BUTENSKY & COHEN FINANCIAL SECURITY, INC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 76.6%; sector active share 19.9% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
98 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 16.8% | $66,329,431 |
| Unclassified | 14.2% | $56,102,646 |
| Industrials | 10.7% | $42,330,497 |
| Healthcare | 10.6% | $41,887,708 |
| Financial Services | 9.7% | $38,432,684 |
| Consumer Defensive | 9.6% | $38,020,565 |
| Energy | 6.5% | $25,443,987 |
| Consumer Cyclical | 6.3% | $24,786,186 |
| Basic Materials | 5.9% | $23,206,833 |
| Communication Services | 5.4% | $21,345,557 |
| Utilities | 3.0% | $11,645,912 |
| Real Estate | 1.2% | $4,760,969 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CMCSA | Comcast Corp | +22,014 | 125,253 | $2,725,505 | |
| MOS | Mosaic Co | +19,826 | 171,547 | $3,713,992 | |
| KVUE | Kenvue Inc. | +13,030 | 261,618 | $4,620,173 | |
| PMMF | +10,806 | 18,477 | $1,851,949 | ||
| TAP | Molson Coors Beverage Co | +10,616 | 73,390 | $2,676,532 | |
| LEN | Lennar Corp /New/ | +8,413 | 52,390 | $4,274,499 | |
| BSCV | +6,901 | 105,285 | $1,660,344 | ||
| IAU | Ishares Gold Trust | +6,510 | 29,210 | $2,281,301 | |
| BSCZ | +6,196 | 80,512 | $1,548,020 | ||
| BSCQ | Invesco BulletShares 2026 Corporate Bond ETF | +6,165 | 84,586 | $1,651,118 | |
| BSCR | Invesco BulletShares 2027 Corporate Bond ETF | +5,905 | 86,766 | $1,695,841 | |
| BSCU | Invesco BulletShares 2030 Corporate Bond ETF | +5,858 | 105,630 | $1,704,868 | |
| BSCT | Invesco BulletShares 2029 Corporate Bond ETF | +5,777 | 92,003 | $1,674,454 | |
| BSCY | +5,743 | 79,722 | $1,555,950 | ||
| BSCX | +5,553 | 79,494 | $1,589,784 | ||
| BSCW | +5,069 | 83,275 | $1,630,940 | ||
| BSCS | Invesco BulletShares 2028 Corporate Bond ETF | +4,809 | 81,750 | $1,645,218 | |
| VZ | Verizon Communications Inc | +3,940 | 126,105 | $5,784,435 | |
| B | Barrick Mining Corp | +3,699 | 143,372 | $5,830,939 | |
| SFBS | ServisFirst Bancshares, Inc. | +3,615 | 7,230 | $289,055 | |
| XLU | State Street(R) Utilities Select Sector SPDR(R) ETF | +3,308 | 63,682 | $2,511,618 | |
| WMT | Walmart Inc. | +3,163 | 36,391 | $3,781,752 | |
| ABT | Abbott Laboratories | +3,038 | 46,847 | $4,629,888 | |
| O | Realty Income Corp | +2,963 | 87,679 | $4,760,969 | |
| UL | Unilever PLC | +2,636 | 89,392 | $5,428,775 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BNY | Bank of New York Mellon Corp | −5,190 | 46,382 | $6,708,228 | |
| MSM | Msc Industrial Direct Co Inc | −4,243 | 54,270 | $6,714,284 | |
| CSX | Csx Corp | −3,946 | 126,188 | $5,869,003 | |
| MRK | Merck & Co., Inc. | −3,089 | 49,493 | $7,191,827 | |
| MCD | Mcdonalds Corp | −2,941 | 16,488 | $3,807,738 | |
| CSCO | Cisco Systems, Inc. | −2,097 | 60,726 | $6,535,939 | |
| NUE | Nucor Corp | −2,095 | 26,111 | $6,103,446 | |
| PGX | Invesco Ltd. | −2,078 | 39,875 | $0 | |
| AAPL | Apple Inc. | −2,027 | 23,042 | $7,673,446 | |
| PEP | Pepsico Inc | −1,729 | 30,324 | $3,842,657 | |
| NVDA | Nvidia Corp | −1,633 | 33,852 | $7,731,119 | |
| ALL | Allstate Corp | −1,584 | 27,213 | $6,037,476 | |
| UPS | United Parcel Service Inc | −1,435 | 36,952 | $3,452,794 | |
| MET | Metlife Inc | −1,096 | 68,106 | $6,412,860 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | −1,081 | 29,129 | $5,702,001 | |
| JNJ | Johnson & Johnson | −1,066 | 25,774 | $6,823,408 | |
| JPM | Jpmorgan Chase & Co | −731 | 20,203 | $6,683,757 | |
| AMGN | Amgen Inc | −601 | 16,654 | $7,019,827 | |
| JCI | Johnson Controls International plc | −586 | 42,973 | $6,387,936 | |
| CVS | CVS HEALTH Corp | −574 | 58,246 | $4,991,099 | |
| MU | Micron Technology Inc | −539 | 7,206 | $7,675,182 | |
| CVX | Chevron Corp | −455 | 33,650 | $6,871,666 | |
| RTX | RTX Corp | −446 | 33,101 | $6,145,199 | |
| KLAC | Kla Corp | −157 | 31,404 | $6,121,581 | |
