Cohen Capital Management, Inc.

CIK
0001508120
City
CORTE MADERA
State / Country
CA

Top Portfolio Positions

133 positions · $642,886,683 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AMAT
Applied Materials Inc /De
Technology
144,393 $37,107,557 5.77%
MSFT
Microsoft Corp
Technology
71,905 $34,774,696 5.41%
TMO
Thermo Fisher Scientific Inc.
Healthcare
58,728 $34,029,939 5.29%
SYK
Stryker Corp
Healthcare
82,542 $29,011,036 4.51%
JPM
Jpmorgan Chase & Co
Financial Services
85,518 $27,555,609 4.29%
GOOGL
Alphabet Inc.
Communication Services
70,567 $22,087,471 3.44%
SCHW
Schwab Charles Corp
Financial Services
218,988 $21,879,091 3.40%
AMZN
Amazon Com Inc
Consumer Cyclical
80,487 $18,578,009 2.89%
CSCO
Cisco Systems, Inc.
Technology
219,977 $16,944,828 2.64%
UNH
Unitedhealth Group Inc
Healthcare
50,417 $16,643,155 2.59%

Portfolio Trend

24 quarters · across all stocks

Holdings in GSBD

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Shares Held

Position Value (USD)

21 of 21 shown
Report Date Value (USD) Shares
2025-12-31 $360,082 38,802
2025-09-30 $903,116 88,802
2025-06-30 $1,008,641 89,657
2025-03-31 $1,042,641 89,651
2024-12-31 $1,084,692 89,644
2024-09-30 $1,233,418 89,638
2024-06-30 $1,347,168 89,632
2024-03-31 $1,349,518 90,088
2023-12-31 $1,313,929 89,688
2023-09-30 $1,305,857 89,688
2023-06-30 $1,243,075 89,688
2023-03-31 $1,224,241 89,688
2022-12-31 $1,221,669 89,043
2022-09-30 $1,286,671 89,043
2022-06-30 $1,495,922 89,043
2022-03-31 $1,746,133 89,043
2021-12-31 $1,698,648 88,656
2021-09-30 $1,624,268 88,516
2021-06-30 $1,734,913 88,516
2021-03-31 $1,711,014 88,516
2020-12-31 $1,692,425 88,516