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ARTHUR M. COHEN & ASSOCIATES, LLC13F | |
| ARTHUR M. COHEN & ASSOCIATES, LLC | |
| Last update 2025-04-11 | 125 Stocks (5 new) |
| Value $522.00 Mil | Turnover 3 % |
ARTHUR M. COHEN & ASSOCIATES, ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHR | Danaher Corp | 206,211 | 42,273.2 | -3.02% | 8.100 | -0.26% | 0.030 | +10.70% | -12.76% | 142,869.1 | Medical Diagnostics & Research | |
NVDA | NVIDIA Corp | 365,693 | 39,633.8 | -2.55% | 7.600 | -0.23% | 0.000 | +62.08% | +17.85% | 3,859,087.0 | Semiconductors | |
AAPL | Apple Inc | 176,011 | 39,097.4 | -1.14% | 7.500 | -0.09% | 0.000 | +15.85% | -15.96% | 3,135,776.7 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 72,682 | 38,709.0 | -4.02% | 7.420 | -0.24% | 0.000 | -2.52% | +5.46% | 1,030,928.8 | Insurance | |
QQQM | Invesco NASDAQ 100 ETF | 146,338 | 28,246.2 | +7.71% | 5.420 | +0.39% | 0.070 | +30.37% | +8.28% | 52,662.6 | ||
SPY | SPDR S&P 500 ETF Trust | 46,029 | 25,747.9 | -8.47% | 4.940 | -0.44% | 0.000 | +23.42% | +6.54% | 638,360.3 | ||
AMZN | Amazon.com Inc | 134,920 | 25,669.9 | -0.98% | 4.920 | -0.05% | 0.000 | +27.51% | +1.86% | 2,372,436.3 | Retail - Cyclical | |
MSFT | Microsoft Corp | 58,961 | 22,133.4 | -0.81% | 4.240 | -0.04% | 0.000 | +39.34% | +18.54% | 3,699,325.7 | Software | |
GOOG | Alphabet Inc | 132,873 | 20,758.7 | -0.84% | 3.980 | -0.04% | 0.000 | +19.12% | -6.54% | 2,149,506.1 | Interactive Media | |
LLY | Eli Lilly and Co | 23,601 | 19,492.3 | -2.40% | 3.740 | -0.08% | 0.000 | +7.01% | +0.49% | 693,833.0 | Drug Manufacturers |
ARTHUR M. COHEN & ASSOCIATES, LLC's Historical Top Holdings Breakdowns
ARTHUR M. COHEN & ASSOCIATES, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
META | Meta Platforms Inc | 2025-03-31 | Add Add | +1.21% | 576.36 ($645.17) 736.67 | $718.35 | 11.34% | Add 8411.54% | 11,065 | 10,935 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.44% | 551.42 ($587.78) 612.93 | $620.68 | 5.60% | Reduce -8.47% | 46,029 | -4,259 | |
COST | Costco Wholesale Corp | 2025-03-31 | Add Add | +0.42% | 890.62 ($974.97) 1076.86 | $992.18 | 1.77% | Add 16.71% | 19,122 | 2,738 | |
QQQM | Invesco NASDAQ 100 ETF | 2025-03-31 | Add Add | +0.39% | 192.82 ($209.18) 222.1 | $227.18 | 8.61% | Add 7.71% | 146,338 | 10,473 | |
DHR | Danaher Corp | 2025-03-31 | Reduce Reduce | -0.26% | 201.62 ($218.33) 250.59 | $199.63 | -8.57% | Reduce -3.02% | 206,211 | -6,428 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.24% | 442.66 ($486.15) 534.52 | $478.03 | -1.67% | Reduce -4.02% | 72,682 | -3,048 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.23% | 106.98 ($126.74) 149.43 | $158.24 | 24.85% | Reduce -2.55% | 365,693 | -9,555 | |
IWM | iShares Russell 2000 ETF | 2025-03-31 | Reduce Reduce | -0.16% | 198.1 ($216.92) 229.79 | $219.73 | 1.30% | Reduce -71.08% | 1,694 | -4,164 | |
MCY | Mercury General Corp | 2025-03-31 | Sold Out Sold Out | -0.16% | 47.18 ($53.92) 65.75 | $66.09 | 22.57% | Sold Out | 0 | -13,700 | |
ZTS | Zoetis Inc | 2025-03-31 | Sold Out Sold Out | -0.13% | 156.48 ($166.29) 175.67 | $157.05 | -5.56% | Sold Out | 0 | -4,495 |
ARTHUR M. COHEN & ASSOCIATES, LLC Total Holding History ($B)
ARTHUR M. COHEN & ASSOCIATES, LLC's Asset Allocation
ARTHUR M. COHEN & ASSOCIATES, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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ARTHUR M. COHEN & ASSOCIATES, LLC's Hypothetical Growth since 2025-03-31
ARTHUR M. COHEN & ASSOCIATES, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
ARTHUR M. COHEN & ASSOCIATES, LLC's Holdings Heat Map
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ARTHUR M. COHEN & ASSOCIATES, LLC's Holdings Bubble Chart
ARTHUR M. COHEN & ASSOCIATES, LLC News
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