BUTENSKY & COHEN FINANCIAL SECURITY, INC
Top Portfolio Positions
67 positions ·
$323,822,035 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NEE |
Nextera Energy Inc
Utilities
|
79,530 | $7,386,746 | 2.28% |
| CVX |
Chevron Corp
Energy
|
34,311 | $7,098,945 | 2.19% |
| BP |
Bp PLC
Energy
|
150,500 | $7,073,500 | 2.18% |
| KMI |
Kinder Morgan, Inc.
Energy
|
205,666 | $6,895,980 | 2.13% |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
117,210 | $6,853,268 | 2.12% |
| BK |
Bank of New York Mellon Corp
Financial Services
|
56,795 | $6,737,590 | 2.08% |
| JNJ |
Johnson & Johnson
Healthcare
|
27,420 | $6,702,544 | 2.07% |
| CSCO |
Cisco Systems, Inc.
Technology
|
86,090 | $6,679,723 | 2.06% |
| EOG |
Eog Resources Inc
Energy
|
45,922 | $6,638,943 | 2.05% |
| KLAC |
Kla Corp
Technology
|
4,504 | $6,631,733 | 2.05% |
Portfolio Trend
Holdings in MSM
Shares Held
Position Value (USD)
19 of 19 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,537,675 | 60,016 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $4,972,664 | 59,128 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $5,316,569 | 57,701 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,851,750 | 57,066 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $4,366,218 | 56,215 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $4,142,157 | 55,458 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,539,406 | 52,747 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,074,630 | 51,376 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $4,890,621 | 50,398 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $5,073,733 | 50,106 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $4,894,347 | 49,866 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $4,797,348 | 50,350 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $4,642,260 | 55,265 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $4,484,349 | 54,888 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $3,818,520 | 52,445 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $3,548,722 | 47,247 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $3,691,638 | 43,324 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $2,367,045 | 28,159 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $293,174 | 3,656 | Shares | Sole | 2021-10-13 | |
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