Cookson Peirce & Co. Inc.
Cookson Peirce & Co., Inc. (CooksonPeirce Wealth Management) is a fee-only money management and investment advisory firm headquartered in Pittsburgh, Pennsylvania. Founded in 1984, the firm serves private clients—including high-net worth individuals, trusts, endowments, pensions, and foundations—and institutional clients such as professional advisors at financial institutions. Cookson Peirce offers portfolio management (stocks, ETFs, bonds), financial planning, and asset management. The firm has about 25 employees, with 16 dedicated to investment advisory roles, and is privately held by three principal owners.
Investment Strategy
Cookson Peirce uses a disciplined, quantitative security selection methodology designed to eliminate subjective and emotional decision-making. Portfolios are constructed using stocks, ETFs, and bonds across a range of model strategies, customized to client goals, risk tolerance, and investment objectives. Guidelines for diversification and ongoing electronic portfolio management are applied, with regular account rebalancing. The approach aims to tactically allocate assets toward market areas predicted to outperform, with monthly reviews by senior investment professionals. The firm's philosophy emphasizes replicable rules-driven decision-making in pursuit of consistent, risk-managed long-term growth.
Latest 13F Filing Activity
Cookson Peirce & Co. Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 270 equity positions with a total 13F market value of $2B. The fund increased holdings in Robinhood MKTS Inc., Amphenol Corp. New, Darden Restaurants Inc. among other positions. Cookson Peirce & Co. Inc. reduced exposure to Alphabet Inc., Cummins Inc., Blackrock Inc. among others.
Top Holdings
Equity Positions (270)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 4.75% | $107.9M | 476,379 | $170.55 | $226.49 | +$27.5M |
A APH | AMPHENOL CORP NEW | 4.37% | $99.4M | 1,006,250 | $39.84 | $98.75 | +$32.0M |
A AMZN | AMAZON COM INC | 3.91% | $88.8M | 404,900 | $192.77 | $219.39 | +$12.9M |
F FFIV | F5 INC | 2.79% | $63.4M | 215,498 | $251.78 | $294.32 | +$6.1M |
F FLEX | FLEX LTD | 2.79% | $63.4M | 1,270,413 | $23.92 | $49.92 | +$20.6M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Chief Investment Officer | Pittsburgh, PA , United States | |
L Luke O'Neill | Chief Investment Officer | Pittsburgh, PA , United States | |
S Sean Volk | Portfolio Manager | Pittsburgh, PA , United States |