Cohen Investment Advisors LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing, signed by Senior Associate Tiffany Donegan on October 20, 2026, lists 120 distinct positions held by the firm.
The portfolio is diversified across various sectors, with a significant allocation to large-cap technology and financial services companies. Among the largest positions disclosed are Microsoft Corporation, with 9,525,579 shares; NVIDIA Corporation, holding 6,748,172 shares; and Visa Inc. Class A, with 4,792,384 shares. Other notable holdings include Procter & Gamble Co., with 3,713,938 shares; Exxon Mobil Holdings Corp., with 5,708,619 shares; and Salesforce Inc., with 3,128,350 shares.
The filing also details several positions in exchange-traded funds (ETFs), including the iShares TR IBOXX High Yield ETF, the Vanguard Index Funds Morningstar Small Cap ETF, and the Vanguard International Equity Index Fund FTSE Emerging Markets ETF. Additionally, Cohen Investment Advisors holds positions in Palantir Technologies Inc. Class A, with 2,345,794 shares, and Realty Income Corp., with 2,999,858 shares.
