Arthur-M-Cohen--Associates

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMM",
  "ABBV",
  "ADBE",
  "GOOGL",
  "ASML",
  "AVGO",
  "LOW",
  "WRB",
  null,
  "OSPN",
  "FG",
  "GILD",
  "HD",
  "MCD",
  null,
  "QCOM",
  "ISRG",
  "META",
  "MPC",
  "MRVL",
  "MA",
  "MSFT",
  "EQIX",
  null,
  "GE",
  "ILMN",
  "BX",
  "AMP",
  "ORCL",
  "VHT",
  null,
  "PANW",
  "PGR",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "LMT",
  "PG",
  "MRK",
  null,
  "AMGN",
  "SPGI",
  null,
  "NOW",
  "SHW",
  "SHOP",
  "RTX",
  "SBUX",
  "TMO",
  "TJX",
  "VO",
  "MET",
  null,
  "VIG",
  "TSM",
  "VYM",
  "VRTX",
  "EW",
  "VRT",
  "AON",
  "ACGL",
  "AXON",
  "SDY",
  "AJG",
  "WM",
  "IWR",
  "IEX",
  "AMZN",
  "MSI",
  "DKNG",
  null,
  "VGT",
  "VUG",
  "VOO",
  "VLTO",
  "VTV",
  "VEEV",
  "V",
  "WMT",
  "ZBRA",
  "FNF",
  null,
  "DVY",
  "SCHG",
  "TTD",
  "OTIS",
  "CRM",
  "RBLX",
  null,
  null,
  "GEV",
  "DGRO",
  "KMB",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BLK",
  "BMY",
  "CARR",
  "CBOE",
  "CMG",
  "CSCO",
  "KO",
  "CL",
  "COST",
  "CRWD",
  "DHR",
  "ADI",
  "QQQ",
  "IWM",
  "MDY",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "MLM",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 125
Total Value: 521625765
Accession Number: 0001692252-25-000002
Form Type: 13F-HR
CIK: arthur-m-cohen--associates
Manager Name: Arthur-M-Cohen--Associates

Data Enrichment

91% identified

114 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

125 positions • $521.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 7

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DANAHER CORP /DE/

DHR|235851102

Shares:206.2K

Value:$42.3M

% of Portfolio:8.1% ($42.3M/$521.6M)

NVIDIA CORP

NVDA|67066G104

Shares:365.7K

Value:$39.6M

% of Portfolio:7.6% ($39.6M/$521.6M)

Apple Inc.

AAPL|037833100

Shares:176.0K

Value:$39.1M

% of Portfolio:7.5% ($39.1M/$521.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:72.7K

Value:$38.7M

% of Portfolio:7.4% ($38.7M/$521.6M)

46138G649

Shares:146.3K

Value:$28.2M

% of Portfolio:5.4% ($28.2M/$521.6M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:46.0K

Value:$25.7M

% of Portfolio:4.9% ($25.7M/$521.6M)

AMAZON COM INC

AMZN|023135106

Shares:134.9K

Value:$25.7M

% of Portfolio:4.9% ($25.7M/$521.6M)

MICROSOFT CORP

MSFT|594918104

Shares:59.0K

Value:$22.1M

% of Portfolio:4.2% ($22.1M/$521.6M)

Alphabet Inc.

GOOG|02079K107

Shares:132.9K

Value:$20.8M

% of Portfolio:4.0% ($20.8M/$521.6M)

ELI LILLY & Co

LLY|532457108

Shares:23.6K

Value:$19.5M

% of Portfolio:3.7% ($19.5M/$521.6M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:19.1K

Value:$15.4M

% of Portfolio:2.9% ($15.4M/$521.6M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:18

Value:$14.4M

% of Portfolio:2.8% ($14.4M/$521.6M)

921946406

VYM|921946406

Shares:93.1K

Value:$12.0M

% of Portfolio:2.3% ($12.0M/$521.6M)

NETFLIX INC

NFLX|64110L106

Shares:12.5K

Value:$11.7M

% of Portfolio:2.2% ($11.7M/$521.6M)

BlackRock, Inc.

BLK|09247X101

Shares:11.1K

Value:$10.5M

% of Portfolio:2.0% ($10.5M/$521.6M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:34.2K

Value:$9.7M

% of Portfolio:1.9% ($9.7M/$521.6M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:19.3K

Value:$6.8M

% of Portfolio:1.3% ($6.8M/$521.6M)

Meta Platforms, Inc.

META|30303M102

Shares:11.1K

Value:$6.4M

% of Portfolio:1.2% ($6.4M/$521.6M)

HOME DEPOT, INC.

