Arthur M. Cohen & Associates, LLC Top Holdings and 13F Report (2025) About Arthur M. Cohen & Associates, LLCInvestment ActivityArthur M. Cohen & Associates, LLC has $521.63 million in total holdings as of March 31, 2025.Arthur M. Cohen & Associates, LLC owns shares of 125 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 3.15% of the portfolio was purchased this quarter.About 3.93% of the portfolio was sold this quarter.This quarter, Arthur M. Cohen & Associates, LLC has purchased 135 new stocks and bought additional shares in 44 stocks.Arthur M. Cohen & Associates, LLC sold shares of 42 stocks and completely divested from 16 stocks this quarter.Largest Holdings Danaher $42,273,207NVIDIA $39,633,757Apple $39,097,393Berkshire Hathaway $38,708,980Invesco NASDAQ 100 ETF $28,246,221 Largest New Holdings this Quarter 922908744 - Vanguard Value ETF $467,089 HoldingG16249149 - Brookfield Property Partners $379,719 Holding78464A763 - SPDR S&P Dividend ETF $312,064 Holding14020G101 - Capital Group Growth ETF $248,587 Holding30231G102 - Exxon Mobil $246,780 Holding Largest Purchases this Quarter Meta Platforms 10,935 shares (about $6.30M)Costco Wholesale 2,738 shares (about $2.20M)Invesco NASDAQ 100 ETF 10,473 shares (about $2.02M)Vanguard High Dividend Yield ETF 3,860 shares (about $497.78K)Vanguard Value ETF 2,704 shares (about $467.09K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 4,259 shares (about $2.38M)Berkshire Hathaway 3,048 shares (about $1.62M)Danaher 6,428 shares (about $1.32M)NVIDIA 9,555 shares (about $1.04M)iShares Russell 2000 ETF 4,164 shares (about $830.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArthur M. Cohen & Associates, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDHRDanaher$42,273,207$1,317,739 ▼-3.0%206,2118.1%MedicalNVDANVIDIA$39,633,757$1,035,570 ▼-2.5%365,6937.6%Computer and TechnologyAAPLApple$39,097,393$448,926 ▼-1.1%176,0117.5%Computer and TechnologyBRK.BBerkshire Hathaway$38,708,980$1,623,304 ▼-4.0%72,6827.4%FinanceQQQMInvesco NASDAQ 100 ETF$28,246,221$2,021,503 ▲7.7%146,3385.4%ETFSPYSPDR S&P 500 ETF Trust$25,747,906$2,382,418 ▼-8.5%46,0294.9%FinanceAMZNAmazon.com$25,669,879$254,948 ▼-1.0%134,9204.9%Retail/WholesaleMSFTMicrosoft$22,133,415$180,563 ▼-0.8%58,9614.2%Computer and TechnologyGOOGAlphabet$20,758,712$175,134 ▼-0.8%132,8734.0%Computer and TechnologyLLYEli Lilly and Company$19,492,302$479,854 ▼-2.4%23,6013.7%MedicalCOSTCostco Wholesale$15,360,727$2,199,439 ▲16.7%19,1222.9%Retail/WholesaleBRK.ABerkshire Hathaway$14,371,9490.0%182.8%FinanceVYMVanguard High Dividend Yield ETF$12,005,354$497,784 ▲4.3%93,0942.3%ETFNFLXNetflix$11,674,343$133,352 ▼-1.1%12,5192.2%Consumer