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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$83.7B
$6.31 Million 1.94% of portfolio
69,247
Q2 2025 Reduced 1.43%
$59.7B
$6.05 Million 1.87% of portfolio
205,854
Q2 2025 Reduced 4.34%
$133B
$6.03 Million 1.86% of portfolio
6,734
Q2 2025 Added 1.65%
$94.7B
$5.84 Million 1.8% of portfolio
7,973
Q2 2025 Reduced 8.0%
$10.8B
$5.74 Million 1.77% of portfolio
157,254
Q2 2025 Reduced 6.32%
$130B
$5.69 Million 1.76% of portfolio
120,321
Q2 2025 New
$18.6B
$5.62 Million 1.73% of portfolio
76,484
Q2 2025 Reduced 10.26%
$55.9B
$5.57 Million 1.72% of portfolio
27,675
Q2 2025 Reduced 1.34%
$141B
$5.57 Million 1.72% of portfolio
80,191
Q2 2025 New
$155B
$5.52 Million 1.7% of portfolio
90,260
Q2 2025 Reduced 1.3%
$73.5B
$5.45 Million 1.68% of portfolio
51,605
Q2 2025 Reduced 12.55%
$139B
$5.4 Million 1.67% of portfolio
43,840
Q2 2025 Added 1.91%
$61.1B
$5.23 Million 1.61% of portfolio
65,056
Q2 2025 Added 1.11%
$10.5B
$5.18 Million 1.6% of portfolio
57,940
Q2 2025 Reduced 0.54%
$22.7B
$5.05 Million 1.56% of portfolio
22,815
Q2 2025 Reduced 0.11%
$69.2B
$4.93 Million 1.52% of portfolio
41,237
Q2 2025 Added 5.46%
$173B
$4.88 Million 1.5% of portfolio
30,651
Q2 2025 Added 6.47%
$113B
$4.83 Million 1.49% of portfolio
10,435
Q2 2025 Added 1.57%
$122B
$4.81 Million 1.48% of portfolio
55,208
Q2 2025 Added 3.94%
$182B
$4.73 Million 1.46% of portfolio
109,294
Q2 2025 Added 3.13%
$19B
$4.66 Million 1.44% of portfolio
38,389
Q2 2025 Added 5.48%
$152B
$4.68 Million 1.44% of portfolio
21,112
Q2 2025 Added 4.72%
$152B
$4.64 Million 1.43% of portfolio
16,623
Q2 2025 Added 2.01%
$29.5B
$4.24 Million 1.31% of portfolio
16,357
Q2 2025 Added 0.2%
$10.2B
$4.21 Million 1.3% of portfolio
87,459
Q2 2025 Added 2.07%
$35.6B
$4.22 Million 1.3% of portfolio
73,241
Q2 2025 Added 6.17%
$36B
$4.19 Million 1.29% of portfolio
61,069
Q2 2025 Added 4.74%
$104B
$4.16 Million 1.28% of portfolio
139,036
Q2 2025 Added 5.92%
$141B
$4.14 Million 1.28% of portfolio
116,031
Q2 2025 Reduced 0.43%
$75.3B
$4.04 Million 1.24% of portfolio
123,740
Q2 2025 Added 5.54%
$36.3B
$3.63 Million 1.12% of portfolio
28,022
Q2 2025 Added 0.95%
$31.7B
$3.62 Million 1.11% of portfolio
32,694
Q2 2025 Added 7.08%
$86B
$3.6 Million 1.11% of portfolio
52,236
Q2 2025 Added 1.0%
$157B
$3.53 Million 1.09% of portfolio
9,128
Q2 2025 Reduced 13.94%
$32.2B
$3.53 Million 1.09% of portfolio
66,856
Q2 2025 Added 6.2%
$63.8B
$3.27 Million 1.01% of portfolio
32,403
Q2 2025 Reduced 3.47%
$33.5B
$3.04 Million 0.94% of portfolio
117,636
Q2 2025 Reduced 1.26%
$48.9B
$2.65 Million 0.82% of portfolio
26,897
Q2 2025 Reduced 2.61%
$15.3B
$2.05 Million 0.63% of portfolio
77,539
Q2 2025 Reduced 10.57%

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
Track This Portfolio

Track Butensky & Cohen Financial Security, Inc Portfolio

Follow Butensky & Cohen Financial Security, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Butensky & Cohen Financial Security, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Butensky & Cohen Financial Security, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email