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Home > Institutional Investor > Cohen Investment Advisors Llc > Profile

Instuitional Investor - Cohen Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Cohen Investment Advisors Llc
Portfolio Value $135,796,957
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 45,384 $8,737,686 6.43%
2.
Eli Lilly & Co
 LLY 10,450 $6,091,514 4.48%
3.
Microsoft Corp
 MSFT 15,820 $5,948,765 4.38%
4.
Amazon Com Inc
 AMZN 34,479 $5,238,664 3.85%
5.
Alphabet Inc.
 GOOG 28,238 $3,944,566 2.9%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)