ARTHUR M. COHEN & ASSOCIATES, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 345K | $61.04M |
 | AAPL | 166K | $42.51M |
 | DHR | 134K | $25.52M |
 | AMZN | 131K | $27.55M |
 | GOOG | 125K | $36.77M |
 | NFLX | 122K | $11.66M |
 | BRK-B | 69K | $33.15M |
 | MSFT | 56K | $20.83M |
 | SHOP | 44K | $5.20M |
 | VLTO | 41K | $3.59M |
 | RTX | 39K | $7.52M |
 | OSPN | 34K | $357.45K |
 | MRVL | 33K | $3.53M |
 | PGR | 33K | $6.36M |
 | ACGL | 31K | $2.99M |
 | FG | 27K | $686.01K |
 | LLY | 22K | $21.16M |
 | WMT | 22K | $2.74M |
 | PLTR | 20K | $2.99M |
 | RBLX | 20K | $1.15M |
NVIDIA Corporation
NVDA
Shares Held
345K
Value
$61.04M
Apple Inc.
AAPL
Shares Held
166K
Value
$42.51M
Danaher Corporation
DHR
Shares Held
134K
Value
$25.52M
Amazon.com, Inc.
AMZN
Shares Held
131K
Value
$27.55M
Alphabet Inc.
GOOG
Shares Held
125K
Value
$36.77M
Netflix, Inc.
NFLX
Shares Held
122K
Value
$11.66M
Berkshire Hathaway Inc.
BRK-B
Shares Held
69K
Value
$33.15M
Microsoft Corporation
MSFT
Shares Held
56K
Value
$20.83M
Shopify Inc.
SHOP
Shares Held
44K
Value
$5.20M
Veralto Corporation
VLTO
Shares Held
41K
Value
$3.59M
RTX Corporation
RTX
Shares Held
39K
Value
$7.52M
OneSpan Inc.
OSPN
Shares Held
34K
Value
$357.45K
Marvell Technology, Inc.
MRVL
Shares Held
33K
Value
$3.53M
The Progressive Corporation
PGR
Shares Held
33K
Value
$6.36M
Arch Capital Group Ltd.
ACGL
Shares Held
31K
Value
$2.99M
F&G Annuities & Life, Inc.
FG
Shares Held
27K
Value
$686.01K
Eli Lilly and Company
LLY
Shares Held
22K
Value
$21.16M
Walmart Inc.
WMT
Shares Held
22K
Value
$2.74M
Palantir Technologies Inc.
PLTR
Shares Held
20K
Value
$2.99M
Roblox Corporation
RBLX
Shares Held
20K
Value
$1.15M