HD|437076102

Shares:16.1K

Value:$5.9M

% of Portfolio:1.1% ($5.9M/$521.6M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:10.5K

Value:$5.2M

% of Portfolio:1.0% ($5.2M/$521.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DANAHER CORP /DE/(DHRcusip235851102)	206.2K	QoQ -3.02% (-6.4K) YoY -4.05% (-8.7K)	All Managers (Combined)	$42.3M	8.1% ($42.3M/$521.6M)	QoQ -13.39% (-$6.5M) YoY -21.22% (-$11.4M)
NVIDIA CORP(NVDAcusip67066G104)	365.7K	QoQ -2.54% (-9.6K) YoY +1001.91% (+332.5K)	All Managers (Combined)	$39.6M	7.6% ($39.6M/$521.6M)	QoQ -21.34% (-$10.8M) YoY +31.80% (+$9.6M)
Apple Inc.(AAPLcusip037833100)	176.0K	QoQ -1.13% (-2.0K) YoY -5.76% (-10.8K)	All Managers (Combined)	$39.1M	7.5% ($39.1M/$521.6M)	QoQ -12.30% (-$5.5M) YoY +22.26% (-$7.1M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	72.7K	QoQ -4.02% (-3.0K) YoY -4.39% (-3.3K)	All Managers (Combined)	$38.7M	7.4% ($38.7M/$521.6M)	QoQ +12.76% (-$4.4M) YoY +21.07% (-$6.7M)
(cusip46138G649)✕	146.3K	QoQ +7.70% (-10.5K) YoY +50.23% (+48.9K)	All Managers (Combined)	$28.2M	5.4% ($28.2M/$521.6M)	QoQ -1.21% (-$346.7K) YoY +55.02% (+$10.0M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	46.0K	QoQ -8.46% (-4.3K) YoY -9.01% (-4.6K)	All Managers (Combined)	$25.7M	4.9% ($25.7M/$521.6M)	QoQ -12.63% (-$3.7M) YoY -2.68% (-$709.9K)
AMAZON COM INC(AMZNcusip023135106)	134.9K	QoQ -0.98% (-1.3K) YoY +0.01% (+20)	All Managers (Combined)	$25.7M	4.9% ($25.7M/$521.6M)	QoQ -14.13% (-$4.2M) YoY +5.49% (+$1.3M)
MICROSOFT CORP(MSFTcusip594918104)	59.0K	QoQ -0.80% (-481) YoY -3.07% (-1.9K)	All Managers (Combined)	$22.1M	4.2% ($22.1M/$521.6M)	QoQ -11.65% (-$2.9M) YoY -13.70% (-$3.5M)
Alphabet Inc.(GOOGcusip02079K107)	132.9K	QoQ -0.83% (-1.1K) YoY -0.90% (-1.2K)	All Managers (Combined)	$20.8M	4.0% ($20.8M/$521.6M)	QoQ -18.64% (-$4.8M) YoY +1.67% (-$342.0K)
ELI LILLY & Co(LLYcusip532457108)	23.6K	QoQ -2.40% (-581) YoY -9.24% (-2.4K)	All Managers (Combined)	$19.5M	3.7% ($19.5M/$521.6M)	QoQ +4.41% (-$823.8K) YoY -4.12% (-$839.7K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	19.1K	QoQ +16.71% (+2.7K) YoY +25.67% (+3.9K)	All Managers (Combined)	$15.4M	2.9% ($15.4M/$521.6M)	QoQ +2.32% (+$348.3K) YoY +37.57% (+$4.2M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	18	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$14.4M	2.8% ($14.4M/$521.6M)	QoQ +17.25% (+$2.1M) YoY +25.84% (+$3.0M)
(VYMcusip921946406)	93.1K	QoQ +4.32% (+3.9K) YoY +6.85% (+6.0K)	All Managers (Combined)	$12.0M	2.3% ($12.0M/$521.6M)	QoQ +5.44% (+$620.1K) YoY +15.00% (+$1.6M)
NETFLIX INC(NFLXcusip64110L106)	12.5K	QoQ -1.12% (-143) YoY +4.14% (+498)	All Managers (Combined)	$11.7M	2.2% ($11.7M/$521.6M)	QoQ +3.44% (-$388.4K) YoY +59.90% (+$4.4M)
BlackRock, Inc.(BLKcusip09247X101)	11.1K	QoQ -0.83% (-94) YoY -3.93% (-455)	All Managers (Combined)	$10.5M	2.0% ($10.5M/$521.6M)	QoQ -8.44% (-$970.7K) YoY +9.07% (-$875.5K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	34.2K	QoQ +1.32% (+447) YoY +14.45% (+4.3K)	All Managers (Combined)	$9.7M	1.9% ($9.7M/$521.6M)	QoQ +19.67% (+$1.6M) YoY +56.07% (+$3.5M)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	19.3K	QoQ +4.45% (+822) YoY +36.54% (+5.2K)	All Managers (Combined)	$6.8M	1.3% ($6.8M/$521.6M)	QoQ +7.63% (+$481.9K) YoY +49.87% (+$2.3M)
Meta Platforms, Inc.(METAcusip30303M102)	11.1K	QoQ +8411.53% (+10.9K) YoY +43.77% (+3.4K)	All Managers (Combined)	$6.4M	1.2% ($6.4M/$521.6M)	QoQ +4.77% (+$290.5K) YoY +68.43% (+$2.6M)
HOME DEPOT, INC.(HDcusip437076102)	16.1K	QoQ -2.44% (-403) YoY -18.67% (-3.7K)	All Managers (Combined)	$5.9M	1.1% ($5.9M/$521.6M)	QoQ -8.08% (-$518.9K) YoY -22.53% (-$1.7M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	10.5K	QoQ +1.94% (-201) YoY +14.63% (+1.3K)	All Managers (Combined)	$5.2M	1.0% ($5.2M/$521.6M)	QoQ -3.26% (-$176.4K) YoY +42.26% (+$1.6M)