Institutions / Cohen Investment Advisors LLC

Cohen Investment Advisors LLC

CIK 1845081 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$217.48M
Positions
78
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
ELI LILLY & Coโ€”$11.46M10,6595.3%
Apple Inc.โ€”$11.43M42,0565.3%
Alphabet Inc.โ€”$9.54M30,4724.4%
Microsoft Corpโ€”$8.76M18,1144.0%
Amazon.com Incโ€”$8.19M35,4843.8%
The Goldman Sachs Group, Inc.โ€”$7.41M8,4273.4%
JPMorgan Chase & Coโ€”$7.37M22,8593.4%
Meta Platforms Incโ€”$7.01M10,6133.2%
RTX Corpโ€”$5.64M30,7762.6%
NVIDIA Corpโ€”$5.63M30,1822.6%
Johnson & Johnsonโ€”$5.22M25,2472.4%
Bank of America Corp /Deโ€”$5.02M91,1822.3%
Visa Incโ€”$4.95M14,1102.3%
Wells Fargo & COMPANY/MNโ€”$4.85M52,0592.2%
Blackstone Incโ€”$4.66M30,2082.1%
Intuit Inc.โ€”$4.65M7,0272.1%
Cisco Systems, Inc.โ€”$4.57M59,3702.1%
Exxon Mobil Corpโ€”$4.38M36,3962.0%
Kinder Morgan, Inc.โ€”$4.22M153,3341.9%
Chubb Ltdโ€”$4.18M13,3801.9%
Thermo Fisher Scientific Inc.โ€”$4.12M7,1061.9%
Chevron Corpโ€”$4.01M26,3431.8%
Amgen Incโ€”$4.00M12,2201.8%
BHP Group LtdBHPADR$3.91M64,8491.8%
Mcdonald'S Corpโ€”$3.88M12,6791.8%

Activity

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