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Jacqueline Bos

Butensky & Cohen Financial Security, Inc

Assets Managed
$404.263M
Holdings
99
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
6.42%(2Q avg: 4.61%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Butensky & Cohen Financial Security, Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 99 positions.

Assets under management

The assets under management (AUM) of Butensky & Cohen Financial Security, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 404.263M in assets, with a quarterly growth rate of 6.42% and a 2-quarter average growth rate of 4.61%. The portfolio is managed by Jacqueline Bos, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
KLAC
Kla Corp
Recent Activity
Increased 600.74%
2.36%
$9.522M
31,561 shares@ $301.71 avg price
MU
Micron Technology Inc
Recent Activity
Decreased -49.21%
2.22%
$8.94M
7,745 shares@ $1154.27 avg price
BK
Bank Of New York Mellon Corp
Recent Activity
Decreased -9.19%
1.85%
$7.458M
51,572 shares@ $144.62 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -27.02%
1.83%
$7.379M
62,823 shares@ $117.47 avg price
CMI
Cummins Inc
Recent Activity
Decreased -8.87%
1.82%
$7.331M
10,279 shares@ $713.18 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.18%
1.8%
$7.254M
25,069 shares@ $289.36 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -6.81%
1.8%
$7.247M
20,280 shares@ $357.38 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -4.12%
1.76%
$7.1M
35,485 shares@ $200.1 avg price
BTI
British American Tob-sp Adr
Recent Activity
Decreased -2.83%
1.74%
$7.034M
113,888 shares@ $61.77 avg price
MSM
Msc Industrial Direct Co-a
Recent Activity
Decreased -2.5%
1.73%
$6.96M
58,513 shares@ $118.95 avg price

1-10 of 99