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Cohen Investment Advisors LLC
Cohen Investment Advisors LLC is an independent registered investment adviser headquartered in Bedford, New Hampshire. Founded in 2011, the firm manages assets for individuals, high-net-worth individuals, and pooled investment vehicles. With approximately 7-8 employees, Cohen Investment Advisors provides customized portfolio management, financial planning, and investment advisory services to its clients.
Investment Strategy
Cohen Investment Advisors LLC employs a diversified investment strategy focused on long-term capital appreciation for individuals and pooled investment vehicles. The firm manages discretionary portfolios primarily consisting of individual equities, including large-cap U.S. stocks such as AAPL, LLY, MSFT, AMZN, and others, as well as allocations to pooled real estate funds. The approach emphasizes personalized, client-centric asset allocation based on financial goals, risk tolerance, and market conditions, blending active management of securities with long-term investment perspectives.
Latest 13F Filing Activity
Cohen Investment Advisors LLC filed their most recent 13F report on Sep 30, 2025 disclosing 78 equity positions with a total 13F market value of $206M. The fund increased holdings in Alphabet Inc., Apple Inc., Nvidia Corporation among other positions. Cohen Investment Advisors LLC reduced exposure to Intuit, Cme Group Inc., Vodafone Group PLC New among others.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 5.32% | $11.0M | 43,043 | $143.75 | $254.63 | +$2.0M |
M MSFT | MICROSOFT CORP | 4.59% | $9.5M | 18,251 | $271.02 | $517.95 | +$448.0K |
L LLY | ELI LILLY & CO | 4.02% | $8.3M | 10,845 | $319.45 | $763.00 | -$195.6K |
A AMZN | AMAZON COM INC | 3.77% | $7.8M | 35,378 | $160.50 | $219.57 | +$109.5K |
M META | META PLATFORMS INC | 3.69% | $7.6M | 10,364 | $276.65 | $734.38 | -$45.1K |
Industry Allocation
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