Long-term investor
Cohen Klingenstein LLC @cohenklingensteinllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001453620).
Record
- Tracked since 2025-06-30 (441 days), 17 trades recorded
- Returns: week n/a · month n/a · 90 days +13.0% · 6 months n/a · 1 year +19.3% · all +19.3%
- Max drawdown n/a · win rate 42% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 23.6% · long · since 2025-06-30
- VBK · 6.7% · long · since 2025-06-30
- 46090E103 · 6.4% · long · since 2025-06-30
- IWO · 5.5% · long · since 2025-06-30
- LLY · 4.4% · long · since 2025-06-30
- AAPL · 3.9% · long · since 2025-06-30
- AMZN · 3.5% · long · since 2025-06-30
- MSFT · 3.0% · long · since 2025-06-30
- NVDA · 2.7% · long · since 2025-06-30
- GOOGL · 2.6% · long · since 2025-06-30
- GOOG · 2.4% · long · since 2025-06-30
- AVGO · 1.9% · long · since 2026-03-31