Butensky & Cohen Financial Security, Inc Portfolio Holdings

Butensky & Cohen Financial Security, Inc

  • $324 Million
  • Q2 2025

Butensky & Cohen Financial Security, Inc has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $324 Million distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $6.63M, Nvidia Corp with a value of $6.5M, Raytheon Technologies Corp with a value of $6.43M, Jpmorgan Chase & CO with a value of $6.39M, and Bank Of New York Mellon Corp with a value of $6.31M.

Examining the 13F form we can see an increase of $6.32M in the current position value, from $318M to 324M.

Below you can find more details about Butensky & Cohen Financial Security, Inc portfolio as well as his latest detailed transactions.

Portfolio value $324 Million
Technology: $49.7 Million
ETFs: $45.6 Million
Industrials: $38 Million
Financial Services: $35.8 Million
Healthcare: $31.6 Million
Consumer Defensive: $29.4 Million
Consumer Cyclical: $24.3 Million
Energy: $20 Million
Other: $48.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$6.63 Million 2.04% of portfolio
13,328
Q2 2025 Reduced 0.42%
$424B
$6.5 Million 2.0% of portfolio
41,117
Q2 2025 New
$233B
$6.43 Million 1.98% of portfolio
44,063
Q2 2025 Reduced 3.27%
$914B
$6.39 Million 1.97% of portfolio
22,035
Q2 2025 Reduced 4.4%
$86.5B
$6.31 Million 1.94% of portfolio
69,247
Q2 2025 Reduced 1.43%
$278B
$6.3 Million 1.94% of portfolio
90,810
Q2 2025 Reduced 1.04%
$2.36T
$6.2 Million 1.91% of portfolio
28,273
Q2 2025 Added 1.7%
$62B
$6.05 Million 1.87% of portfolio
205,854
Q2 2025 Reduced 4.34%
$140B
$6.03 Million 1.86% of portfolio
6,734
Q2 2025 Added 1.65%
$566B
$5.94 Million 1.83% of portfolio
16,732
Q2 2025 Reduced 3.41%
$99.5B
$5.84 Million 1.8% of portfolio
7,973
Q2 2025 Reduced 8.0%
$1.5T
$5.76 Million 1.78% of portfolio
32,690
Q2 2025 Added 2.64%
$11.8B
$5.74 Million 1.77% of portfolio
157,254
Q2 2025 Reduced 6.32%
$126B
$5.69 Million 1.76% of portfolio
120,321
Q2 2025 New
$19.4B
$5.62 Million 1.73% of portfolio
76,484
Q2 2025 Reduced 10.26%
$53.3B
$5.57 Million 1.72% of portfolio
27,675
Q2 2025 Reduced 1.34%
$158B
$5.52 Million 1.7% of portfolio
90,260
Q2 2025 Reduced 1.3%
$74B
$5.45 Million 1.68% of portfolio
51,605
Q2 2025 Reduced 12.55%
$174B
$5.4 Million 1.67% of portfolio
43,840
Q2 2025 Added 1.91%
$3.84T
$5.35 Million 1.65% of portfolio
26,087
Q2 2025 Added 1.56%
$62.8B
$5.23 Million 1.61% of portfolio
65,056
Q2 2025 Added 1.11%
$9.73B
$5.18 Million 1.6% of portfolio
57,940
Q2 2025 Reduced 0.54%
$224B
$5.13 Million 1.58% of portfolio
17,564
Q2 2025 Added 3.17%
$24.6B
$5.05 Million 1.56% of portfolio
22,815
Q2 2025 Reduced 0.11%
$70.2B
$4.93 Million 1.52% of portfolio
41,237
Q2 2025 Added 5.46%
$58.1B
$4.89 Million 1.51% of portfolio
14,946
Q2 2025 Added 0.62%
$313B
$4.85 Million 1.5% of portfolio
33,903
Q2 2025 Added 8.14%
$4.31B
$4.85 Million 1.5% of portfolio
57,066
Q2 2025 Added 1.51%
$186B
$4.88 Million 1.5% of portfolio
30,651
Q2 2025 Added 6.47%
$124B
$4.83 Million 1.49% of portfolio
10,435
Q2 2025 Added 1.57%
$126B
$4.81 Million 1.48% of portfolio
55,208
Q2 2025 Added 3.94%
$186B
$4.73 Million 1.46% of portfolio
109,294
Q2 2025 Added 3.13%
$19.7B
$4.66 Million 1.44% of portfolio
38,389
Q2 2025 Added 5.48%
$166B
$4.68 Million 1.44% of portfolio
21,112
Q2 2025 Added 4.72%
$147B
$4.64 Million 1.43% of portfolio
16,623
Q2 2025 Added 2.01%
$463B
$4.39 Million 1.35% of portfolio
28,760
Q2 2025 Added 2.78%
$235B
$4.35 Million 1.34% of portfolio
32,008
Q2 2025 Reduced 0.47%
$32.1B
$4.24 Million 1.31% of portfolio
16,357
Q2 2025 Added 0.2%
$9.39B
$4.21 Million 1.3% of portfolio
87,459
Q2 2025 Added 2.07%
$36.9B
$4.22 Million 1.3% of portfolio
73,241
Q2 2025 Added 6.17%
$38.5B
$4.19 Million 1.29% of portfolio
61,069
Q2 2025 Added 4.74%
$105B
$4.16 Million 1.28% of portfolio
139,036
Q2 2025 Added 5.92%
$143B
$4.14 Million 1.28% of portfolio
116,031
Q2 2025 Reduced 0.43%
$68.9B
$4.04 Million 1.24% of portfolio
123,740
Q2 2025 Added 5.54%
$206B
$3.96 Million 1.22% of portfolio
50,048
Q2 2025 Added 13.2%
$36.7B
$3.63 Million 1.12% of portfolio
28,022
Q2 2025 Added 0.95%
$33.9B
$3.62 Million 1.11% of portfolio
32,694
Q2 2025 Added 7.08%
$97.1B
$3.6 Million 1.11% of portfolio
52,236
Q2 2025 Added 1.0%
$195B
$3.57 Million 1.1% of portfolio
27,004
Q2 2025 Added 6.87%

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $324 Million
  • Prior Value $318 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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