Long-term investor
Cohen Investment Advisors LLC @coheninvestmentadvisorsl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001845081).
Record
- Tracked since 2025-06-30 (446 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days +6.0% · 6 months n/a · 1 year +12.6% · all +12.6%
- Max drawdown n/a · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- LLY · 5.5% · long · since 2025-06-30
- AAPL · 5.3% · long · since 2025-06-30
- GOOGL · 4.6% · long · since 2025-06-30
- AMZN · 3.8% · long · since 2025-06-30
- GS · 3.7% · long · since 2025-06-30
- JPM · 3.3% · long · since 2025-06-30
- MSFT · 3.1% · long · since 2025-06-30
- CSCO · 3.0% · long · since 2025-06-30
- JNJ · 2.8% · long · since 2025-06-30
- META · 2.7% · long · since 2025-06-30
- NVDA · 2.7% · long · since 2025-06-30
- RTX · 2.5% · long · since 2025-06-30