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Cobblestone Capital Advisors, LLC
John T. DiPasquale · Investment Advisor · Multi-Strategy
Cobblestone Capital Advisors, LLC is an independent registered investment advisor based in Rochester, New York. Founded in 1998, the firm provides comprehensive wealth management, family office solutions, and investment management services to high-net-worth individuals, families, and institutional clients. The firm is known for its team-based approach, combining financial planning with sophisticated portfolio management that includes exchange-listed securities, mutual funds, and private placements. In September 2025, Cobblestone was acquired by CAPTRUST Financial Advisors, a move that integrated the firm into a national network while maintaining its commitment to client-centric advice and local service in the Upstate New York region.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +10.7% |
| YTD return | +3.6% |
| Sharpe ratio | 3.00 |
| Win rate | 45% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://www.cobblestonecap.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 15.8% | +37.7% |
| AAPL | Apple Inc | 13.5% | +24.8% |
| AMZN | Amazon.com Inc | 9.4% | +16.3% |
| NVDA | NVIDIA Corporation | 8.8% | +23.5% |
| BRK-A | Berkshire Hathaway Inc | 8.0% | +2.0% |
| MSFT | Microsoft Corporation | 6.6% | +1.3% |
| MKL | Markel Corporation | 5.0% | -3.1% |
| V | Visa Inc. Class A | 4.7% | +9.0% |
| MCO | Moodys Corporation | 3.6% | +3.3% |
| AXP | American Express Company | 3.0% | -0.1% |
| GHM | Graham Corporation | 2.7% | +7.7% |
| RSG | Republic Services Inc | 2.5% | -0.4% |
| TJX | The TJX Companies Inc | 2.3% | -8.5% |
| PEP | PepsiCo Inc | 2.3% | -4.4% |
| COST | Costco Wholesale Corp | 2.2% | -1.2% |
| BNL | Broadstone Net Lease Inc | 2.1% | +13.2% |
| JKHY | Jack Henry & Associates Inc | 2.1% | +13.2% |
| IDXX | IDEXX Laboratories Inc | 1.9% | -13.7% |
| ORLY | O’Reilly Automotive Inc | 1.8% | -4.5% |
| CVS | CVS Health Corp | 1.8% | -4.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jun 15, 2026 | SELL | CPRT | 1.8% → 0.0% |
| Jun 15, 2026 | BUY | GOOGL | 16.8% → 15.8% |
| Jun 15, 2026 | SELL | MCO | 3.5% → 3.6% |
| Jun 15, 2026 | BUY | MKL | 4.8% → 5.0% |
| Jun 15, 2026 | SELL | NVDA | 8.8% → 8.8% |
Investment Style Analysis
Cobblestone Capital Advisors, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jun 15, Cobblestone Capital Advisors, LLC made a significant move by reducing the position in CPRT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The core investment philosophy of Cobblestone Capital Advisors is built on fundamental analysis and a strategic overview of the macroeconomic environment. The firm focuses on identifying undervalued asset classes and securities with strong competitive advantages, seeking to capture intrinsic value through a disciplined research process. By evaluating business financials and management quality alongside global economic trends, Cobblestone constructs diversified, individually tailored portfolios designed for long-term wealth preservation and growth. This philosophy prioritizes risk management and the alignment of investment strategies with the specific liquidity needs and risk tolerances of its diverse client base.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Cobblestone Capital Advisors, LLC.
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Frequently asked questions
How is the simulated portfolio for Cobblestone Capital Advisors, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Cobblestone Capital Advisors, LLC's largest holding?
As of the latest filing, Cobblestone Capital Advisors, LLC's top position is Alphabet Inc Class A (GOOGL), representing 15.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Cobblestone Capital Advisors, LLC's historical performance and risk profile?
Our simulation indicates a total return of +10.7% with a win rate of 45%. Notably, the portfolio maintains a Sharpe Ratio of 3.00, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Cobblestone Capital Advisors, LLC primarily invest in?
Cobblestone Capital Advisors, LLC has a strong preference for the Internet Content & Information sector, which makes up 15.8% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Cobblestone Capital Advisors, LLC's portfolio concentrated or diversified?
Cobblestone Capital Advisors, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 38.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Cobblestone Capital Advisors, LLC performed in 2026?
Our AI-simulated model portfolio for Cobblestone Capital Advisors, LLC tracks a Year-to-Date (YTD) return of +3.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does John T. DiPasquale manage Cobblestone Capital Advisors, LLC directly?
Yes, John T. DiPasquale serves as the key portfolio manager for Cobblestone Capital Advisors, LLC, overseeing the investment strategy and final capital allocation decisions.