Arthur M. Cohen & Associates, LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $547 Million distributed in 125 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $56.9M, Danaher Corp with a value of $37.2M, Apple Inc. with a value of $35.6M, Berkshire Hathaway Inc Class B with a value of $34.5M, and Invesco Exchange Traded Fd Tr with a value of $33.5M.
Examining the 13F form we can see an increase of $29.9M in the current position value, from $517M to 547M.
Below you can find more details about Arthur M. Cohen & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$547 Million
Technology: $158 Million
ETFs: $103 Million
Financial Services: $76.7 Million
Healthcare: $75.3 Million
Communication Services: $51.4 Million
Consumer Cyclical: $42.7 Million
Consumer Defensive: $19.3 Million
Industrials: $16.6 Million
Other: $3.89 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