DiscretionaryBLKBlackRock$10,524,312$88,973 ▼-0.8%11,1192.0%FinancePGRProgressive$9,674,697$126,505 ▲1.3%34,1851.9%FinanceCRWDCrowdStrike$6,790,691$289,821 ▲4.5%19,2601.3%Computer and TechnologyMETAMeta Platforms$6,377,188$6,302,264 ▲8,411.5%11,0651.2%Computer and TechnologyHDHome Depot$5,899,023$147,695 ▼-2.4%16,0961.1%Retail/WholesaleISRGIntuitive Surgical$5,220,641$99,549 ▲1.9%10,5411.0%MedicalQQQInvesco QQQ$4,827,282$46,894 ▼-1.0%10,2940.9%FinanceVERALTO CORP$4,798,738$126,588 ▼-2.6%49,2430.9%COM SHSRTXRTX$4,638,087$40,400 ▲0.9%35,0150.9%AerospaceVOOVanguard S&P 500 ETF$4,466,757$520,573 ▼-10.4%8,6920.9%ETFAJGArthur J. Gallagher & Co.$4,297,893$88,381 ▲2.1%12,4490.8%FinanceTMOThermo Fisher Scientific$4,207,374$313,003 ▼-6.9%8,4550.8%MedicalSHOPShopify$4,180,974$122,692 ▼-2.9%43,7890.8%Computer and TechnologyVEEVVeeva Systems$3,608,101$240,895 ▼-6.3%15,5770.7%MedicalCRMSalesforce$3,300,828$53,135 ▼-1.6%12,3000.6%Computer and TechnologyACGLArch Capital Group$3,248,768$158,697 ▲5.1%33,7780.6%FinanceVVisa$3,227,036$38,551 ▲1.2%9,2080.6%Business ServicesCMGChipotle Mexican Grill$3,095,597$95,399 ▲3.2%61,6530.6%Retail/WholesaleMAMastercard$2,553,691$115,653 ▼-4.3%4,6590.5%Business ServicesEQIXEquinix$2,500,141$170,427 ▲7.3%3,0660.5%FinanceMRVLMarvell Technology$2,333,996$167,163 ▲7.7%37,9080.4%Computer and TechnologyFIWFirst Trust Water ETF$2,251,425$55,188 ▼-2.4%22,3560.4%ETFPANWPalo Alto Networks$2,156,378$17,917 ▲0.8%12,6370.4%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$2,134,231$279,973 ▲15.1%20,8870.4%ETFMCDMcDonald's$1,899,834$386,714 ▼-16.9%6,0820.4%Retail/WholesaleAMGNAmgen$1,793,145$563,862 ▼-23.9%5,7560.3%MedicalETNEaton$1,682,356$89,704 ▲5.6%6,1890.3%IndustrialsTSMTaiwan Semiconductor Manufacturing$1,598,912$79,680 ▲5.2%9,6320.3%Computer and TechnologyABBVAbbVie$1,579,781$94,913 ▼-5.7%7,5400.3%MedicalCBOECboe Global Markets$1,538,772$135,774 ▼-8.1%6,8000.3%Financial ServicesGOOGLAlphabet$1,536,503$12,371 ▲0.8%9,9360.3%Computer and TechnologyWMTWalmart$1,518,767$7,638 ▲0.5%17,3000.3%Retail/WholesalePALANTIR TECHNOLOGIES INC$1,471,767$297,932 ▲25.4%17,4380.3%CL AOTISOtis Worldwide$1,444,8000.0%14,0000.3%ConstructionORCLOracle$1,440,043$193,637 ▲15.5%10,3000.3%Computer and TechnologyJNJJohnson & Johnson$1,345,4600.0%8,1130.3%MedicalAONAON$1,344,933$119,727 ▼-8.2%3,3700.3%FinanceIVViShares Core S&P 500 ETF$1,279,089$24,166 ▲1.9%2,2760.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,268,2260.0%50,6480.2%ETFOSPNOneSpan$1,235,250$159,729 ▼-11.5%81,0000.2%Computer and TechnologyAXONAxon Enterprise$1,213,367$343,445 ▲39.5%2,3070.2%AerospaceFGF&G Annuities & Life$1,208,216$46,865 ▼-3.7%33,5150.2%FinanceCARRCarrier Global$1,204,6000.0%19,0000.2%Computer and TechnologyRBLXRoblox$1,168,9480.0%20,0540.2%Consumer DiscretionaryMDYSPDR S&P MidCap 400 ETF Trust$1,166,714$193,119 ▲19.8%2,1870.2%ETFJPMJPMorgan Chase & Co.