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ARTHUR M COHEN

@Arthur M. Cohen & Associates, Llc

Latest period2024 - Q4ReportedManaged Assets$564.367MTotal holdings135
Assets growth rate1.97%Assets growth rate (2-Q avg)1.73%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Arthur M. Cohen & Associates, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 135 positions.

Assets under management

The assets under management (AUM) of Arthur M. Cohen & Associates, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 564.367M in assets, with a quarterly growth rate of 1.97% and a 2-quarter average growth rate of 1.73%. The portfolio is managed by ARTHUR M COHEN, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CMGChipotle Mexican Grill Inc Com
Recent Activity
New Position
0.64%
$3.603M
59,753 shares@ $60.31 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.19%
$1.052M
13,908 shares@ $75.63 avg price
AXONAxon Enterprise Inc
Recent Activity
New Position
0.18%
$983,005
1,654 shares@ $594.32 avg price
VRTVertiv Holdings Co
Recent Activity
New Position
0.1%
$514,085
4,525 shares@ $113.61 avg price
ITOTIshares Tr
Recent Activity
New Position
0.04%
$205,792
1,600 shares@ $128.62 avg price
INTUIntuit
Recent Activity
New Position
0.04%
$203,006
323 shares@ $628.51 avg price