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Cohen Klingenstein LLC - Portfolio Stock Holdings

Cohen Klingenstein LLC disclosed 199 stock positions in a recent SEC 13F filing. $3,453,235,673 of stock holdings were filed, with the largest holdings including SPY, VBK, and QQQ. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $3,391,536,316 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

199

Est. Stock Holding Value:

$3,453,235,673

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Cohen Klingenstein LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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