Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

BUTENSKY & COHEN FINANCIAL SECURITY, INC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

BUTENSKY & COHEN FINANCIAL SECURITY, INC (CIK 1632802) reported $379.9M across 97 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NEE ($7.4M, 1.94%), CVX ($7.1M, 1.87%), BP ($7.1M, 1.86%), KMI ($6.9M, 1.82%), BTI ($6.9M, 1.80%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NEENEXTERA ENERGY INC COM$7.4M1.94%79,530Trimmed
2CVXCHEVRON CORPORATION COM$7.1M1.87%34,311Trimmed
3BPBP PLC SPONSORED ADR$7.1M1.86%150,500Added
4KMIKINDER MORGAN INC DEL COM$6.9M1.82%205,666Trimmed
5BTIBRITISH AMERN TOB PLC SPONSORED ADR$6.9M1.80%117,210Trimmed
6BKBANK NEW YORK MELLON CORP COM$6.7M1.77%56,795Trimmed
7JNJJOHNSON & JOHNSON COM$6.7M1.76%27,420Trimmed
8CSCOCISCO SYS INC$6.7M1.76%86,090Trimmed
9KLACKLA CORP COM NEW$6.6M1.75%4,504Trimmed
10EOGEOG RES INC COM$6.6M1.75%45,922Added
11RTXRTX CORPORATION COM$6.5M1.72%33,860Trimmed
12AAPLAPPLE INC$6.5M1.71%25,630Trimmed
13NVDANVIDIA CORPORATION COM$6.5M1.70%37,010Added
14MRKMERCK & CO INC COM$6.4M1.69%53,452Trimmed
15LMTLOCKHEED MARTIN CORP$6.3M1.67%10,496Trimmed
16GOOGLALPHABET INC CL A$6.3M1.65%21,763Trimmed
17JPMJPMORGAN CHASE & CO COM$6.2M1.64%21,208Added
18PNWPINNACLE WEST CAP CORP COM$6.2M1.63%61,511Added
19JCIJOHNSON CTLS INTL PLC SHS$6.1M1.61%46,785Trimmed
20MCKMCKESSON CORP COM$6.1M1.61%7,081Trimmed
21CMICUMMINS INC COM$6.1M1.60%11,280Trimmed
22AMGNAMGEN INC COM$6.1M1.60%17,297Trimmed
23VZVERIZON COMMUNICATIONS$6.0M1.59%120,078Added
24ALLALLSTATE CORP$6.0M1.57%28,833Added
25AMZNAMAZON COM INC COM$5.9M1.55%28,277Added

Source: SEC Form 13F filings · as of 2026-03-31