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Christine Pribyl

@Cohen Investment Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$165.848MTotal holdings77
Assets growth rate1.38%Assets growth rate (2-Q avg)16.45%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Cohen Investment Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 77 positions.

Assets under management

The assets under management (AUM) of Cohen Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 165.848M in assets, with a quarterly growth rate of 1.38% and a 2-quarter average growth rate of 16.45%. The portfolio is managed by Christine Pribyl, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Increased 0.06%
4.07%
$6.746M
16,005 shares@ $421.51 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.29%
3.36%
$5.563M
29,387 shares@ $189.31 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.01%
3.21%
$5.321M
22,198 shares@ $239.72 avg price
BXBlackstone Inc
Recent Activity
Increased 0.06%
2.88%
$4.773M
27,683 shares@ $172.43 avg price
VVisa Inc
Recent Activity
Increased 0.77%
2.5%
$4.139M
13,095 shares@ $316.05 avg price
KMIKinder Morgan Inc Del
Recent Activity
Increased 0.43%
2.33%
$3.862M
140,967 shares@ $27.41 avg price
CRMSalesforce Inc
Recent Activity
Increased 0.38%
2.27%
$3.752M
11,222 shares@ $334.34 avg price
INTUIntuit
Recent Activity
Increased 1.37%
2.23%
$3.689M
5,869 shares@ $628.51 avg price
HDHome Depot Inc
Recent Activity
Increased 0.96%
2.11%
$3.485M
8,959 shares@ $388.99 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 1.47%
2.08%
$3.448M
32,051 shares@ $107.57 avg price