Arthur M. Cohen & Associates, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Arthur J. Gallagher & Co. | $3.54M | 0.6% |
| VEEVA SYSTEMS INC | $3.57M | 0.6% |
| Palantir Technologies Inc | $3.59M | 0.6% |
| THERMO FISHER SCIENTIFIC INC. | $4.21M | 0.7% |
| Veralto Corp | $4.53M | 0.7% |
| HOME DEPOT, INC. | $4.88M | 0.8% |
| VANGUARD INDEX FDS | $5.46M | 0.9% |
| Intuitive Surgical Inc | $5.86M | 1.0% |
| INVESCO QQQ TR | $6.33M | 1.0% |
| RTX Corp | $6.84M | 1.1% |
| SHOPIFY INC | $7.11M | 1.2% |
| Meta Platforms Inc | $7.41M | 1.2% |
| PROGRESSIVE CORP/OH | $7.47M | 1.2% |
| CrowdStrike Holdings, Inc. | $8.91M | 1.5% |
| Netflix Inc | $11.35M | 1.9% |
| BlackRock, Inc. | $11.82M | 1.9% |
| BERKSHIRE HATHAWAY INC DEL | $12.08M | 2.0% |
| VANGUARD WHITEHALL FDS | $13.94M | 2.3% |
| COSTCO WHOLESALE CORP /NEW | $14.04M | 2.3% |
| ELI LILLY & Co | $24.17M | 3.9% |
| MICROSOFT CORP | $27.42M | 4.5% |
| Amazon.com Inc | $30.52M | 5.0% |
| SPDR S&P 500 ETF TR | $31.42M | 5.1% |
| DANAHER CORP /DE | $34.95M | 5.7% |
| Warren E. Buffett | $35.67M | 5.8% |
| INVESCO EXCH TRADED FD TR II | $37.73M | 6.2% |
| Alphabet Inc. | $40.22M | 6.6% |
| Apple Inc. | $45.79M | 7.5% |
| NVIDIA Corp | $65.47M | 10.7% |