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Home > Institutional Investor > Cohen Klingenstein, Llc > Profile

Instuitional Investor - Cohen Klingenstein, Llc

Fund Profile
Filing Period:
Fund Name: Cohen Klingenstein, Llc
Portfolio Value $2,923,259,120
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 1,191,656 $698,405,748 23.89%
2.
Vanguard Small-Cap Growth Etf
 675,080 $189,062,905 6.46%
3.
Invesco Qqq Trust
 346,700 $177,243,441 6.06%
4.
Ishares Trust
 IEF 551,830 $158,827,711 5.43%
5.
Amazon Com Inc
 AMZN 553,705 $121,477,340 4.15%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)