ARTHUR M. COHEN & ASSOCIATES, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WMT | 19K | $1.94M |
 | CRWD | 19K | $9.20M |
 | VEEV | 16K | $4.77M |
 | COST | 16K | $14.73M |
 | HD | 15K | $6.00M |
 | OTIS | 14K | $1.28M |
 | AJG | 13K | $4.15M |
 | PANW | 13K | $2.68M |
 | NFLX | 12K | $14.50M |
 | EW | 11K | $887.98K |
 | META | 11K | $8.27M |
 | BLK | 11K | $12.94M |
 | FNF | 11K | $663.39K |
 | CRM | 11K | $2.54M |
 | ORCL | 11K | $3.00M |
 | ISRG | 10K | $4.67M |
 | TSM | 10K | $2.83M |
 | GOOGL | 10K | $2.42M |
 | DKNG | 10K | $368.02K |
 | V | 9K | $3.11M |
Walmart Inc.
WMT
Shares Held
19K
Value
$1.94M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
19K
Value
$9.20M
Veeva Systems Inc.
VEEV
Shares Held
16K
Value
$4.77M
Costco Wholesale Corporation
COST
Shares Held
16K
Value
$14.73M
The Home Depot, Inc.
HD
Shares Held
15K
Value
$6.00M
Otis Worldwide Corporation
OTIS
Shares Held
14K
Value
$1.28M
Arthur J. Gallagher & Co.
AJG
Shares Held
13K
Value
$4.15M
Palo Alto Networks, Inc.
PANW
Shares Held
13K
Value
$2.68M
Netflix, Inc.
NFLX
Shares Held
12K
Value
$14.50M
Edwards Lifesciences Corporation
EW
Shares Held
11K
Value
$887.98K
Meta Platforms, Inc.
META
Shares Held
11K
Value
$8.27M
BlackRock, Inc.
BLK
Shares Held
11K
Value
$12.94M
Fidelity National Financial, Inc.
FNF
Shares Held
11K
Value
$663.39K
Salesforce, Inc.
CRM
Shares Held
11K
Value
$2.54M
Oracle Corporation
ORCL
Shares Held
11K
Value
$3.00M
Intuitive Surgical, Inc.
ISRG
Shares Held
10K
Value
$4.67M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
10K
Value
$2.83M
Alphabet Inc.
GOOGL
Shares Held
10K
Value
$2.42M
DraftKings Inc.
DKNG
Shares Held
10K
Value
$368.02K
Visa Inc.
V
Shares Held
9K
Value
$3.11M