Cohen Klingenstein LLC
Annual return '25
+16.7%
SPY '25
+17.7%
Alpha
-1.0ptsvs SPY
Invested
$3.1B
Holdings
196
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 91%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
Standard Poors DR
Q1 2026: Sold 1.2% (1.12M → 1.11M shares)
23.6%
02
$VBK
Vanguard Small-Cap Growth ETF
Q1 2026: Sold 1.0% (668.4k → 661.4k shares)
6.5%
03
$NDQ
Invesco QQQ Trust
Q1 2026: Sold 2.9% (317.9k → 308.8k shares)
5.8%
04
$IWO
iShares Russell 2000G
Q1 2026: Sold 4.7% (516.8k → 492.7k shares)
5.1%
05
$LLY
Eli Lilly
Q1 2026: Sold 0.7% (130.0k → 129.1k shares)
3.9%
06
$AAPL
Apple Inc
Q4 2025: New position (466.5k shares)
3.9%
07
$AMZN
Amazoncom
Q1 2026: Sold 3.4% (539.6k → 521.1k shares)
3.5%
08
$MSFT
Microsoft Corp
Q4 2025: New position (285.5k shares)
3.5%
09
$NVDA
Nvidia Corp
Q4 2025: New position (463.7k shares)
2.6%
10
$GOOGL
Alphabet Class A
Q4 2025: New position (253.3k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:59 UTC.