Arkolith/Funds/Cohen Klingenstein LLC

Cohen Klingenstein LLC

CIK 1453620
Holdings as of Jun 30, 2026·disclosed Jul 15, 2026·~15-day 13F lag·13F-HR
Active Filer

Cohen Klingenstein LLC holds a focused book of 207 stocks worth $3.5B as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Medtronic PLC and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 24% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
10
new positions
Added to
8
existing
Trimmed
32
reduced
Sold out
4
exited

Concentration

Top-heavy: focused book

Top 5 holdings
47%
Top 10 holdings
62%
Top 20 holdings
77%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

56% mapped to company sectors

ETF / fund or unclassified
44%
Information Technology
22%
Health Care
8%
Financials
8%
Consumer Discretionary
7%
Industrials
4%
Materials
2%
Consumer Staples
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

207 positions
#SecurityValueShares% PortLast moveHistory
1Standard Poors DR
COM
$824.9M1.10M
23.6%
−0.6%
Reduced · −6K sh
2Vanguard Small-Cap Growth ETF
COM
$234.4M641.0K
6.7%
−3.1%
Reduced · −20K sh
3Invesco QQQ Trust
COM
$222.9M302.7K
6.4%
−2.0%
Reduced · −6K sh
4iShares Russell 2000G
COM
$190.8M484.4K
5.5%
−1.7%
Reduced · −8K sh
5Eli Lilly
COM
$154.7M129.0K
4.4%
~0%
Reduced · −45 sh
6Apple Inc
COM
$135.0M466.4K
3.9%
Held
7Amazoncom
COM
$123.9M519.8K
3.5%
−0.2%
Reduced · −1K sh
8Microsoft Corp
COM
$106.5M285.5K
3.0%
Held
9Nvidia Corp
COM
$92.9M464.1K
2.7%
~0%
Added · +210 sh
10Alphabet Class A
COM
$90.5M253.3K
2.6%
Held
11Alphabet Class C
COM
$84.5M239.3K
2.4%
−0.8%
Reduced · −2K sh
12Broadcom Inc
COM
$67.1M177.6K
1.9%
Held
13American Express
COM
$60.3M178.4K
1.7%
−1.0%
Reduced · −2K sh
14Walt Disney Co
COM
$52.9M549.6K
1.5%
−0.3%
Reduced · −2K sh
15Berkshire Hathaway B
COM
$52.7M105.3K
1.5%
−0.4%
Reduced · −450 sh
16Meta Platforms Inc
COM
$44.8M79.5K
1.3%
Held
17PepsiCo Inc
COM
$40.1M295.9K
1.1%
Held
18Union Pacific Corp
COM
$33.7M123.9K
1.0%
Held
19Johnson Johnson
COM
$32.5M128.0K
0.9%
Held
20RTX Corp
COM
$29.3M154.5K
0.8%
Held
21Procter Gamble
COM
$25.5M173.7K
0.7%
−0.5%
Reduced · −850 sh
22JPMorgan Chase
COM
$23.8M72.7K
0.7%
Held
23Yum! Brands Inc
COM
$23.2M144.9K
0.7%
Held
24Chevron Corp
COM
$23.1M139.6K
0.7%
−0.5%
Reduced · −675 sh
25Tesla Inc
COM
$19.6M46.5K
0.6%
Held
26Palo Alto Networks
COM
$18.2M53.4K
0.5%
Held
27Ameriprise Financial
COM
$17.0M37.1K
0.5%
−1.5%
Reduced · −560 sh
28Intel Corp
COM
$16.2M115.7K
0.5%
+0.3%
Added · +300 sh
29Merck Co
COM
$16.0M124.2K
0.5%
Held
30Bank of Amer Corp
COM
$15.8M277.8K
0.5%
~0%
Added · +1 sh
31Cisco Systems Inc
COM
$14.8M126.3K
0.4%
Held
32Illinois Tool Works
COM
$14.8M54.6K
0.4%
Held
33Freeport-McMoRan
COM
$14.5M230.1K
0.4%
−3.4%
Reduced · −8K sh
34Hartford Insurance Group Inc
COM
$14.3M108.1K
0.4%
Held
35Colgate-Palmolive
COM
$14.1M153.8K
0.4%
−7.5%
Reduced · −12K sh
36Comcast Corp Cl A
COM
$13.8M562.2K
0.4%
−1.9%
Reduced · −11K sh
37Exxon Mobil Corp
COM
$13.6M99.4K
0.4%
Held
38Visa Inc
COM
$12.4M36.0K
0.4%
Held
39GE Aerospace
COM
$12.2M32.6K
0.3%
−0.1%
Reduced · −50 sh
40Amgen Inc
COM
$11.3M31.3K
0.3%
Held
41Globe Life Inc
COM
$11.3M63.1K
0.3%
Held
42Norfolk Southern Corp
COM
$11.2M35.5K
0.3%
Held
43Oracle Corp
COM
$10.7M72.7K
0.3%
Held
44American Tower
COM
$10.0M60.9K
0.3%
Held
45FedEx Corp
COM
$9.8M31.4K
0.3%
Held
46Thermo Fisher Scien
COM
$9.8M19.6K
0.3%
Held
47Shell PLC ADR
COM
$9.8M126.6K
0.3%
−19%
Reduced · −31K sh
48GE Vernova Inc
COM
$9.6M8.2K
0.3%
+0.1%
Added · +10 sh
49Canadian Pacific Kansas City
COM
$9.2M106.7K
0.3%
−1.0%
Reduced · −1K sh
50Intl Bus Machines
COM
$8.8M31.2K
0.3%
Held
Showing 50 of 207 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 15, 2026207$3.5B13F-HR
Q1 2026Mar 31, 2026Apr 15, 2026205$3.1B13F-HR
Q4 2025Dec 31, 2025Jan 20, 2026207$3.3B13F-HR
Q3 2025Sep 30, 2025Oct 16, 2025204$3.2B13F-HR
Q2 2025Jun 30, 2025Jul 18, 2025204$3.0B13F-HR
Q1 2025Mar 31, 2025Apr 15, 2025208$2.8B13F-HR
Q4 2024Dec 31, 2024Jan 15, 2025207$2.9B13F-HR
Q3 2024Sep 30, 2024Oct 16, 2024220$2.9B13F-HR
Q2 2024Jun 30, 2024Jul 15, 2024222$2.8B13F-HR
Q1 2024Mar 31, 2024Apr 12, 2024222$2.7B13F-HR
Q4 2023Dec 31, 2023Jan 16, 2024222$2.4B13F-HR
Q3 2023Sep 30, 2023Oct 13, 2023221$2.2B13F-HR
Q2 2023Jun 30, 2023Jul 14, 2023221$2.3B13F-HR
Q1 2023Mar 31, 2023Apr 14, 2023220$2.1B13F-HR
Q4 2022Dec 31, 2022Jan 13, 2023220$2.0B13F-HR
Q3 2022Sep 30, 2022Oct 12, 2022227$1.9B13F-HR
Q2 2022Jun 30, 2022Jul 15, 2022225$2.0B13F-HR
Q1 2022Mar 31, 2022Apr 14, 2022228$2.4B13F-HR
Q4 2021Dec 31, 2021Jan 14, 2022229$2.5B13F-HR
Q3 2021Sep 30, 2021Oct 15, 2021246$2.3B13F-HR
Q2 2021Jun 30, 2021Jul 16, 2021240$2.3B13F-HR
Q1 2021Mar 31, 2021Apr 15, 2021239$2.2B13F-HR
Q4 2020Dec 31, 2020Jan 25, 2021238$2.0B13F-HR/A
Amended / restated
  • Q4 2020 · filed Jan 19, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.