Butensky & Cohen Financial Security, Inc Portfolio Holdings

Butensky & Cohen Financial Security, Inc

  • $358 Million
  • Q4 2025

Butensky & Cohen Financial Security, Inc has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $358 Million distributed in 131 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $9.25M, Alphabet Inc. with a value of $7.04M, Apple Inc. with a value of $6.93M, Nextera Energy Inc with a value of $6.92M, and Cisco Systems, Inc. with a value of $6.85M.

Examining the 13F form we can see an increase of $12.1M in the current position value, from $345M to 358M.

Below you can find more details about Butensky & Cohen Financial Security, Inc portfolio as well as his latest detailed transactions.

Portfolio value $358 Million
ETFs: $63.7 Million
Technology: $55.9 Million
Industrials: $40.5 Million
Healthcare: $37.5 Million
Financial Services: $36.8 Million
Consumer Defensive: $27.3 Million
Consumer Cyclical: $26.5 Million
Energy: $21.6 Million
Other: $46.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.25 Million 2.59% of portfolio
32,107
Q4 2025 Added 93.44%
$1.65T
$7.04 Million 1.97% of portfolio
25,487
Q4 2025 Reduced 15.93%
$4.3T
$6.93 Million 1.94% of portfolio
25,901
Q4 2025 Reduced 0.91%
$168B
$6.92 Million 1.93% of portfolio
80,672
Q4 2025 Reduced 1.1%
$319B
$6.85 Million 1.92% of portfolio
88,131
Q4 2025 Reduced 2.23%
$465B
$6.81 Million 1.91% of portfolio
36,514
Q4 2025 Reduced 1.16%
$89.3B
$6.8 Million 1.9% of portfolio
61,532
Q4 2025 Reduced 3.24%
$258B
$6.76 Million 1.89% of portfolio
38,510
Q4 2025 Reduced 7.05%
$3.78T
$6.74 Million 1.89% of portfolio
13,288
Q4 2025 Added 1.5%
$268B
$6.69 Million 1.87% of portfolio
27,099
Q4 2025 Reduced 34.89%
$2.39T
$6.58 Million 1.84% of portfolio
28,049
Q4 2025 Added 1.84%
$121B
$6.54 Million 1.83% of portfolio
7,772
Q4 2025 Reduced 3.86%
$123B
$6.47 Million 1.81% of portfolio
118,175
Q4 2025 Reduced 0.37%
$881B
$6.34 Million 1.77% of portfolio
21,091
Q4 2025 Reduced 0.67%
$0
$6.27 Million 1.75% of portfolio
27,166
Q4 2025 Added 101.1%
$65.2B
$6.24 Million 1.74% of portfolio
13,481
Q4 2025 Reduced 8.31%
$81.8B
$6.05 Million 1.69% of portfolio
50,923
Q4 2025 Reduced 0.79%
$20.5B
$6 Million 1.68% of portfolio
77,972
Q4 2025 Added 1.47%
$183B
$5.97 Million 1.67% of portfolio
17,484
Q4 2025 Added 2.34%
$161B
$5.96 Million 1.67% of portfolio
5,252
Q4 2025 Reduced 17.65%
$522B
$5.81 Million 1.63% of portfolio
29,131
Q4 2025 Reduced 0.05%
$61.6B
$5.83 Million 1.63% of portfolio
212,624
Q4 2025 Added 2.01%
$224B
$5.66 Million 1.58% of portfolio
18,553
Q4 2025 Added 2.88%
$533B
$5.62 Million 1.57% of portfolio
17,239
Q4 2025 Added 2.07%
$303B
$5.54 Million 1.55% of portfolio
35,808
Q4 2025 Added 4.13%
$128B
$5.49 Million 1.53% of portfolio
56,998
Q4 2025 Added 2.4%
$9.99B
$5.36 Million 1.5% of portfolio
60,621
Q4 2025 Added 2.97%
$62.7B
$5.34 Million 1.49% of portfolio
67,912
Q4 2025 Added 2.41%
$112B
$5.33 Million 1.49% of portfolio
145,949
Q4 2025 Added 3.09%
$187B
$5.3 Million 1.48% of portfolio
31,755
Q4 2025 Added 1.55%
$0
$5.25 Million 1.47% of portfolio
59,118
Q4 2025 Added 101.49%
$235B
$5.14 Million 1.44% of portfolio
55,379
Q4 2025 Added 5.57%
$123B
$5.11 Million 1.43% of portfolio
10,848
Q4 2025 Added 0.69%
$4.09B
$5.12 Million 1.43% of portfolio
59,128
Q4 2025 Added 2.47%
$18B
$5.05 Million 1.41% of portfolio
39,660
Q4 2025 Added 2.63%
$64.7B
$4.88 Million 1.37% of portfolio
44,231
Q4 2025 Added 4.59%
$24.8B
$4.9 Million 1.37% of portfolio
24,829
Q4 2025 Added 6.81%
$140B
$4.88 Million 1.36% of portfolio
21,674
Q4 2025 Added 3.93%
$172B
$4.8 Million 1.34% of portfolio
117,049
Q4 2025 Added 5.17%
$73.4B
$4.57 Million 1.28% of portfolio
131,010
Q4 2025 Added 4.26%
$35.1B
$4.53 Million 1.27% of portfolio
79,670
Q4 2025 Added 5.25%
$38B
$4.45 Million 1.25% of portfolio
30,146
Q4 2025 Added 4.66%
$204B
$4.46 Million 1.25% of portfolio
30,148
Q4 2025 Added 7.27%
$30.9B
$4.37 Million 1.22% of portfolio
36,087
Q4 2025 Added 6.91%
$26.3B
$4.38 Million 1.22% of portfolio
24,418
Q4 2025 Added 25.12%
$228B
$4.33 Million 1.21% of portfolio
33,262
Q4 2025 Added 2.67%
$8.99B
$4.34 Million 1.21% of portfolio
166,754
Q4 2025 Added 5.03%
$103B
$4.17 Million 1.17% of portfolio
53,230
Q4 2025 Added 1.75%
$0
$4.06 Million 1.14% of portfolio
46,815
Q4 2025 Added 107.55%

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $358 Million
  • Prior Value $345 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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