Holdings of Cohen Capital Management, Inc.
147 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 37.8 % of the equity sleeve
Sector breakdown
- Technology 21.9 %
- Health care 20.0 %
- Industrials 13.3 %
- Financials 10.7 %
- Consumer discretionary 6.8 %
- Communication 5.4 %
- Consumer staples 5.2 %
- Utilities 3.2 %
- Materials 0.9 %
- Energy 0.6 %
- Funds 0.5 %
- Real estate 0.4 %
- Unattributed 11.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.4 %
- GB 0.4 %
- NL 0.1 %
- DK 0.1 %
- AU 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 142 | 628.4M $ | 99.39 % |
| 2 | GB | 2 | 2.5M $ | 0.39 % |
| 3 | NL | 1 | 758.2K $ | 0.12 % |
| 4 | DK | 1 | 379K $ | 0.06 % |
| 5 | AU | 1 | 248.7K $ | 0.04 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Applied Materials Inc | 111,981 | 38.3M $ | |
| 2 | Thermo Fisher Scientific Inc | 57,539 | 28.3M $ | |
| 3 | Stryker Corp | 83,200 | 27.3M $ | |
| 4 | Microsoft Corp | 72,981 | 27M $ | |
| 5 | JPMorgan Chase & Co | 85,828 | 25.2M $ | |
| 6 | Alphabet Inc | 71,264 | 20.5M $ | |
| 7 | Charles Schwab Corp/The | 214,366 | 20.1M $ | |
| 8 | Deere & Co | 33,394 | 18.8M $ | |
| 9 | Amazon.com Inc | 86,188 | 18M $ | |
| 10 | Cisco Systems, Inc. | 198,301 | 15.4M $ | |
| 11 | Enterprise Products Partners LP | 368,691 | 14M $ | |
| 12 | UnitedHealth Group Inc | 50,483 | 13.7M $ | |
| 13 | Marriott International Inc/MD | 39,114 | 12.8M $ | |
| 14 | RTX Corp | 65,333 | 12.6M $ | |
| 15 | PepsiCo Inc | 80,398 | 12.5M $ | |
| 16 | Novartis AG | 76,849 | 11.7M $ | |
| 17 | International Business Machines Corp. | 47,819 | 11.6M $ | |
| 18 | Visa Inc | 37,903 | 11.5M $ | |
| 19 | CSX Corp | 278,830 | 11.4M $ | |
| 20 | Procter & Gamble Co/The | 75,627 | 10.9M $ | |
| 21 | CVS Health Corp | 152,013 | 10.9M $ | |
| 22 | Oracle Corp | 74,213 | 10.9M $ | |
| 23 | Johnson & Johnson | 42,818 | 10.5M $ | |
| 24 | NextEra Energy Inc | 104,216 | 9.7M $ | |
| 25 | Post Holdings Inc | 81,885 | 8.1M $ | |
| 26 | Teledyne Technologies Inc | 12,534 | 7.6M $ | |
| 27 | Eli Lilly & Co | 8,143 | 7.5M $ | |
| 28 | 3M Co | 45,587 | 6.6M $ | |
| 29 | Energy Transfer LP | 335,304 | 6.5M $ | |
| 30 | Costco Wholesale Corp | 5,511 | 5.5M $ | |
| 31 | Invesco QQQ Trust Series 1 | 9,037 | 5.2M $ | |
| 32 | Union Pacific Corp | 21,478 | 5.2M $ | |
| 33 | State Street SPDR S&P 500 ETF Trust | 7,936 | 5.2M $ | |
| 34 | Meta Platforms Inc | 8,324 | 4.8M $ | |
| 35 | WP Carey Inc | 69,189 | 4.7M $ | |
| 36 | Salesforce Inc | 24,975 | 4.7M $ | |
| 37 | Darden Restaurants Inc | 23,592 | 4.6M $ | |
| 38 | Synopsys Inc | 11,565 | 4.6M $ | |
| 39 | ServiceNow Inc | 40,496 | 4.2M $ | |
| 40 | BILL Holdings Inc | 109,788 | 4.2M $ | |
| 41 | Otis Worldwide Corp | 52,077 | 4M $ | |
| 42 | Labcorp Holdings Inc | 14,966 | 4M $ | |
| 43 | Duke Energy Corp | 30,133 | 3.9M $ | |
| 44 | Constellation Brands Inc | 26,244 | 3.9M $ | |
| 45 | Walt Disney Co/The | 40,765 | 3.9M $ | |
| 46 | Zoetis Inc | 32,850 | 3.9M $ | |
| 47 | Intuit Inc | 8,818 | 3.8M $ | |
| 48 | FedEx Corp | 10,417 | 3.7M $ | |
| 49 | Mastercard Inc | 7,417 | 3.7M $ | |
| 50 | Carrier Global Corp | 63,634 | 3.6M $ | |
| 51 | Chevron Corp | 16,908 | 3.5M $ | |
| 52 | Waste Management Inc | 14,843 | 3.4M $ | |
| 53 | Alphabet Inc | 11,001 | 3.2M $ | |
| 54 | Apple Inc | 11,449 | 2.9M $ | |
| 55 | PPG Industries Inc | 27,070 | 2.9M $ | |
| 56 | Zimmer Biomet Holdings Inc | 31,359 | 2.8M $ | |
| 57 | Autodesk Inc | 11,587 | 2.8M $ | |
| 58 | iShares Core S&P 500 ETF | 4,242 | 2.8M $ | |
| 59 | Edison International | 36,208 | 2.6M $ | |
| 60 | KLA Corp | 1,755 | 2.6M $ | |
| 61 | Shell PLC | 24,200 | 2.3M $ | |
| 62 | Ventas Inc | 27,059 | 2.2M $ | |
| 63 | AbbVie Inc | 10,042 | 2.2M $ | |
| 64 | Plains All American Pipeline L | 95,397 | 2.1M $ | |
| 65 | Burlington Stores Inc | 6,414 | 2.1M $ | |
| 66 | Intel Corp | 43,533 | 1.9M $ | |
| 67 | Pfizer Inc | 67,037 | 1.9M $ | |
| 68 | Southern Co/The | 19,000 | 1.8M $ | |
| 69 | Datadog Inc | 15,283 | 1.8M $ | |
| 70 | Weyerhaeuser Co | 73,840 | 1.8M $ | |
| 71 | General Electric Co | 6,131 | 1.7M $ | |
| 72 | iShares Russell 3000 ETF | 4,637 | 1.7M $ | |
| 73 | Exxon Mobil Corp | 8,850 | 1.5M $ | |
| 74 | Berkshire Hathaway Inc | 2 | 1.4M $ | |
| 75 | NVIDIA Corp | 8,229 | 1.4M $ | |
| 76 | Netflix Inc | 14,410 | 1.4M $ | |
| 77 | GE Vernova Inc | 1,530 | 1.3M $ | |
| 78 | Abbott Laboratories | 12,844 | 1.3M $ | |
| 79 | Target Corp | 10,816 | 1.3M $ | |
| 80 | NIKE Inc | 24,794 | 1.3M $ | |
| 81 | Berkshire Hathaway Inc | 2,579 | 1.2M $ | |
| 82 | Wells Fargo & Co | 15,291 | 1.2M $ | |
| 83 | Emerson Electric Co. | 9,288 | 1.2M $ | |
| 84 | iShares Core MSCI Emerging Markets ETF | 17,220 | 1.2M $ | |
| 85 | Fortrea Holdings Inc | 120,072 | 1.1M $ | |
| 86 | Adobe Inc | 4,315 | 1M $ | |
| 87 | NiSource Inc | 21,200 | 989.2K $ | |
| 88 | Honeywell International Inc | 4,324 | 977.4K $ | |
| 89 | CME Group Inc | 2,992 | 883.7K $ | |
| 90 | Bristol-Myers Squibb Co | 14,350 | 870.3K $ | |
| 91 | Simply Good Foods Co/The | 59,997 | 861K $ | |
| 92 | Sempra | 8,800 | 855.1K $ | |
| 93 | Broadcom Inc | 2,754 | 852.4K $ | |
| 94 | Baidu Inc | 7,553 | 841.6K $ | |
| 95 | Blackrock Inc | 854 | 821.3K $ | |
| 96 | TJX Cos Inc/The | 5,096 | 813.8K $ | |
| 97 | Vanguard Total Stock Market ETF | 2,445 | 784.4K $ | |
| 98 | Amgen Inc | 2,224 | 782.5K $ | |
| 99 | Everus Construction Group Inc | 6,580 | 776.8K $ | |
| 100 | Vanguard International Equity Index Funds | 14,279 | 771.8K $ | |