ARTHUR M. COHEN & ASSOCIATES, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 351K | $65.47M |
 | AAPL | 168K | $45.79M |
 | DHR | 153K | $34.95M |
 | AMZN | 132K | $30.52M |
 | GOOG | 128K | $40.22M |
 | NFLX | 121K | $11.35M |
 | BRK-B | 71K | $35.67M |
 | MSFT | 57K | $27.42M |
 | VLTO | 45K | $4.53M |
 | SHOP | 44K | $7.11M |
 | RTX | 37K | $6.84M |
 | OSPN | 34K | $432.58K |
 | ACGL | 34K | $3.23M |
 | MRVL | 33K | $2.83M |
 | FG | 33K | $1.02M |
 | PGR | 33K | $7.47M |
 | LLY | 22K | $24.17M |
 | WMT | 21K | $2.36M |
 | PLTR | 20K | $3.59M |
 | RBLX | 20K | $1.62M |
NVIDIA Corporation
NVDA
Shares Held
351K
Value
$65.47M
Apple Inc.
AAPL
Shares Held
168K
Value
$45.79M
Danaher Corporation
DHR
Shares Held
153K
Value
$34.95M
Amazon.com, Inc.
AMZN
Shares Held
132K
Value
$30.52M
Alphabet Inc.
GOOG
Shares Held
128K
Value
$40.22M
Netflix, Inc.
NFLX
Shares Held
121K
Value
$11.35M
Berkshire Hathaway Inc.
BRK-B
Shares Held
71K
Value
$35.67M
Microsoft Corporation
MSFT
Shares Held
57K
Value
$27.42M
Veralto Corporation
VLTO
Shares Held
45K
Value
$4.53M
Shopify Inc.
SHOP
Shares Held
44K
Value
$7.11M
RTX Corporation
RTX
Shares Held
37K
Value
$6.84M
OneSpan Inc.
OSPN
Shares Held
34K
Value
$432.58K
Arch Capital Group Ltd.
ACGL
Shares Held
34K
Value
$3.23M
Marvell Technology, Inc.
MRVL
Shares Held
33K
Value
$2.83M
F&G Annuities & Life, Inc.
FG
Shares Held
33K
Value
$1.02M
The Progressive Corporation
PGR
Shares Held
33K
Value
$7.47M
Eli Lilly and Company
LLY
Shares Held
22K
Value
$24.17M
Walmart Inc.
WMT
Shares Held
21K
Value
$2.36M
Palantir Technologies Inc.
PLTR
Shares Held
20K
Value
$3.59M
Roblox Corporation
RBLX
Shares Held
20K
Value
$1.62M