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CIK: 0001632802
Total reported value
$404.3M
$404.3M
95 檔
7.5%
The Q1 2025 SEC filing reveals that Butensky & Cohen Financial Security, Inc held a total portfolio value of $404.3M, covering 95 public equity positions.
In Q1 2025, Butensky & Cohen Financial Security, Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MO | Altria Group Inc | Stock-Consumer Staples | 1.89% | — | -1.47% | |
| 2 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.88% | -1.82% | EXIT | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 1.86% | +0.09% | -5.19% | |
| 4 | WRB | Wr Berkley CORP | Stock-Financials | 1.86% | +0.02% | -1.29% | |
| 5 | RTX | Rtx CORP | Stock-Industrials | 1.85% | -0.15% | -3.30% | |
| 6 | ATO | Atmos Energy CORP | Stock-Utilities | 1.81% | — | -3.35% | |
| 7 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.80% | +0.07% | -8.92% | |
| 8 | MCK | Mckesson CORP | Stock-Healthcare | 1.79% | -0.27% | -2.28% | |
| 9 | ALL | Allstate CORP | Stock-Financials | 1.78% | +0.12% | -1.56% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.75% | +0.08% | -1.30% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 1.73% | +0.07% | -4.19% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.73% | +0.06% | -7.63% | |
| 13 | PNW | Pinnacle West Capital | Stock-Utilities | 1.70% | -0.01% | -2.06% | |
| 14 | UL | Unilever PLC | Stock-Consumer Staples | 1.67% | — | -0.46% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.63% | -0.25% | +97.09% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.62% | +0.08% | -2.81% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.61% | -0.47% | +0.18% | |
| 18 | TAP | Molson Coors Beverage Co - B | Stock-Consumer Staples | 1.60% | -0.33% | +0.46% | |
| 19 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.59% | -0.15% | -13.19% | |
| 20 | MET | Metlife Inc | Stock-Financials | 1.58% | +0.17% | -0.45% | |
| 21 | AMGN | Amgen Inc | Stock-Healthcare | 1.55% | -0.05% | +0.29% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.54% | -0.04% | -0.31% | |
| 23 | EOG | Eog Resources Inc | Stock-Energy | 1.53% | -0.27% | +3.12% | |
| 24 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.52% | +0.14% | +1.33% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.51% | +0.14% | -0.98% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.47% | -0.31% | +1.32% | |
| 27 | MDT | Medtronic plc | Stock-Healthcare | 1.46% | -0.22% | +1.22% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.45% | -0.04% | -2.63% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.44% | -0.12% | -0.25% | |
| 30 | CMI | Cummins Inc | Stock-Industrials | 1.43% | +0.21% | -2.40% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.42% | -0.07% | +1.26% | |
| 32 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.40% | -0.32% | +2.57% | |
| 33 | MOS | Mosaic Co/the | Stock-Materials | 1.39% | -0.37% | +1.90% | |
| 34 | KLAC | Kla CORP | Stock-Tech | 1.38% | +0.61% | -0.99% | |
| 35 | BP | Bp Plc-spons Adr | Stock-Energy | 1.36% | -0.54% | +1.58% | |
| 36 | QCOM | Qualcomm Inc | Stock-Tech | 1.35% | +0.34% | +0.26% | |
| 37 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 1.34% | +0.26% | +1.36% | |
| 38 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.33% | -0.84% | EXIT | |
| 39 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.33% | +0.11% | +3.11% | |
| 40 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.32% | -0.08% | +1.73% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 1.31% | +0.05% | -1.17% | |
| 42 | ADBE | Adobe Inc | Stock-Tech | 1.25% | -0.50% | EXIT | |
| 43 | O | Realty Income CORP | Stock-Real Estate | 1.22% | -0.01% | +2.14% | |
| 44 | EFX | Equifax Inc | Stock-Industrials | 1.22% | -0.12% | -0.68% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.21% | -0.02% | +5.31% | |
| 46 | EMN | Eastman Chemical Co | Stock-Materials | 1.21% | -0.01% | -1.01% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 1.19% | — | +10.73% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.16% | -0.20% | +47.71% | |
| 49 | MU | Micron Technology Inc | Stock-Tech | 1.14% | +0.85% | +1.23% | |
| 50 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.13% | +0.04% | +10.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MO | Altria Group Inc | — | NEW | New buy |
| 2 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 3 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 4 | WRB | Wr Berkley CORP | — | NEW | New buy |
| 5 | RTX | Rtx CORP | — | NEW | New buy |
| 6 | ATO | Atmos Energy CORP | — | NEW | New buy |
| 7 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 8 | MCK | Mckesson CORP | — | NEW | New buy |
| 9 | ALL | Allstate CORP | — | NEW | New buy |
| 10 | AAPL | Apple Inc | — | NEW | New buy |
| 11 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 12 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 13 | PNW | Pinnacle West Capital | — | NEW | New buy |
| 14 | UL | Unilever PLC | — | NEW | New buy |
| 15 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 16 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 17 | CVX | Chevron CORP | — | NEW | New buy |
| 18 | TAP | Molson Coors Beverage Co - B | — | NEW | New buy |
| 19 | CHKP | Check Point Software Technologies Ltd. | — | NEW | New buy |
| 20 | MET | Metlife Inc | — | NEW | New buy |
| 21 | AMGN | Amgen Inc | — | NEW | New buy |
| 22 | MSFT | Microsoft CORP | — | NEW | New buy |
| 23 | EOG | Eog Resources Inc | — | NEW | New buy |
| 24 | KVUE | Kenvue Inc | — | NEW | New buy |
| 25 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 26 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 27 | MDT | Medtronic plc | — | NEW | New buy |
| 28 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 29 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 30 | CMI | Cummins Inc | — | NEW | New buy |
| 31 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 32 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 33 | MOS | Mosaic Co/the | — | NEW | New buy |
| 34 | KLAC | Kla CORP | — | NEW | New buy |
| 35 | BP | Bp Plc-spons Adr | — | NEW | New buy |
| 36 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 37 | MSM | Msc Industrial Direct Co-a | — | NEW | New buy |
| 38 | 6D8 | Dupont De Nemours Inc | — | NEW | New buy |
| 39 | GPC | Genuine Parts Co | — | NEW | New buy |
| 40 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 41 | ABT | Abbott Laboratories | — | NEW | New buy |
| 42 | ADBE | Adobe Inc | — | NEW | New buy |
| 43 | O | Realty Income CORP | — | NEW | New buy |
| 44 | EFX | Equifax Inc | — | NEW | New buy |
| 45 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 46 | EMN | Eastman Chemical Co | — | NEW | New buy |
| 47 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 48 | PEP | Pepsico Inc | — | NEW | New buy |
| 49 | MU | Micron Technology Inc | — | NEW | New buy |
| 50 | UPS | United Parcel Service-cl B | — | NEW | New buy |
According to official SEC Form 13F filings, Butensky & Cohen Financial Security, Inc reported a total U.S. public equity portfolio value of $404.3M across 95 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MO, KMI, V) accounted for 7.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
MO
市值: $6.2M
During Q1 2025, Butensky & Cohen Financial Security, Inc's top holdings by market value included MO (1.9%)、KMI (1.9%)、V (1.9%). The largest single position, MO, represented 1.9% of total portfolio value.
In Q1 2025, Butensky & Cohen Financial Security, Inc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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