| XLV | State Street(R) Health Care Select Sector SPDR(R) ETF | −134 | 21,434 | $3,609,914 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MHO | M/I Homes, Inc. | 1,300 | $209,027 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 33,852 | $7,731,119 | 1.96% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 7,206 | $7,675,182 | 1.95% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 23,042 | $7,673,446 | 1.95% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 49,493 | $7,191,827 | 1.82% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 13,928 | $7,143,671 | 1.81% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 16,654 | $7,019,827 | 1.78% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 20,239 | $6,963,835 | 1.77% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 27,918 | $6,955,769 | 1.76% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 33,650 | $6,871,666 | 1.74% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 25,774 | $6,823,408 | 1.73% | |
| MSM |
Msc Industrial Direct Co Inc
Industrials
|
Reduced | 54,270 | $6,714,284 | 1.70% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Reduced | 46,382 | $6,708,228 | 1.70% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 20,203 | $6,683,757 | 1.70% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 60,726 | $6,535,939 | 1.66% | |
| V |
Visa Inc.
Financial Services
|
Added | 17,964 | $6,455,004 | 1.64% | |
| MET |
Metlife Inc
Financial Services
|
Reduced | 68,106 | $6,412,860 | 1.63% | |
| BP |
Bp PLC
Energy
|
Added | 145,775 | $6,412,641 | 1.63% | |
| EOG |
Eog Resources Inc
Energy
|
Added | 46,391 | $6,390,824 | 1.62% | |
| JCI |
Johnson Controls International plc
Industrials
|
Reduced | 42,973 | $6,387,936 | 1.62% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Added | 114,368 | $6,221,619 | 1.58% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 7,245 | $6,185,852 | 1.57% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 33,101 | $6,145,199 | 1.56% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 31,404 | $6,121,581 | 1.55% | |
| NUE |
Nucor Corp
Basic Materials
|
Reduced | 26,111 | $6,103,446 | 1.55% | |
| ALL |
Allstate Corp
Financial Services
|
Reduced | 27,213 | $6,037,476 | 1.53% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 32,055 | $5,899,401 | 1.50% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 8,097 | $5,871,782 | 1.49% | |
| CSX |
Csx Corp
Industrials
|
Reduced | 126,188 | $5,869,003 | 1.49% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 77,379 | $5,860,685 | 1.49% | |
| B |
Barrick Mining Corp
Basic Materials
|
Added | 143,372 | $5,830,939 | 1.48% | |
| PNW |
Pinnacle West Capital Corp
Utilities
|
Added | 62,180 | $5,785,227 | 1.47% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 126,105 | $5,784,435 | 1.47% | |
| OKE |
Oneok Inc /New/
Energy
|
Added | 67,654 | $5,768,856 | 1.46% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 29,129 | $5,702,001 | 1.45% | |
| WRB |
Berkley W R Corp
Financial Services
|
Added | 82,690 | $5,584,881 | 1.42% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 10,877 | $5,539,111 | 1.40% | |
| UL |
Unilever PLC
Consumer Defensive
|
Added | 89,392 | $5,428,775 | 1.38% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
Added | 68,204 | $5,414,033 | 1.37% | |
| GPC |
Genuine Parts Co
Consumer Cyclical
|
Added | 42,908 | $5,395,251 | 1.37% | |
| CMI |
Cummins Inc
Industrials
|
Added | 10,339 | $5,340,817 | 1.35% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 58,475 | $5,045,807 | 1.28% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 58,246 | $4,991,099 | 1.27% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 21,082 | $4,839,794 | 1.23% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 10,771 | $4,803,542 | 1.22% | |
| O |
Realty Income Corp
Real Estate
|
Added | 87,679 | $4,760,969 | 1.21% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 46,847 | $4,629,888 | 1.17% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
Added | 261,618 | $4,620,173 | 1.17% | |
| HSY |
Hershey Co
Consumer Defensive
|
Added | 28,933 | $4,560,130 | 1.16% | |
| Q |
Qnity Electronics, Inc.
Technology
|
Added | 35,048 | $4,406,935 | 1.12% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 23,620 | $4,352,929 | 1.10% |
Showing the top 50 of 98 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.