Armbruster Capital Management, Inc.
Filing Date
Global Rank
#7,066
/ 8,605
▲ 66
· as of Mar 2026
Top Industry
Oil & Gas Integrated
10.0%
3Y Alpha vs SPY
-1.9%
Period ended 3 months ago
Filed Apr 21, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+68.4%
SPY
+76.5%
Annualised alpha
-1.9%
Max drawdown
−14.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
50 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
16.6%
+0.3 pts
Top 5
37.2%
−0.4 pts
Top 10
53.9%
+0.6 pts
HHI
504
Diversified+12
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 24.3% | $10,139,936 |
| Technology | 22.5% | $9,363,436 |
| Financial Services | 11.8% | $4,937,325 |
| Industrials | 7.6% | $3,146,828 |
| Energy | 7.5% | $3,142,848 |
| Healthcare | 7.4% | $3,070,428 |
| Consumer Defensive | 7.0% | $2,906,023 |
| Consumer Cyclical | 3.5% | $1,443,634 |
| Real Estate | 3.1% | $1,289,021 |
| Communication Services | 2.8% | $1,170,869 |
| Utilities | 1.6% | $675,237 |
| Basic Materials | 0.9% | $382,736 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBIT | iShares Bitcoin Trust ETF | +7,800 | 13,643 | $524,164 | |
| NFG | National Fuel Gas Co | +4,291 | 8,723 | $819,613 | |
| MRK | Merck & Co., Inc. | +400 | 4,692 | $564,400 | |
| SPY | Spdr S&P 500 ETF Trust | +310 | 10,657 | $6,930,673 | |
| JNJ | Johnson & Johnson | +295 | 1,457 | $356,149 | |
| AAPL | Apple Inc. | +228 | 8,740 | $2,218,124 | |
| QQQ | Invesco Qqq Trust, Series 1 | +213 | 2,762 | $1,594,171 | |
| BRK-B | Berkshire Hathaway Inc | +177 | 4,912 | $2,353,830 | |
| AMZN | Amazon Com Inc | +120 | 1,547 | $322,193 | |
| PAYX | Paychex Inc | +107 | 20,299 | $1,869,943 | |
| TSLA | Tesla, Inc. | +100 | 799 | $297,028 | |
| ABBV | AbbVie Inc. | +29 | 2,181 | $474,345 | |
| JPM | Jpmorgan Chase & Co | +26 | 7,090 | $2,085,594 | |
| PM | Philip Morris International Inc. | +20 | 5,619 | $929,045 | |
| RTX | RTX Corp | +20 | 1,268 | $244,597 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −1,725 | 7,525 | $663,404 | |
| INTC | Intel Corp | −400 | 22,125 | $976,376 | |
| CSCO | Cisco Systems, Inc. | −350 | 4,820 | $373,983 | |
| GOOGL | Alphabet Inc. | −120 | 2,874 | $826,447 | |
| AMGN | Amgen Inc | −115 | 1,981 | $697,014 | |
| NVDA | Nvidia Corp | −100 | 2,338 | $407,747 | |
| XOM | Exxon Mobil Corp | −100 | 11,224 | $1,904,263 | |
| NEE | Nextera Energy Inc | −87 | 7,270 | $675,237 | |
| HD | Home Depot, Inc. | −80 | 1,418 | $466,366 | |
| MSFT | Microsoft Corp | −66 | 3,229 | $1,195,278 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
5 positions
50 positions ·
$41,668,321 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 10,657 | $6,930,673 | 16.63% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 4,912 | $2,353,830 | 5.65% | |
| AAPL |
Apple Inc.
Technology
|
Added | 8,740 | $2,218,124 | 5.32% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 7,090 | $2,085,594 | 5.01% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 11,224 | $1,904,263 | 4.57% | |
| PAYX |
Paychex Inc
Technology
|
Added | 20,299 | $1,869,943 | 4.49% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 2,762 | $1,594,171 | 3.83% | |
| BNL |
Broadstone Net Lease, Inc.
Real Estate
|
Held | 70,554 | $1,289,021 | 3.09% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,229 | $1,195,278 | 2.87% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Held | 1,159 | $1,037,583 | 2.49% | |
| INTC |
Intel Corp
Technology
|
Reduced | 22,125 | $976,376 | 2.34% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 3,011 | $931,934 | 2.24% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 5,619 | $929,045 | 2.23% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,874 | $826,447 | 1.98% | |
| NFG |
National Fuel Gas Co
Energy
|
Added | 8,723 | $819,613 | 1.97% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 1,981 | $697,014 | 1.67% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 7,270 | $675,237 | 1.62% | |
| IAU |
Ishares Gold Trust
|
Reduced | 7,525 | $663,404 | 1.59% | |
| ORCL |
Oracle Corp
Technology
|
Held | 4,410 | $648,755 | 1.56% | |
| GE |
General Electric Co
Industrials
|
Held | 2,153 | $610,956 | 1.47% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 2,341 | $567,973 | 1.36% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 4,692 | $564,400 | 1.35% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 4,395 | $546,210 | 1.31% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 13,643 | $524,164 | 1.26% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 2,181 | $474,345 | 1.14% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 6,211 | $472,346 | 1.13% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 536 | $467,874 | 1.12% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,418 | $466,366 | 1.12% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Held | 926 | $455,156 | 1.09% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 923 | $427,524 | 1.03% | |
| CVX |
Chevron Corp
Energy
|
Held | 2,025 | $418,972 | 1.01% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 2,834 | $409,342 | 0.98% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,338 | $407,747 | 0.98% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Held | 1,194 | $382,736 | 0.92% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 2,769 | $376,500 | 0.90% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 4,820 | $373,983 | 0.90% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 1,505 | $364,796 | 0.88% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Held | 2,242 | $358,047 | 0.86% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,457 | $356,149 | 0.85% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 602 | $344,422 | 0.83% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 324 | $322,843 | 0.77% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,547 | $322,193 | 0.77% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 1,175 | $317,943 | 0.76% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 799 | $297,028 | 0.71% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 304 | $257,180 | 0.62% | |
| RTX |
RTX Corp
Industrials
|
Added | 1,268 | $244,597 | 0.59% | |
| ALL |
Allstate Corp
Financial Services
|
Held | 1,161 | $240,721 | 0.58% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Held | 3,925 | $226,237 | 0.54% | |
| MMM |
3M Co
Industrials
|
Held | 1,500 | $217,845 | 0.52% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
NEW | 3,387 | $205,421 | 0.49% |