Cohen Klingenstein LLC has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.58 Billion distributed in 222 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $379M, Ishares Russell 2000 Gwt ETF with a value of $151M, Invesco Qqq Trust, Series 1 with a value of $147M, Microsoft Corp with a value of $138M, and Apple Inc. with a value of $116M.

Examining the 13F form we can see an increase of $229M in the current position value, from $2.36B to 2.58B.

Below you can find more details about Cohen Klingenstein LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.58 Billion
ETFs: $783 Million
Technology: $448 Million
Financial Services: $258 Million
Communication Services: $248 Million
Healthcare: $228 Million
Consumer Cyclical: $188 Million
Industrials: $159 Million
Consumer Defensive: $155 Million
Other: $118 Million

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 222
  • Current Value $2.58 Billion
  • Prior Value $2.36 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 12, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 0 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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