Cohen Klingenstein LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $3.09 Billion distributed in 207 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 $749M, Vanguard Small Cap Growth ETF with a value of $195M, Invesco Qqq Trust, Series 1 with a value of $192M, Ishares Russell 2000 Gwt ETF with a value of $161M, and Microsoft Corp with a value of $145M.
Examining the 13F form we can see an increase of $16.4M in the current position value, from $3.07B to 3.09B.
Below you can find more details about Cohen Klingenstein LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.09 Billion
ETFs: $1.31 Billion
Technology: $457 Million
Communication Services: $279 Million
Financial Services: $258 Million
Healthcare: $228 Million
Consumer Cyclical: $199 Million
Industrials: $138 Million
Consumer Defensive: $114 Million
Other: $102 Million
Stock Holdings Table Market Cap. of $200 Billions or more
