HOWE & RUSLING INC
•CIK: 769963•Filing: Q4 2025
**HOWE & RUSLING INC** manages $1.5B across a diversified portfolio of 476 positions. The fund exhibits significant concentration in core US equities, notably allocating $62.3M to VTI and $60.2M to JPM. Key technology and growth exposures include substantial holdings in AVGO ($58.7M), IVV ($55.6M), and MSFT ($40.1M). This structure suggests a mandate focused on established market leaders and high-conviction sector plays.
Total AUM
$1.5B
QoQ Performance
+0.7%
Positions
239
Top 10 Concentration
34.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI4.2%
JPM4.1%
AVGO4.0%
IVV3.8%
IUSG3.7%
VCIT3.0%
MSFT2.7%
GVI2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other48.3%
Technology16.0%
Financial9.5%
Consumer4.9%
ETF4.7%
Consumer Staples3.9%
Industrial3.9%
Healthcare3.7%
🚪 Exited Positionssold since Q3 2025
+244 more exited positions
Changes from Q3 2025
NEW3 new positions
↑126 increased
↓62 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022