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Filers›Pension Fund›Armbruster Capital Management, Inc.
DOSSIER · 13F-HR · Q1 2026

Armbruster Capital Management, Inc.

Armbruster's pension fund based in Stamford, CT — $610M in tracked AUM across 132 positions as of Q1 2026.

A
Armbruster·Stamford, CT·Pension Fund
CIK 0001664847 · last filed Mar 31, 2026
Total AUM
$610M
▲ 16.7%
vs prior
Holdings
132
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
36% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Armbruster Capital Management, Inc. reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025, with the total portfolio value surging by 82.6% from $326.15 million to $595.51 million. This substantial increase in capital was accompanied by a high turnover rate, as the firm executed 54 security changes—27 new positions and 27 exits—indicating a major portfolio restructuring or significant capital inflows that were deployed r...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VFVA
VANGUARD WELLINGTON FD
$58M432K9.5%
02
MTUM
ISHARES TR
$51M213K8.4%
03
RPV
INVESCO EXCHANGE TRADED FD T
$40M370K6.5%
04
SPLV
INVESCO EXCH TRADED FD TR II
$39M530K6.4%
05
QUAL
ISHARES TR
$33M170K5.4%
06
VFQY
VANGUARD WELLINGTON FD
$28M190K4.7%
07
IVLU
ISHARES TR
$27M675K4.4%
08
IMTM
ISHARES TR
$22M453K3.6%
09
IQLT
ISHARES TR
$22M468K3.5%
10
AVES
AMERICAN CENTY ETF TR
$21M348K3.4%

Filing history

Filing history loading…
AI Agent · grounded in Armbruster
haiku-4-5 · 132 positions indexed
Sector mix
  • Tech36%
  • Health Care25%
  • Cons. Disc.10%
  • Industrials4%
  • Energy9%
  • Other16%
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