Cohen Klingenstein LLC Q4 2025 Filing

Filed January 20, 2026

Portfolio Value

$3.3B

Holdings

207

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (207 positions)

#StockSharesValue% PortfolioType
1
SPYStandard Poors DR
1,124,873$767.1M23.31%
2
VBKVanguard Small-Cap Growth ETF
668,380$201.9M6.14%
3
NDQInvesco QQQ Trust
317,949$195.3M5.93%
4
IWOiShares Russell 2000G
516,788$166.9M5.07%
5
LLYEli Lilly
129,993$139.7M4.24%
6
MSFTMicrosoft Corp
285,500$138.1M4.20%
7
AAPLApple Inc
466,450$126.8M3.85%
8
AMZNAmazoncom
539,575$124.5M3.78%
9
NVDANvidia Corp
463,650$86.5M2.63%
10
GOOGLAlphabet Class A
253,315$79.3M2.41%
11
GOOGAlphabet Class C
241,220$75.7M2.30%
12
AXPAmerican Express
181,512$67.2M2.04%
13
DISWalt Disney Co
552,960$62.9M1.91%
14
AVGOBroadcom Inc
177,555$61.5M1.87%
15
BRK/BBerkshire Hathaway B
105,724$53.1M1.61%
16
METAMeta Platforms Inc
79,528$52.5M1.59%
17
PEPPepsiCo Inc
295,866$42.5M1.29%
18
UNPUnion Pacific Corp
123,943$28.7M0.87%
19
RTXRTX Corp
154,527$28.3M0.86%
20
JNJJohnson Johnson
127,994$26.5M0.80%
21
PGProcter Gamble
174,580$25.0M0.76%
22
JPMJPMorgan Chase
72,700$23.4M0.71%
23
YUMYum! Brands Inc
144,870$21.9M0.67%
24
CVXChevron Corp
141,933$21.6M0.66%
25
TSLATesla Inc
46,545$20.9M0.64%
26
A4SAmeriprise Financial
37,723$18.5M0.56%
27
CMCSAComcast Corp Cl A
573,188$17.1M0.52%
28
BACBank of Amer Corp
277,810$15.3M0.46%
29
HIGHartford Insurance Group Inc
108,133$14.9M0.45%
30
ORCLOracle Corp
72,700$14.2M0.43%
31
ITWIllinois Tool Works
54,601$13.4M0.41%
32
CLColgate-Palmolive
168,149$13.3M0.40%
33
MRKMerck Co
124,194$13.1M0.40%
34
VVisa Inc
36,000$12.6M0.38%
35
FCXFreeport-McMoRan
238,176$12.1M0.37%
36
XOMExxon Mobil Corp
99,400$12.0M0.36%
37
SHELShell PLC ADR
157,098$11.5M0.35%
38
TMOThermo Fisher Scien
19,590$11.4M0.34%
39
AMTAmerican Tower
60,914$10.7M0.32%
40
NSCNorfolk Southern Corp
35,500$10.2M0.31%
41
AMGNAmgen Inc
31,270$10.2M0.31%
42
GEGE Aerospace
32,589$10.0M0.30%
43
PANWPalo Alto Networks
53,400$9.8M0.30%
44
CSCOCisco Systems Inc
126,280$9.7M0.30%
45
MAMastercard Inc
16,800$9.6M0.29%
46
IBMIntl Bus Machines
31,167$9.2M0.28%
47
FDXFedEx Corp
31,446$9.1M0.28%
48
GLGlobe Life Inc
63,089$8.8M0.27%
49
WFCWells Fargo Co
90,900$8.5M0.26%
50
CPCanadian Pacific Kansas City
107,867$7.9M0.24%
51
HONHoneywell Intl
40,631$7.9M0.24%
52
SAPSAP AG ADR
30,179$7.3M0.22%
53
VUGVanguard Growth ETF
14,851$7.2M0.22%
54
CRMSalesforce Inc
27,020$7.2M0.22%
55
TELTE Connectivity PLC
31,400$7.1M0.22%
56
4I1Philip Morris Intl
43,679$7.0M0.21%
57
QCOMQualcomm Inc
39,400$6.7M0.20%
58
LHLabcorp Holdingings
24,710$6.2M0.19%
59
ABTAbbott Labs
49,435$6.2M0.19%
60
VMCVulcan Materials Co
21,508$6.1M0.19%
61
MDTMedtronic PLC
60,497$5.8M0.18%
62
UNHUnitedHealth Group
17,289$5.7M0.17%
63
WMTWalmart Inc
51,000$5.7M0.17%
64
COSTCostco Wholesale
6,400$5.5M0.17%
65
HDHome Depot Inc
16,000$5.5M0.17%
66
BKNGBooking Holdings Inc
1,000$5.4M0.16%
67
GEVGE Vernova Inc
8,143$5.3M0.16%
68
ALSAllstate Corp
24,811$5.2M0.16%
69
MMM3M Co
31,833$5.1M0.15%
70
ISRGIntuitive Surgical
8,460$4.8M0.15%
71
NEENextera Energy Inc
59,400$4.8M0.14%
72
NFLXNetflix Inc
50,000$4.7M0.14%
73
INTCIntel Corp
115,400$4.3M0.13%
74
PFEPfizer Inc
169,014$4.2M0.13%
75
YUMCYum China Hldgs
87,799$4.2M0.13%
76
ABBVAbbvie Inc
18,000$4.1M0.12%
77
SIEBSiemens AG ADR
28,600$4.0M0.12%
78
COFCapital One Financial
16,064$3.9M0.12%
79
GSKGSK PLC ADR
79,398$3.9M0.12%
80
DWDMorgan Stanley
21,800$3.9M0.12%
81
VOTVanguard Mid-Cap Growth ETF
13,785$3.8M0.12%
82
TATT Inc
154,832$3.8M0.12%
83
PYPLPayPal Holdings
65,421$3.8M0.12%
84
TXNTexas Instruments
21,900$3.8M0.12%
85
BACVerizon
90,641$3.7M0.11%
86
KOCoca-Cola Co
52,000$3.6M0.11%
87
TJXTJX Companies Inc
23,600$3.6M0.11%
88
LINLinde PLC
8,000$3.4M0.10%
89
GSGoldman Sachs Group
3,600$3.2M0.10%
90
MOAltria Group
51,203$3.0M0.09%
91
BSXBoston Scientific
30,500$2.9M0.09%
92
LOWLowes Cos Inc
11,950$2.9M0.09%
93
CBChubb Ltd
9,120$2.8M0.09%
94
DEDeere and Co
6,000$2.8M0.08%
95
BABoeing Company
12,700$2.8M0.08%
96
ADPAutomatic Data Proc
10,705$2.8M0.08%
97
MCDMcDonalds Corp
9,000$2.8M0.08%
98
VRTXVertex Pharma
6,000$2.7M0.08%
99
GENGen Digital Inc
98,600$2.7M0.08%
100
COPConocoPhilips
28,500$2.7M0.08%
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