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.
Filing history
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