Cohen Investment Advisors LLC - Portfolio overview

Cohen Investment Advisors LLC has 79 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. AAPL - APPLE INC, 7.03%
  2. LLY - ELI LILLY & CO, 6.39%
  3. GOOGL - ALPHABET INC, 5.57%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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