NewEdge Wealth, LLC

CIK

1861796

City

STAMFORD

State / Country

CT

Stock

LDP — Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.

Top Portfolio Positions

752 positions · $5,956,615,050 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	1,362,322	$345,743,700	5.80%
MSFT	Microsoft Corp Technology	768,837	$284,600,392	4.78%
NVDA	Nvidia Corp Technology	1,372,827	$239,421,028	4.02%
GOOGL	Alphabet Inc. Communication Services	813,160	$233,832,289	3.93%
AVGO	Broadcom Inc. Technology	514,188	$159,146,327	2.67%
SPY	Spdr S&P 500 ETF Trust	236,940	$154,091,559	2.59%
JPM	Jpmorgan Chase & Co Financial Services	492,565	$144,892,920	2.43%
AMZN	Amazon Com Inc Consumer Cyclical	672,432	$140,047,412	2.35%
META	Meta Platforms, Inc. Communication Services	219,387	$125,517,884	2.11%
GILD	Gilead Sciences, Inc. Healthcare	706,725	$98,496,263	1.65%

Portfolio Trend

22 quarters · across all stocks

Holdings in LDP

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,900,999	195,343	-8.8%	Shares	Sole	2026-05-13
2025-12-31	$4,533,089	214,128	-0.4%	Shares	Sole	2026-02-03
2025-09-30	$4,659,981	215,043	+0.1%	Shares	Sole	2025-11-07
2025-06-30	$4,507,175	214,832	+10.4%	Shares	Sole	2025-08-11
2025-03-31	$3,961,689	194,582	+27.2%	Shares	Sole	2025-05-09
2024-12-31	$3,090,216	152,981	+3.6%	Shares	Sole	2025-02-05
2024-09-30	$3,212,061	147,681	+34.1%	Shares	Sole	2024-11-12
2024-06-30	$2,190,751	110,088	+14.0%	Shares	Sole	2024-08-02
2024-03-31	$1,938,623	96,545	+1.5%	Shares	Sole	2024-05-06
2023-12-31	$1,752,269	95,077	+657.4%	Shares	Sole	2024-01-29
2023-09-30	$214,279	12,553	0.0%	Shares	Sole	2023-11-08
2023-06-30	$228,464	12,553	0.0%	Shares	Sole	2023-08-09
2023-03-31	$223,945	12,553	0.0%	Shares	Sole	2023-05-08
2022-12-31	$238,758	12,553	—	Shares	Sole	2023-02-14
No 13F history on record for this holder in this stock.