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Portfolio (Quarterly) Guide ↗

Cohen Investment Advisors LLC

· CIK 0001845081
13F Portfolio $217M AUM 78 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 38 Added 22 Reduced 2 Exited
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NEE NEXTERA ENERGY INC Utilities 42,815.0 $3.4M 1.58% +791.0 +1.9% $80.28 +16.3%
22 KO COCA COLA CO Consumer Defensive 45,838.0 $3.2M 1.47% +2K +5.0% $69.91 +16.1%
23 UPS UNITED PARCEL SERVICE INC Industrials 31,493.0 $3.1M 1.44% +1K +4.9% $99.19 -3.7%
24 DIS DISNEY WALT CO Communication Services 27,097.0 $3.1M 1.42% +975.0 +3.7% $113.77 -8.6%
25 BA BOEING CO Industrials 14,066.0 $3.1M 1.40% +364.0 +2.7% $217.12 -1.0%
26 O REALTY INCOME CORP Real Estate 53,816.0 $3.0M 1.40% +2K +3.2% $56.37 +9.5%
27 VZ VERIZON COMMUNICATIONS INC Communication Services 74,476.0 $3.0M 1.40% +3K +4.3% $40.73 +14.8%
28 PFE PFIZER INC Healthcare 118,960.0 $3.0M 1.36% +5K +4.6% $24.90 +1.7%
29 DKNG DRAFTKINGS INC NEW Consumer Cyclical 85,012.0 $2.9M 1.35% +3K +3.2% $34.46 -27.5%
30 SBUX STARBUCKS CORP Consumer Cyclical 33,536.0 $2.8M 1.30% +2K +6.6% $84.21 +26.6%
31 VEA VANGUARD TAX-MANAGED FDS 25,851.0 $1.6M 0.74% +749.0 +3.0% $62.47 +10.4%
32 VUG VANGUARD INDEX FDS 3,146.0 $1.5M 0.71% +56.0 +1.8% $487.86 -82.3%
33 VTV VANGUARD INDEX FDS 6,507.0 $1.2M 0.57% +279.0 +4.5% $190.99 +8.4%
34 VB VANGUARD INDEX FDS 4,474.0 $1.2M 0.53% +197.0 +4.6% $257.95 +8.2%
35 VWO VANGUARD INTL EQUITY INDEX F 15,983.0 $859K 0.40% +544.0 +3.5% $53.76 +7.6%
36 RIO RIO TINTO PLC Basic Materials 7,247.0 $580K 0.27% +1K +24.5% $80.03 +29.1%
37 VTI VANGUARD INDEX FDS 1,003.0 $336K 0.15% +54.0 +5.7% $335.27 +7.4%
38 VXUS VANGUARD STAR FDS 4,322.0 $326K 0.15% +241.0 +5.9% $75.44 +9.8%
Page 2 of 2  ·  38 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.4%
Financial Services 19.2%
Healthcare 14.4%
Communication Services 11.5%
Consumer Cyclical 10.8%
Energy 6.5%
Industrials 6.1%
Consumer Defensive 4.3%
Basic Materials 2.2%
Utilities 2.1%