COHEN LAWRENCE B
CIK
1324022
Location
BOSTON, MA
Portfolio Value
Micro
$1,797,629
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,221
/ 7,317
▼ 3201
Top Industry
Software - Infrastructure
37.7%
3Y Alpha vs SPY
-2.4%
Period ended 2 years ago
Filed Feb 9, 2024 · 2y
16 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+66.2%
SPY
+76.5%
Annualised alpha
-2.4%
Max drawdown
−25.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
5 positions · as of Dec 31, 2023 · Δ vs Sep 30, 2023Top Position
32.8%
+22.3 pts
Top 5
100.0%
+70.0 pts
Top 10
100.0%
+57.4 pts
HHI
2,242
Moderately concentrated+1,880
Portfolio Trend
16 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2023| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 53.0% | $953,301 |
| Consumer Cyclical | 19.1% | $344,144 |
| Communication Services | 14.8% | $266,807 |
| Unclassified | 13.0% | $233,377 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
5 positions
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MA | Mastercard Inc | 9,705 | $3,842,306 | |
| TJX | Tjx Companies Inc /De/ | 40,410 | $3,591,640 | |
| CRM | Salesforce, Inc. | 16,777 | $3,402,040 | |
| XOM | Exxon Mobil Corp | 27,885 | $3,278,718 | |
| JNJ | Johnson & Johnson | 20,679 | $3,220,754 | |
| BKNG | Booking Holdings Inc. | 1,033 | $3,185,720 | |
| SYK | Stryker Corp | 11,013 | $3,009,522 | |
| LIN | Linde PLC | 8,007 | $2,981,406 | |
| PG | PROCTER & GAMBLE Co | 20,384 | $2,973,210 | |
| PEP | Pepsico Inc | 17,142 | $2,904,540 | |
| GD | General Dynamics Corp | 12,939 | $2,859,130 | |
| IQV | Iqvia Holdings Inc. | 14,339 | $2,821,198 | |
| TMO | Thermo Fisher Scientific Inc. | 5,497 | $2,782,416 | |
| DE | Deere & Co | 7,277 | $2,746,194 | |
| CVX | Chevron Corp | 16,007 | $2,699,100 | |
| NVS | Novartis AG | 25,344 | $2,581,539 | |
| ICE | Intercontinental Exchange, Inc. | 23,268 | $2,559,945 | |
| ROK | Rockwell Automation, Inc | 8,319 | $2,378,152 | |
| WM | Waste Management Inc | 15,492 | $2,361,600 | |
| ROP | Roper Technologies Inc | 4,818 | $2,333,261 | |
| JPM | Jpmorgan Chase & Co | 15,923 | $2,309,153 | |
| DHR | Danaher Corp /De/ | 10,451 | $2,298,664 | |
| KO | Coca Cola Co | 40,872 | $2,288,014 | |
| MDT | Medtronic plc | 28,170 | $2,207,401 | |
| NEE | Nextera Energy Inc | 37,300 | $2,136,917 | |
| No positions match the current search. | ||||
5 positions ·
$1,797,629 total
· as of Dec 31, 2023
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,570 | $590,382 | 32.84% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,885 | $362,919 | 20.19% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,265 | $344,144 | 19.14% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,910 | $266,807 | 14.84% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 491 | $233,377 | 12.98% |