Hoyle Cohen, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.31 Billion distributed in 275 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $126M, Microsoft Corp with a value of $68.9M, Nvidia Corp with a value of $51M, Alphabet Inc. with a value of $35.1M, and Broadcom Inc. with a value of $34.2M.

Examining the 13F form we can see an increase of $9.88M in the current position value, from $1.3B to 1.31B.

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

Portfolio value $1.31 Billion
Technology: $362 Million
ETFs: $329 Million
Financial Services: $140 Million
Healthcare: $94.8 Million
Communication Services: $84.7 Million
Industrials: $70.1 Million
Consumer Cyclical: $65.4 Million
Energy: $63.2 Million
Other: $101 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 275
  • Current Value $1.31 Billion
  • Prior Value $1.3 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 19, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 21 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 162 stocks
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