Institutions / Cohen Capital Management, Inc.

Cohen Capital Management, Inc.

CIK 1508120 · Institution · as of Dec 31, 2025
Portfolio value
$663.86M
Positions
150
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 150 →
CompanyClassValueShares% of portfolio
Applied Materials Inc /De$37.11M144,3935.6%
Microsoft Corp$34.77M71,9055.2%
Thermo Fisher Scientific Inc.$34.03M58,7285.1%
Stryker Corp$29.01M82,5424.4%
JPMorgan Chase & Co$27.56M85,5184.2%
Alphabet Inc.$22.09M70,5673.3%
Schwab Charles Corp$21.88M218,9883.3%
Amazon.com Inc$18.58M80,4872.8%
Cisco Systems, Inc.$16.94M219,9772.6%
Unitedhealth Group Inc$16.64M50,4172.5%
Deere & Co$15.55M33,3942.3%
Oracle Corp$14.48M74,3132.2%
International Business Machines Corp$14.11M47,6412.1%
Visa Inc$13.04M37,1932.0%
Pepsico Inc$12.95M90,2232.0%
Marriott International Inc/MD$12.11M39,0491.8%
CVS HEALTH Corp$12.02M151,5021.8%
RTX Corp$11.93M65,0461.8%
Enterprise Products Partners L.P.EPDMLP$11.82M368,6911.8%
Novartis AG Sponsored Adr$10.56M76,6131.6%
PROCTER & GAMBLE Co$10.53M73,4671.6%
Csx Corp$10.09M278,3731.5%
Johnson & Johnson$8.81M42,5791.3%
ELI LILLY & Co$8.65M8,0521.3%
Nextera Energy Inc$8.31M103,4851.3%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.