Arthur M. Cohen & Associates, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $548 Million distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Danaher Corp with a value of $59.6M, Nvidia Corp with a value of $45M, Apple Inc. with a value of $43.3M, Berkshire Hathaway Inc Class B with a value of $35.1M, and Spdr S&P 500 ETF Trust with a value of $28.8M.

Examining the 13F form we can see an increase of $31.4M in the current position value, from $517M to 548M.

Below you can find more details about Arthur M. Cohen & Associates, LLC portfolio as well as his latest detailed transactions.

Portfolio value $548 Million
Technology: $143 Million
Healthcare: $111 Million
ETFs: $93.5 Million
Financial Services: $87.7 Million
Communication Services: $39.9 Million
Consumer Cyclical: $37.1 Million
Consumer Defensive: $19.6 Million
Industrials: $12.8 Million
Other: $3.53 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $548 Million
  • Prior Value $517 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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