Long-term investor
Cohen Capital Management, Inc. @cohencapitalmanagementin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001508120).
Record
- Tracked since 2025-06-30 (441 days), 53 trades recorded
- Returns: week n/a · month n/a · 90 days +7.5% · 6 months n/a · 1 year +13.0% · all +13.0%
- Max drawdown n/a · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMAT · 11.0% · long · since 2025-06-30
- TMO · 3.9% · long · since 2025-06-30
- MSFT · 3.8% · long · since 2025-06-30
- JPM · 3.6% · long · since 2025-06-30
- SYK · 3.6% · long · since 2025-06-30
- GOOGL · 3.5% · long · since 2025-06-30
- CSCO · 3.2% · long · since 2025-06-30
- DE · 2.9% · long · since 2025-06-30
- UNH · 2.8% · long · since 2025-06-30
- AMZN · 2.8% · long · since 2025-06-30
- SCHW · 2.7% · long · since 2025-06-30
- CVS · 2.1% · long · since 2025-06-30