Arthur M. Cohen & Associates as of March 31, 2018
Portfolio Holdings for Arthur M. Cohen & Associates
Arthur M. Cohen & Associates holds 115 positions in its portfolio as reported in the March 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Danaher Corporation (DHR) | 9.9 | $26M | 274k | 95.72 | |
Berkshire Hathaway (BRK.B) | 9.7 | $26M | 132k | 194.20 | |
Vanguard High Dividend Yield ETF (VYM) | 6.3 | $17M | 208k | 80.66 | |
Berkshire Hathaway (BRK.A) | 5.8 | $15M | 52.00 | 293403.85 | |
Spdr S&p 500 Etf (SPY) | 5.2 | $14M | 53k | 257.50 | |
Amgen (AMGN) | 4.4 | $12M | 70k | 165.68 | |
Colgate-Palmolive Company (CL) | 4.2 | $11M | 16k | 705.81 | |
Fortive (FTV) | 4.0 | $11M | 142k | 75.37 | |
Apple (AAPL) | 3.9 | $10M | 62k | 165.74 | |
Microsoft Corporation (MSFT) | 2.6 | $6.8M | 76k | 89.34 | |
United Technologies Corporation | 2.5 | $6.8M | 55k | 123.48 | |
Alphabet Inc Class C cs (GOOG) | 2.3 | $6.2M | 6.2k | 1005.18 | |
Johnson & Johnson (JNJ) | 2.0 | $5.2M | 42k | 125.22 | |
BlackRock (BLK) | 1.9 | $5.2M | 9.9k | 519.29 | |
Home Depot (HD) | 1.5 | $3.9M | 23k | 171.69 | |
Eli Lilly & Co. (LLY) | 1.4 | $3.8M | 50k | 76.35 | |
Philip Morris International (PM) | 1.3 | $3.5M | 35k | 98.34 | |
Bristol Myers Squibb (BMY) | 1.2 | $3.1M | 51k | 61.31 | |
Illumina (ILMN) | 1.2 | $3.1M | 13k | 229.93 | |
Pepsi (PEP) | 1.0 | $2.6M | 25k | 107.34 | |
Clorox Company (CLX) | 1.0 | $2.6M | 21k | 128.89 | |
Procter & Gamble Company (PG) | 1.0 | $2.6M | 31k | 82.45 | |
Hershey Company (HSY) | 1.0 | $2.6M | 27k | 96.99 | |
Kraft Heinz (KHC) | 0.9 | $2.5M | 41k | 60.27 | |
Kimberly-Clark Corporation (KMB) | 0.9 | $2.3M | 22k | 107.90 | |
Merck & Co (MRK) | 0.9 | $2.3M | 43k | 53.57 | |
Facebook Inc cl a (META) | 0.8 | $2.2M | 14k | 156.34 | |
iShares Russell 2000 Index (IWM) | 0.8 | $2.0M | 14k | 148.10 | |
Walgreen Boots Alliance (WBA) | 0.8 | $2.0M | 32k | 63.10 | |
Wells Fargo & Company (WFC) | 0.7 | $1.9M | 37k | 51.35 | |
Netflix (NFLX) | 0.7 | $1.8M | 6.5k | 280.23 | |
Costco Wholesale Corporation (COST) | 0.7 | $1.8M | 9.9k | 182.48 | |
Mondelez Int (MDLZ) | 0.6 | $1.6M | 38k | 40.98 | |
Verizon Communications (VZ) | 0.6 | $1.5M | 31k | 46.86 | |
Lockheed Martin Corporation (LMT) | 0.5 | $1.3M | 3.8k | 332.90 | |
At&t (T) | 0.5 | $1.2M | 34k | 35.10 | |
Unilever (UL) | 0.5 | $1.2M | 22k | 54.73 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.4 | $1.2M | 3.5k | 334.68 | |
SPDR S&P Dividend (SDY) | 0.4 | $1.1M | 12k | 89.37 | |
Arch Capital Group (ACGL) | 0.4 | $1.1M | 13k | 85.23 | |
PowerShares QQQ Trust, Series 1 | 0.4 | $1.1M | 6.8k | 155.51 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.4 | $1.1M | 7.1k | 150.88 | |
Markel Corporation (MKL) | 0.4 | $1.0M | 889.00 | 1159.73 | |
Sage Therapeutics (SAGE) | 0.4 | $1.0M | 8.3k | 124.02 | |
UnitedHealth (UNH) | 0.4 | $948k | 4.4k | 217.28 | |
Amazon (AMZN) | 0.4 | $957k | 6.9k | 138.10 | |
Wal-Mart Stores (WMT) | 0.3 | $921k | 11k | 85.45 | |
Vanguard Scottsdale Fds cmn (VTWV) | 0.3 | $941k | 9.0k | 104.13 | |
Assembly Biosciences | 0.3 | $912k | 20k | 46.76 | |
CBOE Holdings (CBOE) | 0.3 | $847k | 7.5k | 112.48 | |
Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.3 | $853k | 1.8k | 483.29 | |
Gogo (GOGO) | 0.3 | $858k | 104k | 8.24 | |
Vanguard S&p 500 Etf idx (VOO) | 0.3 | $859k | 3.6k | 236.44 | |
Thermo Fisher Scientific (TMO) | 0.3 | $822k | 4.1k | 202.86 | |
Bank of America Corporation (BAC) | 0.3 | $788k | 27k | 29.11 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $706k | 6.6k | 107.33 | |
