Cohen Klingenstein LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.68 Billion distributed in 208 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 $660M, Vanguard Small Cap Growth ETF with a value of $172M, Invesco Qqq Trust, Series 1 with a value of $163M, Ishares Russell 2000 Gwt ETF with a value of $140M, and Eli Lilly & CO with a value of $108M.
Examining the 13F form we can see an decrease of $149M in the current position value, from $2.83B to 2.68B.
Below you can find more details about Cohen Klingenstein LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.68 Billion
ETFs: $1.15 Billion
Technology: $341 Million
Financial Services: $242 Million
Communication Services: $217 Million
Healthcare: $200 Million
Consumer Cyclical: $171 Million
Industrials: $130 Million
Consumer Defensive: $124 Million
Other: $104 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
