ARTHUR M. COHEN & ASSOCIATES, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 350K | $65.29M |
 | AAPL | 170K | $43.40M |
 | DHR | 159K | $31.52M |
 | AMZN | 131K | $28.67M |
 | GOOG | 130K | $31.74M |
 | BRK-B | 69K | $34.91M |
 | MSFT | 57K | $29.69M |
 | CMG | 54K | $2.12M |
 | VLTO | 47K | $5.00M |
 | SHOP | 43K | $6.45M |
 | RTX | 36K | $6.01M |
 | FG | 34K | $1.07M |
 | PGR | 34K | $8.39M |
 | ACGL | 34K | $3.06M |
 | MRVL | 34K | $2.83M |
 | OSPN | 34K | $535.33K |
 | LLY | 23K | $17.43M |
 | RBLX | 20K | $2.77M |
 | PLTR | 19K | $3.48M |
 | CARR | 19K | $1.13M |
NVIDIA Corporation
NVDA
Shares Held
350K
Value
$65.29M
Apple Inc.
AAPL
Shares Held
170K
Value
$43.40M
Danaher Corporation
DHR
Shares Held
159K
Value
$31.52M
Amazon.com, Inc.
AMZN
Shares Held
131K
Value
$28.67M
Alphabet Inc.
GOOG
Shares Held
130K
Value
$31.74M
Berkshire Hathaway Inc.
BRK-B
Shares Held
69K
Value
$34.91M
Microsoft Corporation
MSFT
Shares Held
57K
Value
$29.69M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
54K
Value
$2.12M
Veralto Corporation
VLTO
Shares Held
47K
Value
$5.00M
Shopify Inc.
SHOP
Shares Held
43K
Value
$6.45M
RTX Corporation
RTX
Shares Held
36K
Value
$6.01M
F&G Annuities & Life, Inc.
FG
Shares Held
34K
Value
$1.07M
The Progressive Corporation
PGR
Shares Held
34K
Value
$8.39M
Arch Capital Group Ltd.
ACGL
Shares Held
34K
Value
$3.06M
Marvell Technology, Inc.
MRVL
Shares Held
34K
Value
$2.83M
OneSpan Inc.
OSPN
Shares Held
34K
Value
$535.33K
Eli Lilly and Company
LLY
Shares Held
23K
Value
$17.43M
Roblox Corporation
RBLX
Shares Held
20K
Value
$2.77M
Palantir Technologies Inc.
PLTR
Shares Held
19K
Value
$3.48M
Carrier Global Corporation
CARR
Shares Held
19K
Value
$1.13M