Cohen Klingenstein LLC - Portfolio overview

Cohen Klingenstein LLC has 214 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SPY - Standard Poors DR, 23.29%
2. VBK - Vanguard Small-Cap Growth ETF, 6.44%
3. QQQ - Invesco QQQ Trust, 5.75%

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

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