BUTENSKY & COHEN FINANCIAL SECURITY, INC
CIK
1632802
Location
PONTE VEDRA BEACH, FL
Portfolio Value
Micro
$39,765,469
Diversification
Diversified
Filing Date
Global Rank
#2,994
/ 8,232
▲ 206
Top Industry
Drug Manufacturers - General
6.0%
3Y Alpha vs SPY
-3.9%
Period ended 2 months ago
Filed Apr 9, 2026 · 2mo
25 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
+59.9%
SPY
+76.3%
Annualised alpha
-3.9%
Max drawdown
−14.2%
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
68 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
2.3%
−0.3 pts
Top 5
10.9%
−0.8 pts
Top 10
21.2%
−1.4 pts
HHI
169
Diversified−6
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 16.7% | $54,117,873 |
| Industrials | 13.3% | $43,027,863 |
| Consumer Defensive | 12.3% | $39,765,469 |
| Healthcare | 11.8% | $38,220,531 |
| Financial Services | 10.8% | $35,043,996 |
| Energy | 8.5% | $27,707,368 |
| Consumer Cyclical | 7.6% | $24,625,556 |
| Basic Materials | 6.8% | $22,049,022 |
| Communication Services | 5.6% | $18,262,307 |
| Utilities | 4.2% | $13,583,978 |
| Real Estate | 1.5% | $4,970,936 |
| Unclassified | 0.8% | $2,698,716 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WMT | Walmart Inc. | +11,297 | 26,043 | $3,236,624 | |
| CMCSA | Comcast Corp | +10,083 | 94,370 | $2,709,362 | |
| MOS | Mosaic Co | +7,311 | 174,065 | $4,438,657 | |
| KVUE | Kenvue Inc. | +6,733 | 229,961 | $3,964,527 | |
| CVS | CVS HEALTH Corp | +6,313 | 59,543 | $4,276,378 | |
| EMN | Eastman Chemical Co | +5,198 | 48,661 | $3,713,807 | |
| DD | DuPont de Nemours, Inc. | +5,145 | 69,722 | $3,193,267 | |
| BP | Bp PLC | +4,551 | 150,500 | $7,073,500 | |
| UPS | United Parcel Service Inc | +4,108 | 37,750 | $3,713,844 | |
| IAU | Ishares Gold Trust | +3,991 | 17,931 | $1,580,796 | |
| META | Meta Platforms, Inc. | +3,550 | 5,710 | $3,266,862 | |
| LEN | Lennar Corp /New/ | +3,140 | 39,227 | $3,406,472 | |
| VZ | Verizon Communications Inc | +3,029 | 120,078 | $6,027,915 | |
| CSX | Csx Corp | +2,072 | 133,082 | $5,463,015 | |
| CHKP | Check Point Software Technologies Ltd | +1,917 | 26,746 | $3,820,666 | |
| UL | Unilever PLC | +1,839 | 84,002 | $4,785,593 | |
| EOG | Eog Resources Inc | +1,691 | 45,922 | $6,638,943 | |
| HSY | Hershey Co | +1,657 | 26,075 | $5,420,731 | |
| O | Realty Income Corp | +1,581 | 81,251 | $4,970,936 | |
| WRB | Berkley W R Corp | +1,319 | 79,291 | $5,255,407 | |
| MDT | Medtronic plc | +1,316 | 58,314 | $5,052,908 | |
| ABT | Abbott Laboratories | +1,270 | 34,532 | $3,545,400 | |
| QCOM | Qualcomm Inc/De | +941 | 32,696 | $4,210,590 | |
| EFX | Equifax Inc | +938 | 18,008 | $3,242,700 | |
| PNW | Pinnacle West Capital Corp | +890 | 61,511 | $6,197,232 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| B | Barrick Mining Corp | −22,944 | 136,858 | $5,582,437 | |
| MU | Micron Technology Inc | −11,849 | 15,250 | $5,152,060 | |
| TGT | Target Corp | −8,275 | 6,942 | $841,370 | |
| KMI | Kinder Morgan, Inc. | −6,958 | 205,666 | $6,895,980 | |
| BNY | Bank of New York Mellon Corp | −4,737 | 56,795 | $6,737,590 | |
| RTX | RTX Corp | −4,650 | 33,860 | $6,531,593 | |
| JCI | Johnson Controls International plc | −4,138 | 46,785 | $6,126,495 | |
| GOOGL | Alphabet Inc. | −3,724 | 21,763 | $6,258,168 | |
| CMI | Cummins Inc | −2,201 | 11,280 | $6,068,865 | |
| CSCO | Cisco Systems, Inc. | −2,041 | 86,090 | $6,679,723 | |
| MRK | Merck & Co., Inc. | −1,927 | 53,452 | $6,429,740 | |
| JNJ | Johnson & Johnson | −1,711 | 27,420 | $6,702,544 | |
| CVX | Chevron Corp | −1,497 | 34,311 | $7,098,945 | |
| NEE | Nextera Energy Inc | −1,142 | 79,530 | $7,386,746 | |
| BTI | British American Tobacco p.l.c. | −965 | 117,210 | $6,853,268 | |
| KLAC | Kla Corp | −748 | 4,504 | $6,631,733 | |
| ADBE | Adobe Inc. | −740 | 7,865 | $1,911,824 | |
| MCK | Mckesson Corp | −691 | 7,081 | $6,127,613 | |
| TAP | Molson Coors Beverage Co | −499 | 82,017 | $3,531,651 | |
| KO | Coca Cola Co | −373 | 17,113 | $1,301,442 | |
| LMT | Lockheed Martin Corp | −352 | 10,496 | $6,343,676 | |
| SFBS | ServisFirst Bancshares, Inc. | −319 | 4,691 | $341,645 | |
| AAPL | Apple Inc. | −271 | 25,630 | $6,504,637 | |
| AMGN | Amgen Inc | −187 | 17,297 | $6,085,948 | |
| SPY | Spdr S&P 500 ETF Trust | −59 | 993 | $645,787 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| Q | Qnity Electronics, Inc. | 34,027 | $3,926,035 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
10 positions ·
$39,765,469 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Reduced | 117,210 | $6,853,268 | 17.23% | |
| HSY |
Hershey Co
Consumer Defensive
|
Added | 26,075 | $5,420,731 | 13.63% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
Added | 69,101 | $5,022,951 | 12.63% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 30,957 | $4,807,312 | 12.09% | |
| UL |
Unilever PLC
Consumer Defensive
|
Added | 84,002 | $4,785,593 | 12.03% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
Added | 229,961 | $3,964,527 | 9.97% | |
| TAP |
Molson Coors Beverage Co
Consumer Defensive
|
Reduced | 82,017 | $3,531,651 | 8.88% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 26,043 | $3,236,624 | 8.14% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 17,113 | $1,301,442 | 3.27% | |
| TGT |
Target Corp
Consumer Defensive
|
Reduced | 6,942 | $841,370 | 2.12% |