Arthur M. Cohen & Associates, LLC has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists 135 separate holdings across a diverse range of public companies.
The portfolio is dominated by technology and consumer discretionary names, with Microsoft Corporation holding the largest position. The firm holds 57,590 shares of Microsoft, valued at approximately $29.5 billion. Other major technology holdings include NVIDIA Corporation with 336,044 shares, Apple Inc. with 174,774 shares, and Alphabet Inc. Class C shares with 120,271 shares.
Outside of the technology sector, the filing reveals significant positions in consumer staples and financials. Walmart Inc. is the largest non-technology holding, with 24,946 shares. The firm also holds substantial stakes in Visa Inc., Berkshire Hathaway Inc. Class B, and Eli Lilly & Co., with 28,545, 73,015, and 21,973 shares, respectively.
The filing includes a mix of individual stocks and exchange-traded funds (ETFs). Notable ETF holdings include the Invesco NASDAQ 100 ETF, with 155,058 shares, and the Vanguard S&P 500 ETF, with 8,713 shares. The filing was signed by Richard Chen, an authorized person for the firm.
