Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cohen Investment Advisors LLC (CIK 1845081) reported $210.4M across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($10.6M, 5.03%), LLY ($9.6M, 4.59%), GOOGL ($8.5M, 4.02%), AMZN ($7.5M, 3.54%), GS ($7.0M, 3.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $10.6M | 5.03% | 41,703 | Trimmed |
| 2 | LLY | ELI LILLY & CO | $9.6M | 4.59% | 10,491 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $8.5M | 4.02% | 29,417 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $7.5M | 3.54% | 35,802 | Added |
| 5 | GS | GOLDMAN SACHS GROUP INC | $7.0M | 3.33% | 8,273 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $6.9M | 3.30% | 18,750 | Added |
| 7 | JPM | JPMORGAN CHASE & CO | $6.7M | 3.19% | 22,847 | Trimmed |
| 8 | XOM | EXXON MOBIL CORP | $6.1M | 2.91% | 36,044 | Trimmed |
| 9 | JNJ | JOHNSON & JOHNSON | $6.1M | 2.91% | 25,056 | Trimmed |
| 10 | META | META PLATFORMS INC | $6.1M | 2.90% | 10,670 | Added |
| 11 | RTX | RTX CORPORATION | $5.8M | 2.78% | 30,313 | Trimmed |
| 12 | CVX | CHEVRON CORPORATION | $5.5M | 2.60% | 26,494 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $5.3M | 2.51% | 30,235 | Added |
| 14 | KMI | KINDER MORGAN INC DEL | $5.2M | 2.45% | 154,017 | Added |
| 15 | BHP | BHP BILLITON LIMITED | $4.7M | 2.24% | 64,768 | Trimmed |
| 16 | CSCO | CISCO SYS INC | $4.6M | 2.19% | 59,414 | Added |
| 17 | BAC | BANK AMERICA CORP | $4.5M | 2.13% | 91,755 | Added |
| 18 | CB | CHUBB LTD SWITZ | $4.4M | 2.08% | 13,407 | Added |
| 19 | V | VISA INC | $4.3M | 2.05% | 14,288 | Added |
| 20 | AMGN | AMGEN INC | $4.3M | 2.05% | 12,250 | Added |
| 21 | WFC | WELLS FARGO & CO | $4.2M | 1.99% | 52,552 | Added |
| 22 | MCD | MCDONALDS CORP | $4.0M | 1.90% | 12,842 | Added |
| 23 | NEE | NEXTERA ENERGY INC | $4.0M | 1.90% | 42,968 | Added |
| 24 | VZ | VERIZON COMMUNICATIONS INC | $3.8M | 1.81% | 75,936 | Added |
| 25 | HD | HOME DEPOT INC | $3.7M | 1.78% | 11,378 | Added |
Source: SEC Form 13F filings · as of 2026-03-31