Cohen Klingenstein LLC

Est. AUM

$3.09B

13F long equity only

Positions

205

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Standard Poors DR	COM	$722.5M	1,110,929	23.38%	SOLE
2	Vanguard Small-Cap Growth ETF	COM	$199.9M	661,433	6.47%	SOLE
3	Invesco QQQ Trust	COM	$178.3M	308,849	5.77%	SOLE
4	iShares Russell 2000G	COM	$154.6M	492,683	5.00%	SOLE
5	Eli Lilly	COM	$118.7M	129,058	3.84%	SOLE
6	Apple Inc	COM	$118.4M	466,450	3.83%	SOLE
7	Amazoncom	COM	$108.5M	521,124	3.51%	SOLE
8	Microsoft Corp	COM	$105.7M	285,500	3.42%	SOLE
9	Nvidia Corp	COM	$80.9M	463,850	2.62%	SOLE
10	Alphabet Class A	COM	$72.9M	253,350	2.36%	SOLE
11	Alphabet Class C	COM	$69.2M	241,220	2.24%	SOLE
12	Broadcom Inc	COM	$55.0M	177,555	1.78%	SOLE
13	American Express	COM	$54.5M	180,227	1.76%	SOLE
14	Walt Disney Co	COM	$53.1M	551,427	1.72%	SOLE
15	Berkshire Hathaway B	COM	$50.7M	105,724	1.64%	SOLE
16	PepsiCo Inc	COM	$45.9M	295,866	1.49%	SOLE
17	Meta Platforms Inc	COM	$45.5M	79,481	1.47%	SOLE
18	Johnson Johnson	COM	$31.3M	127,994	1.01%	SOLE
19	Union Pacific Corp	COM	$30.1M	123,943	0.97%	SOLE
20	RTX Corp	COM	$29.8M	154,527	0.96%	SOLE
21	Chevron Corp	COM	$29.0M	140,317	0.94%	SOLE
22	Procter Gamble	COM	$25.2M	174,580	0.82%	SOLE
23	Yum! Brands Inc	COM	$22.5M	144,870	0.73%	SOLE
24	JPMorgan Chase	COM	$21.4M	72,700	0.69%	SOLE
25	Tesla Inc	COM	$17.3M	46,545	0.56%	SOLE
26	Exxon Mobil Corp	COM	$16.9M	99,400	0.55%	SOLE
27	Ameriprise Financial	COM	$16.7M	37,653	0.54%	SOLE
28	Comcast Corp Cl A	COM	$16.5M	573,188	0.53%	SOLE
29	Merck Co	COM	$14.9M	124,194	0.48%	SOLE
30	Hartford Insurance Group Inc	COM	$14.6M	108,133	0.47%	SOLE
31	Shell PLC ADR	COM	$14.6M	157,098	0.47%	SOLE
32	Illinois Tool Works	COM	$14.2M	54,601	0.46%	SOLE
33	Colgate-Palmolive	COM	$14.2M	166,199	0.46%	SOLE
34	Freeport-McMoRan	COM	$14.0M	238,176	0.45%	SOLE
35	Bank of Amer Corp	COM	$13.5M	277,811	0.44%	SOLE
36	FedEx Corp	COM	$11.2M	31,446	0.36%	SOLE
37	Amgen Inc	COM	$11.0M	31,270	0.36%	SOLE
38	Visa Inc	COM	$10.9M	36,000	0.35%	SOLE
39	Oracle Corp	COM	$10.7M	72,700	0.35%	SOLE
40	American Tower	COM	$10.5M	60,914	0.34%	SOLE
41	Norfolk Southern Corp	COM	$10.2M	35,500	0.33%	SOLE
42	Cisco Systems Inc	COM	$9.8M	126,280	0.32%	SOLE
43	Thermo Fisher Scien	COM	$9.6M	19,590	0.31%	SOLE
44	GE Aerospace	COM	$9.3M	32,639	0.30%	SOLE
45	Honeywell Intl	COM	$9.2M	40,631	0.30%	SOLE
46	Globe Life Inc	COM	$8.8M	63,089	0.28%	SOLE
47	Palo Alto Networks	COM	$8.6M	53,400	0.28%	SOLE
48	Canadian Pacific Kansas City	COM	$8.5M	107,867	0.27%	SOLE
49	Mastercard Inc	COM	$8.4M	16,800	0.27%	SOLE
50	Intl Bus Machines	COM	$7.6M	31,167	0.24%	SOLE

1–50 of 205

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.