CK

Cohen Klingenstein LLC

13F
Cohen Klingenstein LLC
Last update 2025-04-15 205 Stocks (1 new)
Value $2.75 Bil Turnover 0 %
Countries:
Top Holdings: SPY(24.04%)VBK(6.22%)QQQ(5.92%)IWO(5.07%)LLY(3.92%)
Summary Stock Picks Current Portfolio
Cohen Klingenstein LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		SPDR S&P 500 ETF Trust
1,179,843
659,992.4
-0.99%
24.040
-0.24%
0.110
-0.88%
+1.46%
604,487.6
 
VBK 		Vanguard Small Cap Growth ETF
678,760
170,891.4
+0.55%
6.220
+0.03%
0.840
-3.25%
-3.53%
17,321.5
 
QQQ 		INVESCO QQQ Trust
346,830
162,635.5
+0.04%
5.920
0%
0.050
-0.96%
+1.92%
329,981.2
 
IWO 		iShares Russell 2000 Growth ETF
544,607
139,163.4
-1.31%
5.070
-0.07%
1.270
-6.35%
-4.42%
11,428.1
 
LLY 		Eli Lilly and Co
130,464
107,751.5
0%
3.920
0%
0.010
-14.27%
-2.87%
670,617.5
Drug Manufacturers
MSFT 		Microsoft Corp
285,500
107,173.9
0%
3.900
0%
0.000
+12.44%
+9.12%
3,405,368.6
Software
AMZN 		Amazon.com Inc
548,575
104,371.9
-0.93%
3.800
-0.04%
0.010
-8.44%
-6.98%
2,166,479.0
Retail - Cyclical
AAPL 		Apple Inc
466,472
103,617.4
-0.02%
3.770
0%
0.000
-15.74%
-17.20%
3,089,625.0
Hardware
BRK.B 		Berkshire Hathaway Inc
105,934
56,418.3
0%
2.050
0%
0.000
+5.59%
+12.24%
1,097,093.7
Insurance
DIS 		The Walt Disney Co
554,191
54,698.7
0%
1.990
0%
0.030
+1.64%
+0.91%
201,994.8
Media - Diversified

Cohen Klingenstein LLC's Historical Top Holdings Breakdowns

Cohen Klingenstein LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY 		SPDR S&P 500 ETF Trust2025-03-31Reduce
-0.24%
●
551.42 ($587.78) 612.93
$592.85
0.86%
Reduce -0.99%
1,179,843
-11,813
IWO 		iShares Russell 2000 Growth ETF2025-03-31Reduce
-0.07%
●
254.58 ($282.23) 302.92
$274.71
-2.66%
Reduce -1.31%
544,607
-7,223
AMZN 		Amazon.com Inc2025-03-31Reduce
-0.04%
●
190.26 ($217) 242.06
$204.07
-5.96%
Reduce -0.93%
548,575
-5,130
VBK 		Vanguard Small Cap Growth ETF2025-03-31Add
+0.03%
●
247.97 ($277.1) 296.33
$269.76
-2.65%
Add 0.55%
678,760
3,680
AL 		Air Lease Corp2025-03-31Reduce
-0.02%
●
43.38 ($46.9) 51.13
$58.08
23.84%
Reduce -36.62%
22,500
-13,000
CL 		Colgate-Palmolive Co2025-03-31Reduce
-0.02%
●
85.68 ($89.54) 97.5
$91.99
2.74%
Reduce -4.54%
168,149
-8,000
GSK 		GSK PLC2025-03-31Reduce
-0.02%
●
32.08 ($36.61) 40.39
$38.40
4.89%
Reduce -19.14%
79,398
-18,800
MDT 		Medtronic PLC2025-03-31Reduce
-0.02%
●
79.84 ($89.48) 94.5
$86.37
-3.48%
Reduce -9.92%
65,349
-7,200
MET 		MetLife Inc2025-03-31Reduce
-0.02%
●
77.7 ($83.17) 87
$80.33
-3.41%
Reduce -18.18%
33,745
-7,500
SIEGY 		Siemens AG2025-03-31Reduce
-0.02%
●
96.19 ($113.08) 129.67
$125.46
10.95%
Reduce -20.11%
28,600
-7,200

Cohen Klingenstein LLC Total Holding History ($B)

To

Cohen Klingenstein LLC's Asset Allocation

To

Cohen Klingenstein LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cohen Klingenstein LLC's Hypothetical Growth since 2025-03-31

Cohen Klingenstein LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Cohen Klingenstein LLC's Holdings Heat Map

Size field:

Cohen Klingenstein LLC's Holdings Bubble Chart

Cohen Klingenstein LLC News

  • 1

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