Cohen Klingenstein LLC: 13F holdings
CIK 14536202026Q2
| Positions | 207 |
|---|
| Reported value | $3.5bn |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 207 (+2 vs prior quarter) |
|---|
| Reported value | $3.5bn (+13.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY Standard Poors DR | 1,104,639 | $824.9m | 23.6% |
| VBK Vanguard Small-Cap Growth ETF | 641,022 | $234.4m | 6.7% |
| QQQ Invesco QQQ Trust | 302,684 | $222.9m | 6.4% |
| IWO iShares Russell 2000G | 484,414 | $190.8m | 5.5% |
| LLY Eli Lilly | 129,013 | $154.7m | 4.4% |
| AAPL Apple Inc | 466,450 | $135.0m | 3.9% |
| AMZN Amazoncom | 519,824 | $123.9m | 3.5% |
| MSFT Microsoft Corp | 285,500 | $106.5m | 3.0% |
| NVDA Nvidia Corp | 464,060 | $92.9m | 2.7% |
| GOOGL Alphabet Class A | 253,350 | $90.5m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1453620")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples