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 |
|---|
| 101 | ASML Holding NV | 574 | 758.2K $ | |
| 102 | Alibaba Group Holding Ltd | 5,926 | 743.5K $ | |
| 103 | Merck & Co Inc | 5,967 | 717.8K $ | |
| 104 | Dell Technologies Inc | 4,069 | 667.8K $ | |
| 105 | Solventum Corp | 9,145 | 597.2K $ | |
| 106 | MDU Resources Group Inc | 26,324 | 545.4K $ | |
| 107 | Airbnb Inc | 4,280 | 540.5K $ | |
| 108 | Knife River Corp | 6,580 | 537.3K $ | |
| 109 | Palantir Technologies Inc | 3,668 | 536.6K $ | |
| 110 | SUNOCO LP | 8,210 | 533.4K $ | |
| 111 | PayPal Holdings Inc | 11,055 | 500K $ | |
| 112 | iShares Trust | 3,900 | 499.7K $ | |
| 113 | ISHARES TRUST | 7,108 | 482.9K $ | |
| 114 | Quanta Services Inc | 861 | 472.7K $ | |
| 115 | Lowe's Cos Inc | 2,000 | 472.6K $ | |
| 116 | United Parcel Service Inc | 4,585 | 451.1K $ | |
| 117 | Freeport-McMoRan Inc | 7,415 | 435.9K $ | |
| 118 | Lockheed Martin Corp | 637 | 385K $ | |
| 119 | State Street Corp | 3,000 | 379.7K $ | |
| 120 | Novo Nordisk A/S | 10,312 | 379K $ | |
| 121 | iShares Russell Mid-Cap Value | 2,530 | 368.7K $ | |
| 122 | Cummins Inc | 675 | 363.2K $ | |
| 123 | Blackstone Inc | 2,997 | 344.6K $ | |
| 124 | Goldman Sachs BDC, Inc. | 38,694 | 343.6K $ | |
| 125 | Home Depot Inc/The | 1,042 | 342.7K $ | |
| 126 | Capital One Financial Corp | 1,876 | 342.2K $ | |
| 127 | Comcast Corp | 11,822 | 339.4K $ | |
| 128 | Digital Realty Trust Inc | 1,877 | 338.3K $ | |
| 129 | Cardinal Health, Inc. | 1,554 | 328.4K $ | |
| 130 | Arista Networks Inc | 2,557 | 313.9K $ | |
| 131 | Palo Alto Networks Inc | 1,948 | 312.3K $ | |
| 132 | Gilead Sciences Inc | 2,090 | 291.3K $ | |
| 133 | Boston Scientific Corp | 4,416 | 277.1K $ | |
| 134 | AT&T Inc | 8,677 | 251.5K $ | |
| 135 | Nextpower Inc | 2,070 | 249.5K $ | |
| 136 | BHP Group Ltd | 3,419 | 248.7K $ | |
| 137 | Beauty Health Co/The | 277,915 | 247.3K $ | |
| 138 | Corteva Inc | 2,945 | 246.5K $ | |
| 139 | Wynn Resorts Ltd | 2,280 | 231.5K $ | |
| 140 | Illumina Inc | 1,875 | 231.1K $ | |
| 141 | Cooper Cos Inc/The | 3,200 | 228.8K $ | |
| 142 | American Electric Power Co Inc | 1,741 | 228.2K $ | |
| 143 | Vanguard FTSE Developed Markets ETF | 3,432 | 219.9K $ | |
| 144 | BP PLC | 4,446 | 209K $ | |
| 145 | Starbucks Corp | 2,302 | 206.2K $ | |
| 146 | New York Times Co/The | 2,434 | 203.8K $ | |
| 147 | Oaktree Specialty Lending Corp | 10,833 | 122.4K $ | |