Cobblestone-Asset-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "JOBY",
  null,
  "D",
  null,
  null,
  null,
  "EMXC",
  null,
  "HEFA",
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  "EFG",
  null,
  "IVV",
  "AAPL",
  "NVDA",
  "INTC",
  "PLTR",
  null,
  null,
  null,
  null,
  null,
  "SPYG",
  "SPLG",
  "IBM",
  null,
  "PSNY",
  "GNL",
  "IWN",
  "CHPT",
  null,
  "AMZN",
  "NIO",
  null,
  "PLUG",
  null,
  null,
  "NEU",
  null,
  null,
  null,
  null,
  "SCHA",
  null,
  null,
  "SPYV",
  null,
  null,
  "BMY",
  "KO",
  "CSX",
  "TSLA",
  "PM",
  null,
  "MO"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 61
Total Value: 171247572
Accession Number: 0001994512-25-000003
Form Type: 13F-HR
CIK: cobblestone-asset-management
Manager Name: Cobblestone-Asset-Management

Data Enrichment

49% identified

30 identified31 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

61 positions • $171.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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ChargePoint Holdings, Inc.

CHPT|15961R105

Shares:26.2K

Value:$15.9K

% of Portfolio:0.0% ($15.9K/$171.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ChargePoint Holdings, Inc.(CHPTcusip15961R105)	26.2K	QoQ NEW(+26.2K) YoY NEW(+26.2K)	All Managers (Combined)	$15.9K	0.0% ($15.9K/$171.2M)	QoQ NEW(+$15.9K) YoY NEW(+$15.9K)