account_balance
Investment manager · 13F filer · SEC CIK 1453620
Cohen Klingenstein LLC
Reported value$3.51Bas of Sep 30, 2026
Positions206 1 new, 2 sold out
Top 10 weight62.9%SPY alone is 24%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
23.8%
VBKVanguard Small-Cap Growth ETF
6.2%
QQQInvesco QQQ Trust
6.0%Trimmed −5%
IWOiShares Russell 2000g
4.8%Trimmed −3%
AAPLApple Inc.
4.4%
LLYELI Lilly & Co
4.3%
MSFTMicrosoft Corp
4.2%
AMZNAmazon.com Inc
3.7%
NVDANVIDIA Corp
3.0%
GOOGLAlphabet Inc.
2.5%
GOOGAlphabet Inc.
2.3%Trimmed −3%
AVGO1.8%SPYSPDR S&P 500 ETF Trust
23.8%
VBKVanguard Small-Cap Growth ETF
6.2%
QQQInvesco QQQ Trust
6.0%
IWOiShares Russell 2000g
4.8%−3%
AAPLApple Inc.
4.4%
LLYELI Lilly & Co
4.3%
MSFTMicrosoft Corp
4.2%
AMZN3.7%NVDAGOOG2.3%AVGOBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 23.8% Held
VBK Vanguard Small-Cap Growth ETF 6.2% Held
QQQ Invesco QQQ Trust 6.0% Trimmed −5%
IWO iShares Russell 2000g 4.8% Trimmed −3%
AAPL Apple Inc. 4.4% HeldLLY ELI Lilly & Co 4.3% HeldMSFT Microsoft Corp 4.2% HeldAMZN Amazon.com Inc 3.7% HeldNVDA NVIDIA Corp 3.0% HeldGOOGL Alphabet Inc. 2.5% HeldGOOG Alphabet Inc. 2.3% Trimmed −3%AVGO Broadcom Inc. 1.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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