Cohen Investment Advisors LLC Portfolio Holdings
Cohen Investment Advisors LLC
- $191 Million
- Q2 2025
Cohen Investment Advisors LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $191 Million distributed in 80 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $9.01M, Apple Inc. with a value of $8.95M, Eli Lilly & CO with a value of $8.47M, Amazon Com Inc with a value of $7.66M, and Meta Platforms, Inc. with a value of $7.66M.
Examining the 13F form we can see an increase of $19.1M in the current position value, from $172M to 191M.
Below you can find more details about Cohen Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$191 Million
Technology: $42 Million
Financial Services: $35.1 Million
Healthcare: $22.6 Million
Consumer Cyclical: $21.7 Million
Communication Services: $20.4 Million
Energy: $12.9 Million
Industrials: $10.9 Million
Consumer Defensive: $8.81 Million
Other: $17 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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