13F Insight
DOSSIER · 13F-HR · Q1 2026

HOWE & RUSLING INC

HOWE & RUSLING's pension fund based in Greenwich, CT — $1.5B in tracked AUM across 529 positions as of Q1 2026.

H&
HOWE & RUSLING·Greenwich, CT·Pension Fund
CIK 0000769963 · last filed Mar 31, 2026
Total AUM
$1.5B
▼ 9.5%
vs prior
Holdings
529
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
10% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

HOWE & RUSLING INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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
VTI
VANGUARD INDEX FDS
$62M193K4.0%
02
JPM
JPMORGAN CHASE & CO
$55M186K3.6%
03
IUSG
ISHARES TR
$53M339K3.4%
04
IVV
ISHARES TR
$52M80K3.4%
05
VCIT
VANGUARD SCOTTSDALE FDS
$52M624K3.4%
06
AVGO
BROADCOM INC
$50M162K3.3%
07
AAPL
APPLE INC
$42M167K2.8%
08
GVI
ISHARES TR
$42M395K2.7%
09
XOM
EXXON MOBIL CORP
$40M235K2.6%
10
IUSV
ISHARES TR
$37M359K2.4%

Filing history

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