Edwards Lifesciences (EW) | 0.3 | $729k | 5.4k | 135.48 | |
iShares S&P MidCap 400 Index (IJH) | 0.3 | $716k | 3.9k | 183.12 | |
iShares Dow Jones Select Dividend (DVY) | 0.3 | $727k | 7.8k | 93.44 | |
Vanguard Small-Cap ETF (VB) | 0.3 | $726k | 5.1k | 143.48 | |
Starbucks Corporation (SBUX) | 0.2 | $634k | 11k | 56.24 | |
3M Company (MMM) | 0.2 | $611k | 2.9k | 211.93 | |
iShares S&P SmallCap 600 Index (IJR) | 0.2 | $599k | 8.0k | 75.23 | |
Abbvie (ABBV) | 0.2 | $607k | 6.7k | 91.25 | |
Agios Pharmaceuticals (AGIO) | 0.2 | $560k | 7.6k | 73.57 | |
Coca-Cola Company (KO) | 0.2 | $543k | 13k | 42.84 | |
Campbell Soup Company (CPB) | 0.2 | $543k | 13k | 42.24 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.2 | $534k | 10k | 53.46 | |
Bluebird Bio (BLUE) | 0.2 | $519k | 3.2k | 161.53 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $533k | 526.00 | 1013.31 | |
Walt Disney Company (DIS) | 0.2 | $515k | 5.2k | 98.62 | |
Intel Corporation (INTC) | 0.2 | $492k | 10k | 48.96 | |
Brookfield Infrastructure Part (BIP) | 0.2 | $502k | 12k | 41.29 | |
salesforce (CRM) | 0.2 | $509k | 4.4k | 115.39 | |
McDonald's Corporation (MCD) | 0.2 | $476k | 3.0k | 156.89 | |
Nike (NKE) | 0.2 | $475k | 7.4k | 64.07 | |
iShares Russell 2000 Value Index (IWN) | 0.2 | $490k | 4.1k | 119.78 | |
J.M. Smucker Company (SJM) | 0.2 | $454k | 3.8k | 119.79 | |
Vanguard Mid-Cap ETF (VO) | 0.2 | $445k | 2.9k | 150.90 | |
iShares S&P 500 Index (IVV) | 0.2 | $429k | 1.7k | 259.37 | |
Waste Management (WM) | 0.1 | $395k | 4.7k | 83.51 | |
Western Digital (WDC) | 0.1 | $396k | 4.4k | 90.00 | |
Dr Pepper Snapple | 0.1 | $401k | 3.4k | 117.94 | |
M&T Bank Corporation (MTB) | 0.1 | $360k | 2.0k | 180.00 | |
iShares Russell Midcap Index Fund (IWR) | 0.1 | $365k | 1.8k | 201.77 | |
Vanguard Small-Cap Value ETF (VBR) | 0.1 | $365k | 2.9k | 126.30 | |
Alibaba Group Holding (BABA) | 0.1 | $370k | 2.1k | 178.31 | |
Abbott Laboratories (ABT) | 0.1 | $349k | 6.0k | 58.25 | |
Tesla Motors (TSLA) | 0.1 | $356k | 1.4k | 252.66 | |
Mindbody | 0.1 | $338k | 9.0k | 37.56 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $326k | 7.0k | 46.27 | |
SPDR DJ Wilshire Small Cap | 0.1 | $320k | 2.6k | 121.03 | |
Honeywell International (HON) | 0.1 | $282k | 2.0k | 142.35 | |
iShares Russell 2000 Growth Index (IWO) | 0.1 | $268k | 1.4k | 187.41 | |
Zoetis Inc Cl A (ZTS) | 0.1 | $252k | 3.1k | 81.29 | |
Pfizer (PFE) | 0.1 | $243k | 6.9k | 35.00 | |
Altria (MO) | 0.1 | $248k | 4.1k | 60.49 | |
Visa (V) | 0.1 | $243k | 2.1k | 117.96 | |
IDEX Corporation (IEX) | 0.1 | $239k | 1.7k | 140.59 | |
Marathon Petroleum Corp (MPC) | 0.1 | $237k | 3.3k | 71.82 | |
Brookfield Asset Management | 0.1 | $214k | 5.6k | 38.39 | |
Boeing Company (BA) | 0.1 | $216k | 670.00 | 322.39 | |
Becton, Dickinson and (BDX) | 0.1 | $221k | 1.0k | 213.11 | |
Raymond James Financial (RJF) | 0.1 | $218k | 2.5k | 87.20 | |
Vanguard Growth ETF (VUG) | 0.1 | $221k | 1.6k | 138.73 | |
First Trust ISE Water Index Fund (FIW) | 0.1 | $224k | 4.8k | 46.34 | |
American Tower Reit (AMT) | 0.1 | $205k | 1.4k | 143.56 | |
Worldpay Ord | 0.1 | $212k | 2.6k | 80.61 | |
Cerner Corporation | 0.1 | $190k | 3.3k | 57.23 | |
Unilever | 0.1 | $188k | 3.4k | 55.95 | |
Chevron Corporation (CVX) | 0.1 | $167k | 1.5k | 111.56 | |
USG Corporation | 0.1 | $155k | 3.9k | 39.61 | |
Royal Dutch Shell | 0.1 | $130k | 2.0k | 64.36 | |
General Mills (GIS) | 0.0 | $95k | 2.2k | 43.88 | |
LightPath Technologies (LPTH) | 0.0 | $105k | 50k | 2.10 |