Cohen Klingenstein LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.89 Billion distributed in 204 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 $713M, Vanguard Small Cap Growth ETF with a value of $188M, Invesco Qqq Trust, Series 1 with a value of $180M, Ishares Russell 2000 Gwt ETF with a value of $152M, and Microsoft Corp with a value of $142M.
Examining the 13F form we can see an increase of $213M in the current position value, from $2.68B to 2.89B.
Below you can find more details about Cohen Klingenstein LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.89 Billion
ETFs: $1.25 Billion
Technology: $405 Million
Communication Services: $255 Million
Financial Services: $255 Million
Consumer Cyclical: $189 Million
Healthcare: $185 Million
Industrials: $136 Million
Consumer Defensive: $117 Million
Other: $100 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
