Cohen Klingenstein LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.07 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 $757M, Vanguard Small Cap Growth ETF with a value of $200M, Invesco Qqq Trust, Series 1 with a value of $193M, Ishares Russell 2000 Gwt ETF with a value of $168M, and Microsoft Corp with a value of $148M.
Examining the 13F form we can see an increase of $182M in the current position value, from $2.89B to 3.07B.
Below you can find more details about Cohen Klingenstein LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.07 Billion
ETFs: $1.34 Billion
Technology: $450 Million
Communication Services: $280 Million
Financial Services: $263 Million
Consumer Cyclical: $197 Million
Healthcare: $188 Million
Industrials: $141 Million
Consumer Defensive: $116 Million
Other: $103 Million
Stock Holdings Table Market Cap. of $200 Billions or more
