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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 $2,759,965,752
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 1,179,843 $659,992,376 23.91%
2.
Vanguard Small-Cap Growth Etf
 678,760 $170,891,405 6.19%
3.
Invesco Qqq Trust
 346,830 $162,635,524 5.89%
4.
Ishares Trust
 IEF 544,607 $139,163,427 5.04%
5.
Eli Lilly & Co
 LLY 130,464 $107,751,522 3.9%
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)