$1,159,325$1,227 ▲0.1%4,7260.2%FinanceNOWServiceNow$1,129,723$83,595 ▼-6.9%1,4190.2%Computer and TechnologyEWEdwards Lifesciences$1,099,014$311,302 ▼-22.1%15,1630.2%MedicalUNHUnitedHealth Group$1,068,974$334,676 ▼-23.8%2,0410.2%MedicalSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$872,2280.0%12,8250.2%ETFSPHQInvesco S&P 500 Quality ETF$868,3910.0%13,0900.2%ETFGEGE Aerospace$837,628$44,033 ▲5.5%4,1850.2%IndustrialsPGProcter & Gamble$804,382$33,061 ▼-3.9%4,7200.2%Consumer StaplesAVGOBroadcom$795,460$105,648 ▲15.3%4,7510.2%Computer and TechnologyWMWaste Management$758,1950.0%3,2750.1%Business ServicesMMM3M$734,3000.0%5,0000.1%Multi-Sector ConglomeratesTSLATesla$633,646$443,423 ▼-41.2%2,4450.1%Auto/Tires/TrucksBXBlackstone$590,571$81,072 ▲15.9%4,2250.1%FinanceFNFFidelity National Financial$585,850$18,418 ▼-3.0%9,0020.1%FinanceAMPAmeriprise Financial$573,186$21,301 ▲3.9%1,1840.1%FinanceDVYiShares Select Dividend ETF$567,141$43,781 ▼-7.2%4,2230.1%ETFSBUXStarbucks$537,0430.0%5,4750.1%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$535,2180.0%2,7590.1%ETFASMLASML$520,1650.0%7850.1%Computer and TechnologyLMTLockheed Martin$497,1880.0%1,1130.1%AerospaceILMNIllumina$472,4700.0%5,9550.1%MedicalVTVVanguard Value ETF$467,089$467,089 ▲New Holding2,7040.1%ETFVUGVanguard Growth ETF$451,586$371 ▲0.1%1,2180.1%ETFVTIVanguard Total Stock Market ETF$445,738$1,649 ▲0.4%1,6220.1%ETFSHWSherwin-Williams$437,5350.0%1,2530.1%Basic MaterialsVRTXVertex Pharmaceuticals$431,4900.0%8900.1%MedicalMSIMotorola Solutions$427,7400.0%9770.1%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$426,873$681 ▲0.2%5,0180.1%ETFVRTVertiv$426,341$99,636 ▲30.5%5,9050.1%Computer and TechnologyTTDTrade Desk$412,479$60,356 ▲17.1%7,5380.1%Computer and TechnologyFLUTTER ENTMT PLC$408,760$69,788 ▲20.6%1,8450.1%SHSSPGIS&P Global$399,8750.0%7870.1%Business ServicesVHTVanguard Health Care ETF$393,654$9,795 ▼-2.4%1,4870.1%ETFDKNGDraftKings$389,885$68,745 ▲21.4%11,7400.1%Consumer DiscretionaryZBRAZebra Technologies$384,2820.0%1,3600.1%IndustrialsBPYPPBrookfield Property Partners$379,719$379,719 ▲New Holding27,9000.1%Real EstateVOVanguard Mid-Cap ETF$375,4310.0%1,4520.1%ETFBACBank of America$353,491$39,518 ▼-10.1%8,4710.1%FinanceVGTVanguard Information Technology ETF$350,9200.0%6470.1%ETFIWMiShares Russell 2000 ETF$337,845$830,453 ▼-71.1%1,6940.1%FinanceGE VERNOVA INC$337,029$85,478 ▲34.0%1,1040.1%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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