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Richard Chen

Arthur M. Cohen & Associates, Llc

Assets Managed
$562.552M
Holdings
127
Last Quarter
2026 - Q1
Filed Date
2mo 4d ago
Growth Rate
-8.15%(2Q avg: -2.58%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Arthur M. Cohen & Associates, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 127 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 562.552M in assets, with a quarterly growth rate of -8.15% and a 2-quarter average growth rate of -2.58%. The portfolio is managed by Richard Chen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -1.6%
10.86%
$61.038M
345,392 shares@ $176.73 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.24%
7.56%
$42.515M
166,319 shares@ $255.63 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -2.72%
6.54%
$36.772M
124,693 shares@ $294.9 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Decreased -0.09%
6.38%
$35.853M
149,033 shares@ $240.58 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -2.37%
5.9%
$33.149M
69,274 shares@ $478.53 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.21%
5.3%
$29.808M
45,505 shares@ $655.06 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.01%
4.9%
$27.554M
130,881 shares@ $210.53 avg price
DHR
Danaher Corp
Recent Activity
Decreased -12.37%
4.54%
$25.522M
133,777 shares@ $190.78 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -1.42%
3.77%
$21.158M
22,166 shares@ $954.52 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.54%
3.71%
$20.828M
56,389 shares@ $369.38 avg price

1-10 of 127