	2.76%	▼ 988	Reduce -0.6%
Ishares Intermediate Government/Credit Bond Etf ETF-GVI	394,689	$42.11 M	2.75%	▲ 20,924	Add 5.6%
Exxon Mobil Corporation XOM	234,690	$39.82 M	2.60%	▲ 2,525	Add 1.1%
Ishares Core S&P Us Value Etf ETF-IUSV	358,791	$36.69 M	2.39%	▲ 9,474	Add 2.7%

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Howe & Rusling INC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Howe & Rusling INC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 51 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Howe & Rusling INC Quarterly 13F Statistics

Discover detailed insights into Howe & Rusling INC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Howe & Rusling INC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Howe & Rusling INC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Howe & Rusling INC 13F Filings, Portfolio & Analysis

Howe & Rusling INC — Portfolio Overview & Company Profile

Portfolio Summary (Q1 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Historical Portfolio Charts

Howe & Rusling INC's Portfolio

Howe & Rusling INC Quarterly 13F Statistics

Howe & Rusling INC's All 13F Filings

Insider Trading Activity (SEC Form 4)