Armbruster Capital Management, Inc. has released its latest 13F-HR report, revealing significant details about its investment portfolio as of September 30, 2026. The firm reported total holdings valued at approximately $665.8 million, showcasing a diverse range of investments across various sectors. This filing is crucial for understanding the firm's strategic positioning and investment trends in the current market landscape.

Armbruster Capital Management, based in Pittsford, New York, specializes in asset management. The firm is known for its strategic investment decisions and has a reputation for managing substantial assets. The latest filing, dated October 19, 2026, is part of a series of reports that the firm has submitted, with previous filings also indicating a focus on major corporations and exchange-traded funds (ETFs).

What the Filing Says

The 13F-HR report filed by Armbruster Capital Management indicates that the firm holds a total of 132 different securities. The report highlights notable investments in well-known companies such as:

  • Apple Inc: 8,209 shares valued at approximately $2.7 million.
  • Amazon.com Inc: 1,576 shares valued at approximately $392,660.
  • Alphabet Inc: 2,717 shares valued at approximately $934,699.
  • Microsoft Corp: 3,046 shares valued at approximately $1.56 million.
  • Berkshire Hathaway Inc: 3,775 shares valued at approximately $1.88 million.

Additionally, the report shows a significant investment in various ETFs, including those focused on emerging markets and large-cap stocks, indicating a strategic approach to diversification.

Impact

This filing may influence various stakeholders, including investors, analysts, and competitors in the asset management industry. The reported holdings reflect Armbruster's strategy in navigating the current market conditions, particularly in sectors like technology and consumer goods. As competition among investment firms intensifies, the strategies employed by firms like Armbruster could set trends for others in the industry.

What's Next

The filing does not specify what actions Armbruster Capital Management plans to take next. However, the firm is likely to continue monitoring market conditions and adjusting its portfolio as necessary to align with its investment objectives.

For more detailed information, the filing can be accessed through the SEC's EDGAR database under accession number 0001140361-26-040089.