Cohen Capital Management, Inc.

CIK: 0001508120SEC EDGAR →

Portfolio Value

$664K

Holdings

150

As of

Q4 2025

New Positions

150

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLIED MATLS INC COM

144,393$37K
5.59%
2

MICROSOFT CORP COM

71,905$35K
5.24%
3

THERMO FISHER SCIENTIFIC INC COM

58,728$34K
5.13%
4

STRYKER CORPORATION COM

82,542$29K
4.37%
5

JPMORGAN CHASE & CO. COM

85,518$28K
4.15%
6

ALPHABET INC CAP STK CL A

70,567$22K
3.33%
7

SCHWAB CHARLES CORP COM

218,988$22K
3.30%
8

AMAZON COM INC COM

80,487$19K
2.80%
9

CISCO SYS INC COM

219,977$17K
2.55%
10

UNITEDHEALTH GROUP INC COM

50,417$17K
2.51%

Quarterly Changes

Top Buys

AMATNEW
$37K
MSFTNEW
$35K
TMONEW
$34K
SYKNEW
$29K
JPMNEW
$28K

Top Sells

No sells this quarter

New Positions (150)

$37K · 144K shares
$35K · 72K shares
$34K · 59K shares
$29K · 83K shares
$28K · 86K shares
$22K · 71K shares
$22K · 219K shares
$19K · 80K shares
$17K · 220K shares
$17K · 50K shares
$16K · 33K shares
$14K · 74K shares
$14K · 48K shares
$13K · 37K shares
$13K · 90K shares
$12K · 39K shares
$12K · 152K shares
$12K · 65K shares
$12K · 369K shares
$11K · 77K shares
$11K · 73K shares
$10K · 278K shares
$9K · 43K shares
$9K · 8K shares
$8K · 103K shares
$8K · 82K shares
$7K · 46K shares
$7K · 25K shares
$6K · 12K shares
$6K · 255K shares
$6K · 110K shares
$5K · 333K shares
$5K · 9K shares
$5K · 8K shares
$5K · 8K shares
$5K · 11K shares
$5K · 1.0M shares
$5K · 21K shares
$5K · 5K shares
$5K · 40K shares
$5K · 70K shares
$4K · 50K shares
$4K · 23K shares
$4K · 7K shares
$4K · 32K shares
$4K · 29K shares
$4K · 15K shares
$4K · 11K shares
$4K · 30K shares
$3K · 64K shares
$3K · 15K shares
$3K · 10K shares
$3K · 31K shares
$3K · 11K shares
$3K · 31K shares
$3K · 4K shares
$3K · 27K shares
$3K · 17K shares
$2K · 142K shares
$2K · 10K shares
$2K · 36K shares
$2K · 13K shares
$2K · 27K shares
$2K · 2K shares
$2K · 118K shares
$2K · 3K shares
$2K · 6K shares
$2K · 5K shares
$2K · 6K shares
$2K · 24K shares
$2K · 74K shares
$2K · 95K shares
$2K · 67K shares
$2K · 19K shares
$2K · 13K shares
$2K · 25K shares
$2K · 41K shares
$2K · 2 shares
$2K · 67K shares
$1K · 14K shares
$1K · 7K shares
$1K · 9K shares
$1K · 60K shares
$1K · 10K shares
$1K · 2K shares
$1K · 17K shares
$1K · 11K shares
$1K · 3K shares
$999 · 2K shares
$995 · 11K shares
$986 · 8K shares
$952 · 20K shares
$896 · 2K shares
$885 · 21K shares
$868 · 6K shares
$854 · 2K shares
$835 · 781 shares
$796 · 3K shares
$794 · 4K shares
$782 · 5K shares
$776 · 9K shares
$774 · 14K shares
$766 · 14K shares
$726 · 9K shares
$712 · 2K shares
$651 · 4K shares
$645 · 11K shares
$628 · 6K shares
$580 · 4K shares
$562 · 7K shares
$552 · 8K shares
$533 · 4K shares
$524 · 10K shares
$521 · 487 shares
$513 · 26K shares
$513 · 370K shares
$512 · 4K shares
$482 · 2K shares
$462 · 7K shares
$454 · 5K shares
$442 · 12K shares
$430 · 8K shares
$419 · 4K shares
$387 · 3K shares
$376 · 5K shares
$360 · 39K shares
$359 · 7K shares
$358 · 2K shares
$356 · 3K shares
$353 · 12K shares
$349 · 827 shares
$344 · 675 shares
$319 · 2K shares
$308 · 637 shares
$280 · 814 shares
$279 · 2K shares
$271 · 2K shares
$268 · 2K shares
$262 · 3K shares
$256 · 2K shares
$241 · 996 shares
$231 · 1K shares
$228 · 2K shares
$227 · 1K shares
$215 · 9K shares
$214 · 3K shares
$206 · 3K shares
$200 · 2K shares
$133 · 10K shares
$122 · 26K shares

Sector Breakdown

Sector# HoldingsValue%
Technology24$163K24.6%
Healthcare26$137K20.6%
Financial Services20$85K12.7%
Industrials19$71K10.7%
Consumer Cyclical13$49K7.3%
Consumer Defensive8$44K6.7%
Communication Services7$37K5.6%
Energy8$25K3.8%
Unknown9$23K3.5%
Utilities8$19K2.8%
Real Estate2$6K0.9%
Basic Materials6$5K0.7%