Cohen Klingenstein LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.83 Billion distributed in 207 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 $698M, Vanguard Small Cap Growth ETF with a value of $189M, Invesco Qqq Trust, Series 1 with a value of $177M, Ishares Russell 2000 Gwt ETF with a value of $159M, and Amazon Com Inc with a value of $121M.
Examining the 13F form we can see an increase of $71.4M in the current position value, from $2.76B to 2.83B.
Below you can find more details about Cohen Klingenstein LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.83 Billion
ETFs: $1.24 Billion
Technology: $384 Million
Communication Services: $242 Million
Financial Services: $238 Million
Consumer Cyclical: $192 Million
Healthcare: $186 Million
Industrials: $128 Million
Consumer Defensive: $123 Million
Other: $96.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
