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Robin Miller

Cookson Peirce & Co Inc

Assets Managed
$3.035B
Holdings
317
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
28.51%(2Q avg: 13.18%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cookson Peirce & Co Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 317 positions.

Assets under management

The assets under management (AUM) of Cookson Peirce & Co Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 3.035B in assets, with a quarterly growth rate of 28.51% and a 2-quarter average growth rate of 13.18%. The portfolio is managed by Robin Miller, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GLW
Corning Inc
Recent Activity
Decreased -6.42%
7.4%
$224.532M
879,037 shares@ $255.43 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -0.28%
7.1%
$215.242M
450,703 shares@ $477.57 avg price
APH
Amphenol Corp-cl A
Recent Activity
Increased 0.6%
5.42%
$164.273M
931,674 shares@ $176.33 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.21%
5%
$151.658M
424,372 shares@ $357.38 avg price
FLEX
Flex Ltd
Recent Activity
Decreased -26.2%
4.67%
$141.747M
874,601 shares@ $162.08 avg price
MU
Micron Technology Inc
Recent Activity
Increased 1.43%
2.49%
$75.502M
65,410 shares@ $1154.29 avg price
STRL
Sterling Infrastructure Inc
Recent Activity
Increased 3.56%
2.37%
$71.847M
85,597 shares@ $839.37 avg price
HSBC
Hsbc Holdings Plc-spons Adr
Recent Activity
Increased 0.05%
1.87%
$56.496M
594,134 shares@ $95.09 avg price
RL
Ralph Lauren Corp
Recent Activity
Increased 0.2%
1.85%
$56.034M
139,593 shares@ $401.42 avg price
CAH
Cardinal Health Inc
Recent Activity
Increased 0.43%
1.79%
$54.112M
227,784 shares@ $237.57 avg price

1-10 of 317